How to Create an Automated Facebook Chatbot Flow

SendPulse allows you to create automated Facebook chatbot flows when a bot provides subscribers with some information according to a pre-determined scenario.

Flow Blocks

Message

This element is always the start of a flow. Add a button to link it to other blocks.

Text is a default element. Type a message in the input field. Click the "+ Add button" to add a button to the message.

Adding a button to a message

The button can call the next message in the flow. For this, specify the name of the button and link it to the next block. Otherwise, the button can transfer a user to a website. For this, specify the name of the button and add a link to a website. After the button details are set, click "Add."

Saving a button in a message

Not more than three buttons can be added under one element.

Image this allows you to send pictures in a message. Click the "Select file" button to upload an image from a computer or a device, or drag the necessary file to the upload area.

Uploading images to a message

Card is an element where users can present anything they sell. It can contain an image of an item, its title, description, and a button. To add several cards, click the "+" button.

Adding cards

The service allows you to add up to ten cards in one element. To switch between the cards, click the arrow buttons. To delete a card, click the cross button. 

Managing cards

If you add two or more cards in the editor field, they will show up in a row and go beyond the block.

File lets users sharing documents with their subscribers. Click the "Upload from disk" button or drag a file into the upload area to add it to the message.

Delay imitates typing. Specify the time in seconds during which the input indicator will be displayed to a subscriber.

Input indicator details

A message is not sent when the indicator is shown. Correlate the time of typing and the size of the message it is displayed before.

User input provides an opportunity to collect contact data from subscribers. Add a question and select what information you want to receive.

Quick reply is a short answer in the form of a button. A subscriber clicks this button, and the text is sent as a message in a chat triggering the corresponding flow. Click the "Quick replies" button to add a quick reply.

Adding a quick reply

Type the text and press "Enter" to save it. The input field in quick replies is limited to 20 characters. Click the cross in the quick reply box to delete it.

To add a new element to the "Message" block, click "Add" and select the necessary element.

Adding new elements to a message

Delete an element with the bin button, move it up and down with the arrow buttons. The buttons appear when you pause a mouse pointer on an element.

Managing message elements

Flow

It allows you to link another flow to the one you are creating. Drag the "Flow" block to the editor and link it to a button or a quick reply, which will trigger this flow. In the "Flow" panel, open the "Start another flow" drop-down menu and select the flow you want to add.

Selecting a flow

Filter

Segment customers based on their personal information and history of receiving your previous messages. Select the Filter element in the left sidebar and drag it after the element that will start your branching scripts.

Then select the condition itself. You can filter by:

  • variable value (all types - string, number, email, phone, and link);
  • assigned tag;
  • participation in the flow;
  • campaigns received

Combine conditions by adding the operators “any” or “all,”, or add independent additional conditions.

After adding conditions, add the additional flow elements to each of the Filter element options if the condition is met (green dot) or not met (red dot).

Action

This is a flow block that is not visible to a subscriber. It can be configured to open a chat with an admin or unsubscribe a subscriber from chatbot campaigns.

To add an action to flow, drag the block to the editor. 

Choosing an action

You can add the following “Action” elements:

“Open the chat” - personal chat with an admin will be opened. Use to prioritize dialogue. The "Open the chat" action moves a conversation to the "Open" tab in the bot chats.
“Unsubscribe from bot” - unsubscribe a user from bulk and automated messages.
“Add tag” - create a tag, that will be attached to a user for the future segmentation of your campaigns.
“Add variable” - update the value of a variable in your auditory list here.
“Send webhook” - send a POST request with user data to your external URL. To add an action to flow, drag the action element into the editor. Select the "Action" element panel.
Link the "Action" element to a button or a quick reply, which will trigger this action.

Pause

It is a period during which no automated messages will be sent to a subscriber. It can be set in minutes, hours, or days.

API Request

Send requests to a third party server to create objects or retrieve data. Get data and use it in your chatbot messages.

You can save the received data to a variable or add it to a message as JSONPath.

Drag the "API Request" element to the workspace, connect it to the element, after which you want to retrieve data. Select the type of request and enter the URL to send the request to.

Selecting a flow

After testing the request and receiving a successful response, configure the mapping settings. If you need to save the value from the response to a variable, select the key from the received request and the variable to save to. If you want to use the received value once without saving it to a variable, copy {{$ ['somekey'] ['nestedkey']}} and use it in the next message element.

Selecting a flow

How to Build an Automated Flow

Create a new trigger. On the new trigger panel, click the "Create a flow" button.

Creating a new flow

Add a text message in the "Message" block. If you are planning more than one block in the flow, add a button to the message. Click "Apply" to save the changes.

Saving changes in flow blocks

Add all the blocks you need. Remember to click "Apply" for every block you add to save its content.

Click the zoom buttons to zoom the editor in or out. Drag the editor field to have more space for a flow.

Zoom buttons

Drag a line from a button in one block to another block to link them.

Linking flow blocks

Once all the blocks of the flow are added, click "Save" to save the flow and bind it to a trigger.

Also, you can save the flow and send it to yourself. You will receive the first message of the flow in your Facebook account. In this way, you can test the flow work.

"Save and exit" saves the flow and closes the editor.

Saving a flow

The automated flow is ready.

Other features

By default, a flow is named after the trigger to which it is bound. To rename a flow, click its name in the editor, enter a new name, and save.

A flow name

Users can edit, copy, delete, or unbind existing flows from triggers.

Trigger menu

Flows unbound from triggers are stored in "Saved flows." To see all the saved flows click the "Saved flows" button on the "MESSENGERS" tab.

Saved flows

When you are in "Saved flows," you can test any flow from there. Open the "Actions" menu for a flow you want to test and click "Test campaign."

Test campaign

How to create a welcome message flow for different subscription widgets

To allow users who will subscribe through different subscription widgets to receive different welcome message flows, create subscription flows for a specific subscription widget. Check out our instructions for setting up welcome messages for widgets.

How to track statistics for active flows

The service allows you to track general chatbot statistics in the "Statistics" tab.

Test campaign

You can view the number of sent and read messages and transitions for the whole flow and separately for each message in the "Bot structure" tab.

You can also track statistics on button clicks for messages in the flow and statistics on users for whom the "Action" and "Pause" elements were triggered. Click the number on a button to view users who pressed the button.

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