Close this search box.

How to Setup ManyChat for Facebook Messenger: A Complete Guide

How to Setup ManyChat for Facebook Messenger: A Complete Guide

What is ManyChat?

ManyChat logo


Popular chatbot platform ManyChat was created to improve Facebook Messenger conversation functions. It offers customers a simple user interface and a variety of capabilities so they can create interactive chatbots without any coding experience. By making the process of building automated conversations easier, ManyChat enables businesses to interact with their audience in a personalized and effective way.


Benefits of Switching from Facebook Messenger to ManyChat

  1. Increased Customer Engagement: ManyChat gives businesses the ability to interact with their audience on Facebook Messenger by sending tailored messages, automated responses, and engaging experiences.
  2. Efficiency in Time and Money: ManyChat helps organizations save time and money by automating customer support procedures and conversational processes. It enables availability around-the-clock, answering questions and offering assistance even after regular business hours.
  3. With ManyChat’s smooth integration with Facebook Messenger, companies can take advantage of the latter’s sizable user base and reach out to their target market on a well-liked chat platform.
  4. Advanced Automation and Flows: ManyChat’s visual drag-and-drop capabilities let you build advanced chatbot flows. In addition to directing users through established sequences and delivering tailored messages based on user input, this enables the automation of repetitive chores.
  5. Data gathering and analysis: ManyChat offers useful insights into user interactions, enabling organizations to compile information on user demographics, activity, and preferences. The information can be utilized to improve customer experiences and marketing efforts.
  6. Third-Party Integrations: ManyChat provides connectivity with a range of outside tools and services, including e-commerce, email marketing, and CRM systems. This enables efficient processes and smooth data transfer between various business tools.
  7. ManyChat assists companies in adhering to Facebook Messenger policies and standards, assuring compliance and reducing the chance of violations or penalties.


Creating a ManyChat Account

Creating a ManyChat Account preview


A. Registering for ManyChat

  1. Go to the ManyChat website by typing into your browser.
  2. Create an account by clicking the “Sign Up” button, entering your email address, or creating an account using Facebook.
  3. Verify your email: Soon after registering, ManyChat will send you an email. For account verification, adhere to the email’s instructions.
  4. Choose a plan from ManyChat’s array of options, which includes a free one with fewer capabilities. Choose a plan based on your needs and financial situation.
  5. After selecting a plan, a setup wizard will walk you through the setup process. You may set up the most fundamental options and link ManyChat to your Facebook Page with the aid of this wizard.


B. Connecting Your Facebook Page to ManyChat

  1. Access the ManyChat Dashboard: The ManyChat dashboard will be displayed after you finish the setup wizard.
  2. Connect to Facebook: On the dashboard, select the “Connect to Facebook” icon. This will start the process of connecting your Facebook Page to ManyChat.
  3. Selecting the desired Facebook Page from the list of pages connected to your Facebook account will allow you to link it to ManyChat.
  4. Grant access: Adhere to the instructions to provide ManyChat the required rights to control your Facebook Page and use Messenger. You might need to set up particular rights. In the Facebook settings section, click the “Configure Permissions” button.
  5. Review the list of permissions and choose the ones that best suit your needs when setting permissions. In order to access and administer your Facebook Page and Messenger, ManyChat needs specific permissions.
  6. Once the necessary permissions have been given, ManyChat and your Facebook Page will be connected. On Messenger, you can now begin creating chatbots and automating chats.
  7. Customize the message users will see when they start a chat with your bot by clicking “Edit” next to “Messenger Greeting” in the Facebook preferences section.
  8. Customize the menu items that will be shown at the bottom of the Messenger chat by clicking “Edit” next to “Persistent Menu.” These choices may offer quick access to crucial functions or operations.


To connect a Facebook Page to ManyChat, make sure you have administrator access. Request admin access from the Page owner or an existing admin if you don’t already have it.


Building Messenger Flows and Automation

Building Messenger Flows and Automation, chatbot


A crucial feature of ManyChat’s functionality is the ability to create Messenger flows and automation. You may design interactive and dynamic chatbot experiences for your audience using ManyChat. Users are led through a succession of messages and activities through flows, which are depictions of conversation patterns. To construct interesting dialogues, you can add triggers, message blocks, rapid replies, buttons, and more.

By using automation, you may create established rules and reactions that are dependent on user input or particular triggers. Using keywords, tags, and custom fields, you may cater to the needs of the user and offer pertinent data. Building messenger automation and flows in ManyChat gives you the ability to speed up communication, automate discussions, and send targeted messages to your subscribers.


A. Understanding ManyChat’s Automation and Flows

  1. Flows: In ManyChat, flows are depictions of chatbot discussions in visual form. You can create interactive messages, actions, and responses using them to interact with users on Facebook Messenger.
  2. Automation: In ManyChat, automation enables you to configure rules and triggers that instantly react to user inputs or carry out particular tasks. It facilitates communication and gives users access to timely, pertinent information.


B. Establishing a Flow

  1. Adding a Trigger: Add a trigger to begin creating a flow. The use of triggers, such as when a user sends a particular keyword, clicks a button, or engages with a growth tool, determines when the flow should be started.
  2. Adding Message Blocks: To build conversational phrases inside a flow, add message blocks. Text, photos, videos, buttons, rapid responses, and more can all be included in message blocks. Use them to provide information, pose queries, or present consumers with options.
  3. Including Quick Replies and Buttons will make it easier for users to communicate with your chatbot. While buttons offer consumers clickable alternatives, quick answers offer predefined response possibilities. Use them to direct users through the flow of the conversation or to set off particular actions.


C. Making Use of Automation

  1. Establishing Keywords and Triggers: Specify words or phrases that will cause particular behaviors or reactions. For instance, you could program a trigger to send a discount coupon in response to a user typing “promo” or to start a follow-up sequence after a user hits a specific button.
  2. Automation rules allow you to automate particular tasks based on predetermined circumstances. For instance, you can send a follow-up message after a certain amount of time has passed, automatically tag users who make purchases, or start a sequence based on user activity.
  3. Using Tags and Custom Fields: Tags and custom fields enable you to categorize and tailor user interactions. You can deliver targeted communications to particular groups by assigning tags to individuals based on their behavior or interests. You can save and retrieve user-specific data in custom fields, enabling tailored dialogues.


Integrating External Tools and Services

manychat tools and services


Your chatbot’s functionality is improved and its capabilities are expanded by integrating additional products and services with ManyChat. Your chatbot can be integrated with tools like email marketing platforms, CRM systems, or customer databases thanks to ManyChat’s frictionless interaction with a variety of third-party applications.

You may improve workflow, sync subscriber data, and use information from other systems to offer a tailored experience by integrating these solutions. You can build a full and linked ecosystem for your chatbot and business operations by integrating additional products and services with ManyChat, whether it’s for sending automated emails, syncing contact information, or managing customer relationships.


A. Integrating ManyChat with External Programs

  1. Integrations offered by ManyChat: ManyChat provides a variety of integrations with well-known third-party programs and services. You may increase the functionality of your chatbot and simplify workflows with the help of these connections.
  2. Integrations Marketplace: Look through the list of available integrations in the ManyChat Integrations Marketplace, which is organized by various use cases. Select the tools or services you wish to use with ManyChat by looking through the alternatives.
  3. Connecting External Tools: After selecting an integration, connect external tools by following the instructions provided by both ManyChat and the relevant third-party application. This may entail creating API keys, allocating access rights, or customizing the external tool’s parameters.


B. Adding Email Marketing Tools to the Mix

  1. Benefits of Integrating Email Marketing Tools: Integrating email marketing tools with ManyChat enables you to gather user email addresses and sync them with your email marketing platform. This integration enables lead nurturing, email follow-up, and user engagement outside of the Messenger channel.
  2. Making a Decision on an Email Marketing Integration: Decide which email marketing application you want to integrate with ManyChat. Popular platforms like MailChimp, ActiveCampaign, and ConvertKit can be integrated with ManyChat.
  3. Setting up Email Marketing Integration: To set up the integration, according to the guidance given by ManyChat and the email marketing platform of your choice. Linking your accounts, choosing audience lists, and mapping data fields between ManyChat and the email marketing platform are usually required to accomplish this.


C. Integrating with CRM systems or customer databases

  1. Benefits of CRM Integration: By integrating ManyChat with customer relationship management (CRM) systems or databases, you can track leads, synchronize user data and interactions, and keep a thorough history of customer interactions across all channels.
  2. Picking a CRM Integration: Determine the customer database or CRM system you wish to combine with ManyChat. NumerousChat has interfaces with well-known CRM systems including Salesforce, HubSpot, and Zoho CRM.
  3. Setting up CRM Integration: To set up the integration, adhere to the guidance given by ManyChat and the CRM platform. This could entail creating API keys, setting up field mappings, and authorizing access between ManyChat and the CRM platform.


Testing and Previewing Chatbots

chatbot settings


Making sure your chatbot is functional and effective requires testing and previewing it. Before making your chatbot available to your audience, ManyChat provides a number of tools and features to assist you in testing it thoroughly. The ManyChat Growth Tools can be used to evaluate various flows and automation sequences as well as simulate user interactions. In order to see how your chatbot operates and reacts in real-time, you may preview it immediately on Facebook Messenger. You can improve the user experience, find and correct any problems or faults, and make sure your chatbot produces the results you want by testing it. In order to maximize its performance before going live, testing and previewing your chatbot is a crucial step in the development process.


A. Making use of the ManyChat Growth Tools

  1. Overview of the growth options available from ManyChat: These tools can be used to market and expand your chatbot audience. These tools can be used to gather leads, keep users interested, and encourage sales.
  2. Configuring a growth tool is as simple as going to the “Growth Tools” section of the ManyChat dashboard. Select the growth technique you wish to employ, such as the “Facebook Comments” tool, “Messenger Ref URL,” “Facebook Ads JSON,” or “Customer Chat Plugin.”
  3. Configuring Growth Tools: To configure the selected growth tool, adhere to the ManyChat configuration guidelines. The trigger event, message sequence, and targeting parameters can all be changed in the settings. Make sure the growth tool is configured properly in order to collect leads or start conversations with users.


B. Using the Facebook Messenger chatbot to preview it

  1. You may preview the conversations and flows of your chatbot on Facebook Messenger with ManyChat’s Messenger Preview Mode. By doing this, you can verify that the messaging experience is what you expected it to be before going live.
  2. Using the ManyChat dashboard, go to the “Automation” option to preview the chatbot on Messenger. To start the Messenger Preview Mode, click the “Preview” button.
  3. Interact with the chatbot on Facebook Messenger as if you were a user while the Messenger Preview Mode is enabled to test conversations. To verify the chatbot’s functionality and messaging precision, test alternative paths, buttons, rapid replies, and user inputs.


C. Verifying the functionality of the chatbot

  1. Test your chatbot’s responses to various user inputs, including text messages, button presses, quick reply choices, and other anticipated interactions. Check to see if the chatbot follows the proper conversation flow and responds appropriately.
  2. Error Handling: To test how the chatbot handles problems, purposefully prompt unexpected or incorrect user inputs. Verify whether the chatbot offers helpful error warnings or asks users to enter accurate information.
  3. Compatibility and Responsiveness: Check the chatbot’s responsiveness and compatibility on various platforms and devices. Check to see if it runs smoothly across a range of online browsers, mobile devices, and screen sizes.
  4. User Experience: Consider the viewpoint of the user and assess the total experience. Evaluate the chatbot’s responses for how well they meet user needs, the clarity of the messages, and the ease of navigating.


Analytics and Reporting

manychat Analytics and Reporting


ManyChat’s analytics and reports offer useful information about the efficiency and performance of your chatbot on Facebook Messenger. With the help of ManyChat’s analytics dashboard, you can access important metrics and statistics and keep tabs on subscriber growth, engagement levels, and message open rates.

To better understand user behavior, preferences, and interactions with your chatbot, you can analyze subscription data. You can optimize your chatbot flows, make data-driven decisions, and enhance the user experience by keeping an eye on these indicators. Monitoring conversion rates and performance indicators also enables you to assess how well your chatbot is performing in relation to your company’s objectives. With the help of ManyChat’s analytics and reporting tools, you can assess your chatbot’s effectiveness and make wise decisions to improve its functionality.

ManyChat delivers an analytics dashboard with useful information on how well your chatbot is performing and how engaged your subscribers are. By using the analytics dashboard, you can keep an eye on important statistics and evaluate the success of your Messenger marketing campaigns.

  1. Log in to ManyChat and visit the ManyChat dashboard to access Analytics. To access the analytics dashboard, click the “Analytics” tab in the left sidebar.
  2. Customize the date range to examine particular time periods of interest. ManyChat has the ability to view data for the last seven, thirty, or choose a custom range.
  3. Analyzing Subscriber Data: ManyChat’s analytics dashboard offers information about your subscriber base. To better understand the growth and acquisition channels for your audience, analyze indicators like the number of new subscribers, total subscribers, growth rates, and subscription sources.
  4. Analyze engagement data in further detail to determine your chatbot’s success. Assess the extent of subscriber interaction by looking at indicators including open rates, click-through rates, response rates, and message sequence completion rates.
  5. Investigate User Interaction Paths: In the analytics dashboard of ManyChat, you can see user interaction paths. To enhance the user experience and raise engagement, analyze the conversational flow, pinpoint the most well-traveled routes, and evaluate drop-off locations.
  6. Conversion tracking: You can monitor conversion rates and evaluate the effectiveness of your chatbot’s call-to-actions using ManyChat’s analytics dashboard. To evaluate the impact of your chatbot on your company objectives, choose KPIs like lead grabs, purchases, form submissions, or any other desired conversion events.
  7. Goal Funnel Analysis: With ManyChat’s analytics dashboard, you can monitor and assess the performance of your goal funnel if you’ve established specific goals or desired user journeys for your chatbot. Determine conversion rates at various points in the funnel, look for bottlenecks, and improve the conversion flow of your chatbot.
  8. Data Export: ManyChat lets you export analytics information for additional research or integration with other reporting software. To perform in-depth analysis, create reports, or integrate data with other marketing measures, export pertinent data to Excel or CSV formats.


Compliance and Policy Guidelines

manychat messenger integrations

Source: DreamSoft4U


A. Knowledge of Facebook Messenger Rules

  1. Facebook Messenger Policies: Use of Messenger for business purposes is subject to Facebook’s unique policies and rules. Make sure your chatbot and messaging abide by Facebook’s guidelines by becoming familiar with their policies.
  2. Review any recent adjustments to the Facebook Messenger policy to stay informed. Facebook may amend its policies from time to time to conform to user privacy and data protection standards.


B. Ensuring Adherence to Rules and Directions

  1. Data Privacy and Consent: Before gathering or using user information, make sure your chatbot complies with data privacy laws and obtains consent. Activate privacy features including opt-ins, data delete choices, and transparent privacy statements.
  2. Learn about Facebook’s policies on forbidden content and behavior by clicking the link provided. Do not engage in prohibited activities, send misleading or spammy messages, or otherwise violate any terms of service.
  3. User Experience and Quality: By supplying pertinent and beneficial content through your chatbot, you may provide users a good experience. Stay away from behaviors that can irritate or upset users, such as sending too many messages with promotional content or too frequently.


C. Handling Unsubscribes and Opt-Outs

  1. Provide consumers with unsubscribe options that are simple to understand if they decide they no longer want to receive messages from your chatbot. Specify how users can opt-out of or unsubscribe from upcoming communications in your guidelines.
  2. Response time to unsubscribe requests should be quick. Aside from transactional or legally necessary communications, make sure users who have opted out are deleted from your messaging list and no longer get messages from you.
  3. Regulation Compliance: Adhere to all applicable laws and rules governing email and message, including the CAN-SPAM Act and the General Data Protection Regulation (GDPR). Recognize the standards for handling opt-outs and personal information.


Advanced Features and Customizations



A. Lead generation using ManyChat growth tools

  1. Lead Generation with Growth solutions: ManyChat provides cutting-edge growth solutions that can assist with lead generation and user data collection. You can interact with people using these tools and get their contact information, preferences, or other pertinent information.
  2. Configuring Growth Tools for Lead Generation: Look at growth tools like “Facebook Comments,” “Facebook Ads JSON,” or “Customer Chat Plugin” to collect leads. Integrate the tools into your marketing campaigns after customizing them to match your lead generating plan.
  3. Utilize ManyChat’s automation features to nurture and follow up with leads after they have been collected. Create automated flows or sequences that give pertinent information, customized offers, or responses based on user activities and preferences.


B. Designing Special Fields and Variables

  1. Custom Fields: ManyChat enables you to build custom fields to hold extra subscriber data. You can collect and save data outside of the ManyChat preset fields by using custom fields.
  2. To create custom fields, go to the “Settings” area of the ManyChat dashboard. To define new fields, click “Custom User Fields”. If necessary, specify the name, field type (such as text, number, or date), and other characteristics.
  3. Custom fields can be used in chatbot flows, broadcasts, or automation rules once they have been generated. Use custom fields to segment your audience, customize messages, or collect certain data from consumers.


C. Natural Language Processing and AI Implementation

  1. ManyChat offers AI capabilities and natural language processing (NLP) to improve the chatbot conversational experience. Your chatbot can comprehend user input and react to it more intelligently thanks to AI and NLP.
  2. Setting up AI and NLP: ManyChat interfaces with external AI services or platforms like Dialog Flow or Establish a connection between your ManyChat account and the AI platform of your choosing and specify the integration parameters.
  3. Leveraging AI and NLP in Flows: To generate dynamic, engaging dialogues with your chatbot, use AI and NLP capabilities in your chatbot’s flow. Configure NLP parameters or train your AI models to effectively understand and respond to user questions or intentions.
  4. Advanced AI Features: To deliver more individualized and pertinent solutions, investigate advanced AI features like entity recognition, sentiment analysis, or contextual comprehension. These features can improve your chatbot’s effectiveness and user experience.



integrate manychat and messenger


Making use of chatbot technology for your company by configuring ManyChat for Facebook Messenger is a potent strategy. You may automate conversations with your audience and connect with them on Messenger by registering for ManyChat and connecting it to your Facebook Page. To engage and convert your subscribers, you may use ManyChat to develop broadcasts, automation, and messaging flows. You can improve the functionality of your chatbot by integrating external tools and services. Additionally, ManyChat offers analytics and reporting tools so users can track performance and make informed decisions.

If you are looking for a seamless software integration for your business operations, consider partnering with Ubique Digital Solutions. Ubique Digital Solutions offers expertise in digital transformation and can assist you in optimizing software setup and integrating it with other tools to create a cohesive communication strategy. Take your business to new heights by enhancing communication and improving customer experiences. Contact Ubique Digital Solutions Now.


Q. Is it free to use ManyChat?

A limited functionality free plan is available from ManyChat. However, they also offer subscription plans with more subscriber limitations and more functionalities.

Q. Is ManyChat compatible with many Facebook Pages?

Yes, using a single ManyChat account, you may administer several Facebook Pages.

Q. Do I need to know how to code in order to set up ManyChat?

No, ManyChat does not require coding expertise and is user-friendly. The platform offers a visual interface for automating and building chatbot flows.

Q. Can I use ManyChat on messenger services other than Facebook Messenger?

As of right now, ManyChat only supports connection with Facebook Messenger and focuses primarily on that messaging service.

Q. Can I change how my chatbot looks in ManyChat?

Yes, ManyChat lets you alter the design of the chatbot by including your own branding components, graphics, and colors.

Want to learn more?

Contact UDS to Learn How We Can Help




Latest Post


Latest Blogs

Our Latest News

Join Our Mailing List

Subscribe To Our Newsletter

Stay up-to-date with the latest trends in digital marketing and receive exclusive tips and insights by subscribing to our newsletter.