How to send messages using "Facebook Messenger" in CDP 365

In order to send messages through Faceboook Messenger, you should follow the instructions below:

  1. Create a Data Source - Facebook Messenger

  2. Create a Data Destination - CDP Business Object

  3. Create a Dataflow (To push data from Facebook Page to CDP 365)

  4. Create a Segment of Visitor

  5. Create a Destination (Facebook Messenger)

  6. Create a Customer Journey (To send messages via Facebook Messenger)

DETAILED INSTRUCTION

STEP 1 - Create Facebook Messenger data source

This step is to take the data of users who sent messages to your Facebook Page

1. Access the "DATAFLOWS" app and go to the "Data Source" menu

3. Select "Facebook Messenger" connector

4. Login your Facebook account

5. Select the page that you want & click Connect

6. Choose fields & Click Apply

  • After clicking Connect, a pop-up is shown to let you select the fields you want to take the data

  • Click apply so save your selection and save the Data Source

STEP 2 - Create a Data Destination

This step is to

STEP 3 - Create a Data Flow

1. Access the "DATAFLOWS" app and go to the "Dataflows" menu

2. Click + Blank Dataflow

3. Select Data Source

  • Select the data source that you created in STEP 1, then click the "Create dataflow" button

4. Configure Add data node

  • The first node in a data flow is Add data node. Here, you can choose which fields you want to get data from.

The configuration of Add data node

NOTE:

  • "User ID" is the ID of the Facebook accounts who have sent message to your page

  • Facebook only returns a list of User id that have sent message to your page within 24 hours

5. Add "Destination channel" node

  • If the value of this attribute is 1, it is the User ID of Facebook

6. Save Dataflow

7. REVIEW & TURN ON

III. Create a new Visitor Segment to get a list of Facebook User IDs

IV. Create a "Messenger" destination

1. Access the "MARKETING HUB" app and go to the "Destinations" menu

2. Click "+" button and select "Conversation"

3. Select "Destination catalog": "Messenger"

4. Fill in the necessary information for the destination

Field

Description

Page scoped user id

Access token

Access token of your page on Facebook.

V. Sending "Messenger" via Customer Journey

  • "Conversation"

  • "Journey Orchestration"

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