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

2. Click to create new a Data source

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.

• Drag the fields on the left box and drop it to
• You can preview the data by clicking

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

You can see how to create a destination channel for a Business Object here​Select "Visitor" Business Object, then map facebook's User id with Visitor's User ID on CDP systemYou need to create a "Custom attribute" in the "Visitor" Business Object to know it's the Facebook user ID pushed from the dataflowYou can see how to create a "Custom attribute" here​For example: Create a Custom attribute of "Is Facebook user_id" with data type of Number

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

Set value pushed from dataflow to 1 for this Customer attributeSelect write mode is Insert all

6. Save Dataflow

7. REVIEW & TURN ON

Used to view setup information in dataflows and setup execution timeForce Run: Used to run immediately without timeout in dataflowsAfter the dataflow has finished running, you can go to the Visitor menu in Personas App to check the creation of Facebook User ID in CDP:

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

The conditions you set in the segment are as follows:Note: You can see how to create a new segment here​

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	User ID Facebook of the recipient of the messageYou can clickicon to add Personalization​​
Access token	Access token of your page on Facebook.

Note: Currently, please share your page with us with the following permission: "Send and respond to message as the Page"​​-> We will help you set up the necessary information in destination​

V. Sending "Messenger" via Customer Journey

Log into CDP system, access "MARKETING HUB" app and go to "Customer Journeys" menuWe have 2 channels that supporting to send:

• "Conversation"

• "Journey Orchestration"

At the "Schedule trigger" node, select the segment containing the Facebook user id that you createdClick "+" button to Create Journey, add "Destination" node and select "Messenger" destinationFill out necessary informationClick "Save change" button to finish setting journeyAfter finishing the setting of the Journey, we can activate and send message to customer