Advanced Training: Email Integration

Information provided by Manychat:

 

How do I start sending Email through ManyChat?

1. Before you start using this feature, make sure to enable it under Email tab in Settings:

The next thing you’ll need to do is set up your Contact Information – without it, you will not be able to send Emails:

You’ll also be able to edit the contact information in the same section whenever it’s needed.

2. Get consent for receiving Email and Email address.

Similar to the SMS feature, you’re given 2 new System fields – they are ‘Opted-In for Email’ and the contact’s Email address:

For doing it you need to enable the Set Email Opt-In feature in the User Input Block. This is crucial for sending an Email! Also, when you collect Emails from your subscribers, make sure you got their consent to receive your Emails. 

Here is an example of how an Email opt-in flow can look.

There is a second way. Check out this sample flow: https://manychat.com/flowPlayerPage?share_hash=523129064851971_255dd6d19cf99a94dd86bd5b9908cd9808753484

First step: requesting the Email. You need to select “Send Message” block. Use “User input”, select “Reply type” as Email, and select “Save Email to System Field”

NOTE: The system field can be edited in the “Audience” menu or you can replace it with the value of the Custom Field

Second step: Checking that the Email has been entered. Do not forget to check it if you want to send the following message only for those who gave you an Email address.

Alright, Email is shared and checked, but that’s not it just yet!

Third step: User consent request. To subscribe the contact to your Emails, you’ll need them to request contact consent to receive Email letters and trigger the ‘Set Email Opt In’ action:

3. Now, let’s move to an Email setup in Flow Builder. Send it as flow with triggers and sequences.

To set up the Email’s content, select ‘Send Email’  – it’s a new type of block that can be accessed here.

Your Email must contain the Subject and the Preheader. The other blocks like Headline, Text, Image and Button are optional:

Please note that for now you can only send images (PNG and JPEG). Animations will be converted to static pictures on sending.

You can set a custom button title and attach to it any of the actions below (we recommend to use it for reengagement of your subscribed contact to your bot):

Under the Email content you add, the recipient will always see why they have received it, and your contact information that you provide in Settings > Email.

Once an Email is sent, you will see an ‘Email message sent’ system message in the contact’s conversation in Live Chat:

4. Another good news is that you can actually broadcast to all your subscribed contacts with an Email!

To send Email broadcast, you need to go to the “Broadcasting” section, click  button and select Email in the modal window that appears:

After setting up the flow, click ‘Send Now’ and voila – your Email is bumped into the contact’s mail inbox!

How much does it cost?

We will give you a free number of emails every month. Number of Emails depend on your PRO account plan: up to 500 contacts = 500 free Emails every month, up to 5000 contacts = 5000 free Emails and so on.

If you finish free emails, you will be charged $0,003 per Email as pay as you go.

We will bill you for every 5000 emails sent from your account. At the end of the month we also bill you separately for any amount of messages sent by that moment beyond the last 5000 emails you paid for.

Charges will be made for the same card used for Pro subscription.

To learn more about the current pricing details, click the ‘?’ icon next to Email in the Billing section.

Your Billing history is also divided into 2 sections: subscription Invoices and Service payments.

Subscription Invoices for your PRO plan (in Messenger). Service payments for your service payments for SMS/Email.

The following is the BETA version of pricing for the next 2 months: (starting from September 14, 2019).

Where can I see my statistics?

You need to go Settings – Email – to see your full statistic.

You can also see statistics in Email block for a specific Email letter.

Here are some differences from Messenger block: we added bounce (the number of undelivered messages due to a non-existent email address or mailing protection by anti-bounce services), spam report (when your contact marks your letter as spam) and unsubscribing to give you instruments to evaluate the effectiveness of your letter and your contact base.

ManyChat Branding 

You can remove ManyChat branding from the footer of the Email. Go to Settings and select Email. Change branding to “Disabled”.

Note that there is no option to change it for now.

Email troubleshooting

Email isn’t sent

Make sure that you’re saving the contact email to the System Field and that you’ve set up the ‘opted-in for email’ action correctly as it was described at the beginning of this article.

Flow didn’t continue after email

Check if the flow with Email and other follow-up blocks is properly Published to be sure you’re sending correct version of it.

Also make sure that the follow-up block is properly connected to the Email block via ‘+ Link to another step’ option, ‘+ Add User Reply’ button, or ‘Continue to another step’ option.

Can’t export list of emails

Open the Flow containing the User Input and click on the purple “Respondents” button. Then click on “Show responses”. Here you can see the list of emails saved in your flow. You can export them in the .csv format.

How can I change the Email from which messages are sent

Currently, there is no option to change this email address. This email is our local, system address.

Advanced Training: Admin Live Chat

Information is provided by Manychat:

 

ManyChat Live Chat is a tool that allows you to communicate with your contacts via Messenger or SMS right in ManyChat. It allows you to jump in a conversation and answer the questions, manage contacts’ data manually (add Tags, subscribe to Sequences, add Custom Field value, etc.), and send them messages.

NOTE: Effective December 10, 2020, new Free accounts will be limited to 1,000 contacts, which include subscribed, unsubscribed, and deleted contacts. Once the 1,000 contact limit is reached, Free accounts will no longer be able to send messages to their contacts through configured automations, Live Chat, and Broadcasts. To continue using Live Chat once this contact limit is reached on the Free plan, the Free account will need to be upgraded to Pro.

Live Chat Behavior

Live Chat Behavior allows you to set 2 options for Live Chat:

  • “Any message starts a conversation” option opens a new chat in the Live Chat section with any message from a contact (except for Keywords).
  • “Conversation should be opened explicitly” opens Live Chat with subscribed contact -only when they perform an Action attached to a Button or Quick Reply (also can be started by an Admin when needed).

Go to Settings –> Live Chat to manage the behavior.

If you select the second option, the conversation will be opened only when “Open Conversation” Action is performed, otherwise it will be always marked as Done.

To do so you’ll need to add ‘Notify admin’ and ‘Mark conversation as Open’ actions in the needed place of the flow, so you’ll be notified about this action, and the conversation will appear in ‘Open’ folder of your Live Chat.

Overview

Live Chat Section consists of three columns: the list of your contacts, omni-channel conversation and contact panel. The page icon nearby allows you to see assigned conversations (in case it was assigned to you, you will see it there as well as your teammates’ ones).

You can switch between Opened and Done conversations with the drop-down menu under the Live Chat header and sort them (Newest/Oldest). Select the desired contact to see the conversation.

In the middle column, you’ll find the conversation itself. You can assign it to someone and reopen it in case it was closed. Your bot messages are marked with the bot icon and can be hidden with the icon on the top. This allows you to find all the messages sent by page admins.

In the right column (Contact Panel) you can see all the information your bot collected during all past conversations and it allows you to:

  • See contact’s information (profile picture, full name, status, gender, language, timezone)
  • See all channels history (Messenger&SMS)
  • Manage Tags
  • Subscribe and unsubscribe from Sequences
  • See how this contact opted in
  • Manage Custom User Fields values
  • Unsubscribe this contact, download and delete their data

Please note: you will able to see SMS chat if you: enabled SMS channel in settings and your particular contact has a phone number (in system field) and got action “SMS opt-in”. SMS feature is paid: 0.01$ for outgoing SMS (incoming messages are free).

Threads

By default, threads are displayed according to the time of the last message from the contact – you’ll find the latest dialogues with recent activity on top and earlier ones will be placed below. Every time you reply to the contact, the conversation will be automatically moved to the top of the list.
Timestamps indicate the time of the last message that was manually sent by the contact. If the contact did not write anything to the page, just clicking buttons in the bot’s flows – there will be no timestamp at all; these dialogues will be displayed under conversations with manual activity from contact:


NOTE: If your timestamps are zeroed out without any interaction from the contact’s side, it most probably means that you’ve interacted with the conversations by closing/reopening them.
This is a known bug and we’re currently working on it, however, there’s no ETA for now of when it will be fixed. Hope for your understanding!
Assignments

Use the drop-down menu as shown below to assign the conversation to yourself or to one of your teammates (use the same menu to unassigned it). You can track all the assignments in a drop-down menu next to the Section header on the top-left.

Pause Automation

This option allows you to stop all bot messages while you communicate with your contact. As soon as you message them back, 30 minutes pause is activated and your contact will only receive manually sent messages from an admin for 30 minutes. Keywords won’t be triggered during this period. When the pause is on, you will see the pause icon on the contact’s profile picture in the conversations list and you will be able to increase the pause duration or disable it whenever you want in the Contact Panel.

Also, when the Pause is enabled, if the subscribed contact was in the Flow at the time, all the messages will be sent to the end of the Flow or the closest interruption: for example, Delay or Smart Delay.
If the Delay is activated during the time of Pause Automation or even before it, the messages following the Delay will be sent only at the end of Pause Automation.

Search

Thousands of threads is not a problem, you can search through all the conversations and jump in the desired message to see the details. 2 symbols are quite enough to start searching. Unfortunately, special symbols are not included (you won’t be able to use $, &, %, etc.).

Notes

Notes help you to manually mark your contacts, add a description, and other notes to share some information between your team members, or add some clarifications/reminders for yourself. Use the Notes tab to add some information. Only Page admins can see the Notes.

Mentions in Live Chat Notes 

Just start typing @ in the Live Chat Notes section to mention one of your team members and notify them. If you’re the only admin, you can always mention yourself to receive a reminder in Messenger.

Hide Messages from Bot

This feature hides all the automation messages in the conversation so that you can focus only on the messages your contacts manually typed to your page.

Note: ‘Hide messages from bot’ feature also hides the Keywords and button clicks from your contacts. This happens, because such messages are also part of the automation.

Send Flow

This feature lets you send a specific Flow to the subscribed contact without having to create additional automation. To do that, just click the ‘Send Flow’ icon at the bottom of the conversation, then select a Flow and click ‘Send This Flow’:

Once the Flow is sent, you will see a ‘Flow sent’ system message with the flow’s name in the contact’s conversation:

NOTE: if ‘Pause Automation’ is on, it will be automatically deactivated once you send a Flow:

Content Types

Now your messages can have a content type tag that would match them. That way, you can reach out to people using a non-promotional (post-purchase update, confirmed event update, account update), promotional (), or OTN content tag. This allows you to send messages to people that are otherwise outside of the 7-day messaging window and may have not received your promotional or OTN content. The 7-day messaging window allows you to send messages to people via Live Chat, but once that window expires (i.e. after 7 days of that subscribed contact not interacting with your bot in any manner) – you will only be able to send them messages with non-promotional or OTN content type.

Please note: Facebook Message Tags, Paid Messages, and One-Time Notifications (OTN) are ManyChat Pro features.

You can also send a one-time notification to a  contact who agreed to receive it but ended up not getting it via automation.
More info about Content Types and One-Time Notifications can be found in the linked articles.

Mobile support

Live Chat is supported on mobile devices which means you can manage your conversations in a browser on your mobile device from almost anywhere. Go to manychat.com on your mobile device to manage conversations.

You can also download the ManyChat app for iOS here –   it allows you to handle Live Chat conversations as well, plus you can manage contacts’ data like Tags, Sequences, Custom Field value, etc. More functionality is on the way!

Android app is in development now – we’ll provide further information very soon!

Personas

Please note: This feature has moved to the Messenger tab in settings as it is supported only in the Messenger channel.

This feature allows you to personalize conversations in your bot. Enable it in Settings to let your contacts know who replies back — once you activate it, your contacts will be able to see the agent name and their profile picture which will be auto-populated from Facebook.

This is useful for a variety of use cases, such as customer care (especially when you have several team members you collaborate with). Personas will help you to make the conversations more transparent and build a better customer experience.

Snippet

The Snippets are pre-populated answers you can send to your subscribed contact in the Live Chat with just one click. This is perfect for answering frequently asked questions you already have replies to and don’t want to spend time typing the same information again and again.

To set up a Snippet, head to Settings => Live Chat and scroll down to the bottom of the page until you see the ‘Snippet’ section. In there, click ‘+New Snippet’; you’ll have to specify the Shortcut, which is also the name of your Snippet, and the text of the snippet itself. You’ll be able to edit the Snippet here later of course.

Once the Snippets are created, you’ll see them in the conversations with your contacts. Simply click on the needed Snippet and its content will be automatically added into the text input field. The only thing left to do now is for you to hit ‘Send’! 🙂

Advanced Training: Run a contest

Advanced Training: Webchat – Install chat widget on any website

How to set up the “Customer Chat” Growth Tool for your website and convert your visitors into Messenger bot subscribers.

With ManyChat it is extremely easy to set this tool and grow your audience, but the best thing is – you don’t have to deal with programming. 

This Growth Tool can be used on any platform that supports customizing the <head> section. It is so easy to create: insert the code — customize your Widget in ManyChat — activate it. 

Next time you need to make any changes to your Widget, manage it right in ManyChat account. Customize it as you want, disable and enable it back, and even select the particular pages where your Widget shows up.

Creating ‘Customer Chat’ Growth Tool 

Go to “Growth Tools” tab and click ‘+NewGrowth Tool’.

Scroll down and choose the ‘Customer Chat’ from the list of  your widgets.

‘Customer Chat’ has 2 tabs:

Opt-In Actions — messages user will receive after they click the button.

Setup — this is where you can get your code, authorize your websites and customize some helpful settings.

Change the name of your Growth Tool, so you don’t miss it in the list, and move to the Opt-in message. 

First – you have to create the Opt-in message, or you can use an existing one. 

1. Click ‘Edit’ to start working in a Builder to create a new Flow for opt-in message.

This process is almost the same for any other ManyChat message creation. But kindly note that by the new Facebook rules, a user becomes subscriber only when they reply something by clicking a button or sending a manually typed message. Due to that, ManyChat can’t subscribe a user to a Sequence on opt-in directly. Please add at least one button to your Opt-In Message and use an action on the button to subscribe to a Sequence, if needed.

When you edit the flow, it will change at every point where it is attached. (e.g. if it is used as a message in several Sequences). To edit separately, duplicate the flow and attach the copy.

Once the Opt-in Message is finished, you can open the ‘Setup’ tab. 

Guest mode:

Starting in July 2020, Facebook added a new future to the Customer Chat widget – now users without a Facebook account can contact your bot too. 

More information you can find here – Customer Chat Guest Mode

Installing code to your Website

Click ‘Install JavaScript’ and add your website here:

Then click ‘Next’ and copy the JS code. You need to place it into the <head> of every page of your website. 

 

Click ‘Finish’ and choose your visibility settings. 

By default, your overlay widgets are shown on all pages of all websites where your snippet is installed.

You can specify exact pages, where you want your widget to appear using the“Only show on these pages” settings.

You can also hide your widget from appearing on certain pages if you use the“Hide on these pages” settings.

You can even mix these settings to show widgets only on a certain website, but hide it from some pages of that website.

Now it’s time to customize the way you Customer Chat will look! 

Here you can change the color of the chat bubble to match the style of your website.

Set the Greeting message for logged in user and Greeting message for logged out user, to create a better experience for your customers. You can be a little creative here 🙂

Next are some setting for when and on what devices your ‘Customer Chat’ appears. Maybe you want your widget to only be visible on the desktop, or you need a chat bubble to pop-up after some delay – this is the section where you can choose the option that will suit your website best. 

NOTE: Do not forget to save changes and enable your widget. 

Removing ManyChat logo from the Growth Tools and changing Localization in Settings

Pro ManyChat users can remove the logo from their Growth Tools in the account settings:

And now you are all done and ready to grow! Hope this helps!

NOTE: If you use Facebook SDK, make sure to replace sdk.js with sdk/xfbml.customerchat.js – from January 8, 2019 it’s necessary to use this library to render the customer chat plugin on your website.

To close it, you need to click the chat bubble. The chat window can still be closed in the usual way:

Advanced Training: Google Sheets

Your Automated Assistant collects all buyer/seller leads and exports them to your Lead Capture report (Google Sheet) on the new Buyer/Seller Tabs.

We set this up for you when you request the DFY Automated Assitant Installation.

Buyer leads and Seller leads are separated on to 2 new tabs.

The data collected from your leads answering questions in your automated assistant are saved as custom fields and are saved in the Google sheet in real-time.

 

 

Inside Manychat you will see the Google Sheet Action blocks at the points where the google sheet is being updated with newly collected data.

Look for the Google Sheets Action blocks:

 

 

 

 

 

 

 

If you haven’t already connected Google Sheets to your account, instructions are here

How to Integrate Google Sheets to your Bot

NOTE – this step is not required for your DFY Lead Capture to work, we integrate your bot with our DFY account so we can capture the leads and deliver them to you on the same report as your group’s leads.

 

From this article, you will learn how to connect your ManyChat Account to Google Sheets, and how to simply transfer your contact’s data to tables by actions in flows.

Connect your Google account

Firstly, you have to connect your Google account to ManyChat:

1. Go to Settings —> Integrations

2. Tap the button bellow: Connect Google Sheets Account, and confirm the authorization.

3. Now you can start using Google Sheets.

Add Google Sheets action to flows

You can add the integration action in one of your flows, and when your contact passes through this flow, their data will be pushed to your Google Sheet.

1. Create a new worksheet in your Google Docs and prepare column names on the first row of the document

2. Go to the flow where you want to add an action
3. Make a new action node and choose Google Sheet Actions

Set up your Worksheet action

Insert Row Action

1. Click on the Insert Row link, and Google Sheets wizard will appear.

2. Choose your spreadsheet, worksheet, and match ManyChat fields to the worksheet fields. All contact’s data, Custom User Fields, Bot Fields or Tags are available to send.

 

Now you can try your flow, and then chosen data will appear in your Worksheet.

Note: If you want to change the structure of your Worksheet, you have to go to the wizard of your Google Sheets Action and refresh the fields.

Get a row from Google Sheet by lookup value

Our integration allows you to import data from the Google Sheet into Custom Fields in ManyChat. Refer to the screenshot below to match the narrative with the live action through the guide!

You will need to create
1. Number Bot Field “coupon_id”,
2. Number Custom Field “user_coupon_id”,
3. Text Custom Field “coupon_code” in ManyChat,
4. Coupon sheet at Google Sheets.

And it basically works like this: ManyChat takes value from the Number Bot Field “coupon_id”, looks for the number in the sheet and saves it in the specified Custom Field, “user_coupon_id” in our case.

For example, value of “coupon_id” is now 3 — this will be Lookup Value. And then ManyChat goes and looks for “3” in the Google Sheet Column “ID”— this is Lookup Column.

It will find a Row with “1111-11111111-111111-1111” code and map it to the chosen Custom Field.

We’re going to make a Flow that will give contact a coupon after the click on the button. We are making the request to Google Sheet (described on the screenshot above). We’re receiving the coupon ID and checking with Condition if the user received the coupon at all (we need it in the case there are no more coupons). If there is a coupon, we’ll increase “coupon_id” by 1 — that will increase Lookup Value and move us through the list giving the next contact the next coupon.

If Lookup Value is more than the number of the coupons and there are no more coupons, nothing will be mapped to the “user_coupon_id” Custom Field and we’ll sent the second message “No coupon”.

Note that the second Condition checks if the user has a “Coupon_received” tag which is applied only when the user do not have it yet. If he has, he will receive the message that he already received the coupon. That will make sure that the same user won’t be available to get the code twice.

Note: if Google Sheet doesn’t find any value identical to Lookup Value, then it wouldn’t return anything. And if you have two or more the same values, then the user will receive the first one.

Update Existing Row

This newest feature allows you to update the information in a Google Sheet you had already filled before, using a column and a Custom Field as the lookup values.

1. Create a Google Sheet action and select the sub-action “Update Existing Row”.


2. Select the Sheet, the Lookup Column, and the Lookup Value so that they correspond to the column and the Custom Field that were used in the initial “Insert Row” action.

3. Once it is done, the setup Custom Fields will get re-populated with the current values.

 

 

 

 

 

 

 

 

 

 

Step 6: Test Your Automated Assistant

Step 5: Customize Your Automated Assistant

Live Interactive Training Session Coming Soon!

We will install and customize a Social Vending Machine Automated Assistant from start to finish, live together!

Step 4: Request the Bot Be Installed On Your Page

Step 3: Create a Manychat Admin Invitation URL

Step 2: Create a Manychat Account

Go To https://manychat.com/signup 

Click: Continue with Facebook (make sure you’re signed in to Facebook in another tab or window) 
– You must agree to Manychat’s Terms of Service and Privacy Policy

You will be prompted to connect Manychat to an existing Facebook page in your Facebook account (that you are an admin of) 
If you are not immediately prompted you will need to scroll to the bottom of the left-hand dashboard.
Each page will have it’s own Manychat account, so when you add your 2nd, 3rd, 4th page, etc. you will need to scroll down and click “Create a new account” each time to add each new page.

 

Select the “Facebook Messenger” Option

 

Select the Page that you will be installing (or having our DFY Team Install) The Automated Assistant Onto
Manychat will list every page that you are an Admin for. Just click the Connect button.
There are options at the bottom of the screen if you don’t see the page you want, or if you need to create a new page or if you need to refresh the list.

 

 

You will be prompted to answer some questions about your page/business.

Based on the Social Vending Machine system these are our recommended answers, but you should answer these questions truthfully based on your personal use cases.

Will this account be used for an actual business?
Yes

What describes your business the best?
Local Business or Place

Please, Specify
Other, Write it below:

Consultant

What type of messages are you going to send from ManyChat?
(Check all that apply)

SMS
Email
Facebook Messenger

Are you creating this account for a client?
(do not check)

 

Click NEXT

Optonal – Answer more questions….  or Click “LATER”

 

UPGRADE TO PRO – – REQUIRED IF YOU ARE USING DONE FOR YOU SERVICES

You do not have to upgrade to pro, you can use a free account.

The pro features that will not work if you do not upgrade:

You cannot use our DFY installation and customization

  • SMS collection
  • Email collection
  • Lead capture to Google Sheet
  • Lead delivery email
  • Conversation starter growth tools
  • Any conversation flow that uses these will unpublish and cause an error to display