Step-By-Step Guide to Creating a New Campaign with ManyChat Integration
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Inbound’.
2. Navigate to 'Campaigns':
In the 'Inbound' application, find and select the 'Campaigns' tab, which is located between 'My Leads' and 'Reporting'. Once on the 'Campaigns' screen, go to the top right corner and click '+ New Campaign'.
3. Select the Integration Type:
You will see a list of available integrations. Select the 'ManyChat' icon and then click 'Continue' at the top of the page.
4. Log into Facebook and Fill in Campaign Details:
A menu will appear prompting you to log into your Facebook Business Account. Then, in the 'Campaign Name' field, input a descriptive name for your 'ManyChat' campaign.
5. Select the Facebook Business Page From the Dropdown:
From the 'Select Facebook Business Page' dropdown, select the Facebook Business page associated with this campaign.
6. Add Leads to CRM and Type of Contact Record:
You can select the option to automatically add leads to the CRM by changing the toggle to 'On'. If 'On' is selected, you can select the type of contact record that you would like created. The toggle allows for either 'People' or 'Business'. When done, click 'Continue'.
7. Decide on Deal Creation:
You have the option to auto-generate new deals within the 'Deals' app each time a new lead is integrated. If you wish to auto-generate deals, select 'Yes, Create New Deals' and proceed to the next step. If not, select 'No, Don’t Create New Deals' and skip to step number 9.
8. Specify Deal Pipeline and Stage:
If 'Yes, Create New Deals' is selected, a new menu will load, asking you to choose a Pipeline and the Deal stage for your new lead. After making your choices, proceed to the next step.
9. Set Sales Rep Distribution:
Select the Sales Representatives from your team that you want to assign to new leads. If you select multiple individuals, the system will alternate lead assignments between them. After this, select a phone number for SMS notifications (to be sent to the reps).
10. Setting up Email Notifications
The 'From' field displays the name of the sender in the email. You can select the name from the dropdown menu.
In the 'Reply To' field, input the desired email for receiving responses.
The 'Subject' field should contain the topic of your email, like “New Lead from X Campaign,” for instance.
An open text field is provided for the body of your message with no character limit.
Attachments must not exceed a total file size of 20MB, although there's no cap on the number of files, provided the size limit isn't exceeded.
'Personalize' helps you to automatically input lead-associated or team member-related data.
Use the 'Use Template' option to expedite message setup using a predefined template from our Templates app.
After setting up the email notification, validate it by sending a test email. Once satisfied, click 'Continue'.
11. Setting up SMS Notifications
The SMS notification setup is similar to the email process, excluding a Subject field and support for attachments. You can still personalize your message or use an SMS template.
Click Continue at the top of the page.
12. Copy Webhook URL:
Find and click the button that says 'Copy' to copy our webhook URL. This is crucial for the integration with ManyChat.
13. Log Into Your ManyChat Account:
You'll need to log into your ManyChat account. Sign in using your Facebook login. Once logged in, navigate to your funnels within the dropdown menu at the top.
14. Select the Facebook Business Page:
Select the Facebook Business page you wish to use from the left-side column. Clicking this area will reveal a dropdown that allows you to select from all of your pages. The page will then refresh and update with the selected page.
15. Select Flow Builder:
Click 'Meet Flow Builder' then click 'Flow Builder Introduction'. On the following page, click 'Start' under 'Flow Builder Introduction'. Here, you can create the sequence of messages you want to use with ManyChat. Click on 'Add Message' to create a message.
16. User Input:
Select 'User Input' to enter the questions you want to ask the user. An example question would be: “How many people are currently employed by your company?”
17. Save Response to a Custom Field:
After creating your question, go to 'Save Response to a Custom Field'. This is where the user’s answer to your question will be stored. Name this field something related to your question, such as ‘how_many_employees.’ Then, click on the new field as it auto-populates below. Another menu will appear. Here, you can verify the name of your field, and the type of input, and provide yourself with a description if necessary. Then, click 'Create'.
18. Repeat the Process as Needed:
You can complete the above steps to create as many user input questions and fields as necessary for your campaign. You will be able to see a preview of what your flow will look like to users. When done, click 'Choose Next Step' at the bottom of the menu.
19. Select the Necessary Action:
There are a variety of actions you can choose from using this menu as you become proficient with ManyChat. For our example, we will select 'Perform Actions' as the final action to move forward with integration. This step will now appear at the bottom of the menu. Click on the yellow icon, then '+Action'. Scroll down this list of actions until you locate 'External Request' and click on that option. Select 'Add Your Request'.
20. Paste the Copied Webhook URL:
Paste the Webhook URL into the 'Request URL' field in ManyChat. Then, click on 'Body' beneath this field. Next, click on '+ Add Full Contact Data'. Click 'Save' at the bottom-right corner of this menu.
21. Finalize and Publish:
Take a look at the preview of your chat flow. Ensure that all of your questions are correct and assigned to the appropriate fields. You should see your 'External Request' action present at the end of the flow. You can also preview it directly in Facebook Messenger by clicking 'Preview' at the top. Click 'Publish' to finalize.
22. Confirm Setup:
After completing this process, your webhook setup is complete. Click back to the 'Inbound Application' page, and click 'Continue' at the top of the page. This should complete the process.
Step-By-Step Guide to Verifying Your Campaign Setup
1. Access Campaigns Tab:
Navigate back to the 'Campaigns' tab within the 'Inbound Application'.
2. Check Campaign List:
You should now see your new campaign at the top of the list. Individual leads will now appear under the 'My Leads' tab.
3. (Optional) Test Form Submission:
If desired, you can complete a test form submission within ManyChat. Your 'Inbound' app should update shortly with your new lead information.
4. Verify Campaign and Lead Assignment:
Check that the right campaign is displaying and that the lead is assigned to the appropriate representative.