Introduction to Facebook (Messenger) Channel Integration

1. Introduction

This guide introduces the core features of the  [Integration - Messenger & Comment] in SaleSmartly. You'll learn how to connect your Facebook Pages, configure your team, manage messages, automate workflows, and more and everything you need to get started quickly and effectively.

 

2. Features

2.1. Facebook homepage and Facebook account pages overview

In the [Messenger & Comment] channel, the top is divided into two sections: Facebook homepage and Facebook account. The sections are introduced as follows:

• Facebook Page: You can view the information of successfully integrated Facebook Pages and perform related operations, including integration, launching Facebook Pages, syncing contacts, editing automation, configuring customer service, and other core operations.

 

• Facebook Account: You can view and manage successfully integrated Facebook accounts.

An account can have multiple homepages. You can check how many homepages have been successfully integrated under the account.

You can delete the account's integration information on the platform by checking the box on the left. If you delete the account, all the homepage integration information under the account will be deleted.

 

2.2. Smart search filters

Supports quick retrieval of authorization time and search conditions.

When filtering authorization time, you can not only select a single authorization date, but also select the authorization period to filter your Facebook homepage, helping you quickly find relevant authorized homepages.

In terms of the search box, the platform supports multi-condition search, and you can select multiple conditions to merge the search to improve the accuracy of the results.

 

2.3. Authorize Facebook account

Most of the core functions are based on the prerequisite of successful integration. Therefore, successful authorization is very important. You can click Authorize Facebook Account to integrate your FB homepage. For detailed process, please refer to How to integrate Facebook?

After the authorization integration is successful, you can also click Get Homepage API. Through this API link, you can request and obtain homepage list data in real time, which can be used for your subsequent user data analysis and other scenarios.

 

2.4. Activate Facebook Page account

Once you have successfully authorized your Facebook account and homepage, you can manage your multiple homepages on the SaleSmartly platform , enabling one-stop chat , sending, receiving and processing Messenger messages and homepage post comments for your multiple homepages.

You don't need to switch homepages repeatedly to reply to user messages. It helps you reply to Messenger and homepage post comments more easily and quickly. Click Enable Messenger and Enable Post Comments to receive information in real time.

By default, 100 contacts will be synchronized when you enable Facebook homepage account. If you need to synchronize all contacts, please click here to jump.

 

2.5. Add and configure customer service representatives

After integrating Facebook Messenger into SaleSmartly, you can configure customer service for your Facebook page and manage your Facebook page more conveniently.

You can add your customer service members in [Basic Settings -Team]. In addition, you can also configure social media accounts during the creation process. 

Click the link for detailed instructions on how to add members to a project. 

After creating a customer service member, you can also return to the [Integration] interface to quickly configure the customer service .

Click Configure Customer Service > Check the members you want to configure to this homepage > Click OK.

 

2.6. Set welcome messages

You can configure a simple welcome message for your Facebook homepage, including the time and content of the message. The content types include text and pictures.

If you want to set a more complex welcome message, you can do it in [Robot-Automated Process]. For a more detailed automation creation tutorial, click How to Create an Automation Process.

 

2.7. Editing automation

In addition, you can also configure the created automated processes for the homepage or post comments to achieve automatic replies, comment control and other required scenarios.

Click Edit Automation > Select Associated Channels > Check the automation process you want to configure > Click OK.

Note: If you check the box "Associate all automations", the homepage & post comments will automatically be associated with all the created automation processes.

 

2.8. Synchronize contacts & create conversations

You can also sync your Facebook contacts to SaleSmartly, making it easier for you to chat back, send group messages, etc.

Click to sync contacts. This feature only supports the synchronization of contacts with whom you have chatted. Contacts that have been inactive for more than 30 days or whose accounts are blocked cannot be synchronized. After the first integration, the system will automatically synchronize the latest 20 chat records of the most recent 20 contacts, which can be viewed in the [Customer List].

 

You can cancel sync if it takes too long.

 

After synchronizing contacts, you can also confirm the progress by viewing the synchronization records. The synchronized contacts can be viewed in the [Customer - Customer List] interface.

You can only generate a conversation after synchronizing your contacts. SaleSmartly will read your historical conversations and generate them in the online chat.

Please note: Synchronizing contacts will not synchronize chat records of contacts that already exist in the SaleSmartly customer list. If the contact does not exist in the customer list, only the most recent 20 message records of this contact will be synchronized.

In addition, you can click Generate Conversation , SaleSmartly will read your historical conversations and generate them in [Online Chat] .

You can view and chat in the [Online Chat], and easily connect your chat sessions on various homepages.

You can also manage sessions in the [Session Manage].

Note that new conversations can only be generated in batches after you [Synchronize contacts on your FB homepage] (by default, they will be transferred to the unassigned conversation list. If automatic assignment is enabled, they will be directly assigned to the customer service).