In the article you will learn how to properly set up the Workflow Action: Messenger (Please note you must have a Facebook business profile already integrated within the account)
Click on the “+” symbol below the trigger to add an action.
Under Actions, select Messenger in the External Communications section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear
(Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.
You also have the option to use a previously created template for this message
In the message drop you can select any of the custom values that apply to your specific needs (see below)
For Example, I selected the custom field Contact>First Name & Contact>Last Name; this will automatically populate the contact's First and Last name in the Messenger
Press Save Action in the bottom right corner
If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch.
For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”
Now your Workflow is set up and ready to go with the Messenger Workflow Action!
