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ManyChat Tutorial for Beginners (2018)

ManyChat Tutorial for Beginners

You want to create a Facebook Messenger Bot?

Awesome!

Tools like ManyChat make it a walk in the park.

However, it takes some time before you figure out what the possibilities are and how you can get the most out of all the features.

That’s why I’ve created this full ManyChat tutorial for you.

I take you through all the features of ManyChat step-by-step so you can create your first Messenger Bot.

Let’s dive in!

Exclusive bonus: Want more advanced tips? Get my free chatbot tips in Messenger by clicking here so you can get subscribers engaged and sell effectively without being salesly.

•••

What is ManyChat?

Let me explain first what ManyChat is before we dive into how the whole thing works.

ManyChat is a tool which allows you to create Facebook Messenger Bots for marketing, sales, and support.

You can create whole bots with it in their visual Flow Builder and they allow you to create a dozen ways to get people into your Messenger Bot.

•••

What’s ManyChat their pricing like?

ManyChat offers two different levels. The free version & the PRO version.

ManyChat Pricing

The free version is, obviously, free. However, you’ll be missing out on a lot of PRO features and all the Growth Tools will have ManyChat their branding on them.

The PRO version is freakin’ amazing as it has a lotttt of features. You can create as many sequences as you like, your Growth Tools won’t have branding and most importantly; you can use tags, integrations & custom fields.

The price of PRO depends on the number of active subscribers you have. Until 500 subscribers it’s $10, until 1000 it’s $15, until 2500 it’s $25 and so on (full pricing details here).

Conclusion: the free version is totally okay when you’re just starting out and want to play around with it, but as soon as you get a teeny-tiny bit more advanced you’re going to need the PRO version.

•••

Using the Flow Builder

One of the things that makes ManyChat so great is their visual Flow Builder.

It makes the whole bot very visual which makes it easier to structure & build conversations.

In this video, I’ll give you a quick overview of what it is and how it works.

•••

Quick Replies VS Buttons

People are often confused about Quick Replies & Buttons. They’re pretty similar, but at the same time they’re also very different.

I hope that makes things clear:

  • Use Quick Replies to have conversations because they disappear when someone clicks them.
  • Use buttons to send people to websites and not for conversations because people can scroll up and ruin the user experience.

•••

What are Growth Tools?

This is one of the coolest parts of ManyChat. Inside the Growth Tools area, you can customize a number of different overlays, widgets, and pop-ups to help encourage people to engage with you via Messenger and join your subscriber list.

Below I’ll explain them all.

Growth Tool Overview

Growth Tools Overview

1. Bar

This one creates an opt-in bar at the top of the website that you can modify completely to your own needs.

Growth Tool: Bar

2. Modal

A pop-up window appearing in the center of the screen.

Growth Tool: Modal

3. Slide-In

An opt-in window that slides into view from the edge of the screen.

Growth Tool: Slide-in

4. Page Takeover

With this Growth Tool, you can add a whole overlay over your website.

You can change the whole design so it fits your branding:

Growth Tool: Page Takeover

And there are some really cool options you can choose from when it will actually display:

When to display the takeover

And you can also decide when you want to display the Page Takeover again to the same website visitor:

When to display the takeover again

5. Buttons

I really like this one. It allows you to create a button that can be placed anywhere on your website, or even embedded into third-party widgets.

There are two different kinds of button types:

  • Send to Messenger
  • With checkbox

Here is what the Send to Messenger button looks like:

Growth Tool: Send to Messenger button

The button looks very clean, but the downside is that you can’t customize the branding (only blue or white) and can only pick from a handful of texts.

Then there is the other button with the checkbox:

Growth Tool: button with checkbox

The good thing here is that you can customize the colors & the text on the button, but the downside is that people have to check the checkbox and that the whole thing looks a bit bulky.

When someone clicks either of these buttons you can change the Submitted State.

You can decide to redirect someone to another page (for example a thank you page), or you can show a success message inside the button.

Button submitted state

I like to redirect people to another page (or to Messenger itself), but it’s totally up to you!

Then, last but not least, you’ve to change the opt-in message.

The opt-in message is what people receive inside Messenger after they click the button.

Note: if you use the button with the checkbox you can’t use variables like someone’s first name.

Default reply message

That’s how the Button Growth Tool works 🙂

6. Box

An opt-in box, which can be embedded anywhere on your website

This one is pretty similar to the Button Growth Tool above, but this time you can also create a whole box around it.

There are a bunch of settings you can do.

Like the button type, colors, button background, button size, button text, width and you can even add an image if you like.

And you can also change the Submitted State if you like:

Submitted State Box

I think this Growth Tool is great if you’re not so handy with making websites but otherwise, you could create these things yourself with the button growth tool and customize them even further.

7. Landing Page

The landing page growth tool is not so super exciting, but it’s handy for situations when you don’t have your own website or just want to create a landing page super quick.

Growth Tool: Landing Page

8. Messenger Ref URL

A URL with a ref-code that opens your bot’s page in Messenger. Useful when you want to track traffic sources or have a separate welcome flow for different audiences.

I think this is one of the coolest Growth Tools because you can use it for soooo many things!

You basically create a URL that can open your Messenger Bot in Messenger.

I’ll explain it all in this video:

Here are some ideas of where you can use your Messenger Ref URL:

  • On your Facebook page in the cover & profile photo.
  • In Facebook posts.
  • In your Facebook Group.
  • On your website.
  • In blog articles to get people to opt-in (example).
  • In YouTube video descriptions.

So cool, right!? 🙂

9. Facebook Ads JSON (PRO only)

Facebook Ads JSON enables you to start Messenger conversations with users who click on a Facebook Ads.

10. Facebook Comments

This Growth Tool is extremely exciting! It allows you to convert users who comment on a specific post on your page.

You first have to select a post, then decide when you want to send it and for which comments you want to trigger it.

Facebook Comments Growth Tools

11. Facebook Messenger Code (PRO only)

Messenger Codes can be scanned to instantly link the user to your bot, no typing needed. They’re great on fliers, business cards, ads, or anywhere in the real world where you want people to try your bot.

Growth Tool: Messenger Code

Feel free to scan the Messenger Code above to see how it works 🙃

12. Customer Chat

The customer chat is a really cool one.

You can add it to your website and people can chat with your Messenger Bot (or with you!).

On your website it will look like this:

Growth Tool: Live Chat

Nice right?

You can change the color & text to your own needs.

It’s even possible to show a different message depending on if someone is logged in to Facebook or not.

Change branding live chat

And maybe even more important, on which pages you want to display your Live Chat:

Live chat settings

And after you’ve done all that, you only have to change the message people get when they start a conversation.

I’m often using something simple like this:

Live Chat Opt-in Action

13. Checkbox (PRO only)

This one is a bit more advanced because you have to integrate the button into your website but it’s quite cool.

Growth Tool: checkbox

You could, for example, add this to your email capture forms so you capture someone’s email address and get them into Messenger at once.

Or you could add the checkbox to your checkout form to keep them updated on their order.

You can read more about the Checkbox Growth Tool here on Github. There are also some guidelines, make sure to read the Platform Policies.

 

•••

How to use Custom Fields

You can use Custom Fields to save info about your subscribers. You can, for example, store emails, phone numbers, appointments, and behavior.

Later, you can use this info to segment your audience & send conditional content based on the values of these Custom Fields.

Create new custom field

As you see above, there are five different types of Custom Fields:

  1. Text: can store any kind of text.
  2. Number: can store a number and make calculations within ManyChat.
  3. Date: can trigger a date picker & store a date.
  4. Date & time: can trigger a date & time picker store a date & time.
  5. True/False: can store the value Yes or No.

Once you’ve created your custom field, you can use them in your Flows.

Let me show you an example with a True/False Custom Field.

Let’s say we want to store yes or no in a flow, depending on if someone clicked yes or not.

Our flow looks like this:

Flow example: yes or no

To store the answer in a Custom Field we have to add two actions:

Add two actions to the flow

Then we add the action “Set custom field” like this:

Set the custom field to yes or no

The result of this is that if someone clicks Yes we can save it into the custom field, and use it later in the conversation.

 

•••

What is the difference between Custom Fields & Bot Fields?

They’re pretty similar with one big difference:

Custom Fields are unique to each user, while Bot Fields are for everyone the same.

Bot Field ManyChat

•••

What is a Broadcast?

With a broadcast, you can send a message all your subscribers or a segment of subscribers.

Broadcast types

There are three different types;

  1. Subscription broadcast
    Subscription broadcast messages can’t contain ads or promotional materials, but can be sent at any time regardless of time passed since last user activity.
  2. Promotional broadcast
    Promotional broadcast messages can contain ads and promotional materials, but can only be sent to subscribers who were active in the past 24 hours.
  3. Follow-up broadcast
    After the end of the 24-hour window, you have an ability to send “1 follow up message” to these recipients. After that, you won’t be able to send them ads or promotional messages until they interact with you again.

It’s very important that you choose the right one because you don’t want to break the Platform Policies.

Targeting

You can send the broadcast either to your whole list or to a smaller segment of your list.

Schedule Broadcast

It’s possible to send the broadcast right away, but it’s often smarter to plan it in for a time that you know it’s more likely for your subscribers to be active.

Schedule broadcast in ManyChat

Timezone Settings

This one is important if your subscribers are based in different timezones.

You’ve three options;

  1. Send all at the same time: all messages will be sent at the same time and will be delivered as soon as possible.
  2. Time travel: message will be delivered at the same daytime according to the user’s timezone.
  3. Limit sending time: message will be delivered as soon as possible once user’s daytime in his current timezone matches desired delivery hours.

Timezone setting broadcast ManyChat

Notification Settings

This is where you can decide what kind of notification you want to send your subscriber.

You’ve five options:

  1. Regular Push: this will display a notification for every message. So if you send 5 messages they’ll get 5 notifications.
  2. Only 1 regular notification: this will trigger only 1 regular notification (the first message in the broadcast) and the rest of it will be sent in silent mode. Great for when you have 2+ messages in your broadcast, but don’t want to send too many notifications.
  3. Only 2 regular notifications: very similar to the previous one, but this time it will send two notifications.
  4. Silent Push: this one will still display a phone notification, but this time without sound.
  5. Silent: this one will display no notification at all. They’ll see your message next time they open Messenger.

Notifiction settings broadcast

I prefer to send only 1 regular notification.

•••

Recommended Bot Settings

There are a lot of settings in ManyChat:

ManyChat recommended settings

Most of them depend on the needs for your Messenger Bot, but I’d love to show you how I’ve set it up to make your life a bit easier.

1. General Settings

The general settings have some important parts.

Below you can exactly see how I’ve set it up.

General bot settings in ManyChat

The greeting text will appear to people who are starting a conversation with your Messenger Bot for the first time. Before they become a subscriber they first have to click “Get Started”, that’s why in that text I explain what they can expect to learn and what they have to do.

ManyChat needs to shorten URL’s in order to track if someone clicked or not, so you have three options here;

Card URL shorter ManyChat

I like to use mnch.at. You can also choose to disable the shorter, but ManyChat can’t track when people click buttons on cards anymore (which I think is very important to track).

Then you also have the option to disable keyword input. I would only recommend this for simple bots and if you don’t want people to ask any questions. Keep in mind people also can’t give their phone number or email address if you disable it.

2. Live Chat Settings

When a subscriber types something that the Messenger Bot doesn’t know how to handle you can open conversations in the Live Chat so you can jump into the conversation there. To enable that you’ve set it to “Any message starts a conversation”.

If you set it to “Conversation should be opened explicitly” you might miss out on questions people ask because the conversation will only be opened if you added an Open Conversation Action in your flow where you expect them to reply.

Live chat settings ManyChat

3. Growth Tools Settings

On this page, you can decide how Growth Tools appear on your website. You can change the language, authorize your websites and remove the ManyChat branding if you like.

Growth Tools settings in ManyChat

4. Notification Settings

In a flow, it’s possible to add an action to notify the admins of your Messenger Bot. With these settings, you can manage how that’s handled.

Notification settings in ManyChat

5. User settings

I’m managing my Messenger Bot on my own, but it’s also possible to add other admins, editors, live chat agents and viewers.

Invite new user ManyChat

Here’s what ManyChat tells us about each role:

  • Admins have full bot control including user roles management and following abilities: they can disable and clone the bot, share its contents, create and install templates, manage billing and payments.
  • Editor role is the second most important role in bot management. Editors can create and manage bot content (including template installation), but they do not have enough permissions for disabling the bot, cloning or sharing the content, and creating templates.
  • The Live Chat Agent role is used to communicate with bot subscribers and grants all the required permissions to manage conversations inside Live Chat. Live Chat Agents can assign existing Tags and manage Custom User Fields values. They are not allowed to create or edit bot content but can view all the existing flows.
  • Being a viewer allows team members to track bot stats and view sent Flows data in “view only” mode. Viewers are not allowed to create or edit bot content.

•••

That’s it!

I hope this helps you a lot to start building your first Facebook Messenger Bot.

I update this page regularly with new ManyChat features, so feel free to bookmark this page.

If you would like more advanced & strategic tips then you can subscribe to them in Messenger by clicking here.

Talk soon!

P.S. Let me know in the comments if you’ve any questions.

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