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.

The flow builder is the main tool to set up your bot to welcome new subscribers, assist users, sell products, and notify a manager about users’ questions in the chatbot. Also, a chatbot can gather information and send it to your system for future use. All you need is to create keywords, design the bot’s structure, and drag-and-drop elements in the SendPulse flow builder.

It’s important to think about the architecture and logic structure of your bot carefully. A well-designed bot will let users easily get a reply to their questions or place an order successfully by providing the necessary information.

Flow Blocks

Message

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

Text

Within the “Message” element select the text element type and add the text of your message. Also, you can add emoji and variables to personalize your messages.

To add a variable click {} in the right corner of the text block and choose the variable you want to add from the drop-down menu. If you have a value for this variable in the user’s contact information, they will receive a message with the value filled in.

Buttons

You need to add a button or user input element to the message element if you want to connect it with other elements in your flow. This is one of the most important elements for communicating with your users - buttons engage users and let them chose a direction for your bot to take them to the next part of your flow.

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

We recommend adding “Back” and “Back to main” buttons after all the information you add, so users can change their choice and choose another path through your flow. This prevents the logic of your bot from being trapped or broken with one message.

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

Images

Diversify your messages by using visual content that relates to your text.

To add an image click on the “Add” button and choose the “Image” element, then upload your image.

Uploading images to a message

For better display in Messenger choose an image resolution of 500 px in width and 200 px in height. It looks both good for desktop and mobile apps.

Сards

The carousel format allows you to showcase up to 10 cards. In one card you can add an image, title – with up to 40 characters, description – with up to 80 characters and 3 buttons with link to an external source or with a phone number to call. To add more cards click + on the right.

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

You can add files in any format excluding executable files, with a size of up to 5 MB. Attach your brochures, tickets, commercial proposals, or other additional media.

Delay

Divide long texts into passages up to 4 lines with the “Delay” element. This element will imitate typing by showing the typing animation and gives your user a rest before the next message.

Click the “Add” button and choose the “Delay” element. Enter a value in seconds - from 1 to 5.

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

You can gather information from users and save it to a variable for future use. Users can enter any value and you only need to set up the type of validation for this value - string (for text values), number, date, phone number, email address, or a URL.

Activate “Wait for the subscriber's response”. Choose the validation type, add a warning message for users who enter the wrong value, and choose the variable where you want to store information.

Also, under the message, you can add quick replies buttons – so users can choose from predefined responses instead of typing their own.

Input indicator details

Сlick Quick replies in the User input element and enter values for the buttons – you can add up to 10 Quick reply buttons.

Quick Replies

Also there is another type of quick reply, this one does not save user’s information – but you can use it to extend the limits of button amounts and tie each button to the next branch of the flow.

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

Only you can see the “Action” element, it will not provide content to your users. Choose this element from the left panel and drop it near the block you want to link. Then choose which action you want to add.

Choosing an action

Open the Chat

Choose the “Open the chat” action for a personal consultation - this is for cases when chatbot’s work is done and the user wants personal communication. This action will open a live chat with the bot’s admin. 

You can turn off bot auto-replies when opening a chat flows. This will help in cases where the subscriber is already waiting for a manager and so that the bot won’t send a message at that moment.

Also, you can set up email notifications for the manager about an open chat that will be sent to the email addresses used to register the account or enable web notifications in the browser.

Unsubscribe from the Bot

Users can unsubscribe from your bot with the /stop and /unsubscribe commands, but also you can set up that automatically. Use the “Unsubscribe from the bot” action for the branch of your scenario where you need to delete users from your audience list to never send them messages again.

Add Tags

Add tags to mark user’s preferences and use them to create more personalized campaigns in the future.

Add Variables

Add a value for the variable to use information in the future - it can be information about an order or personal data, which will help filter your audience for targeted campaigns.

For numbers and dates, you can specify dynamic values. To add or subtract the value of a variable, type in value +1 or -1. If the current value is empty, the count will be from zero for numbers and from the current date for dates.

Use this opportunity to keep the information in your system always up to date. For example, if you have a limited supply and need to count it, complete or implement a survey, you can add additional flow branches depending on the value of the variable.

Send Webhooks

Add this action after an event, about which you want to be notified. For example, if a specific client just made an order. Your CRM will get a POST request with that subscribers’ data, and any variables and tags that the bot gathered.

To add an element to the flow choose the “Send webhook” action. In the first field enter a name for the webhook so that you can easily find it by name in your system and filter it. In the second field add a link to your handler where the POST request will be sent.

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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