How to send message using "FB Messenger" in CDP

I. Create a new Data source to get the list of users who have sent messages to your page

1. Hover your mouse over Data on the left hand side menu and choose Sources

2. Click + button to create a new Data source

For Facebook Messenger, choose Realtime.

3. Select Facebook Messenger connector

4. Login your Facebook account

5. Select the page that you want

6. Choose the fields and click Next

7. Choose Data Freshness and who to share. Then click Save to finish.

II. Set up Dataflow to push Facebook User ID data to Visitor Object in the CDP 365 system

1. Hover your mouse over Data on the left hand side menu and choose Realtime Stream

2. Click + button to create a Dataflow. Choose Facebook Messenger template.

3. Select the Facebook Messenger data source that you created, then click the Save button

4. Select the field you want to get the data

Note:

  • User ID is the ID of the Facebook account 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

Select Visitor Business Object, then map Facebook's User id with Visitor's User ID on CDP 365 system

You need to create a Custom attribute in the Visitor Business Object to know it's the Facebook user ID pushed from the dataflow

You can see how to create a Custom attribute

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 attribute

Pre-selected write mode is Insert all.

6. Save Dataflow

7. PREVIEW

Used to view setup information in dataflows.

Force Run: Used to run immediately without timeout in dataflows

After 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 365:

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

IV. Create a FB Messenger destination

1. Hover your mouse over Settings and go to Channel Integration

2. Click + button and choose the channel FB Messenger

3. Select Destination catalog: Antsomi Facebook

4. Fill in the necessary information for the destination

Field
Description

Page scoped user id

User ID Facebook of the recipient of the message

You can click icon 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 FB Messenger via Customer Journey

Log into CDP 365 system, hover your mouse over MARKETING to see all the available channels.

We have 2 channels that supporting to send:

  • FB Messenger

  • Journey Orchestration

For this example, let's choose Orchestration

At the Schedule trigger node, select the segment containing the Facebook user id that you created

Click + button to add Destination node and select Antsomi Facebook destination

Choose the destination that you created

Fill out necessary information

Click Save button to finish setting journey

After finishing the setting of the Journey, we can activate and send message to customer

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