How to send message using "Messenger" in CDP

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

6. Click "Connect" button

7. Click "Apply" button to finish creating data source

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

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

2. Click + Blank Dataflow

3. Select the "Facebook Page" data source that you created, then click the "Create dataflow" 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 here

Select "Visitor" Business Object, then map facebook's User id with Visitor's User ID on CDP 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" 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 attribute

Select write mode is Insert all

6. Save Dataflow

7. REVIEW & TURN ON

Used to view setup information in dataflows and setup execution time

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:

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 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 "Messenger" via Customer Journey

Log into CDP system, access "MARKETING HUB" app and go to "Customer Journeys" menu

We 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 created

Click "+" button to Create Journey, add "Destination" node and select "Messenger" destination

Fill out necessary information

Click "Save change" button to finish setting journey

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