Virginia Nussey, Author at Customers.ai https://customers.ai/author/virginia/ World's Best Prospecting, Messaging Automation, and Data Integration Marketing Platform Thu, 11 Apr 2024 06:44:30 +0000 en-US hourly 1 https://wordpress.org/?v=6.4.4 https://customers.ai/wp-content/uploads/2020/03/CustomersAI-favicon.svg Virginia Nussey, Author at Customers.ai https://customers.ai/author/virginia/ 32 32 30 Essential Inbound Marketing Tools of 2024 https://customers.ai/blog/inbound-marketing-tools https://customers.ai/blog/inbound-marketing-tools#respond Thu, 22 Feb 2024 06:54:00 +0000 https://customers.ai/?p=17256 In today’s digital age, inbound marketing is not just an option – it’s a necessity for survival. With the overwhelming […]

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In today’s digital age, inbound marketing is not just an option – it’s a necessity for survival.

With the overwhelming sea of content and competition online, standing out requires more than just creativity—it demands a smart arsenal of tools.

Thankfully there are a ton out there that can help and we’ve broken down 30 of them.

These tools are not just enhancements, they are the engines of growth and innovation in a world where attention is the most coveted currency. Consider this list your resource for the best inbound marketing tools that will make your life easier and give your leads and revenue a boost! 

  1. Website Visitor ID Pixel
  2. Quora
  3. Medium
  4. SEMRush
  5. Ahrefs
  6. HotJar
  7. Cookieless Facebook Ad Pixel
  8. Hubspot
  9. JotForm
  10. Instapage
  11. Mailchimp
  12. Sendible
  13. Sprout Social
  14. Yoast
  15. Zapier
  16. Trello
  17. Ubersuggest
  18. Tailwind
  19. Slack
  20. Grammarly
  21. Calendly
  22. PandaDoc
  23. Wistia
  24. TypeForm
  25. Referral Candy
  26. SendGrid
  27. Lucky Orange
  28. Triple Whale
  29. Oktopost
  30. Ad Espresso

Inbound Marketing Tool #1: Customers.ai – Website Visitor ID Pixel

Cost: $99-$799 (see pricing)

Website Visitor ID X-Ray pixel is a website visitor identification tool that allows you to identify anonymous visitors on your website and capture the names and email addresses of site abandoners. 

The downfall of cart abandonment is that unless someone fills out a form, you don’t know who they are. With website visitor identification, that changes and you can capture those who left their cart and can get ahead of pre-cart abandonment.

To install the Website Visitor ID X-Ray Pixelsign up (for FREE!), go to your dashboard, and navigate to My Automations. 

Select + New Automation and get your pixel. We have easy install options for Google Tag Manager, WordPress, and Shopify, or you can install the pixel manually.

Inbound Marketing Tool #2: Quora

Cost: Free

Your target audience is asking questions and you have the answers. Whether you are making a name for yourself in marketing on the question-and-answer platform or optimizing your SEO, it’s free and awesome.

Inbound Marketing Tool #3: Medium – SEO

Cost: Free and paid subscriptions start at $5/mo.

Writing great articles opens doors, especially at Medium. In a nutshell, write a quality article that links back to your website or blog, and voila! — traffic. 

Inbound Marketing Tool #4: SEMrush – SEO Powerhouse

Cost: Plans start at $99/mo.

This is the ultimate tool for inbound marketers that want to leverage organic search traffic in their favor. Track keywords, analyze what keywords competitors are ranking for, view backlinks, and much more. We love SEMrush, and you will too. 

Inbound Marketing Tool #5: Ahrefs – Content Marketing & SEO 

Cost: Plans start at $99/mo.

Right up there with SEMrush, this is one of those essential tools that every marketer either has, had, or will have at some point in their career. Awesome backlink checking capabilities and site audit for driving organic traffic with SEO. 

Inbound Marketing Tool #6: Hotjar – UX Optimization

Cost: Free and plans starting at $99/mo.

This tool is incredibly useful for optimizing your user experience (UX) and click-through rates. It’s also just fun to use! Another highly recommended and comparable inbound marketing tools is Lucky Orange. 

Inbound Marketing Tool #7: Cookieless Facebook Ad Pixel

Cost: $99-$799 (see pricing)

Anyone who has run Facebook ads for some time knows how small audiences have become. iOS 14 drastically changed the Facebook landscape and now with the removal of third-party cookies across Chrome, it’s only going to shrink further.

It’s time for marketers to start collecting their own first-party data that can be synced with Facebook.

You can with the Customers.ai Cookieless Facebook Ad Pixel!

Capture your website visitors, create custom segments, and build remarketing audiences directly from the platform.

Inbound Marketing Tool #8: HubSpot – Automation & Beyond

Cost: Free features and premium plans starting at $50/mo.

The original inbound marketing platform, HubSpot is known for coining the term “inbound marketing”, so it’s a great place to start your inbound adventure. 

HubSpot isn’t just one tool or thing, it’s many, many different automation tools combined into one user-friendly dashboard-centric place. It’s a one-stop solution and even has a lot to offer under the free plan! 

This is the best choice for marketers who don’t want to jump around browser tabs or tools and prefer to have everything under one hood. 

Inbound Marketing Tool #9: JotForm – Forms That Capture Leads & More

Cost: Free trial and plans start at $19/mo.

You need a form to drive traffic to that collects valuable data seamlessly for your inbound marketing strategy. JotForm is the easiest way to build forms and includes more useful widgets than you can shake a banana at. 

Inbound Marketing Tools #10: Instapage – Landing Pages

Cost: Free trial and plans start at $199/mo.

Everyone has a favorite tool for creating landing pages. For 2021, we’re betting on Instapage for the most bang for your buck. 

It’s very similar to LeadPages, but Instapage offers complete customization for mobile. If you know anything about marketing, you know mobile is where it’s at in 2021! There is also an abundance of free templates which saves time in design. 

Inbound Marketing Tool #11: Mailchimp – Email Marketing for Everybody

Cost: Free with premium plans starting at $9.99/mo.

Are we biased because their logo is a monkey? Maybe. But it doesn’t matter — because every digital marketer knows that Mailchimp is a great foundational marketing tool. Plus, you can utilize it for free. Power to the chimps! 

Inbound Marketing Tool #12: Sendible – Social Media Management

Cost: Plans start at $29/mo.

Social media is obviously an important lead generation channel, and there are countless options for scheduling, monitoring, and curating content. Sendible offers great value, is less buggy than some others, and is always being updated. 

Inbound Marketing Tool #13: Sprout Social – Social Media Management

Cost: Plans start at $99/mo

Sprout Social has arguably carved itself out as the Cadillac of social media management software. Not surprising that the only drawback is that it’s a bit more costly than others at $99/user/mo. 

The reporting alone is worth it. Plus, it’s practically bug-free whereas some of the more economical options are glitchy.

Inbound Marketing Tool #14: Yoast SEO – WordPress

Cost: Free and premium plans start at $89/year. 

Yoast SEO makes on-site SEO optimization easy as banana cream pie. If you are using WordPress, you should have the Yoast plugin installed for the post or page audit.

Inbound Marketing Tool #15: Zapier – Automate Everything

Cost: Free and premium plans start at $25/mo. 

We love automation, don’t you? Zapier integrates with almost everything and is super easy to boot! You have a use for it, guaranteed. 

Inbound Marketing Tools #16: Trello – Agile Project Management

Cost: Free and premium plans start at $12.50/mo.

Keep projects under your thumb and orderly with Trello. A trusted standby for a simple agile workflow To-Do, In-Progress, and Done project management board. 

Inbound Marketing Tool #17: Ubbersuggest – SEO

Cost: Free trial and plans starting at $29/mo.

Another solid choice for SEO insights, competitive research and link research feature. Plus a handy extension for Chrome. 

Inbound Marketing Tool #18: Tailwind – Pinterest Powerhouse

Cost: Free and premium plans start at $15/mo.

Many marketers who found glorious Pinterest results with Board Booster were left hanging when the popular app shut down. Lo and behold — Tailwind has the same capabilities in a more robust GUI. Drive massive traffic with Pins using Tailwind’s scheduling feature and more. 

Inbound Marketing Tool #19: Slack – Teamwork

Cost: Free and premium plans start at $7/mo.

Slack has become a household name, especially since the mass office exodus to WFH due to the pandemic. This is one of the best inbound marketing tools for collaborating with your team remotely. 

Inbound Marketing Tool #20: Grammarly – Write Better Content

Cost: Free and premium plans start at $30/mo.

What’s an SEO strategy without proper grammar? Sloppy. You can bet that Google will penalize you in SERP so take a moment and let Grammarly proofread your content. 

Inbound Marketing Tools #21: Calendly – Appointment Scheduling

Cost: Free and premium plans start at $8/mo.

As your funnel fills at the top, you will want to automate to the bottom by simplifying client calls, demos, and appointment scheduling . This is the most versatile tool to fill the empty spaces on your calendar with leads. 

Inbound Marketing Tool #22: PandaDoc – Proposals and Contracts

Cost: Free trial and plans start at $25/mo. 

There are plenty of options for sending proposals and e-signing contracts. PandaDoc has a slick interface, can shorten your sales cycle, and integrates with many other inbound marketing tools.  

Inbound Marketing Tool #23: Wistia – Video Content

Cost: Free trial with pro plan starting at $99/mo

An inbound marketing-focused video tool! Wistia will give your videos cutting edge engagement with data-driven videos. 

Inbound Marketing Tool #24: TypeForm – Capture Leads

Cost: Free and premium plans start at $35/mo. 

Its slick one question at a time format improves your prospects’ user experience and reels in more leads! Another solid choice if you are looking for something beyond Google Forms.

Inbound Marketing Tool #25: Referral Candy Referral Generation Platform

Cost: Plans start at $59/mo. 

ReferralCandy is a referral-generating platform that gets your customers to tell their connections about your product and service. And it does so by incentivizing customers to make product suggestions on your company’s behalf.

With Referral Candy, when a customer buys something from your ecommerce store, they automatically get a referral code that they can easily share with their friends and family. And when a friend of theirs makes a purchase with that referral code, the friend gets a discount on their purchase and the referrer earns rewards from your online store.

ReferralCandy is best for small to medium-sized businesses that don’t have the budget for designers and programmers to create custom web pages or custom referral programs.

Inbound Marketing Tool #26: SendGrid Email Automation Platform

Cost: Free and paid plans start at $19/mo. 

Sendgrid is a powerful email marketing platform that has become a must-have tool for start-ups and eCommerce businesses of all sizes.

SendGrid is really renowned for its reliability and scalability. SendGrid’s advanced deliverability tools, including real-time analytics and ISP feedback loops, contribute to high email deliverability rates, ensuring that marketing messages successfully reach intended recipients’ inboxes.

Along with features like delivery management, detailed analytics, and customizable templates, SendGrid makes email marketing campaigns easy. 

See how Customers.ai integrates with SendGrid.

Inbound Marketing Tool #27: Lucky Orange Website Optimization

Cost: Free and paid plans start at $32/mo. 

Lucky Orange is a conversion optimization tool designed to help ecommerce businesses track and engage with visitors.

Lucky Orange offers real-time insights through features like heatmaps, surveys, session recordings, and conversion funnels, allowing businesses to understand user behavior, identify pain points, and make data-driven improvements that significantly enhance website performance and user experience.

“In the fast-paced world of e-commerce, Lucky Orange is your backstage pass to see how visitors really use your website. Study behavior to remove conversion blockers and take your store to the next level.”– Molly Staats, Director Of Strategic Partnerships at Lucky Orange

Inbound Marketing Tool #28: Triple Whale Data Platform

Cost: Free and paid plans start at $129/mo. 

Triple Whale is an AI platform that centralizes all of your eCommerce data into one platform, enabling you to track key metrics and better understand attribution. 

We talk a lot about the loss of cookies so we love that Triple Whale helps solve the cookie and attribution problem by using first-party data to connect ad clicks and conversions with greater precision. 

Triple Whale excels in tracking the customer’s journey, providing ecommerce businesses with comprehensive insights that help them to make data-driven decisions, optimize marketing spend, and strategically allocate resources for maximum impact throughout the customer lifecycle.

Inbound Marketing Tool #29: Oktopost

Cost: Contact Oktopost

A fairly new contender, Oktopost came out the same year as CoSchedule and some other social media management platforms. 

They continue to make upgrades that makes this social scheduler and all-in-one social management tool worthy of your consideration.

Inbound Marketing Tool #30: Ad Espresso Facebook Ads Manager

Cost: Paid plans start at $49/mo. 

Performance marketing agencies can quickly be in control of managing hundreds or even thousands of ads for their clients. That’s why a tool like AdEspresso can be a particularly useful addition to your marketing agency tools.

Whether you’re a freelancer or an experienced marketing agency, AdEspresso has the right combination of Automation tools designed to save you time and generate more leads for your clients. 

AdEspresso allows you to quickly create and analyze all your clients’ campaigns across three channels, all from one platform:

  • Facebook ads
  • Google AdWords 
  • Instagram ads

Building Your Inbound Marketing Tools Stack

The right inbound marketing tools are not just advantageous, they’re imperative.

Remember, the 30 tools we’ve explored today give marketers a roadmap to success, empowering businesses to capture attention, engage audiences, and convert leads like never before. By leveraging these powerful assets, you can not only stay ahead of the curve but also redefine it.

The tools are here; the rest is up to you.

Convert Website Visitors into Real Contacts!

Identify who is visiting your site with name, email and more. Get 500 contacts for free!

Important Next Steps

Inbound Marketing Tool FAQs

Q. What Is Inbound Marketing?

Inbound marketing is the practice in business of attracting customers by offering quality resources and content, driving customers or clients to you with various methods, as opposed to advertising outwardly. 

Q. What are Inbound Marketing Examples?

Many businesses employ marketing automation tools to optimize the sales funnel and conversion process to be as frictionless and effortless for the customer to find the answer they need and obtain the solution from the business.

SEO and social media are often part of any inbound marketing conversation.

Whereas with outbound marketing, also known as interruption marketing and including practices like traditional advertising, the marketer engages in tools and channels to reach a customer who may not be looking for the business’s solution. This is legacy marketing at its best and is being swept away in the age of “digital transformation”.

Let’s take a look at some real-life examples to answer the question “What is inbound marketing?”

Search Engine Optimization

SEO: This is the obvious inbound marketing example. By utilizing content marketing to write informative and helpful blog articles, you can stay on friendly terms with Google’s algorithms.

Content Marketing

Similar to the aforementioned blog articles, you want to provide valuable content across multiple channels. 

Establishing a trusted source of valuable content builds your re-engagement lists including SMS and email. 

Social Media Marketing

A multi-channel inbound marketing strategy includes your social media. Social media campaigns should tie in with your overall inbound marketing strategy. 

To put it simply, you should give away the goods in resources and data and processes and when you do, you won’t even have to ask prospects to buy — they are going bananas eagerly waiting for your solutions!

Q. What Is Inbound Marketing Software?

What is inbound marketing software? Inbound marketing software includes a variety of apps available to businesses to help generate leads, nurture prospects, remarket, and close more deals.

The magic is in the technology — why use outdated methods when we have new tools that work exponentially better? These 30 essential inbound marketing tools of 2021 will give you something to grind your inbound teeth. 

Whether you are a seasoned lead generating machine or still wet behind the ears, there is something in this list for everyone.

Q. What are inbound marketing tools?

Inbound marketing tools are software solutions that help attract, engage, and delight customers through content creation, social media management, SEO, and lead nurturing.

Q. Why are inbound marketing tools important?

They are crucial for creating meaningful, personalized interactions that build trust and authority, helping businesses attract and retain customers more effectively.

Q. How do inbound marketing tools improve SEO?

These tools enhance SEO by optimizing content, improving keyword targeting, and tracking page performance, making it easier for businesses to rank higher in search engine results.

Q. Can inbound marketing tools automate social media posting?

Yes, many inbound marketing tools offer features to schedule and automate social media posts across multiple platforms, saving time and maintaining consistent online presence.

Q. What is the best inbound marketing tool for email marketing?

HubSpot is widely regarded as one of the best inbound marketing tools for email marketing, offering extensive features for personalization, automation, and analysis.

Q. How do inbound marketing tools facilitate lead generation?

They provide features like landing pages, form builders, and call-to-action buttons to capture leads, alongside lead scoring and segmentation to prioritize follow-ups.

Q. Are there free inbound marketing tools available?

Yes, there are free tools available such as MailChimp for email, Canva for content creation, and Google Analytics for website performance tracking.

Q. How do inbound marketing tools assist with content creation?

These tools offer content management systems, SEO suggestions, and editorial calendars to help plan, create, and optimize content for target audiences.

Q. What role do inbound marketing tools play in customer relationship management?

They help in managing and analyzing customer interactions and data throughout the customer lifecycle, enhancing customer service and fostering loyalty.

Q. How can inbound marketing tools track ROI?

They track various metrics like website traffic, conversion rates, and customer acquisition costs, providing insights into the effectiveness and ROI of marketing campaigns.

Q. Can inbound marketing tools help with blog management?

Yes, many tools offer blog hosting and management features, including SEO optimization, content scheduling, and analytics.

Q. What is the significance of analytics in inbound marketing tools?

Analytics provide insights into campaign performance, audience behavior, and conversion tracking, enabling data-driven decisions for marketing strategies.

Q. How do inbound marketing tools benefit small businesses?

They offer cost-effective solutions for attracting and engaging customers, leveling the playing field with larger competitors by leveraging digital channels.

Q. Can inbound marketing tools integrate with CRM systems?

Yes, many inbound marketing tools offer integration with CRM systems, allowing for seamless data sharing and enhanced customer insights.

Q. How do inbound marketing tools support video marketing?

Tools like Vidyard and Wistia specialize in video hosting and analytics, helping businesses optimize their video content for engagement and conversions.

Q. What is the best inbound marketing tool for startups?

HubSpot offers a comprehensive and scalable platform ideal for startups, with free versions of its CRM, marketing, sales, and customer service tools.

Q. How do inbound marketing tools optimize landing pages?

They provide templates and A/B testing features to create and optimize landing pages for higher conversion rates.

Q. Are there inbound marketing tools focused on B2B companies?

Yes, tools like LinkedIn Sales Navigator are designed with B2B companies in mind, offering features to target and engage with business prospects.

Q. How do inbound marketing tools address mobile marketing?

They ensure content and campaigns are mobile-friendly and track mobile engagement metrics, crucial for reaching audiences on mobile devices.

Q. Can inbound marketing tools help with link building?

While primarily focused on content and engagement, some tools offer features or integrations that assist with identifying and managing link-building opportunities.

Q. How important is user experience in inbound marketing tools?

User experience is critical; these tools often include features to analyze and improve website usability and content accessibility to enhance engagement.

Q. What is the role of AI in inbound marketing tools?

AI is used for predictive analytics, content personalization, chatbots, and automation, making marketing efforts more efficient and personalized.

Q. How can inbound marketing tools improve customer service?

By using chatbots and automated messaging for instant responses, and customer feedback tools for insights into customer satisfaction and areas for improvement.

Q. Do inbound marketing tools offer project management features?

Some tools include project management features to coordinate marketing campaigns, track progress, and ensure team collaboration.

Q. How do inbound marketing tools contribute to brand awareness?

They enable consistent and targeted content distribution across various channels, increasing visibility and recognition of the brand.

Q. What is the impact of inbound marketing tools on conversion rates?

By optimizing each stage of the customer journey, these tools can significantly improve conversion rates from initial interest to final purchase.

Q. Can inbound marketing tools support podcasting efforts?

Tools like Anchor and Podbean provide podcast hosting and analytics, facilitating podcast creation and distribution as part of content marketing strategies.

Q. How do inbound marketing tools help with event marketing?

They offer features for event promotion, registration, and follow-up, integrating event marketing with broader inbound strategies.

Q. Are inbound marketing tools suitable for nonprofit organizations?

Yes, many tools have special pricing or features tailored for nonprofits, supporting them in fundraising, volunteer management, and community engagement.

Q. How do inbound marketing tools enhance content distribution?

By automating and optimizing the timing and channels of distribution, these tools ensure content reaches the right audience at the right time.

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10 Marketing Agency Trends You Should Know About in 2024 https://customers.ai/blog/marketing-agency-trends https://customers.ai/blog/marketing-agency-trends#respond Wed, 17 Jan 2024 17:00:54 +0000 https://customers.ai/?p=17885 Welcome to 2024, a year that’s already shaping up to be a landmark in the world of marketing.  As seasoned […]

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Welcome to 2024, a year that’s already shaping up to be a landmark in the world of marketing. 

As seasoned pros, we’ve seen trends come and go, but what’s unfolding this year is something different. Things are moving fast and there are some truly impactful trends that will reshape the marketing landscape. 

Let’s cut through the noise and dive straight into it. We’re not just talking about the next big thing – we’re talking real changes that are reshaping our industry. From leveraging cutting-edge AI to the loss of cookies to a focus on true personalization. 

I’ll walk you through the trends that are not just buzzwords, but game changers. So, grab your coffee, and let’s break down the marketing playbook for 2024.

What Are the Top Marketing Agency Trends for 2024?

At the heart of it, we are seeing 10 key trends in 2024:

  1. Loss of Cookies
  2. Privacy & Data Changes
  3. Email Constraints
  4. Purpose-Driven Marketing
  5. Generative AI & Content Creation
  6. Video Content is Still Here
  7. AI-Based Personalization
  8. Advanced Data Analytics
  9. Agile Marketing 
  10. Partnership Marketing

Let’s dive a bit deeper into each of these trends.

Marketing Agency Trend #1: Loss of Third-Party Cookies

Unless you’ve had your head buried in the sand, you are well aware of the “cookiepocolypse”.  

For years we’ve been talking about the removal of third-party cookies from major tech platforms.

Well, the time has finally come

Apple started blocking third-party cookies in 2023 and as of January 1, 2024, Chrome has began their phase out. Oh, and Microsoft is also deprecating cookies in early 2024.

What does this mean for marketing agencies?

Proving your value is about to get a lot harder.

So is campaign optimization.

For marketing agencies, the focus has to be on first-party data and more innovative attribution strategies. 

It really is a pivotal time for agencies to adapt and reinvent their methodologies, focusing on genuine connections and data integrity to stay ahead.

Marketing Agency Trend #2: Data & Privacy Changes

We’ve touched on privacy a lot here at Customers.ai (see Data Privacy Changes: A Must-Read Guide for Marketing Agencies).

The reason being, there have been A LOT of privacy and data changes that are impacting how marketing agencies do business. 

Last year we had the official switch to GA4. 

iOS 17 introduced Link Tracking Protection and the removal of Click IDs.

Then we had Meta announcing Ad Free Facebook subscriptions in the EU. 

On top of it, states passed privacy regulations at record pace. It’s a lot to keep up with! 

What does this mean for marketing agencies?

For a long time, marketing agencies were able to kind of roll with the punches when it came to privacy changes. 

Big changes like GDPR and CCPA made waves but overall they were fairly easy to adjust to. 

What we are seeing now is different. 

These updates are fundamentally impacting the way marketing agencies do business and it means that adjustments need to be made much quicker and innovation is not just necessary, but key. 

Marketing Agency Trend #3: Email Constraints

As of February 1, 2024, Google and Yahoo’s new email regulations will officially have launched.

If you aren’t super up to date on what this means, we did a deep dive sometime ago. 

The gist of it is that emails, especially from bulk senders, are about to be scrutinized at a much higher rate and deliverability is going to be a challenge if the right steps aren’t taken. 

Two main points to be aware of:

  • Mandatory Digital Email Signing.  Senders with over 5,000 emails will need to use DomainKeys Identified Mail (DKIM) for digital signing. While this is already a best practice, non-signed emails are now treated more suspiciously. 
  • New Complaint Rate Threshold. A complaint rate over 0.3% now poses the risk of being blocked. A complaint occurs when a user marks an email as spam, not when they unsubscribe. 

Along with the rollout of new email regulations, Google also rolled out a new AI email spam filter to better capture spam.

What does this mean for marketing agencies?

Email deliverability will become essential in 2024. With email providers cracking down on spam, there must be a focus on creating truly compelling messages that resonate with audiences.

It also means moving away from cold email tactics and toward warm leads. 

Why target people who have never heard of you when you can reach those who are already interested?

That’s where Customers.ai comes in. Our Website Visitor ID X-Ray Pixel captures the names and email addresses of those visiting your website. 

Think about it – even with a cart abandonment solution, you only capture people if they’ve put in their info. With website visitor identification, you can capture 10-20x the number of people! Perfect for remarketing cart abandonment emails. 

To install the Website Visitor ID X-Ray Pixel, sign up (for FREE!), go to your dashboard, and navigate to My Automations. 

Select + New Automation and get your pixel. We have easy install options for Google Tag Manager, WordPress, and Shopify, or you can install the pixel manually.

Marketing Agency Trend #4: Purpose-Driven Marketing

According to a study by Deloitte, over 25% of consumers walked away from a brand that they interpreted as insensitive. 

Customers want to feel good about who they are doing business with and they want to do business with companies who stand for something. It’s part of the reason people love REI!

What does this mean for marketing agencies?

What makes your client’s unique? How are they helping people? Once you understand that, take that service and shoot it to the moon — get micro, get focused, and amplify your “here to help” messaging for better brand loyalty

Marketing Agency Trend #5: Generative AI & Content Creation

Just like cookie deprecation, AI is not a thing of the future…it is here. And it’s already being used by big companies and major ad agencies.

According to Reuters, WPP, the world’s biggest advertising agency, is working with consumer goods companies including Nestle and Oreo-maker Mondelez to use generative AI in advertising campaigns.

Additionally, Authority Hacker’s AI survey showed that 85.1% of AI users use the technology for article writing and content creation.

The point? AI is here and whether you agree with it or not, it’s being used to create marketing and advertising content.

Image Source: Lady Smith News

What does this mean for marketing agencies?

AI opens tons of doors for marketing agencies and can certainly help improve efficiency in the content production process. 

The key is to keep the human element at the core of the messaging and avoid falling into the trap of publishing the bland, generic content that AI tends to put out. Oh, also fact checking.

While AI can put out some great content, it’s not an expert and it requires fact checking.

At the end of the day, marketing agencies need to be experimenting with AI if they want to stay ahead of the game.

Customers.ai for Agencies

Higher retainers, improved ROI, and happier clients.

Marketing Agency Trend #6: Video Content is Still Here

Has video made every trends list for the past 10+ years? Yup. 

Do we still need to include it? Yup.

Here are a few stats from Hubspot’s Video Marketing Survey:

  • In 2023, people watched, on average, 17 hours of online videos per week
  • People are 52% more likely to share video content than any other type of content
  • 75% of viewers watch short-form video content on their mobile devices

Video isn’t going anywhere, yet marketers still aren’t using video as much as they could be. According to Sprout Social, only 35% of marketers anticipate utilizing YouTube in the next 12 months.

What does this mean for marketing agencies?

Video presents a huge opportunity for marketers and brands. Consumers are spending their time watching online videos making it the perfect place to put your ad. 

That being said, it’s important to put your ad where it will be seen. Consumers have become really good at avoiding ads, which could result in wasted spend. 

Image Source: Marketing Charts

If you are looking to get started in video, start small. Create a video for the blog or for the help section. Create short videos for social and see how your audience responds.

Like we said earlier, video isn’t going anywhere so it’s time to figure out how to make it work for you.

Marketing Agency Trend #7: AI-Based Personalization

As a marketer, the dream is personalization – serving really specific ads to individuals. 

Unfortunately, with the privacy changes we mentioned above and previous ones not mentioned, this is becoming harder and harder, especially in the ads space. 

AI is changing that. 

According to a Twilio report, 92% of businesses surveyed are using AI-driven personalization. 

What does this mean for marketing agencies?

With AI, marketers are able to actually craft hyper-personalized content, especially in email campaigns. 

And this level of personalization goes beyond just using a customer’s name – it’s about creating content based on behaviors, preferences, purchase history, and more. 

The payoff for agencies is clear: enhanced customer engagement, higher conversion rates, and more meaningful brand interactions. 

[Check out the Customers.ai AI Email Writer

Marketing Agency Trend #8: Advanced Data Analytics

Thanks to the privacy changes we’ve noted a few times and Google’s shift to GA4 (boo!), 2024’s marketing scene is seeing a surge in advanced data analytics, powered largely by Generative AI. 

Marketers are being forced to get crafty when it comes to attribution – this includes using sophisticated tools to sift through data and glean deeper insights into consumer preferences and behaviors. 

Image Source: Marketing Evolution

It’s important to note, this shift is not just about adapting to new privacy norms; it’s about turning a challenge into an opportunity to understand audiences on a more nuanced level. 

What does this mean for marketing agencies?

Agencies are now able to predict trends, tailor marketing strategies, and create more relevant content thanks to these more advanced data platforms. 

For example, a retailer could use these insights to predict upcoming fashion trends, aligning their marketing campaigns more closely with consumer interests. 

The key is to not dwell on what once was but instead focus on what can be. 

Marketing Agency Trend #9: Agile Marketing

It may be a stretch to call marketing agility a trend, as at first blush it seems more like a necessary survival skill. However, marketers are uniquely positioned to leverage digital tools and technology better than most.

When the world throws you a pandemic or mass social unrest, you’ve got to make quick changes to stay relevant in the marketplace. Your consumers’ needs ebb and flow like the tide and you’ve got to be the lifeboat on these choppy seas of change. 

A great way to keep pace is by having an omnichannel approach to marketing where you can keep tabs on all of the different channels from a single dashboard or platform. 

Image Source: Triple Whale

What does this mean for marketing agencies?

We know how fast things move and that has never felt more relevant than this year. 

Marketers need to ensure they are staying up on trends and adapting to changes as quickly as possible.

It means being proactive vs. reactive and ensuring you have the tools and technology you need to be successful. 

For example, consider adding more cross-channel marketing tools to your tech stack this year to both delight your clients and improve your agency’s internal efficiency.

Marketing Agency Trend #10: Partnership Marketing

Every industry is looking towards fractional solutions in various applications. When it comes to marketing — combining forces with other successful or driven marketing agencies is better all around. 

Here at Customers.ai, we have had some really great partner-driven campaigns. For example, just this past December, we did an event with our partners at Semrush to announce our product integration:

What does this mean for marketing agencies?

Partner marketing opens up opportunities you wouldn’t have otherwise. Not only will your agency become more scalable and able to take on more work but also you can focus on your expertise. 

Find partners that complement you and share similar target markets as your business. 

Remember, there are many different “partner marketing” models, but you’re basically outsourcing anything you haven’t mastered and freeing yourself up to become the master of all things.  

What Is The Biggest Trend In Agency Marketing? 

For 2024, the big trend is going to be across many verticals — being kind, being real, and being helpful. 

It might sound mushy but we’re quickly approaching a time where brands have to take a stance. Then, they have to stick to it and beat that drum until you and your clients are excited about what you believe in. 

While you might still be reeling from all of the changes in the marketing industry in recent years — stop monkeying around and start brainstorming new ways of doing things to maintain your marketing agency’s competitive edge. 

Want an extra advantage? Try Customers.ai for free and 10x your campaign performance!

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Important Next Steps

Marketing Agency Trend FAQs

Q. What are the latest trends in digital marketing for agencies?

Current trends include increased use of artificial intelligence, personalized marketing, and a focus on data-driven strategies.

Q. How are marketing agencies adapting to changes in social media algorithms?

Agencies are focusing on creating more engaging content, utilizing stories and live videos, and leveraging influencer partnerships.

Q. What role does data analytics play in modern marketing agencies?

Data analytics is crucial for understanding consumer behavior, measuring campaign effectiveness, and guiding decision-making processes.

Q. How are marketing agencies integrating AI into their strategies?

AI is used for predictive analysis, customer segmentation, personalization, chatbots, and automating repetitive tasks.

Q. What is the significance of video marketing in current agency strategies?

Video marketing is increasingly important for engagement, with a focus on short-form videos, live streaming, and interactive content.

Q. How important is content marketing for agencies today?

Content marketing remains a key strategy, focusing on creating valuable, relevant content to attract and retain a clearly defined audience.

Q. What are the emerging trends in email marketing for agencies?

Trends include automation, personalization, segmentation, and integrating interactive elements in emails.

Q. How are agencies using SEO in current digital marketing strategies?

Agencies focus on voice search optimization, mobile-first indexing, and user experience as key elements of SEO.

Q. What is the role of influencer marketing in today’s agency strategies?

Influencer marketing is used to build brand authenticity and reach target audiences through trusted voices in various industries.

Q. How are marketing agencies tackling privacy and data protection?

Agencies are emphasizing transparency, compliance with regulations like GDPR, and ethical use of consumer data.

Q. What trends are shaping mobile marketing in agencies?

Trends include the increasing importance of mobile optimization, location-based marketing, and mobile apps for personalized experiences.

Q. How is user experience (UX) influencing marketing agency strategies?

UX is crucial for customer satisfaction, with a focus on website design, ease of navigation, and providing a seamless user journey.

Q. What are the trends in programmatic advertising for agencies?

Trends include the use of AI for real-time bidding, increased focus on transparency, and leveraging first-party data.

Q. How is augmented reality (AR) being used by marketing agencies?

AR is used for creating immersive brand experiences, interactive advertising, and enhancing online shopping experiences.

Q. What role does sustainability play in marketing agency trends?

Agencies are increasingly focusing on sustainable practices, eco-friendly campaigns, and promoting corporate social responsibility.

Q. How are chatbots transforming agency-customer interactions?

Chatbots are used for improving customer service, providing instant responses, and automating simple tasks.

Q. What impact is voice search having on marketing agencies’ strategies?

Agencies are optimizing content for voice search, focusing on conversational keywords, and ensuring mobile compatibility.

Q. How are agencies leveraging interactive content?

Interactive content like quizzes, polls, and interactive videos are used to engage users and provide personalized experiences.

Q. What are the trends in omnichannel marketing for agencies?

Omnichannel marketing focuses on creating a seamless customer experience across all channels and touchpoints.

Q. How are agencies addressing the need for marketing automation?

Agencies are implementing automation tools for efficient campaign management, lead nurturing, and analytics.

Q. What trends are impacting local SEO strategies in marketing agencies?

Key trends include optimizing for local search queries, focusing on local listings and reviews, and localized content.

Q. How is the gig economy affecting marketing agencies?

The gig economy is leading to more freelance and contract work, providing agencies with flexible staffing options.

Q. What is the significance of micro-moments in agency marketing strategies?

Micro-moments involve targeting customers at the exact moment they need a service, focusing on intent-driven marketing.

Q. How are agencies using predictive analytics?

Predictive analytics is used for forecasting trends, customer behavior analysis, and optimizing marketing strategies.

Q. What are the challenges faced by marketing agencies in adapting to new trends?

Challenges include keeping up with rapidly evolving technology, skill gaps, and aligning new trends with client objectives.

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The 40 Best Marketing Agency Software & Tools https://customers.ai/blog/best-marketing-agency-software https://customers.ai/blog/best-marketing-agency-software#respond Tue, 14 Nov 2023 09:25:00 +0000 https://customers.ai/?p=17720 There is enough marketing agency software and tools available to turn this article into a never-ending scroll.  Do you have […]

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There is enough marketing agency software and tools available to turn this article into a never-ending scroll. 

Do you have time to research and find out which tools will upgrade your marketing game? 

No, you don’t. 

We did it for you! You’re welcome. 

We are always on the lookout for the most innovative and best agency software and tools to help with your marketing agency growth.

Are you ready to scale? Or do you need to reevaluate your current marketing tools stack and workflows to improve efficiency and cut costs?

According to the ‘Marketing Technology Landscape Supergraphic’ list by Scott Brinker, there are over 8,000 marketing tools, all of which can be considered on your quest to find the best marketing tools & agency software.

Let’s narrow down the field on your own with the process of elimination. See the areas where you most need marketing agency software, and then keep digging until you find the one that best suits your needs. 

To Help You Select The Best Tools, Start With These Foundational Questions

  • What are Marketing Agency Software and Tools?
  • How are the Marketing Agency Software and Tools Divided?
  • The 40 Best Marketing Agency Software and Tools!

Let’s dive straight into it!

Customers.ai for Agencies

Higher retainers, improved ROI, and happier clients.

What Are Marketing Agency Software And Tools?

Whether you are a small to medium scale organization or you run on an enterprise-level, you need the help of some software or tools. 

While there aren’t too many Swiss army knives like Customers.ai’s OmniChat out there, these software or tools will help improve the performance and increase the efficiency of manual and repetitive tasks. 

And we know that you know there are many such tasks in the marketing profession. 

As mentioned above, there are thousands of tools and software, but not all of them would fit your company’s puzzle. Find the missing piece here!

How Are The Marketing Agency Software And Tools Divided?

From a 10,000 ft. view, the 40 best marketing agency software and tools we are going to explore can be divided into the following six groups:

  1. Content Marketing Tools
  2. Analytics Tools
  3. Project Management Tools
  4. Design Tools
  5. Email Marketing Tools
  6. Social Media Platforms

The 40 Best Marketing Agency Software & Tools

What might be working the best for your competitor’s organization or even your friend’s agency might not work well for you. 

Here are a few guidelines to follow that will help you select the marketing agency software and tools that will bring the most benefit to your business. 

How To Select The Right Marketing Agency Software

Ask yourself the following questions to help determine which tools will fit your needs best. 

  1. Is the customer service supportive and readily available? There’s nothing worse than a pressing issue and having to wait days for a response. 
  2. Is the tool user-friendly? Don’t invest your resources in a tool that everyone on your team can’t quickly figure out. Productivity is the key to profitability. Time is money, right? 
  3. Is it agile enough? Everything is always changing, fast. How will the tool change over time? Are the developers regularly releasing updates and adding new features? Don’t waste time on something that will be stale and cumbersome in a year or two because it comes from lazy developers.
  4. How much customization do you need? Do you need a client-facing view? 
  5. Is it easy to collaborate with your current team setup and workflows? Can it improve workflows or eliminate a bottleneck somewhere in your processes? 
  6. Does it integrate into other marketing agency software and tools you depend on? API-friendly?
  7. What will your customers or clients gain from you implementing this new software? 
  8. What is the primary objective? What’s the point? 
  9. Is there going to be a learning curve for you or anyone on your team? 

With these questions in mind, you will make a better-informed decision about which trials to sign up for and which to skip.

Best Marketing Agency Software for Content Marketing

1. Customers.ai Cookieless Facebook Ad Pixel

The best marketing agency software to restore and ramp up ad retargeting campaigns

With Customers.ai, you can capture website visitor data, create audiences, and send it directly to ad platforms, including Meta.

See 2-3x higher conversion rates by leveraging your first-party data in a privacy-compliant manner, far surpassing Facebook Advantage+ or interest-based ad targeting methods.

Boost your retargeting capabilities, get more leads, close more sales, and create a better customer experience! 

2. SEMrush

Optimize your content for search with the best marketing agency software for SEO research

This is a fantastic tool for tracking keywords, analyzing competitors keywords, view backlinks, and more! SEMrush is one of the best SEO tools available for marketers. 

3. Ahrefs

Know all of your SEO metrics

Another epic SEO tool right up there with SEMrush and Moz. 

Don’t pass Ahrefs without trying their backlink checking and site audit. 

Start driving more organic traffic to your site with a little research.

4. Customers.ai Consumer Directory

The best marketing agency software for finding intent-based leads

The Customers.ai intent-based Consumer Directory can help you not only enrich leads data but also build your ad retargeting audiences with customers who fit your ICP.

Consumer Directory helps marketers by offering focused functionalities including:

  • Targeted Consumer Profiles: Detailed and segmented consumer profiles to help marketers tailor their strategies and messages effectively.
  • Behavior Insights: Insights into consumer behavior and preferences, enabling more personalized and effective marketing campaigns.
  • Easy Integration: Seamlessly integrates with various marketing and sales tools, enhancing data-driven decision-making and campaign management.

5. Grammarly 

Dodge spelling and grammar mistakes

Don’t let your content marketing, chat blasting, or ad campaigns suffer a single typo with Grammarly. 

It’s a sweet tool with browser extensions to check your emails as you type and more. 

6. SE Ranking

Rank your keywords efficiently

A comprehensive SEO tool built with SEO agencies in mind. 

SE Ranking offers highly accurate keyword rank tracking to SEO/PPC competitive research, website audits, backlinks, and more. 

It has a slick interface with tons of historical data access and insights. 

7. KWFinder

Find organic and effective keywords fast

KWFinder is a handy SEO tool for researching long-tail keywords to inform your overall SEO strategy. 

8. BuzzStream

The best marketing agency software for influencer outreach

Another great tool for email outreach, email list and link building.

9. Content Snare

Create content while collaborating with your clients

This is a great solution for marketers who feel like they are constantly twisting their client’s arms to send them content. 

Get out of email inbox limbo and collaborate with your clients on Content Snare. 

10. Customers.ai Customer Journey Insights

The best marketing agency software for tracking the customer journey across your website  

Track your website visitors across different pages and workflows and build audiences based on those signals.

Customers.ai’s Website Visitor ID X-Ray Pixel allows you to track the journey of every new contact you generate. Even better, setting it up is super simple. 

  1. Add the Pixel to every page on your site. This ensures that you can track the whole journey. If a page doesn’t have our X-Ray Pixel on it, you won’t be able to see whether a customer visited that page or not. 
  2. Click on your My Leads tab. 
  3. Click on the contact. 
  4. See their whole Customer Journey, including which pages they visited, the order of the pages they visited, which emails they’ve received, and what they did after they received the email! 

See Who Is On Your Site Right Now!

Turn anonymous visitors into genuine contacts.

Try it Free, No Credit Card Required

11. Keywords Everywhere

PPC keyword research browser extension

Simplify your keyword research with the Keywords Everywhere browser extension. 

When you eat and sleep SEO, you truly do see keywords everywhere, and this app helps too. 

12. Moz Pro

Get fast SEO analysis 

Moz is another great tool that has long been compared against SEMrush and Ahrefs as some of the best SEO analysis tools. 

Different strokes for different folks, which is your favorite? Tell us why in the comments below! 

13. Leadfeeder

Don’t let any leads go to waste

There is something incredibly satisfying about knowing who is looking at your website at any given moment. 
Imagine seeing a rep or exec from the gorilla-sized prospect you’ve been pursuing actively checking out your website! Call them! Message them! Go, go, go!

And what about your social media page visitors? Engage with them too! Engage, engage, engage! 

“Simplify, simplify, simplify!” – Henry David Thoreau

Best Marketing Agency Software for Analytics

14. Google Analytics 

Know your analytics like the back of your hand

You can glean enough information from a basic knowledge of Google Analytics to satisfy most client needs. However, are the dedicated data nerd that like to dig deeper? 

Google Analytics is a powerhouse and deserves to be near the top of any marketing agency software and tools list. 

15. Nuvi – Get real-time insights and data visualization

This is a fun tool, aesthetically speaking, and analytically speaking. 

It can analyze your social media as good as any other tool, and it makes pretty graphs, what’s not to love? 

It has a slew of other social media features as well, fighting to be a comprehensive social tool. 

16. IntentData.io – Increase your outbound sales with actionable data

Increase your chances of conversions and inform your outbound and direct response marketing efforts with deep data analytics. 

Best Marketing Agency Software for Project Management

17. Google Workspace (Formerly G Suite) 

Collaboration and communication in one

G Suite has been a strong and competitive option for any size organization looking to digitally transform. 

It recently underwent a rebranding and is now Google Workspace.

Whether you were a brick-and-mortar agency before and need to go remote fast or you’ve been fully digital since day one, it couldn’t be easier to store your data, collaborate, and create than with Google Workspace. 

Two thumbs up! 

18. HubSpot Marketing – Track your funnel’s top 

HubSpot has been killing it at inbound since way back when they coined the term “inbound marketing”. 

It’s no surprise that the HubSpot Marketing platform has a robust set of features that deserve an article dedicated to solely utilizing and glorifying it. 

19. Jira – For increased agility while managing your projects

If you are in software development or your agency is associated with it in any way, you know about Jira. 

Keep those agile projects humming along quickly with this slick platform for project management. 

20. PandaDoc – Create proposals and track them

Keep your sales process simple and organized with PandaDoc. 

This smart software offers proposal and contract templates, e-signing, payments, and more. 

21. Skype – Best video calling for business meetings

This one is a hot debate leftover from the 2020 office exodus due to the pandemic.

Either you love the video calls or you hate them, but they aren’t going away anytime soon. Skype is a great option for high quality video meetings amongst other competing apps. 

A big benefit to Skype is the Microsoft integrations. If you are already on a Microsoft Teams and Office 365 setup, this is a logical alternative choice outside of what Teams already offers. 

22. Samepage – Get the entire team working cohesively on a project

A great option for project management when it comes to collaborating on a shared project. 

23. Teamwork – Handle all multifaceted project management scenarios

Which came first, Monday or Teamwork? It doesn’t matter, even if they are riffing off each other (nothing is sacred in marketing land, mwahaha) they each offer a unique project management platform.

Compare the features and decide which better suits your agency’s needs. 

24. Basecamp – Everything for project collaboration and management

Another project management powerhouse, Basecamp is great for any size organization. 

If you aren’t a fan of the Jira, Trello, and ClickUp board layout then Basecamp may better vibe with your tribe. It relies on notifications (lots of notifications if you don’t adjust your settings, warning!) to collaborate and comment threads. 

It’s a powerful beast of an app and you could get lost easily without some guidance. 

25. Slack – Simplify your team’s communication

This is a must-have for collaboration amongst remote and distributed teams. Slack has tons of cool chatbot features and options built in. 

Did you know that you can integrate Customers.ai with Slack? YES! 

There is a lot of fun to be had with a plethora of options but for now try sending notifications into a specific Slack channel whenever Customers.ai captures a new contact. 

26. HubSpot CRM + Sales Pro – Keep an eye on your sales pipeline

The marketing agency software and tools that HubSpot offers within their free CRM is pretty epic. Every marketer has used it at some point in time, whether they wanted to or not. 

Clients love it, marketers love it, and Larry Kim loves it! 

27. Loom – Create and send screen recordings super fast

It’s not only fun to use, but it makes you look pro! 

Loom automatically uses the picture-in-picture of you (if you want to show yourself) while your recording a screencast. 

We love using Loom for internal training and onboarding resources. 

28. Calendly – The easiest way to book meetings

Generate a custom link that takes your prospects or clients to a calendar that integrates with all of your other calendars to provide accurate availability. 

Create a gap or time cushion between meetings to avoid overlaps or to have a moment of zen between closing unicorn deals. 

29. ClickUp – Strong project management for free

This is a feature rich PM tool, holy cow! 

If you need flexibility and customization galore, ClickUp is the way to go.  ClickUp is a highly scalable tool that will grow with you, keep your team accountable and productive. 

30. Drip – The best marketing agency software & tool for swift marketing automation

Automate your customer’s journey with Drip. 

We like drag and drop workflow builders at Customers.ai. This tool is reminiscent of our very own visual chatbot builder or Zapier (which easily integrates with Customers.ai by the way). 

Best Marketing Agency Software for Design

31. Ceros 

The best marketing agency software to create interactive ebooks, infographics, and landing pages

This is a fun cloud-based tool for marketers and designers looking to create code-free immersive content. We think it’s worth a look! 

32. Fotor – Who doesn’t like a free online photo editing tool?

Fotor is a fantastic online photo editing tool with powerful features.

It also makes it super easy to collaborate with other photographers or editors around the world. 

33. BrowserStack – Offers cross-device and cross-browser testing 

A really cool app to test out your website, app, or software on 2000+ devices and browsers. 

Measure twice, launch/rollout once! 

Best Marketing Agency Software for Email Marketing

34. Seventh Sense

Send your emails at the perfect time

If you are looking to take your email marketing to the next level, Seventh Sense might be a good tool for you.

Know exactly when to send and automatically personalize it with the power of AI. 

35. Beacon

The best marketing agency tool for speedy ebook lead magnet creation

This is another excellent option for growing your email lists, specifically with ebooks, a pretty effective lead magnet. 

There are many ways to utilize ebooks in marketing, but most notably for building an email list. 

36. Right Inbox – Turn your Gmail account into a personal CRM

A handy little tool, probably most suitable for the solopreneur or freelancer. Right Inbox basically adds all of the features to Gmail that a marketer would want but Gmail was missing.

But a startup or small agency could enjoy enormous benefits of utilizing a CRM in your Gmail account.

MacGyver your email into a full blown CRM tool, sweet! 

Best Marketing Agency Software for Social Media Platforms

37. Oktopost

Generate leads via social media

A fairly new contender, Oktopost came out the same year as CoSchedule and some other social media management platforms. 

They continue to make upgrades that makes this social scheduler and all-in-one social management tool worthy of your consideration.

38. AgoraPulse Social Media Management Software

Agorapulse is an all-in-one dashboard for social media management that simplifies the understanding of social media metrics.

AgoraPulse has great monitoring and engagement capabilities, giving you audience insights and a way to take advantage of otherwise missed opportunities.

Additionally, AgoraPulse has lots of options to build a pipeline for your content calendar, allowing you to store unlimited posts tied to particular themes, and queue them up for publishing.

39. Iconosquare Social Media Analytics & Management

Iconosquare is one of the leading analytics and management platforms used by agencies and social media marketers.

Agencies use Iconosquare to help their clients manage their social media accounts. (Instagram, Facebook, Twitter and LinkedIn are available).

Some of the best features for agencies on Iconosquare are:

  • In-depth analytics to understand their clients’ audience for increased account growth and engagement.
  • Easy reporting – easily report the performance to your clients thanks to branded PDF reports at the click of a button.
  • Multi profile management – report and analyze the social media performance of multiple social media profiles and content for your clients from one dashboard.
  • Automatic scheduler – save time by setting and forgetting your content in advance.
  • Scheduler collaboration – facilitate collaboration with your clients or your team by sharing your scheduler calendar with external approvers.

40. SocialBee Social Media Management

SocialBee is a comprehensive tool designed for the seamless management of your social media profiles. With this platform, you can schedule and automate posts and receive assistance in creating a tailored social media strategy. 

Monitor key performance metrics such as engagement and follower growth, and efficiently handle messages, comments, and mentions—all from a unified interface.

For agencies overseeing multiple accounts, SocialBee enables the organization of clients’ dashboards into distinct workspaces for a more structured approach. Collaborative efforts are facilitated through features like assigning roles to team members, obtaining content approval from clients, and leaving notes on posts for effective communication.

Out With The Old, In With The New

In marketing, you have to always be on the lookout for better ways of doing things. 

It’s an industry that lends itself to innovation, especially with automation. 

Are you still using your legacy systems and processes? If you want different results you’ve got to try something new. 

With Customers.ai, you can start capturing website visitors, giving you larger ad audiences and helping you turn visitors into leads. It’s free to try and no credit card is required. Give it ago!

See Who Is On Your Site Right Now!

Turn anonymous visitors into genuine contacts.

Try it Free, No Credit Card Required

Important Next Steps

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What Is SMS Marketing & How to Grow a Business with Text Message Marketing https://customers.ai/blog/what-is-sms-marketing https://customers.ai/blog/what-is-sms-marketing#respond Thu, 13 Jan 2022 07:55:16 +0000 https://customers.ai/?p=1035658 In this article you will learn the basics of SMS marketing, the benefits, and an overview of how it’s done […]

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In this article you will learn the basics of SMS marketing, the benefits, and an overview of how it’s done so that you can improve your sales and marketing performance via the unicorn of automated, scalable text messaging with customers.

We’ll cover these SMS marketing essentials:

What is SMS marketing?

Short message service (SMS) marketing is a type of opt-in marketing where businesses send promotions to customers through text messages. Thus, SMS marketing is also called text message marketing or text marketing.

Similar to email marketing, SMS marketing involves growing the business’s SMS subscriber list, sending promotional campaigns to subscribers, and analyzing how SMS campaigns performed to support business objectives, like leads or sales generated .

My crystal ball says that if you’re looking into SMS marketing, you already observed the power of a text message to reach and influence its target audience.

A well-timed text message can remind you of an important appointment, or get you excited about a discount you earned, or a sale happening at your favorite brand.

So no surprise that 54% of customers say that they are interested in receiving text messages from businesses.

What IS surprising is that only 11% of businesses are doing SMS marketing today.

That’s a customer communication gap that marketers can fix in 2022. 

And see their lead generation, customer acquisition and retention goals met as a result.

It’s easier than ever to launch a productive SMS channel with the marketing automation tools available today.

SMS text message marketing is a savvy way to build deeper connections with your customers on a one-on-one basis. 

In practice, businesses use SMS marketing for: 

  • Blog promotions
  • New product announcements
  • Sending discounts or coupons 
  • Operating a loyalty program 
  • Updating customers on orders

If you want to send images, videos, or GIFs in your text messages, you’ll actually use “multimedia message service,” or MMS. The biggest difference between SMS and MMS messages is that MMS requires more data to send messages, so it costs a little more to send an MMS compared to an SMS text-only message. 

Types of SMS marketing

You can think about SMS marketing messages in two categories — the transactional messages that help customers get info about an existing purchase — and promotional messages that support an upcoming purchase. 

Transactional SMS: Generally, brands use transactional SMS as an avenue for delivering customer service. With transactional SMS, you send very short, factual messages to customers, usually about their orders. This includes messages about: 

Promotional SMS: The goal of a promotional SMS message is to market to your subscribers. The point is to build brand or product awareness that triggers a purchase. 

With promotional SMS marketing, you can get in touch with subscribers for: 

  • Product launches 
  • Events 
  • Discounts and coupons
  • Collecting feedback 
  • Abandoned cart follow-ups 
  • Sending valuable content, like tips and how-to guides

The benefits of marketing through SMS

There are so many benefits of marketing through SMS. Here are a few:

  • SMS is an owned channel. When you market yourself on Facebook or Instagram, you don’t have control over your customer data. SMS marketing is an owned channel where you have control over your messaging, information and customer data. 
  • SMS is fast. 60% of shoppers read SMS messages within five minutes. Instead of waiting all day for customers to check their email, SMS marketing gives you an immediate connection with shoppers. 
  • SMS has best-in-class open rates. Only 20% of people who receive your emails will actually read them, while the data shows that 98% of people read their text messages.
  • SMS gets more responses. Need to engage people in a conversation? Consumers reply to 45% of SMS marketing messages. Since SMS marketing is more conversational and casual, people tend to interact with it more than other channels of distribution

How is SMS marketing done

Ready to learn how to do SMS marketing? 

You can start promoting your business with text message marketing in as few as 5 minutes. 

Step 1: Generate SMS subscribers

Some ways to grow your SMS subscriber list are:

  • Existing customer list: Upload phone numbers as a CSV in Customers.ai
  • Instagram, Facebook and web chat convos: Ask fans for their phone number when they are chatting with you in other texting channels
  • Special offer website pop-up: Convert website traffic into SMS subscribers that you can reengage with promotions

Those are just a few ways to add to your SMS audience reach.

To accelerate your SMS audience growth, read How to Get More SMS Subscribers: +15 Irresistible SMS Opt-in Strategies to Grow Your List

Step 2: Set up a nurturing SMS welcome drip sequence

Text message “DRIP” to the U.S. phone number +16174335511 (only works in the U.S. and Canada) and you’ll see an SMS drip campaign in action.

To set up your own, go to Campaigns > Drip Campaigns > Create New Drip Campaign.

Next, name the campaign, select the platform this drip campaign will send through (your options are SMS, Instagram DM and Facebook Messenger), and set the schedule that the messages will send (days of the week and ranges of hours in the day).

Last but not least, indicate the timing of the message (how long after the contact triggers the drip should they receive the message) and add the content (images, text, tags and more) to the text message campaign. You will see a preview of the text message too!

You can add as many time-delayed messages to the drip sequence as you’d like, and test how the messages are engaged with and how longer sequences impact sales and conversions.

Does SMS marketing work?

SMS delivers high engagement and effective sales driving capabilities from SMS marketing automation.

In other words, SMS marketing works. And SMS marketing automation platforms for list growth, campaign sending and tracking makes automation building available to non-coding marketers and revenue stakeholders. Businesses of all sizes taking advantage of SMS marketing today.

A Customers.ai client in the travel and hospitality industry is leveraging Customers.ai’s SMS re-engagement tools to drive bottom-of-funnel sales and has seen 17X ROI from the campaigns, driving over $1 Million resort bookings in just 6 months.

sms-marketing-case-study

SMS marketing best practices

Here are the SMS marketing best practices to start you on the right path. The FCC has a few rules for SMS marketing, and there are tips and best practices that can generate better results and engagement. 

1. Know the rules

SMS marketers should familiarize themselves with CAN-SPAM and TCPA to comply with U.S. federal regulations. This usually means: 

  • Setting up confirmed opt-in
  • Following the FCC’s rules if you’re running a contest
  • Identifying yourself
  • Allowing people to unsubscribe by responding with “STOP” (most of the phone carriers will already take care of this for businesses)

Using a compliant SMS marketing platform will help you by taking care of some of the rules (like automatic unsubscribe and automatic opt-in confirmation messages.

2. Send an immediate welcome text

As with email marketing, in SMS marketing it’s important to welcome new subscribers to your SMS updates with a short text that makes it clear what to expect. This sets expectations and reduces complaints.

When someone opts in to SMS messaging through Customers.ai, Customers.ai will automatically send the new subscriber a welcome text message, which a marketer can customize.

Best practice is to use the welcome message to llet the subscriber know what type of content they’ll receive, how frequently, and that they can unsubscribe at any time.

3. Watch your timing

How often should you send a promotional text message to your audience?

Send one message a week to start and see how your audience responds. Watch the metrics like unsubscribes and link clicks and other engagement signals to test your optimal messaging frequency.

It’s also important to watch when you’re texting customers. 

Customers.ai will allow you to schedule SMS text message blasts at a certain time of day, either based on your timezone or your recipients’ time zone.

Drip campaigns, or automated SMS message sequences, can be set to send within certain hours of the day and days of the week.

Don’t message your subscribers in the middle of the night!

4. Send something of awesome value

Don’t send SMS messages just for the sake of it: Share something valuable with your subscribers. This is the key to keeping people on your list for the long term. Instead of sending overly promotional or spammy messaging, entice subscribers with:

  • Exclusive, SMS-only deals
  • Surprise coupons
  • Links to how-to videos
  • Influencer collaborations

For more text message blasting best practices, check out the guide How to Send a Text Message Blast.

Start your business’s SMS marketing service

You started the journey asking “What is SMS marketing?” and ended knowing the value that SMS marketing offers to businesses, agencies, influencers to interact with their audiences and deepen relationships.

Of course, SMS marketing is much easier if you use a trusted platform.

Customers.ai helps agencies, influencers, and brands automate their SMS marketing to create relationships at scale.

Apply to let Customers.ai build your first SMS campaign and send it to up to 1,000 of your SMS contacts! Your business will see amazing ROI — we guarantee it!

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50 ejemplos de cómo escribir las mejores líneas de apertura de un correo electrónico https://customers.ai/blog/2021/11/50-ejemplos-de-como-escribir-las-mejores-lineas-de-apertura-de-un-correo-electronico https://customers.ai/blog/2021/11/50-ejemplos-de-como-escribir-las-mejores-lineas-de-apertura-de-un-correo-electronico#respond Mon, 11 Oct 2021 14:51:32 +0000 https://customers.ai/50-ejemplos-de-como-escribir-las-mejores-lineas-de-apertura-de-un-correo-electronico/ “El correo electrónico tiene una capacidad que muchos canales no tienen: crear toques valiosos y personales, a escala”. – David […]

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“El correo electrónico tiene una capacidad que muchos canales no tienen: crear toques valiosos y personales, a escala”. – David Newman

Hoy te traemos una guía para ayudarte a escribir las mejores líneas de apertura de un correo electrónico para todas las tareas profesionales que debas realizar.

El correo electrónico es una de las formas más destacadas y universales de mantenerse en contacto.

Tanto si quieres dirigirte a un cliente existente, a un nuevo cliente potencial, a los empleados, a un nuevo jefe o a una correspondencia comercial, los correos electrónicos son un fantástico canal de comunicación de re-engagement, junto con otros canales de re-engagement como los mensajes de texto y Facebook Messenger.

Cuando hablamos de las mejores líneas de apertura de correo electrónico, nos referimos a líneas de apertura de correo electrónico y líneas de asunto que:

  • Consiguen más aperturas
  • Obtienen más respuestas
  • Impulsan los resultados positivos hacia tus objetivos empresariales

Buenas noticias. NO es necesario que tengas ninguna educación formal en el campo.

Esta guía te ayudará con algunas líneas de apertura de correo electrónico de probada eficacia.

¡Escribe tus correos electrónicos con astucia y comprueba el poder que tienen! También puedes utilizar las herramientas de email marketing para potenciar tu campaña.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

¿Cómo se empieza un correo electrónico profesional?

¿Buscas algunas de las “mejores líneas de apertura de correos electrónicos en el trabajo”? Te debes a ti mismo algo mejor que un “espero que estés bien”, y nosotros te ayudaremos a lograrlo.

Si alguna vez has recibido estos correos electrónicos, estamos seguros de que sabes a qué nos referimos.

Por ello, ¡te traemos algo que sin duda te gustará!

Las mejores líneas de apertura de un correo electrónico si estás haciendo un seguimiento

  1. Según nuestra conversación telefónica…
  2. Solo quiero saber sobre…
  3. Para seguir nuestra conversación…
  4. Como comentamos, …
  5. ¿Serías tan amable de proporcionar una actualización sobre…
  6. Me pongo en contacto contigo en relación con…
  7. Quería volver a darle la vuelta a…
  8. Quería hacer flotar esto en la parte superior de tu bandeja de entrada…

Las mejores frases de apertura de un correo electrónico si estás en un estado de ánimo formal

  1. Buenos días…
  2. Buenas tardes…
  3. Buenas noches…
  4. Espero que la pandemia no haya sido demasiado dura contigo…
  5. Espero que estés bien en estos tiempos tan interesantes…
  6. Espero que la semana vaya bien hasta ahora…
  7. Permíteme presentarme…
  8. Espero que tu día hasta ahora haya sido agradable…
  9. Extiendo mi mano por la amistad…
  10. Espero que tu fin de semana haya sido excelente…
  11. Espero que tu semana haya empezado bien…

Las mejores líneas de apertura de correo electrónico para un saludo más relajado

  1. Gracias por tu ayuda…
  2. Gracias por la pronta respuesta…
  3. Es estupendo que te contesten…
  4. Tus amables palabras me han alegrado el día…
  5. Se agradece mucho tu rápida respuesta…
  6. Gracias por ponerte en contacto…
  7. Gracias por contactarme…
  8. Me vendría bien tu consejo…

Las mejores frases para abrir un correo electrónico si quieres levantar el ánimo en el trabajo

  1. Esperamos que la semana solo haya sido un poco aburrida…
  2. Hola desde el otro lado…
  3. ¡Hola! ¡Hola!
  4. Espero que ya hayas tomado tu taza de café matutina…
  5. Sí. Otra vez yo…
  6. Prometo que este correo no es tan largo como el anterior…
  7. Espero que no estuvieras esperando el mensaje de otra persona…
  8. ¡Ja! Otro correo…
  9. Feliz “no lunes”…
  10. Agárrate fuerte. ¡El fin de semana está a la vuelta de la esquina!

Las oficinas se han convertido en sinónimo de palabras como aburrido, chupavidas, parasitario, sin alma y muchos más superlativos de horrible.

Sé la escurridiza “oficina genial” (¿o cafetería gloriosa con WiFi gratuito?).

Incluso si estás trabajando desde casa, destaca y haz que tu equipo rebose de risas y sonrisas al añadir estas mejores líneas de apertura de correo electrónico para enviar a tu creciente lista de correo electrónico y mantener un estado de ánimo positivo en todo momento.

Al fin y al cabo, un empleado feliz = mejor rendimiento.

Las mejores frases de apertura de correos electrónicos que nos puedes robar para conseguir una increíble interacción

Si crees que sólo la línea de asunto tiene importancia para impulsar el compromiso y no la línea de apertura, ¡eres un iluso!

La línea de apertura es lo que realmente atrae a tu receptor para que lea más allá de la línea de asunto.

¡Aquí tienes algunas de las mejores líneas de apertura de correo electrónico para ayudar a a impulsar MUCHO el engagement!

  1. Enhorabuena por… (despierta su interés)
  2. Hola, amigo de… (interés compartido)
  3. Estimado (nombre)… (sé personal)
  4. ¿Sabías que…? (haz una pregunta)
  5. He visto tu post en… (¿quién… yo?)
  6. Me he dado cuenta de lo bien que te va… (¿quién… yo?)
  7. Me he dado cuenta de que [nombre de la empresa] es [menciona noticias sobre su empresa] (demuestra que has investigado)
  8. He visto que estás [actividad deducida en base a la investigación, es decir: “comercializando tu negocio en Facebook”]. ¿Cómo vas con eso? (demuestra que has investigado y que valoras su experiencia)
  9. Tus opiniones sobre (X) son tan parecidas a las mías… (crea un interés compartido)
  10. Seguro que te alegrarás de saber que… (ofréceles valor)
  11. ¡Pregunta rápida! (abre una brecha de curiosidad)
  12. ¿Puedes hacerme un favor? (abre una brecha de curiosidad)
  13. Espero que me digas qué opinas sobre…(valora su aportación)


Y la lista continúa….

Esperamos que ya no estés en blanco y sepas cómo escribir las mejores líneas de apertura de un correo electrónico.

Escribir las mejores líneas de apertura de un correo electrónico no es ninguna tontería. Puede ser tedioso y exhaustivo, especialmente para quienes no tienen formación técnica.

No pierdas ni un momento más, y utiliza las líneas que hemos mencionado aquí.

La tasa de retención de clientes y las tasas de engagement aumentan con toda seguridad cuando inviertes tu tiempo en escribir las mejores líneas de apertura para tus correos electrónicos.

Y no temas, este post estará aquí para ayudarte a nadar hasta la orilla en caso de que te encuentres perdido en el océano de las palabras, ¡que son muchas!

Un marketing inteligente e intencionado es directamente proporcional a un aumento de las ventas, un mayor ROI y mejores números en el negocio en general.

Y si eres una pequeña empresa, deberías probar las mejores herramientas de marketing para tener éxito.

Así que sigue escribiendo, sigue revisando y aprovecha la plétora de aplicaciones de marketing digital disponibles que pueden mejorar tu redacción (¡y tus ingresos!).

Cosas adicionales que puedes hacer para ampliar el poder de tus líneas de apertura de correo electrónico

El chat y la mensajería es el canal de comunicación preferido por las empresas y los clientes B2C, con tasas de apertura entre 10 y 80 veces superiores a las de otros canales de re-engagement.

Cuando hayas dominado las líneas de apertura de tus correos electrónicos, verás que también se pueden trasladar a las aperturas de tus chats.

El chat para el marketing (generación de clientes potenciales, cualificación, reagrupación y retención), así como para el soporte de ventas y el servicio de atención al cliente, empieza con un rompehielos: abrir una conversación para iniciar una relación con el cliente.

¿Suena familiar?

Aquí tienes consejos para las mejores líneas de apertura de tu comunicación con el cliente, independientemente del canal. Son especialmente relevantes para el envío de correos electrónicos en frío y para romper el hielo para iniciar una conversación de chat.

  • Sé personal. Utiliza todo lo que sabes de alguien para personalizar tu mensaje. Ejemplos de saludos personalizados (para romper el hielo) en el chat:
    • ¿Necesitas ayuda para encontrar la bicicleta adecuada para tu hijo?
    • ¿Buscas rentar un apartamento, comprar una casa o vender tu propiedad?
    • ¿Necesitas saber si tienes COVID-19?
    • ¿Te importaría responder una breve encuesta sobre tu experiencia como cliente hoy?
  • Personaliza tu presentación. Adapta la experiencia en función de la página en la que se encuentra el visitante del chat, del contenido con el que ha interactuado o de otras cosas que sepas sobre él.

Para añadir la mensajería de chat a tus canales de comunicación con los clientes, ve al constructor de bots de Customers.ai.

Regístrate para obtener una cuenta gratuita o entra en tu cuenta actual.

La plataforma OmniChat de Customers.ai te permite crear flujos de mensajería y automatizaciones para muchas de las aplicaciones de mensajería más populares que tus clientes ya utilizan para estar en contacto.

Puedes capturar correos electrónicos en el chat y enviar esos correos a tu pila tecnológica de marketing automáticamente.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Próximos pasos importantes

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En İyi E-posta Açılış Satırlarının Nasıl Yazılacağına İlişkin 50’den Fazla Örnek https://customers.ai/blog/2021/11/6-nuevos-tipos-de-mensajes-automatizados-de-instagram-para-escalar-el-marketing-de-instagram https://customers.ai/blog/2021/11/6-nuevos-tipos-de-mensajes-automatizados-de-instagram-para-escalar-el-marketing-de-instagram#respond Mon, 11 Oct 2021 14:50:19 +0000 https://customers.ai/en-iyi-e-posta-acilis-satirlarinin-nasil-yazilacagina-iliskin-50den-fazla-ornek/ “E-posta, birçok kanalın sahip olmadığı bir yeteneğe sahiptir: geniş ölçekte değerli, kişisel dokunuşlar yaratmak.” – David Newman Bugün size yapılacak […]

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“E-posta, birçok kanalın sahip olmadığı bir yeteneğe sahiptir: geniş ölçekte değerli, kişisel dokunuşlar yaratmak.” – David Newman

Bugün size yapılacak tüm profesyonel görevler için en iyi e-posta açılış satırlarını yazmanıza yardımcı olacak bir kılavuz getiriyoruz.

E-posta, iletişimde kalmanın önde gelen, evrensel yollarından biridir.

Mevcut veya potansiyel bir müşteriye, bir çalışana, yeni bir patrona göndermek veya herhangi bir ticari yazışma için, SMS ve Facebook Messenger gibi diğer etkileşim kanallarının yanı sıra e-posta gönderimi de harika bir yeniden iletişim yoludur.

En iyi e-posta açılış satırları dediğimizde, şu e-posta açılış satırları ve konu satırlarından bahsediyoruz:

  • Daha fazla açılış alın
  • Daha fazla yanıt alın
  • İş hedeflerinize yönelik olumlu sonuçlar elde edin

İşte iyi haber. Bu alanda herhangi bir eğitim almış olmanız şart değil.

Bu kılavuz, test edilip onaylanmış e-posta açılış satırlarıyla size yardımcı olmak için burada.

Bir e-posta yazarken kurnaz olun ve sahip olduğu gücü görün! Kampanyanızı güçlendirmek için e-posta pazarlama aracını

Join Today’s Webinar with Larry Kim!

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Profesyonel Bir E-postaya Nasıl Başlarsınız?

“İş Yerinde Kullanılacak En İyi E-posta Açılışlarından” bazılarını mı arıyorsunuz? “Umarım iyisindir”den daha iyi bir şey bulmayı kendine borçlusun ve biz imdadına yetiştik.

Bu tür e-postalar alıyorsanız, ne demek istediğimizi anladığınızdan eminiz.

Bu nedenle, sizin için bir çanta dolusu hediye getiriyoruz!

Takip Edebileceğiniz En İyi E-posta Açılış Cümleleri

  1. Telefon görüşmemize istinaden…
  2. Ben sadece…
  3. Sohbetimizi takip etmek için…
  4. Konuştuğumuz gibi,…
  5. …ile ilgili bir güncelleme sağlayabilir misiniz?
  6. …ilgili olarak size geri dönüyorum
  7. … ile ilgili olarak geri dönmek istedim.
  8. Bunu gelen kutunuzun en üstüne taşımak istedim…

Resmi Bir Ruh Halindeyseniz En İyi E-posta Açılış Satırları

  1. günaydın…
  2. iyi günler…
  3. iyi akşamlar…
  4. Umarım pandemi sizi çok zorlamamıştır…
  5. Umarım bu ilginç zamanlarda iyisindir…
  6. Umarım harika bir hafta geçiriyorsunuzdur…
  7. Kendimi tanıtmama izin verin…
  8. Umarım gününüz güzel geçmiştir…
  9. Arkadaşlık için elimi uzatıyorum…
  10. Umarım hafta sonunuz mükemmel geçmiştir…
  11. Umarım haftanız güzel başlamıştır…

Daha Samimi Bir Selamla İçin En İyi E-posta Açılış Cümleleri

  1. yardımınız için teşekkürler…
  2. Hızlı yanıt için teşekkürler…
  3. …duymak harika
  4. Nazik sözleriniz beni çok mutlu etti…
  5. Hızlı yanıtınız için minnettarım…
  6. …ile iletişime geçtiğiniz için teşekkürler
  7. …ulaştığınız için teşekkürler
  8. tavsiyenizden faydalanabilirim…

İş ortamını neşelendirmek için kullanabileceğiniz en iyi e-posta açılış satırları

  1. Umarız haftanız çok sıkıcı geçmemiştir…
  2. diğer taraftan merhaba…
  3. Merhaba! Merhaba!
  4. Umarım sabah kahvenizi içmişsinizdir…
  5. Aynen! Yine ben!…
  6. Söz veriyorum bu posta bir önceki kadar uzun değil…
  7. Umarım başka birinin mesajını beklemiyordunuz!…
  8. Şimdi oldu! Bir posta daha!…
  9. ‘Pazartesi Değil’ mutluluğu…
  10. Sıkı tutunun. Hafta sonu yaklaşıyor!…

Ofisler, sıkıcı, can sıkıcı, asalak, ruhsuz ve daha birçok korkunç kelimeyle eş anlamlı hale geldi.

Zor bulunan “havalı ofis” (ya da ücretsiz Wi-Fi’li aşırı abartılan kafe) olun.

Bir WFH kurulumunda olsanız bile, kendinizi gösterin ve büyüyen e-posta listenize modlarını her zaman yüksek tutmak için bu en iyi e-posta açılış satırlarını eklerken, ekibinizin de kahkaha ve gülümsemelerle dolmasını sağlayın.

Sonuçta, mutlu bir çalışan = daha iyi performans!

Çılgın Etkileşimi Sürdürmek İçin Kullanmanızda Sorun Görmediğimiz En İyi E-posta Açılış Satırları

Katılımı artırmada açılış satırının değil, yalnızca konu satırının önemli olduğunu düşünüyorsanız, yanılıyorsunuz!

Açılış satırı, alıcınızı konu satırından daha fazlasını okuması için gerçekten büyüleyen şeydir.

İşte çılgın etkileşimi artırmak için size yardımcı olacak en iyi e-posta açılış satırlarından bazıları!

  1. … için tebrikler (ilgilerini çekin)
  2. Merhaba dostum… (ortak ilgi alanı)
  3. Sevgili (isim)… (kişisel olun)
  4. Biliyor muydunuz?… (soru sorun)
  5. Gönderinizi… gördüm (kim…ben?!)
  6. Ne kadar iyi olduğunu fark ettim… (kim…ben?!)
  7. [şirket adı] [şirketleriyle ilgili haberlerden bahsedin] olduğunu fark ettim (araştırma yaptığınızı gösterin)
  8. Sizin [araştırmaya dayalı olarak çıkan faaliyet, örneğin: “işletmenizi Facebook’ta pazarlama”] olduğunuzu gördüm. Nasıl gidiyor? (araştırmanızı yaptığınızı ve deneyimlerine değer verdiğinizi gösterin)
  9. (X) hakkındaki görüşleriniz benimkine çok benziyor (ortak bir ilgi alanı yaratın)
  10. … bilmekten memnun olacağınıza eminim (onlara değer sunun)
  11. Hızlı bir soru! (merak uyandırın)
  12. Bana bir iyilik yapabilir misin? (merak uyandırın)
  13. Umarım düşüncelerinizle…destek olursunuz (katkılarına değer verin)


Ve liste devam ediyor….

Umarız artık en iyi e-posta açılış satırlarının nasıl yazılacağı konusunda bir fikriniz vardır.

En iyi e-posta açılış satırlarını yazmak üçkağıtçılık değil! Özellikle teknik geçmişe sahip olmayanlar için sıkıcı ve ayrıntılı olabilir.

Bir an daha kaybetmeyin, devam edin ve burada bahsettiğimiz satırları kullanın.

Müşteriyi elde tutma oranı ve etkileşim oranları, e-postalarınız için en iyi açılış satırlarını yazmaya zaman ayırdığınızda kesinlikle artacaktır.

Ve korkmayın, bu yazı, kelime okyanusunda kaybolmanız durumunda kıyıya yüzmenize yardımcı olmak için sonsuza kadar burada!

Zekice yapılan ve tasarlanmış pazarlama, artan satış, yüksek yatırım getirisi ve işletmenin daha iyi rakamlara ulaşmasıyla tamamen doğru orantılıdır.

Ve eğer küçük bir işletmeyseniz, başarı için en iyi pazarlama araçlarını denemelisiniz.

Bu nedenle, yazmaya, gözden geçirmeye devam edin ve metin yazarlığınızı (ve gelirinizi!) artırabilecek dijital pazarlama uygulamalarının bolluğundan yararlanın.

E-posta Açılış Satırlarınızın Gücünü Arttırmak İçin Bonus Önermeler

Sohbet ve mesajlaşma, B2C şirketleri ve müşterileri için diğer yeniden etkileşim kanallarından 10 ila 80 kat daha yüksek açık tarifeleriyle tercih edilen iletişim kanalıdır.

E-posta açılış satırlarınıza hakim olduğunuzda, bunların sohbet açılışlarınıza da çevrilebileceğini göreceksiniz.

Satış desteği ve müşteri hizmetlerinin yanı sıra pazarlama (potansiyel müşteri yaratma, kalifikasyon, yeniden etkileşim ve elde tutma) için sohbet, müşteri ilişkisi başlatmak için bir sohbet açarak sıcak bir karşılama sağlar.

Tanıdık geliyor mu?

Kanaldan bağımsız olarak müşteri iletişiminiz için en iyi açılış satırları için ipuçları. Bunlar özellikle soğuk e-posta gönderme ve sohbet başlatmak için buzları eritmek için geçerlidir.

  • Kişisel olun. Mesajınızı kişiselleştirmek için biri hakkında bildiğiniz her şeyi kullanın. Sohbette özel selamlamalara (sıcak karşılamaya) örnekler:
    • Çocuğunuz için doğru boyda bisikleti bulma konusunda yardım ister misiniz?
    • Kiralık daire mi arıyorsunuz, ev veya apartman dairesi mi satın alıyorsunuz veya mülkünüzü mü satıyorsunuz?
    • COVID-19 olup olmadığınızı öğrenmek için yardım ister misiniz?
    • Bugünkü müşteri deneyiminiz hakkında kısa bir ankete katılmak ister misiniz?
  • Sununuzu özelleştirin. Sohbet ziyaretçisinin bulunduğu sayfaya, etkileşimde bulunduğu içeriğe veya onlar hakkında bildiğiniz diğer şeylere dayalı olarak deneyimi özelleştirin.

Müşteri iletişim kanallarınıza sohbet mesajı eklemek için Customers.ai bot oluşturucuya gidin.

Ücretsiz bir hesap için kaydolun veya mevcut hesabınızda oturum açın.

Customers.ai’nin OmniChat platformu , müşterilerinizin iletişimde kalmak için halihazırda kullandığı birçok popüler mesajlaşma uygulaması için mesajlaşma akışları ve otomasyonları oluşturmanıza olanak tanır.

Sen olabilir yakalama sohbet e-posta ve otomatik pazarlama teknoloji yığını içine o e-postaları göndermek!

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Sonraki Önemli Adımlar

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50 Exemplos de Como Escrever as Melhores Linhas de Abertura de Email https://customers.ai/blog/2021/04/como-impulsionar-um-post-no-instagram-gratuitamente-tres-novas-chamadas-para-acao-para-instagram https://customers.ai/blog/2021/04/como-impulsionar-um-post-no-instagram-gratuitamente-tres-novas-chamadas-para-acao-para-instagram#respond Mon, 04 Oct 2021 20:17:12 +0000 https://customers.ai/50-exemplos-de-como-escrever-as-melhores-linhas-de-abertura-de-email/ “O e-mail tem uma habilidade que muitos canais não têm: criar toques valiosos e pessoais – em escala”. – David […]

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“O e-mail tem uma habilidade que muitos canais não têm: criar toques valiosos e pessoais – em escala”. – David Newman

Hoje estamos trazendo um guia para ajudá-lo a escrever as melhores linhas de abertura de e-mails para todas as tarefas profissionais a serem feitas.

O e-mail é uma das formas proeminentes e universais de se manter em contato.

Quer você queira se dirigir a um cliente existente, um novo líder, funcionários, um novo chefe, ou uma correspondência comercial, os e-mails são um fantástico canal de reengenharia de comunicação, juntamente com outros canais de reengenharia como mensagens de texto e Facebook Messenger.

Quando falamos sobre as melhores linhas de abertura de e-mails, estamos falando sobre linhas de abertura de e-mails e linhas de assunto que:

  • Obtenha mais aberturas
  • Obtenha mais respostas
  • Conduza resultados positivos em direção aos seus objetivos comerciais

Aqui está a boa notícia. Você NÃO tem que ter nenhuma educação formal no campo.

Este guia está aqui para ajudar você com algumas linhas de abertura de e-mails testados e verdadeiros.

Seja astuto ao escrever um e-mail e veja o poder que ele tem! Você também pode fazer uso das ferramentas de e-mail marketing para sobrecarregar sua campanha.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Como você começa um e-mail profissional?

Procurando por algumas das “Melhores Linhas de Abertura de E-mails no Trabalho”? Você deve a si mesmo algo melhor do que “espero que você esteja bem”, e nós temos você coberto.

Se você já esteve na ponta de recepção de tais e-mails, temos certeza de que você sabe o que queremos dizer.

Assim, nós trazemos um saco de guloseimas para você!

As Melhores Linhas de Abertura de Email Se Você estiver Acompanhando

  1. De acordo com nossa conversa telefônica…
  2. Estou apenas fazendo o check-in sobre…
  3. Para ter um acompanhamento de nossa conversa…
  4. Como discutido, …
  5. Você poderia ter a gentileza de fornecer uma atualização sobre…
  6. Eu estou retornando a você com relação a…
  7. Eu queria dar a volta por aí para…
  8. Eu queria colocar isto de volta no topo da sua caixa de entrada.

As Melhores Linhas de Abertura de E-mails Se Você Está Em Um Ambiente Formal

  1. Bom dia…
  2. Boa tarde…
  3. Boa noite…
  4. Eu espero que a pandemia não tenha sido muito dura com você…
  5. Espero que você esteja bem nestes tempos interessantes…
  6. Eu espero que a semana esteja indo bem até agora…
  7. Permita que eu me apresente…
  8. Espero que o seu dia até agora tenha sido agradável…
  9. Estou dando uma mãozinha pela amizade…
  10. Espero que seu fim de semana tenha sido excelente…
  11. Eu espero que sua semana tenha começado bem…

As melhores linhas de abertura de e-mail para uma saudação mais descontraída

  1. Obrigado por sua ajuda…
  2. Obrigado pela pronta resposta…
  3. É ótimo ouvir de volta…
  4. Suas amáveis palavras fizeram meu dia…
  5. Sua resposta rápida é muito apreciada…
  6. Obrigado por entrar em contato…
  7. Obrigado por estender a mão…
  8. Eu poderia usar seu conselho…

As Melhores Linhas de Abertura de Email Se Você Deseja Levantar Espíritos no Trabalho

  1. Esperamos que a semana tenha sido apenas levemente enfadonha…
  2. Olá do outro lado…
  3. Olá! Olá!
  4. Eu espero que você já tenha tomado sua xícara de café da manhã…
  5. Yup! Eu novamente!…
  6. Eu prometo que este correio não é tão longo quanto o último…
  7. Espero que você não estivesse esperando pela mensagem de outra pessoa!…
  8. A ha! Outro correio!…
  9. Feliz “não segunda-feira”.…
  10. Segure firme. O fim-de-semana é já ao virar da esquina…

Escritórios tornaram-se sinônimos de palavras como chato, sugador de vida, parasita, sem alma e muitos mais superlativos de horríveis.

Seja o esquivo “escritório frio” (ou café superglorificado com wifi gratuito?).

Mesmo que você esteja em uma configuração WFH, destaque e tenha sua equipe cheia de risos e sorrisos enquanto você adiciona nestas melhores linhas de abertura de e-mail para enviar para sua crescente lista de e-mails para manter o humor deles sempre bem-humorado.

Afinal de contas, um funcionário feliz = melhor desempenho!

Principais linhas de abertura de e-mail Nós estamos bem com você roubando para conduzir um noivado louco

Se você acha que apenas a linha de assunto tem importância no engajamento de direção e não a linha de abertura, você está delirando!

A linha de abertura é o que realmente encanta seu receptor a ler mais do que a linha de assunto.

Aqui estão algumas das melhores linhas de abertura de e-mail para ajudar você conduz o engajamento do MAD!

  1. Parabéns pelo… (pique seu interesse)
  2. Olá companheiro… (interesse compartilhado)
  3. Prezado (nome)… (seja pessoal)
  4. Você sabia que… (faça uma pergunta)
  5. Eu vi seu post em… (quem…me?!)
  6. Eu notei o quão bem você… (quem…me?!)
  7. Eu notei que [nome da empresa] é [mencionar notícias sobre sua empresa] (mostre que você fez sua pesquisa)
  8. Eu vi que você é [atividade inferida com base em pesquisa, ou seja: “marketing do seu negócio no Facebook”]. Como isso está indo? (mostre que você fez sua pesquisa, e valorize a experiência deles)
  9. Suas opiniões sobre (X) são tão similares às minhas… (criar um interesse compartilhado)
  10. Tenho certeza que você ficará feliz em saber… (ofereça-lhes valor)
  11. Pergunta rápida! (abrir uma lacuna de curiosidade)
  12. Você pode me fazer um favor? (abrir uma lacuna de curiosidade)
  13. Espero que você empreste seus pensamentos em…(valorize a contribuição deles)


E a lista vai para….

Nós esperamos que você não esteja mais desenhando em branco sobre como escrever as melhores linhas de abertura de e-mails.

Escrever as melhores linhas de abertura de e-mails não é um negócio de macacos! Pode ser entediante e exaustivo, especialmente para aqueles de formação não técnica.

Não perca mais um momento, vá em frente e use as linhas que mencionamos aqui.

Retenção de clientes A taxa de retenção de clientes e as taxas de engajamento certamente irão aumentar quando você investir seu tempo escrevendo as melhores linhas de abertura para seus e-mails.

E não tema, este post está sempre aqui para ajudá-lo a nadar até a costa caso você se veja perdido no oceano de palavras, que são muitas!

O marketing inteligente e intencional é diretamente proporcional ao aumento das vendas, maior ROI, e números melhores no negócio ao todo.

E se você é uma pequena empresa, você deve experimentar todas as melhores ferramentas de marketing para o sucesso. .

Portanto, continue escrevendo, continue revisando e aproveite a infinidade de aplicativos de marketing digital disponíveis que podem melhorar sua redação (e sua receita!).

Movimentos de bônus para ampliar o poder de suas linhas de abertura de e-mail

Chat e mensagens é o canal de comunicação preferencial para empresas e clientes B2C, com taxas abertas 10X a 80X mais altas do que outros canais de reengagement.

Quando você tiver dominado suas linhas de abertura de e-mail, você verá que elas também podem traduzir para suas aberturas de chat.

Chat para marketing (geração de leads, qualificação, reengagement e retenção), bem como suporte de vendas e atendimento ao cliente, começa com um quebra-gelo – abrindo uma conversa para iniciar um relacionamento com o cliente.

Soa familiar?

Aqui estão as dicas para as melhores linhas de abertura para a comunicação de seus clientes, independentemente do canal. Estes são especialmente relevantes para e-mails frios e para quebrar o gelo para iniciar um bate-papo.

  • Seja pessoal. Use tudo o que você sabe sobre alguém para personalizar a sua mensagem. Exemplos de saudações personalizadas (quebradores de gelo) no chat:
    • Você gostaria de ajuda para encontrar a bicicleta do tamanho certo para o seu filho?
    • Você está procurando por um apartamento para alugar, comprar uma casa ou condomínio, ou vender seu imóvel?
    • Você gostaria de ajuda para descobrir se você tem o COVID-19?
    • Você se importaria de fazer uma breve pesquisa sobre sua experiência como cliente hoje?
  • Personalize sua apresentação. Personalize a experiência com base na página em que o visitante do chat está, no conteúdo com que interagiu, ou em outras coisas que você sabe sobre eles.

Para adicionar mensagens de chat aos canais de comunicação de seus clientes, navegue até o construtor de robôs do Customers.ai.

Cadastre-se para uma conta gratuita ou entre em sua conta existente.

A plataforma OmniChat do Customers.ai permite que você crie fluxos de mensagens e automatizações para muitos dos aplicativos de mensagens populares que seus clientes já usam para se manterem em contato.

Você pode capturar e-mails no chat e enviar esses e-mails para a sua pilha de técnicos de marketing automaticamente!

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Próximos Passos Importantes

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How to Write a Business Bio for Instagram that Gets More Followers https://customers.ai/blog/business-bio-for-instagram https://customers.ai/blog/business-bio-for-instagram#respond Fri, 16 Apr 2021 05:00:00 +0000 https://customers.ai/?p=1022046 Is your Instagram business bio really that important? It’s only 150 characters long…how much does it actually matter? Well, to […]

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Is your Instagram business bio really that important? It’s only 150 characters long…how much does it actually matter?

Well, to put it bluntly: a lot. 

The Instagram business bio is an uber-short “about me” section for your brand. It’s where you show people who you are at a glance — like speed dating, but with actual profits on the line. 

Your brand identity and value proposition (i.e. what you do for your customers) have to be crystal clear to stop people from scrolling right on by you.

And to be clear, a lot of people are scrolling. Instagram has over 1 billion monthly active users. 500+ million of those users swipe through their feed every single day. It’s also the fifth most popular social media platform in the world. 

That’s a lot of eyes that you can turn towards your business. And it doesn’t stop there. 

So, what do these millions of users see first when they visit your profile to see if your product or service is right for them?

Bingo. Your Instagram business bio. You’ve got to make this space count, or you risk losing followers, engagement, and ultimately — sales. 

What do the best business bios for Instagram have in common?

Your business bio needs to declare who you are and what you do. And, it’s got to do that within a 150 character count.

Instagram also cuts off part of your business bio under the “more” section. This depends on how you format your bio, so add line breaks, play with emojis, and mess with your phrasing until you get something you’re happy with.

For example:

Customers.ai’s Instagram bio. “The world’s best real-time #chatbot and text message marketing tools for...”

Over on our Instagram, we explain what we do in just 72 characters. 

We also squeezed in “Instagram” as one of the best platforms for our message marketing tools before the “more” section cut us off. 

A great business bio for Instagram includes three elements:

  1. Business description
  2. Contact information
  3. A call to action (CTA)

Let’s look at these in-depth.

1. Business description

Our description is straight to the point: 

The world’s best real-time #chatbot and text message marketing tools for:

📸 Instagram
⚡ Facebook Messenger
💻 Website Chat
📱 SMS
📞 WhatsApp

@Customers.ai.ai on Instagram

First, we say who we are. Then, we say what we do. We use emojis next to each social media platform to add a visual element to the bio, which also makes the bio easier to understand at a glance. 

When you write your own business bio, ask yourself a few questions: 

  1. What’s my brand personality? 

Are you clever? Funny? Creative? Expert? Pick a tone that’s true to you.

  1. Who am I speaking to? 

Over two thirds of Instagram users are younger than 34, but that doesn’t tell you everything. What do your prospective customers want? What do they like? Dislike? What’s their sense of humor? Really put yourself in their shoes.

  1. How can I stand out? 

Standing out comes from knowing your audience and knowing yourself. Tell the most important thing about your brand in as few words as possible.

There are lots of different ways to write your business bio, and we’ll explore more examples in a moment. But first, make sure you’ve nailed your contact info and CTA. 

After all, once you wow viewers with a spot-on business description, they’re gonna want to know what to do next. It’s up to you to tell them.

2. Contact information

When you set up your Instagram business profile, you’ll be prompted to enter your physical business address. This lets customers contact you by mail, and it also lets them find your storefront if you have one.

Most importantly, Instagram business accounts let you add buttons that allow visitors to call or email you with a click. 

You’re also still able to display the “Message” button — one of the best ways for customers to contact you. 

This is because when you generate DMs, your Instagram content actually gets an algorithmic boost. When people message you, Instagram realizes that real customers value your content. So, it uses conversations as a factor when ranking content in its users’ feeds.

DMs help you get found on Instagram. Use your sacred bio space to get these golden conversations started.

3. Call to action (CTA)

Your CTA is the most crucial part of your bio.

Without a CTA, you’re leaving interested viewers without a next step. They might scroll through your feed. They might drop a few likes. They might or might not follow.

Viewers are not likely to do what you want them to do unless you tell them directly.

Think carefully about what you want viewers to do when they land on your page. Do you want them to follow you? Do you want to direct them to an external link, like your website or online store? Do you want them to message you?

On Instagram, you only get one link. (At least, until you’re a business account with over 10,000 followers and you get access to the “swipe up” feature, but you still only get one clickable link in your bio regardless.) 

Choose wisely, and put your most relevant link in your bio. Remember, you can always change it later. 

You can use a link in your bio to direct users to even more links — but they can only see one link.  This is where a digital business card can come in handy. You can customize it to add your contact details, website landing pages and any lead magnets you want to offer

Because DMs affect the Instagram algorithm so much, the best CTA is actually “DM me for [special offer].” 

Give it a try yourself by DMing @Customers.ai.ai on your Instagram mobile app to sign up for beta access to the new Instagram-approved tools for messaging automation.

Encouraging DMs has the double benefit of boosting your engagement and creating a real human connection. Private conversations are always more personal than public likes and comments. 

So yes, use that precious link space. But use your CTA to start a conversation.

See Who Is On Your Site Right Now!

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10 Brand Examples to Inspire Awesome Instagram Bio Ideas

1. Shopify

Shopify’s Instagram bio. “The entrepreneurship company.”

“The entrepreneurship company.” That about sums it up…and in just three words.

For newer or less well-known companies, you’ll want to explain your business more thoroughly. Still, less is more. The fewer words you use to describe yourself, the better.

2. Spotify 

Spotify’s Instagram profile. “Music and podcasts for every moment. Play, discover, and share for free.”

Maybe it’s something about having “-ify” in the name, but Spotify’s also gone for the straightforward approach.

“Music and podcasts for every moment. Play, discover, and share for free.”

That’s Spotify’s value prop, and that’s exactly what users get. Their link brings you to an image gallery and a CTA that reads “Listen Now.”

3. National Geographic

National Geographic Instagram’s profile. “Experience the world through the eyes of National Geographic photographers.”

“Experience the world through the eyes of National Geographic photographers.” Notice a trend? National Geographic’s bio is extremely literal. This is what they do. This is what people want to see. 

Their link brings you to their Instagram shop.

4. Instagram

“Bringing you closer to the people and the things you love.” There’s a variety of ways Instagram could have approached their bio, but they chose a heartwarming approach. If your brand brings people together or helps people out, try leaning into that.

Just don’t be fake. People can smell fake, and they’ll call out lip service when they see it. 

5. Gamestop

GameStop’s Instagram profile. “Power to the Players. #GameStop.”

Gamestop keeps it brief. Their bio reads “Power to the Players. #GameStop.” Clicking on the link gives you several different options, like seeing the deal of the day, finding a store near you, and more. Their CTA brings readers to their store.

If you have a punchy tagline and your brand is already well-known, keeping it short could work for you. If you’re still building your audience, though, you might want a bit more meat.

6. Pura Vida Bracelets® 

Pura Vida Bracelets’s Instagram. “Founded in Costa Rica. Supporting 800+ Artisans Worldwide. Tag us…

Pura Vida Bracelets® does a few cool things in their bio. First, they tell a mini-story by explaining where they founded their business. Secondly, they show us their support for the artistic community by writing “Supporting 800+ Artisans Worldwide.” 

Pura Vida Bracelets’s Instagram. Under the cutoff: “Tag us #PuraVidaBracelets.” The company email. “Shop New Arrivals.”

Under the “more” cutoff, they use a branded hashtag to inspire user generated content and get their brand name out there. After that, they include an email address. And finally, they use the CTA “Shop New Arrivals” to direct viewers to their store. 

This bio makes good use of emojis, which adds to their brand’s fun and artsy vibe. It also makes the bio more visually interesting. 

And last but not least — notice where Pura Vida Bracelets® lets Instagram cut them off under “more.” They emphasize their origins and their commitment to supporting the artistic community. Only after viewers decide they’re interested enough to click “more” do they see the CTA to shop.

7. Rumpl

Rumpl’s Instagram. “Everyday blankets made with the same materials found in premium sleeping bags and puffy jackets. …”

Rumpl creates blankets for outdoorsy adventurers. Their bio highlights what they do and why they’re different from other blanket companies.

Check out where Instagram cuts them off. Their bio only loses their branded hashtag, #gorumpl, which means that new users still learn everything they need to know at a glance.

Rumpl’s link brings users to a page where they can explore and buy blankets made from recycled bottles. Notice Rumpl’s expert use of a clear URL here…you can see that it says “recycled-bottle-blankets” even before you click on it, which sparks curiosity. 

8. Magnolia Bakery

Magnolia Bakery’s Instagram. “Baked from scratch since ‘96. Order...”

Magnolia Bakery is a chain of bakeries founded in New York City. Their business bio explains what they do and how long they’ve done it: “Baked from scratch since ‘96.” 

Then, they use a series of fun bakery themed emojis to direct users to their website. 

9. Elna Cain

Elna Cain’s Instagram. “Mom to twins. I write email sequences for product creators & service providers. …”

Elna Cain is a freelance writer and coach who writes email sequences for product creators and service providers. She also helps new freelance writers (especially moms) build their business online.

Her display name highlights her role as a content writer, which helps her stand out to prospective clients. She displays her content writing services above the “more” cutoff to create even more professional interest.

Elna Cain’s Instagram. After the “more” cutoff: “twinsmommy.com. FB group Mom to Mompreneurs.

But, her branding as “Mom to 💑 twins” speaks to her coaching clients, and her website link is primarily aimed at freelance writers (although she offers her content writing services there, as well).

Overall, Elna Cain’s business bio is a great example of how to accomplish multiple goals in just a few words.

10. Gourmet Texas Pasta

Gourmet Texas Pasta’s Instagram. “We handcraft our pasta using only natural ingredients to make 100% Whole Wheat and…”

We handcraft our pasta using only natural ingredients to make 100% Whole Wheat and Gluten-Free VEGAN pasta that’s so good you don’t need a sauce! 🍝

First, the Instagram bio gets the word “pasta” in up-front. That’s what people are looking for. Second of all, it puts the focus on the user, not the brand. And third of all, it highlights their vegan status — even squeezing it in before the “more” section cuts them off.

Their CTA is a button to view their shop. 

Writing a Business Bio for Instagram that Gets More Followers

At the end of the day, writing a great business bio for Instagram only has three steps.  

  1. Find the intersection between what you do and what your customers want to know
  2. Write it down in as few words as possible
  3. Finish with the perfect CTA

Of course, that’s easier said than done. By using the template we’ve provided, you can represent your business well on Instagram and get as much customer engagement as possible.

And don’t forget the best CTA available to you: “DM me for [special offer].”

To bring your Instagram account to the next level, you’ll need a system in place to manage all those DMs once they start pouring in.

Our Instagram engagement tools help you scale message volume and increase engagement. Wanna try it out? Apply here to sign up for beta access. 

Remember…people go to Instagram to see the real you. Now show them what you’ve got. 

See Who Is On Your Site Right Now!

Turn anonymous visitors into genuine contacts.

Try it Free, No Credit Card Required

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Best Email Opening Lines for 2023: Over 50 Examples — & AI Email Super Hacks! https://customers.ai/blog/best-email-opening-lines https://customers.ai/blog/best-email-opening-lines#respond Wed, 17 Mar 2021 17:39:00 +0000 https://customers.ai/?p=17436 “Email has an ability many channels don’t: creating valuable, personal touches – at scale.” – David Newman Email is one […]

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“Email has an ability many channels don’t: creating valuable, personal touches – at scale.” – David Newman

Email is one of the prominent, universal ways of staying in touch and today we’re bringing you a guide to help you write the best email opening lines for all your email tasks to be done.

Whether you want to address an existing customer, a new lead, employees, a new boss, or a business correspondence, emails are a fantastic re-engagement communication channel, alongside other re-engagement channels like text messaging. 

Don’t forget, now that generative AI like ChatGPT has entered the marketing scene, there’s a new AI email marketing copywriter on your team. We’ll get more into that later.

When we talk about the best email opening lines, we’re talking about email opening lines and subject lines that:

  • Get more opens
  • Get more responses
  • Drive positive outcomes toward your business goals

Here’s the good news. You DO NOT have to have any formal education in the field.

This guide is here to help you with some tried-and-true email opening lines.

Get crafty when writing an email and see the power it holds! You can also make use of email marketing tools to supercharge your campaign.

Convert Website Visitors into Real Contacts!

Identify who is visiting your site with name, email and more. Get 500 contacts for free!

How Do You Start Off A Professional Email? 

Searching for some of the “Best Email Opening Lines at Work?” You owe it to yourself to come up with something better than “hope you’re well”, and we’ve got you covered.

If you have ever been on the receiving end of such emails, we are sure you know what we mean.

Thus, we bring a bag of goodies for you!

The Best Email Opening Lines If You Are Following Up

  1. As per our telephone conversation…
  2. I’m just checking in about…
  3. To get a follow up on our conversation…
  4. As discussed, …
  5. Would you be so kind as to provide an update on…
  6. I am getting back to you regarding…
  7. I wanted to circle back around to…
  8. I wanted to float this back to the top of your inbox…

The Best Email Opening Lines If You Are In A Formal Mood

  1. Good morning…
  2. Good afternoon…
  3. Good evening…
  4. I hope the pandemic hasn’t been too harsh on you…
  5. I hope you are well in these interesting times…
  6. I hope the week is going great so far…
  7. Allow me to introduce myself…
  8. I hope your day so far has been pleasant…
  9. I’m extending a hand for friendship…
  10. I hope your weekend was excellent…
  11.  I hope your week started out well…

The Best Email Opening Lines For A More Relaxed Greeting

  1. Thank you for your help…
  2. Thanks for the prompt response…
  3. It’s great to hear back…
  4. Your kind words have made my day…
  5. Your quick response is much appreciated…
  6. Thank you for getting in touch…
  7. Thanks for reaching out…
  8. I could use your advice…

The Best Email Opening Lines If You Want To Lift Spirits At Work

  1. We hope the week was only mildly boring…
  2. Hello from the other side…
  3. Hello! Hello! <mic testing>…
  4. I hope you have already had your morning cup of coffee…
  5. Yup! Me again!…
  6. I promise this mail isn’t as long as the last one…
  7. I hope you weren’t waiting for someone else’s message!…
  8. A ha! Another mail!…
  9. Happy ‘Not Monday’…
  10. Hold tight. The weekend is just around the corner!…

Offices have become synonymous with words like boring, life-sucking, parasitic, soulless, and many more superlatives of horrible.

Be the elusive “cool office” (or over-glorified cafe with free wifi?). 

Even if you’re on a WFH setup, stand out and have your team brimming with laughter and smiles as you add on these best email opening lines to send to your growing email list to keep their mood groovy at all times. 

After all, a happy employee = better performance!

Top Email Opening Lines We Are Okay With You Stealing To Drive Mad Engagement

If you think only the subject line holds importance in driving engagement and not the opening line, you are delusional!

The opening line is what truly enchants your receiver to read further than the subject line. 

Here are some of the best email opening lines to help you drive MAD engagement!

  1. Congratulations on… (pique their interest)
  2. Hello fellow… (shared interest)
  3. Dear (name)… (be personal)
  4. Did you know?… (ask a question)
  5. I saw your post on… (who…me?!)
  6. I noticed how well you… (who…me?!)
  7. I noticed that [company name] is [mention news about their company] (show that you’ve done your research)
  8. I saw that you are [activity inferred based on research, ie: “marketing your business on Facebook”]. How’s that going? (show that you’ve done your research, and value their experience)
  9. Your views on (X) are so similar to mine… (create a shared interest)
  10. I’m sure you will be glad to know… (offer them value)
  11. Quick question! (open a curiosity gap)
  12. Can you do me a favor? (open a curiosity gap)
  13. I hope you will lend your thoughts on…(value their input)

And the list goes on….

Best Email Opening Lines according to ChatGPT

We mentioned that AI is in your corner when it comes to generating engagement through email opening lines.

Here are opening lines for your next email straight from the AI copywriting brains at ChatGPT:

  • “Hello [Name], I couldn’t resist reaching out to you because…”
  • “I hope this email finds you in good spirits and ready for…”
  • “It’s a pleasure to connect with you regarding…”
  • “I wanted to personally congratulate you on…”
  • “I hope you’re having a productive week so far. I wanted to discuss…”
  • “As a fellow [industry/profession] enthusiast, I couldn’t help but notice…”
  • “Thank you for your interest in [product/service/event]. I wanted to provide you with more details about…”
  • “I hope this email brings a smile to your face, just like…”
  • “You’re probably wondering why I’m reaching out, but I have a feeling you’ll be intrigued by…”
  • “I wanted to share some exciting news with you that could greatly benefit your [business/project/goals].”

Why is AI so great for crafting email content?

Generative AI has quickly earned a name as an email copywriting tool for a few reasons:

  • Language Generation: AI models have been trained on vast amounts of text data from the internet, enabling them to understand and generate human-like language. This allows AI to create well-written and coherent email copy.
  • Pattern Recognition: AI can analyze patterns in successful email campaigns by studying large datasets. By identifying common structures, phrases, and tones that resonate with recipients, AI can generate copy that aligns with proven strategies.
  • Personalization: Effective email copy often requires personalization to engage the reader. AI can tailor messages based on recipient data, such as name, location, or past interactions, making the content feel more relevant and compelling. Personalization cuts through noisy inboxes. This is major.
  • A/B Testing: AI-powered email copywriting tools can conduct A/B tests on different versions of email copy to determine which performs better. Through automated testing and analysis, AI can optimize copy based on metrics like open rates, click-through rates, and conversions.
  • Efficiency and Scalability: AI can rapidly generate multiple variations of email copy, allowing marketers to test different approaches and find the most effective ones. Additionally, AI can handle large volumes of copywriting tasks, saving time and effort for marketing teams.

Have you used Customers.ai’s AI email marketing tools? Try Customers.ai for free to start sending hyper-personalized, high-converting automated emails from your business to your prospects.

While AI excels at generating copy, it can fall short on the emotional nuances and deep understanding that human copywriters possess. Think of AI as a tool at your disposal that can speed up and get you to the heart of human creativity and expertise faster, resulting in even more powerful email campaigns.

We hope you are no longer drawing a blank on how to write the best email opening lines.

Don’t waste another moment, go ahead and use the lines we have mentioned here.

Customer retention rate and engagement rates are sure to boost when you invest your time writing the best opening lines for your emails.

And fear not, this post is forever here to help you swim to shore in case you find yourself lost in the ocean of words, which are many!

Clever and intentional marketing is directly proportional to increased sales, higher ROI, and better numbers in the business altogether.

And if you are a small business, you should try all the best marketing tools for success. 

So, keep writing, keep revising, and take advantage of the plethora of digital marketing apps available that can enhance your copywriting (and revenue!). 

Bonus Moves To Extend The Power Of Your Email Opening Lines

Chat and messaging is the preferred communication channel for B2C companies and customers, with open rates 10X to 80X higher than other reengagement channels.

When you’ve mastered your email opening lines, you’ll find that they may translate to your chat openings as well.

Chat for marketing (lead generation, qualification, reengagement and retention) as well as sales support and customer service, starts with an ice breaker — opening a conversation to start a customer relationship.

Sound familiar?

Here are tips for the best opening lines for your customer communication, regardless of the channel. These are especially relevant for cold emailing and for breaking the ice to start a chat conversations.

  • Be personal. Use everything you know about someone to personalize your message. Examples for custom greetings (ice breakers) in chat:
    • Would you like help in finding the right-size bicycle for your kid?
    • Are you looking for a rental apartment, buying a home or condo, or selling your property?
    • Would you like help to find out if you have COVID-19?
    • Would you mind taking a brief survey about your customer experience today?
  • Customize your presentation. Tailor the experience based on the page the chat visitor is on, content they’ve interacted with, or other things you know about them.

Sign up for a free account or log into your existing account. 

Customers.ai’s outbound email platform lets you create messaging flows and automations for many of the popular messaging apps your customers already use to stay in touch.

You can capture emails in chat and send those emails into your marketing tech stack automatically!

Important Next Steps

Frequently Asked Questions on how to write the best email opening line

Q: What is opening line in email?

A: An opening line in email is the first few words or sentences in an email. The best email opening line is a sentence that captures the reader’s attention and makes them want to read more. Some good examples of email opening lines include:

  • I hope you’re having a great day.
  • I noticed that you’re interested in (topic).
  • Do you have any questions about (topic)?
  • Welcome to my company!
  • Thank you for your purchase!

Q: How do you greet in an email?

A: The best way to start an email is to personalize it (use their first name if you can), tailor the experience based on what you know about the reader, and make sure the message is relevant to them. 

Another scenario is using an icebreaker or a custom greeting.

Q: How do I start a friendly professional email?

A: The best way to begin a professional email depends on the situation and the relationship between the sender and recipient. 

However, some good opening lines for professional emails include introducing oneself, thanking the recipient for their time, or asking a question to get the conversation started.

You can also take a look at our article above as we’ve outlined different ways to start an email based on if it is a reply, an intro email, etc.

Q: What is the best way to start a conversation with a prospective customer?

A: The best way to start a conversation with current customers may vary based on the relationship between the customer and business. However, some good ice breaker questions to ask current customers include asking how they are, thanking them for their loyalty, providing them with information that is relevant or direct potential customers to a landing page or offer them a free consultation.

Q: What is the best way to start an email to a customer who has made a purchase?

A: A thank you message is always a good way to start an email to a customer who has made a purchase. 

Include information about how to use the product they purchased or provide them with support information. 

Additionally, you can offer them a discount on their next purchase or invite them to join your loyalty program.

Q: What is the best way to start an email to a customer who has unsubscribed?

A: The best way to start an email to a customer who has unsubscribed is usually with an apology. 

You can also ask them why they unsubscribed and see if there is anything you can do to change their mind. It may be helpful to your future efforts to understand why they unsubscribed and if it is something you may want to address.

Q: What should you avoid in your opening line?

A: You should avoid using generic messages, messages that are too salesy or pushy, and messages that are not relevant to the reader. 

Avoid sending multiple messages in a row without a response from the reader as well.

A/B test opening lines to get an understanding of what types of opening lines work for your audience, and view email campaign analytics to see what opening lines or content is causing unsubscribes.

Q: What can you do if your opening line is not getting a response?

A: If your opening line is not getting a response try sending a different message, a new angle, or rephrasing the original message. 

But also you should try a different approach, such as sending an offer or a request for feedback. 

Further, you can reach out to the reader on social media or try emailing them at a different time.

There are many ways to improve your email copywriting knowledge and practice as well, including online copywriting courses which often include email templates that you can use and customize.

Q: What is a warm greeting?

A: A warm greeting is a personalized message that uses the recipient’s name or a term of endearment. 

It is a way to start an email with a more personal tone and can make the reader feel that the message sent to them will deliver value.

Q: What is the best way to start an email to multiple recipients?

A: The best way to start an email to multiple recipients depends on the relationship between the recipients. 

However, some good opening lines for emails to multiple recipients include addressing them all by name, providing a brief update, or asking a question. 

Don’t forget to use a friendly opening line to make the recipients feel comfortable.

Q: What are good email subject lines?

A: Some good email subject lines include asking a question, providing a brief update, or including a call to action. 

Use a subject line that is relevant to the recipient’s interests. Additionally, you should try to avoid using vague or generic subject lines.

Stand out with funny subject lines, or use emojis. Most importantly, we know that personalization works best.

Q: What are some good ice breaker questions to start an email?

A: Some good ice breaker questions to ask a potential customer include asking about their business, what their pain points are, or what they are looking for in a product or service. 

Ask the recipient to share a little bit about themselves or direct potential customers to a landing page or offer them a free consultation.

Q: What should you avoid in your email to a customer who has made a purchase?

A: I don’t recommend using generic messages or messages that are too salesy or pushy. This customer has made a purchase. 

Connect with them and build your 1:1 relationship with them and personalize the conversation. Try to avoid sending multiple messages in a row without a response from the reader.

Q: How do I increase my open rate with the opening line of an email?

A: You can increase your open rate with the opening line of an email by personalizing the message, using a friendly opening line, or including a subject line that is relevant to the recipient’s interests. 

Q: How can I improve my email click-through rate with a compelling opening line?

A: Use a call to action in the opening line. If your email features a listicle style approach, include only a few of the list items, and ask the reader to click to get the full list.

Q: What should I do if my email recipient doesn’t open my email?

A: You should always schedule another email 24 hours after your original email to send to those who did not open the original email, with a new catchy subject line.

There are many things to consider when writing the perfect email opening line. By following these tips, you can create an opening line that will grab your reader’s attention and encourage them to continue reading.

Personalization is key, so always try to find a way to connect with the recipient on a personal level.

And finally, always remember to schedule a follow-up email for those who do not open the original email.

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The Ultimate Crash Course for Best Ways to Follow Up with Customers https://customers.ai/blog/best-ways-to-follow-up-with-customers https://customers.ai/blog/best-ways-to-follow-up-with-customers#respond Sat, 06 Mar 2021 06:54:57 +0000 https://customers.ai/?p=19575 If you’re a business owner or operator, you’ve likely thought to some extent (hopefully) about your relationship with your customers […]

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If you’re a business owner or operator, you’ve likely thought to some extent (hopefully) about your relationship with your customers and clients. 

You’ve likely wondered about the best ways to follow up with customers as well as prospective clients. But maybe you’re tired of making follow-up calls to customers. 

Maybe you’re even wondering, “How do I follow up with a customer on the phone?

how to follow up with customers

This little aspect of “following up” happens to be crucial in running a business successfully. 

The best ways to follow up with customers has to do with CRM (Customer Relationship Management). But maybe you’re perplexed and it’s daunting when you hear about things like Facebook messenger contact integrations.

CRM And How It Relates To Best Ways To Follow Up With Customers

Customer Relationship Management is about a lot more than CRM software

Managing relationships can be tedious and challenging work, both in our personal lives and in our professional lives. 

It’s doubly hard to keep all of our relationships healthy and fruitful in our professional lives, especially as our business grows. 

However, as your business continues to scale, it’s going to be harder and harder to follow up and stay connected with your customers and clients.

The good news is that there are excellent tools for the best ways to follow up with customers online. 

best ways to follow up with customers

Whether you need help responding to incoming messages or replies on your posts, Customers.ai has a free autoresponder chatbot that drastically improves customer relations.

Plus, you get the attractive green “Very responsive to messages” badge of honor. 

Defining Your Follow Up Strategy

Do you have sufficient follow up strategies? Or more like haphazard emails, messages, and phone calls that never seem to convert. 

Let us quickly define exactly what is a follow up strategy. 

An effective follow-up strategy happens to be whatever your plan is for the communication required to establish a relationship with a customer or potential customer. 

The entire purpose of establishing strategies for following up is for you and your business to set in place a sales process that can incorporate into your business’s everyday practices, all with one intention: CONVERTING LEADS AND GROWING YOUR BUSINESS.

So, for those who were wondering, “What is a follow up strategy?” — we went ahead and answered that crucial question.

Continue Reading For 10 Quick And Effective Follow Up Strategies

Every successful business knows about the need to follow up with customers and prospective clients, but this is one of the easiest things to put off, especially for busy people. 

You might start to make excuses like “I already called them,” or “it can wait until I finish all of these other pressing matters.” 

But you’re just showing that you tend to neglect the best ways to follow up with customers and shy away from best business practices. 

This will surely come back to haunt you and stand in the way of growing your business.

Here are some at-a-glance follow-up strategies that will help you figure out the best ways to follow up with customers

  1. Be available… always. One way to do this is by utilizing a customer service chatbot across your Facebook, Website, Instagram, and SMS. This is easy to do with the multichannel magic of Customers.ai! 
follow up with customers 3
  1. If you can’t personally respond to every inquiry or lead from a Facebook group, then it’s high time to learn how to use Messenger chatbot for Facebook groups.
  1. There are a number of best ways to follow up with customers. You’re not just limited to online efforts or direct response marketing tactics, even though the internet and various social media channels make it extremely easy. 
  1. You can follow up with clients, customers, and prospects via handwritten letters, which always stands out, especially in the technology-fueled times we live in. 
  1. You can also use other effective follow-up strategies like showing up in-person to a (socially-distanced) event you know your customer, client, or prospect in question will be attending. Face-to-face follow-ups will help you stand out! Even more so these days! 
  1. Follow up over coffee, a cocktail (if you partake, that is), or even lunch. If your goal is to #StayHome, then try a Zoom happy hour.
best ways to follow up cheers
Unicorn Tip: Provide useful materials when following up, such as news, articles, and top-shelf information. You will want this information to speak to your client and be relevant to their desires and goals.
best ways to follow up with customers 4
  1. Send birthday cards or appropriate holiday greetings with a personal touch, if you have such information. It’s always a great idea to let a client, customer, or prospect know that you’re thinking about them. People like to feel seen and heard!
  1. Send happy and funny non-business-related materials, like jokes, emails, etc. But, as always, stay appropriate! This will help you build a more personal connection and drive up engagement. Chatbot drip campaigns are perfect for touching base in a non-invasive and conversational way. 
  1. Offer free samples when it comes to your product or service. This speaks volumes!
  1. Send your customers or clients prospective referrals if you have the ability. This will show customers/clients/prospects that you are a valuable asset.
  1. Craft informative white papers and case studies. Send them around, which will show in detail the sort of results you can achieve. You can also learn how to answer FAQs with chatbots.

Fighting Your Resistance To Effective Follow Up Strategies

We don’t blame you for being resistant to effective follow up strategies. 

best ways to follow up with customers 0

Hopefully, you are not still asking, “what is a follow up strategy?!” 

It’s just a plan! A plan for how you’re going to continue to keep the lines of communication open with your customers, clients, and prospects. 

(pssst… Facebook Messenger has 1.3 billion active monthly users! As of November 2020.)

It’s incredibly natural to resist the best ways to follow up with customers. 

Maybe a potential or existing customer didn’t return your last phone call or email. Perhaps a client never seems to be available or has expressed hesitance or lack of interest altogether. 

In such cases, it’s good to fight your resistance. With so many best ways to follow up with customers, you can mount a multi-faceted strategy to successfully get in touch with those with who you desire to get in touch.

So Many Channels To Follow Up On And So Little Time

You have the power to call prospects via phone, text, or you can also email your clients to keep in touch and follow up.

Go ahead and send them a letter! Take advantage of our tried and true postal mail system. How good is this lead? Maybe consider sending a little care package or free sample via overnight delivery. 

Even a simple text message follow up will let your client or customer know that they’re on your mind. Better yet, go ahead and text them an entirely automated conversation with a Customers.ai SMS text chatbot drip campaign. 

Facebook message a prospective customer online! You don’t even have to do it yourself. With intuitive conversational chatbots available, there are no excuses!

Keep the flywheel spinning and the funnel flowing with automation!

These are only some of the various communication avenues you can explore for effective CRM. 

Remember that the types of messages you send your customers and prospects can (and should) be much more varied. Instead of simply asking customers to do more business with you or prospects to do business with you for the first time.

Stay away from sounding salesy and stale.

One great way to master CRM is with an effective Facebook post autoresponder, which will help you successfully add engagement to your Facebook business page. 

Turn your Facebook Business page commenters into leads and prospects and, ultimately, help you engage in the best ways to follow up with customers.

Your After Sales Follow Up Efforts Are Important, Too

How you respond to your customers with who you’re currently doing business is crucial and should never be overlooked. 

Sure, finding new customers is one important aspect of running a successful operation, but so is tending to your list of current customers and clients. 

The Harvard Business Review reports that it can cost between 5-25 times more to sell or provide services to a new client than to service an existing client. 

Aim to continue to provide excellent existing services, not to mention new services and products to an existing customer or client. Such measures will always help boost your sales and revenue. 

Make sure to send your gratitude to existing customers. Check in with them when it’s appropriate and timely to do so. 

Keep your communication materials concise out of respect for everyone’s time. 

Keep The Second Sale in mind as you continue to preserve and strengthen your lines of communication with those who are currently doing business with you.

It never hurts to request referrals from your clients and customers. Especially if you’re giving your current business associates an amazing return on their investment. 

Often, current clients will be happy to spread the word for you. It’s called “Word of Mouth Advertising,” and it may seem old-school, but this is extremely effective in helping you grow your business. The sky’s the limit!

Best Practices In Sales Follow Up Content

Maybe you’re wondering about other ways to follow-up with customers, such as how to write a follow-up sales email? Or you’re looking to get a sample follow-up email to a client after sending a proposal. 

The same is true in your Facebook chat follow up efforts. Read on for a few Unicorn marketing for business tips when it comes to creating successful follow-up content.

First, try to avoid using old and tired expressions and phrases. For instance, avoid anything similar to these:

“Hello, just wanted to check in with you…”

“I’d just like to follow up on our previous conversation…”

“Hey, just circling back to follow up with you…”

Sure, there’s nothing necessarily wrong with this type of wording. However, you will want to make sure that your words do not come across as uninspired, impersonal, and, essentially, lacking in the value department. 

The last thing you want to do is sound robotic.

Remember to keep things brief, but try to include a personal touch in the message you craft. Or use our free Facebook Messenger templates for easy peasy chatbot conversation design.

Study your customers as well as your competitors. 

Differentiate yourself with your message body, not to mention take the time to craft a unique and grabbing subject line. 

Get to your point quickly, and always demonstrate value to your clients and customers. 

Use concrete data to back up any claims you make while executing your follow up strategies.

Customers.ai, THE Easiest And Best Way To Follow Up With Customers

Customers.ai makes becoming a CRM wizard incredibly easy to do, and you can customize and change-up your messaging styles to fit your mood, not to mention the distinct circumstances you currently operate under with a current or prospective customer.

Getting in front of problems (or even ahead of issues before they transpire), well, that’s just effective CRM. Knowing Facebook Messenger rules and best practices will also help you avoid unwanted problems down the road.

best ways to follow up with customers

Sign up for your free edition of Customers.ai today! One chatbot with a single user-friendly dashboard can make your multi-channel CRM efforts effectively incorporate the very best follow up strategies into your growing business.

Important Next Steps

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The Ultimate Guide to Add a Facebook Page to Everything for Businesses https://customers.ai/blog/add-facebook-page https://customers.ai/blog/add-facebook-page#respond Sat, 27 Feb 2021 01:41:33 +0000 https://customers.ai/?p=19399 Have you been looking for new ways to grow your business? Perhaps you’re thinking, “I should add a Facebook Page […]

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Have you been looking for new ways to grow your business? Perhaps you’re thinking, “I should add a Facebook Page for my business” and reach more people. 

Reach more people, indeed. You will reach 2.7 billion monthly active users (as of Q2 2020). The world is your oyster! 

There are so many ways to grow your audience and drive sales with a Facebook Page. With 1.3 billion active monthly users on Facebook Messenger (as of November 2020), we keep trying to tell astute marketers, business owners, influencers, dogs, cats… anyone to take advantage of Messenger!

In this article, we will cover everything from simply how to initially create and add a Facebook Business Page from your personal profile to how to add your Facebook Page to your website.

We will walk you through each easy task step by step. If the beginner stuff is boring, keep scrolling — we will sprinkle in some Unicorn growth tips. 

You’ll soon be able to create and add your Facebook pages successfully to various platforms with zero hassle.

You don’t have to be super tech-savvy to figure this stuff out, nor do you have to slap at the keys endlessly in hunt-and-peck fashion. 

add facebook page 1

Let’s begin with some beneficial tips on creating a Facebook page and then dive into sharing your page across the web, followed by some growth hacks to get the most out of your Facebook page.

You’ll be adding your Facebook page everywhere and driving traffic like a marketing pro in no time at all, at the drop of a dime, you might even say… or the drop of a dropdown menu, for that matter.

In this article, we will cover:

Getting Started

Facebook Basics

Unicorn Marketing Magic 

First, gather all of your information, including pictures, addresses, text, content, etc.

Make sure to take the preliminary steps listed below to add Facebook pages successfully.

If you have questions like: How do I add another page to my Facebook page? Or, How do I add a Facebook page to my business account? Or, even, How do I register a Facebook page? — Please read on as we will answer these questions in detail!

While you are getting started with Facebook for your business, there are tons of useful Facebook Messenger ads hacks that you can take advantage of during this stage of the game that will help you differentiate yourself from your competitors.

First things first, do you have a Facebook Page for your Business? 🧐

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Create Facebook Page For Your Business

To create Facebook pages correctly, you will need to sign in on your personal Facebook page to sign up for a Facebook Business Page. 

add facebook page new account

You might have some reservations about providing information from your personal account, but do not stress. This personal account information will NOT be visible to the public. 

Your personal information won’t even be visible on your Facebook business page unless you’d like it to be.

Create Facebook Page Step #1: Sign up

Make sure to go to: facebook.com/pages/create.

The next step to add a Facebook page is to select which type of page you would like to create. 

add facebook page type

This could either be a business/brand or even set up your page as a community/public figure. 

For our intents and purposes, we’re going to assume that you’ll want to create a Facebook page for your business or brand, in which case go ahead and click the Get Started button to… well,

You’ll be able to complete the add Facebook page process from here. It’s super easy!

Next, fill out your information for your Facebook business page. Enter your business name as your Facebook page name, or use the name that people are likely to search for when trying to find your business.

add facebook page

If you’re wondering about categorizing your business, simply type one or two words that best describe your business, and Facebook will suggest helpful options. 

Before you choose your category…

add-facebook-page-holdup

It is crucial to choose the correct category for SEO purposes… if you want your customers to find you! There are tons of categories to choose from. Here is the never-ending list of categories from Facebook. 

add-facebook-page-categories

If your business happens to fall into more than a single category, that’s okay! You’re allowed to choose up to three, but don’t sweat this step because you can always add more categories to your Facebook business page later on.

This box will expand, and it’s essential that you enter all of your business information. 

It will eventually ask for your business address as well as your business phone number. You can always choose to make this information public or private when working within the add Facebook page parameters.

Next, click “Save,” and Facebook will prompt you with some smart next steps to take to round out and add a Facebook Page for your business. 


You can follow the prompts and be in pretty good shape, or you can stay right here and follow along with us for near Unicorn-level Facebook Business Page perfection. 

Create Facebook Page Step #2: Upload Profile And Cover Photos

Next, you get to add pictures! 

Do not skip this or risk a shoddy and shunned Business Page, respectfully. 

Upload profile and cover images for your Facebook page to create a strong, positive, and lasting first impression. 

Remember that first impressions make the best impressions. 

We know of more than a few ways to automate those warm fuzzies for repeatable results.

With an easy-to-setup FREE Customers.ai Facebook Messenger autoresponder, you can guarantee every visitor and customer is greeted with a warm welcome greeting message for a good first impression. 

See for yourself, click here for a warm and fuzzy chatbot experience.  

Be sure that the photos you choose are on-brand and are visually identifiable with your business as you work through the page creation process.

You’ll have to upload your profile image first, which will show up in results as you interact with your users. This image will also appear on the top left-hand corner of your Facebook page.

add-facebook-page

If you indeed have a recognizable brand, it’s an excellent opportunity to use your logo. Or if you happen to be a celeb or public figure, a picture of your mug might do just as well. 

Local businesses should use a high-resolution image that features your signature product or offering. This will help your potential followers and customers recognize your page immediately.

Enjoy this yummy example of a solid Facebook Business page profile and cover photo.

Pro Tip for adding Facebook page images: Your Facebook profile picture will display at 170 x 170 pixels on your desktop version and 128 x 128 pixels on the mobile version. Your image will be cropped in a circle shape, so make sure that you omit critical details from the corners of your image.

From here, it’s straightforward to upload your profile picture, as well as your cover photo.

Your page might look a little threadbare initially but fear not. Your page is not visible to the public just yet. What you see initially is simply a preview. 

Next, you’ll need to create your username, which is also referred to as your vanity URL — this is how you’ll tell people where to find your business page on Facebook.

Usernames for your Facebook business page can contain up to 50 characters — use them wisely! 

Make sure your Username is easy to type, and try to make sure that it’s not too taxing on the noggin’ to remember. Using your business name or some close variation to it is the safest way to go. After that…

Create Facebook Page Step #3: Adding Business Details

You might be a little tempted to add business details later, but it’s a good idea to get that business done right now. 

Enter the appropriate information for your Facebook page “About” section right away, instead of procrastinating. 

Enter your business hours through the Edit Page option at the top menu. Here you can edit all the essential information about your business.

Create Facebook Page Step #4: Write a Brief Business Page Description

Make sure to write a short description that will appear in search results. A couple of sentences will get the job done (a maximum of 255 characters, to be exact). 

Avoid the temptation of being verbose and getting elaborate during this stage. You can add a longer description later on, of course.

How many Facebook pages can I admin?

Are you wondering how to add an admin to your Facebook page? That’s an easy thing to do as well!

Currently, there’s no limit to the number of Facebook pages you can own. 

By now, Facebook happens to be well aware of marketing agencies and their operations. 

Many companies out there in the world specialize in adding Facebook pages, creating and managing Facebook pages, and it’s easy to make oneself the central control of a core admin profile.

If you’re wondering how to manage multiple Facebook pages, that’s easy, too! Making a second Facebook account is also an easy measure to take if you have the ability. However, the best thing to do is create a Facebook Business Manager.

Can you have two Facebook accounts on one phone? 

Well, Facebook doesn’t like this sort of thing, which is why we’re here in the first place. When you add a Facebook page for your business account, you’ll be able to sidestep these operational issues. 

Can you have two business pages on Facebook? 

The answer is a resounding “Yes”!

Create Facebook Page Step #5: Time to Tell YOUR Story

Now that you’ve managed to fill out all the deets as you add your page, it’s time to ramp up your engagement and build what will first be a boutique audience.

Add Facebook Posts

Start thinking of what you’d like to post. Share some valuable and compelling content that is on-brand and exciting. Give free advice and info — avoid being salesy or asking right out the gate (that’s what remarketing is for!). 

You’ll want to make sure to do this BEFORE you start inviting people to like and follow your page for your business. 

You have the option to create your own posts, not to mention share relevant content from thought leadership operating within your industry. People like this sort of thing!

Make sure to follow the steps below to add posts to your page…

When you do things this way, you’ll be able to successfully create a specific type of post — which can always be an event or even a product offering. 

All you have to do is click an option within the “Create” box, which will be located at the top of your Facebook business page.

There are also tons of bells and whistles you can add. Adding a Facebook post autoresponder to your Facebook business page is super easy and mind-blowingly useful once you start getting comments and engagement on your Page. 

Use the Free Facebook Page Lead Generator to build an email list from Facebook on autopilot!

Free Facebook Page Lead Generator by Customers.ai

Pin a Post

One cool option you’ll want to take advantage of is adding a pinned post to your Facebook page. 

Is there important information you’re trying to convey to your audience right away? Are you offering an incredible promotion? Highlight some of the excellent and top-notch content that you create during the add Facebook page process. 

You can do all of this with a pinned post! Pinned posts will sit prominently at the very top of your Facebook business page. Just under your cover image, as a matter of fact. 

It’s a great place to provide an attention-grabbing item that will draw your visitors in and make them want to check you out further. 

Start the add Facebook page pinned post-process by scrolling down on your Facebook feed. 

Find an existing Facebook post you would like to highlight, then click the three dots on the post’s top right. From there, all you have to do is click ”Pin to Top of Page,” and you’re all set!

Another great way to build up your audience and drive more traffic and sales is to cross-promote 

There are so many different channels and ways to do this. Just think about where your target audience hangs out, whether on your website, Instagram, or even adding your Facebook page to stickers, coffee cups, and promo swag. 

And then, of course, why wouldn’t you manage them all with a single dashboard-friendly tool like a customer-service 5-star review and retention boosting chatbot like Customers.ai? 

Let’s look at a few different platforms where you can add your Facebook page and broaden your reach to build brand awareness and fill the top of your funnel. 

How To Add Your Facebook Page to Business Manager

If you already have a personal Facebook profile, you are good to go! 

  1. Go to business.facebook.com
  2. Click “Create Account
  3. Follow the prompts to enter your business name, email, and other necessary information. Click “Next
  4. Click “Submit

Now then, you have a lot to learn about Business Manager, but for our purposes, we will jump straight into how to add your Facebook Page to Business Manager.

Hopefully, you are an admin of your Page already — if not, stop here and get admin permissions asap. You shouldn’t be doing these tasks without admin status or prepare for many roadblocks in your near future. 

  1. Go to business.facebook.com
  2. Click the gear icon for “Business Settings.
  1. Go to “Business Assets,” then click “Accounts” and then “Pages.
  2. Select “Add” and then “Add a Page.
  3. Enter the Facebook Page name or URL
  4. Click “Add Page,” and you should see your Page on the next screen. 
  5. Next, you will add people or set up user permissions if desired. 

Tip: Anyone who had previous access to the Page will still have it, although it is now in Business Manager. 

How to Add Your Facebook Page to Your Website

Always promote your social media channels on your website! And vice versa. It just makes sense. 

Pro Unicorn Magic Growth Tip: The most powerful thing you can do here is harness the lead generating and contact info capturing powers of a Customers.ai Facebook Messenger chatbot on your website. 

This is a game-changer. It’s super easy to set up a website chatbot using Customers.ai’s user-friendly GUI. You’ll be able to instantly follow up and trigger drip sequences or build email or remarketing lists. 

Now, if you have WordPress or some other website platform, the steps to put your Facebook logo and link will differ significantly. 

These days, however, most web builders have pre-built options/fields and themes that automatically include a Facebook logo. You just need to drop in a link. 

How to Add a Facebook Page to Instagram

If you have an Instagram — and having the 4th most users of any mobile app, you should — the smart thing to do is link your Facebook page to your Instagram account. 

Why? Besides the cross-marketing potential and syncing of powerful multi-channel tools like Customers.ai OmniChat® chatbot is astronomical compared to any other methods out there. 

First, make sure you’ve upgraded your Instagram account to a business account, or this won’t work. 

Navigate to the Business Page, click “Page Settings,” and scroll down until you see “Instagram.” 

Next, click “Connect Account,” It will open a pop-up window asking you to log in and verify your Instagram account. That’s it, you’re synced up and can cross-post, advertise, and all sorts of other marketing goodness (chat blast DMs on Instagram — in beta testing now, get on the list!)

That’s it! Now, you know how to add a Facebook Page to Instagram to reach the platform’s one billion monthly active users.

How to Add My Facebook Page to Messenger

We saved the best for last. 

Facebook has over 2 billion daily active users, and the number of Messenger users will likely outpace Facebook users. 

Zuckerberg will tell you himself, “private messaging, ephemeral stories, and small groups are by far the fastest-growing areas of online communication.”

All you need to do here is enable Messenger on your Facebook Page. Here’s how. 

  1. Head over to “General Settings” on your Facebook Business Page
  2. Go to “Messages
  3. Click “Edit” and select the option to allow messages to your page, and then “Save Changes.

You can edit additional settings for your Messenger, but we’re going to take you straight to the good stuff and get you started on a chatbot. Why a chatbot, you ask? Oh, there is so much we could tell you about crazy mad ROI-enhancing hacks, but we’ll go the infographic route. 

chatbots-infographic-facebook

How To Add A Facebook Chatbot That Drives Traffic And Sales

If you’d like to start a conversation and keep it going, it’s easy to connect a chatbot to your Facebook page

Using valuable tools like Customers.ai as you add Facebook pages is the best thing you can do to reach new customers and support existing clients. 

add-facebook-page-chatbot

So, what exactly is Customers.ai, you ask? 

The premier Facebook Messenger marketing chatbot platform allows marketers and businesses to create and manage robust and intuitive chatbots, not to mention interact with customers, segment and address audiences, grow contact lists, and so much more!

Now Sign Up for the special Free Forever Edition of Customers.ai OmniChat® and funnel all of your comments and messages into one inbox. Set up a drip sequence for stellar customer service and to convert more leads.

 

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Important Next Steps

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50 Best Marketing Books for Beginners and Life-Long Learners Alike to Level-Up in 2021 https://customers.ai/blog/best-marketing-books-for-beginners https://customers.ai/blog/best-marketing-books-for-beginners#respond Wed, 24 Feb 2021 20:43:08 +0000 https://customers.ai/?p=19321 If you’re looking for the best marketing books for beginners in 2021, bookmark this article now, because we’ve got a […]

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If you’re looking for the best marketing books for beginners in 2021, bookmark this article now, because we’ve got a list of 50 to get you started. 

Did you know that most CEOs read approximately 60 books a year? That’s about 4-5 books a month. Yet, according to the Pew Research Center, the average person in the United States reads 12 books a year. 

Why are leaders and executives reading exponentially more? 

best-marketing-books-for-beginners-1

Because they’re the ones who are spearheading the path for their organizations. Reading not only inspires and enlightens people from all walks of life, but also provides a foundation for innovation by learning from other cultures, societies, and perspectives on a myriad of issues and industries.

Become a life-long learner, and you’re not only keeping your brain active to stave off cognitive decline but also advancing your skills for any market. 

With fast-changing markets and the latest technologies in AI and automation, it’s critical to stay on top of what’s new in your industry. 

Read a few books on using AI and automation for marketing to give yourself a competitive edge.

Now, are there that many digital marketing books to read out there? Oh yes. Prepare yourself for the ultimate list of the best marketing books for entrepreneurs and beginners, and a few for free!  

There are a lot of resources out there for getting started with marketing as a beginner: online courses, webinars, professional development certifications, podcast interviews – here’s a list of the 50 best marketing books for beginners in 2021 to focus your efforts and get the most ROI for your time.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.


In this article we break down the best marketing books as follows:

Digital Marketing Books For Beginners: Growth Marketing Formulas

In 2019, Customers.ai hosted a free virtual summit focused on advanced lead generation strategies for B2B and B2C industries. 

One of the speakers was Andy Crestodina, Chief Marketing Officer and Co-Founder of Orbit Media Studios, Inc, who wrote the first book on this list of best marketing books for beginners:

#1. Content Chemistry: An Illustrated Handbook for Content Marketing – by Andor Crestodina

After hosting thousands of conversations about web marketing, Content Chemistry compiles the most useful lessons and advice about search engine optimization, social media, and email marketing. Initially published in 2012, the book is now in its 5th edition.

#2. Likeable Social Media – by Dave Kerpen

Now in its 3rd edition, Likeable Social media dives into the fact that over 3 billion people are now on social media (1.3 billion active monthly users on Facebook Messenger alone! As of November 2020).

For your business to be successful, you need to have a smart social media strategy. Yet, with so many dawning platforms, how do you know how to navigate each one? And how many do you have to have? This book explores what makes customers “like” and engage with your content.

#3. Digital Marketing for Dummies – by Ryan Deiss and Russ Henneberry

It doesn’t get any more friendly and approachable than this guide. With proven tactics and strategies to help expand your brand’s reach, increase engagement, and generate more sales (from SEM and SEO best practices to effective content marketing techniques and influencer marketing). Digital Marketing for Dummies is a great place to start.

#4. Get Online: 6 Simple Steps to Launching a Digital Marketing Strategy for the Non-Tech Savvy – by Stacey Kehoe

Especially created for beginners, you’ll discover six easy steps to implement your first digital marketing strategy and what pitfalls to navigate. Discover common myths about online and social media marketing, too. 

And, if you’re just beginning on your business’ quest to achieve Unicorn status, get a free Customers.ai account to build upon what you learn in this book. 

Keep learning and always be looking out for new online marketing strategies that may produce better results. For example, Click-to-Messenger Ads outperform other ads 2X-10X! Check out some messenger ads examples that have ridiculous ROI and 100% conversion rate for collecting leads and contact info.

#5. Growth Hacker Marketing – by Ryan Holiday

For stratospheric growth, you’ll need to create a narrative of success around your brand before it begins to grow. 

Find out how Dropbox, Airbnb, and Facebook used these methods to build their empires. While you are at it, study what the 8 trending digital marketing tools were in 2020 to see how you can apply growth hacker marketing for 2021.

#6. Avoiding Critical Marketing Errors: How to Go From Dumb to Smart Marketing – by Richard D. Czerniawski

You want to do the right things as much as you want to avoid the wrong ones. If you’re ignoring proven principles, best practices, and quality processes, especially when building the foundation of your marketing campaigns, you’ll slow your growth and potentially do even more damage.

#7. Good to Great – by Jim Collins

Some brands are terrible. Some are okay. And, some are great. How do you get to that last rung? 

This book is full of Collins’ best concepts and strategies. Find out what Jim says you can do right and wrong to grow your business.

#8. Contagious: Why Things Catch On – by Jonah Berger

Written by a marketing professor at Wharton, Jonah Berger shares how social influence shapes the decisions we make and the factors that help things go viral: 1) Social Currency, 2) Triggers, 3) Emotion, 4) Public, 5) Practical Value, and 6) Stories.

#9. The 1-Page Marketing Plan: Get New Customers, Make More Money, And Stand Out From The Crowd – by Allan Dib

Who doesn’t like the sounds of a 1-page plan? This is a great primer to figure out your target market and craft the right messaging.

Also, you’ll learn how to nurture leads, increase lifetime customer value, and create a process for referrals. 

There are different ways to increase sales with chatbots, or become an affiliate reseller.

#10. Marketing 4.0: Moving From Traditional to Digital – by Philip Kotler

Next-generation marketing tactics start here. You’ll learn about the market’s shifting power dynamics, the inconsistencies impacted by connectivity, and the sub-culture rupture.

Get the attention of today’s customer! They are changing everyday, and technology is changing with them at turbo charged speeds. 

Lead Generation Strategies for B2B & B2C

How do you talk to your prospects about what you’re selling? Whether it’s a good or a service?

Start turning prospects into clients with these best beginner marketing books for 2021 that cover everything from built-in Facebook Messenger tools to opt-ins and more.

#1. The Ultimate Sales Machine: Turbocharge Your Business with Relentless Focus on 12 Key Strategies – by Chet Holmes

Trying to do everything at once? Holmes argues that to succeed, you need to focus on a few essential skill areas that will substantially make a difference to your level of success.

#2. Fanocracy – by David Meerman Scott and Reiko Scott

No matter how digital our world becomes, your customers can become your biggest advocates and referral business sources. 

Reiko is a millennial neuroscientist who takes her scientific background and applies it to marketing and PR rules for your benefit.

#3. Talk Triggers – by Jay Baer

Almost 20% of sales come from word-of-mouth, while up to 90% of sales have been influenced by what your audience says about you. 

For actionable tips on how to get your customers to talk and become part of your marketing team, Talk Triggers is full of ways that you can apply to your own business.

#4. Dotcom Secrets: The Underground Playbook for Growing Your Company Online – by Russell Brunson

From traffic, conversions, and sales funnels to the importance of creating compelling messaging to cultivate a loyal and engaged following. Dotcom Secrets is highly regarded as one of the best digital business strategy books. 

Brunson started his first online company while he was wrestling in college; within a year of graduation, he had sold over a million dollars of his products and services from his basement.

Join Brunson’s “Two Comma Club” for multi-millionaire business owners that use Dotcom Secrets techniques. 

There are so many different ways to grow your marketing agency to six and seven figures, per month! Customers.ai is one of the tools experts use to break through ceilings.

#5. The Conversion Code – by Chris Smith

Ready to increase your sales in the digital world? This book details how to capture more leads, convert them, and ultimately close more deals. 

You will learn modern tactics for attracting new leads, such as through blogging, live chat software, and more.

#6. Lead Generation: How to Generate Leads and Sales to Grow Your Business Without Spending Tons of Money – by Larry Billson

Author Larry Billson provides you with lead generation strategies and winning factors that drive ROI improvements. 

Also, you’ll discover common lead generation mistakes and how to avoid them. 

With the vast amount of innovative lead generation tools available, you can grow your contacts lists for email or Messenger marketing at insane speed. 

We have a few of our own tricks up our sleeves on how to grow your email list fast, check out the Customers.ai blog!

#7. The Zen of Social Media Marketing: An Easier Way to Build Credibility, Generate Buzz, and Increase Revenue – by Shama Kabani



Ready to attract more leads via social media? Shama Kabani is here to help! Learn how to use this medium to convert followers into clients successfully.


The first version was a global hit, and this updated version keeps up with the fast pace of change for social media platforms in 2020 and 2021.

#8. Purple Cow: Transform Your Business By Being Remarkable – by Seth Godin

Yes, Godin appears twice in this list, but for a good reason. 

He’s a digital marketing expert extraordinaire for beginners and professionals. 

The title gives you a clue what this is about, standing out – being unique. 

Discover how brands you easily recognize are creating remarkable and unique marketing to grab consumer and client’s attention.

#9. The 10X Rule: The Only Difference Between Success and Failure by Grant Cordone

Massive action starts with the 10x Rule, where you can truly defy mediocrity. 

“Turn it up to 10” applies to everything right? 

best-marketing-books-for-beginners

If you’re ready to move from risk-aversion to achieving your dreams, Cordone lays out some actionable ways to go above and beyond, step by step.

Speaking of going above and beyond, when it comes to customer service, the 10X way to stay ahead of competition is to utilize 24/7 conversational chatbots with a Facebook Messenger drip campaign and live agent takeover. 

#10. UnCloned Marketing: How to Challenge the Norms with Profitable Marketing Campaigns – by Audria Richmond

Looking for a bulletproof brand that audiences love? This book delivers a comprehensive blueprint for creating cash-generating marketing campaigns. 

The fourth book for Marketing and Launch Strategist Audria Richmond reveals her marketing firm’s exact proven framework. 

Learn how she drives sales, establishes authority, and creates offers that your audience can’t wait to buy.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Marketing Automation and Artificial Intelligence

As customers become more informed consumers and technology continues to advance at hyperspeed, you’ll need to keep a finger on the pulse of marketing trends. 

These books will help!

#1. AI for Marketers – by Christopher Penn

If you’re curious about the latest machine learning trends and how marketers are using emerging technologies, this book focuses on how artificial intelligence and machine learning are transforming EVERYTHING. 

If you’d like to start dabbling in AI marketing, check out how it’s effectively used via chatbots for business.

#2. Future Marketing: Winning in the Prosumer Age – by Jon Wuebben

Are you planning your marketing moves for the future? 

Wuebben shares what to expect and how to embrace the future of online marketing. 

A “prosumer” is someone who both consumes and produces. In other words, someone who buys a product, uses it, and spreads the word about it. 

A single prosumer can greatly affect your brand!

#3. The Age of Influence: The Power of Influencers to Elevate Your Brand – by Neal Schaffer

While you might not think of influencers as a “marketing technology,” they should be utilized as if they are if you’d like your brand to succeed. 

Influencers aren’t a trend, they are simply popular PR magnets or niche/SME celebrities. It would be unwise to dismiss this in your marketing strategy.

Social media has democratized authority and influence, so information is being consumed in ever-evolving ways. 

Get this essential guide for business owners who want to create a successful and sustainable influencer marketing plan.

#4. The End of Marketing: Humanizing Your Brand in the Age of Social Media and AI – by Carlos Gil

Shortlisted for the Business Book Awards 2020, Carlos Gil talks about how to use new features and platforms that immediately engage with your customers — all through a humanistic approach. 

Customers.ai is one of those tools that immediately engage with customers. Utilize a Facebook Messenger autoresponder and craft a humanistic dialogue or use our templates

You can also set keyword triggers for a live agent takeover for the perfect balance of AI and human in your marketing.

#5. The Art of Social Media: Power Tips for Power Users by Guy Kawasaki and Peg Fitzpatrick

This is great for a beginner, as you’ll learn how to get the most out of the time, money, and effort you spend on social media. 

Go through the steps of how to build a solid foundation, acquire digital assets, attract followers, and easily integrate social media and content marketing, such as blogging.

Here are nine social media to-do’s to get you started.

#6. Trust Me I’m Lying: Confessions of a Media Manipulator – by Ryan Holiday

Want to know how media truly works? 

The first half of this book explains how blogs drive news — and how somebody can manipulate them. 

The second demonstrates that if the sole focus of marketing is attention and profit, only the brands win while readers lose. 

As a thought leader, Holiday is a former marketing director of American Apparel and wanted to help the public understand how things really work.

#7. Understanding Digital Marketing: Marketing Strategies for Engaging the Digital Generation – by Damian Ryan

Everything moves phenomenally fast in digital marketing. 

If you’re looking to figure out how to manage continually evolving technology, here’s a practical, no-nonsense guide. 

Learn the rules of new media marketing and a new generation of consumers. But don’t forget, sometimes it’s good to break them!

#8. HBR’s 10 Must Reads on Strategic Marketing – by Clayton M. Christensen

If you read nothing else on how to create a competitive edge, these ten articles from the Harvard Business Review will help you get a bird’s eye view of your brand’s strengths and weaknesses.

It’s a great way to self-audit and reassess your brand’s marketing strategy, from a trusted source.

Marketing Strategy: Client Retention & the Psychology of Human Behavior


Marketing isn’t purely science — it’s also very much art. 

If you’re looking for the right psychology, strategies, and practices for the generation ahead, these beginner marketing books will help guide you to where you want to go and show you the right client retention tactics to grow your business.

#1. Hooked: How to Build Habit-Forming Products by Nir Eyal

The “Hook Model” is a four-step process embedded into the products of many successful companies that subtly encourages customer behaviors. 

These products reach their ultimate goal of bringing users back again and again without relying upon heavy advertising. 

After years of research, consulting, and practical experience, Hooked delivers a how-to guide for marketers on creating user habits that stick.

#2. Blue Ocean Strategy: How to Create Uncontested Market Space and Make the Competition – by W. Chan Kim and Renee A. Maugborgne

Tired of fighting with cutthroat competition to gain a small foothold? 

Discover the tools and principles to find an untapped market – a blue ocean – with this masterclass on marketing strategy.

And something you may not find in this book, but is a vast ocean of untapped leads and conversions is the expected growth of Facebook Messenger to 2.4 billion users by 2021. 

We have the ultimate fishing rod and power bait for modern marketers: Facebook Messenger chatbot combined with explosive lead generating Click-to-Messenger ads for a 100% conversion rate and ROI that is bananas!

#3. Winning at Social Customer Care – by Dan Gingiss

For eight steps on how to engage with your customers on social media, including how to get your audience talking positively about your brand on social media, this is the book for you. 

For the ten best customer support chat tools to enable superior service and satisfaction, Customers.ai can get you started. 

#4. The Choice Factory: 25 Behavioral Biases That Influence What We Buy – by Richard Shotton

Gain insight into the shortcuts people use to make the big and small decisions in life, a.k.a. cognitive biases.

The Choice Factory explores how to use this research to create marketing and sales success.

#5. Digital Marketers Sound Off – by Matt Chiera

101 accomplished digital marketing specialists come together to dive into every aspect of digital marketing.

Learn from the best or die like the rest! In the digital marketing community, you’ve got to adapt and be agile, and that means keeping an ear to the ground for big changes. 

Most experts are usually on top of these things and happily share news and info to be a valuable resource.

#6. Predictably Irrational: The Hidden Forces That Shape Our Decisions – by Dan Ariely

Facts tell, emotions sell. 

To be an effective marketer, you need to understand that your customer often buys based on how they’re feeling, then justifies their purchase decision afterward. 

Discover an intro to behavioral economics from Dan Ariely, a psychology professor.

#7. Influence: The Psychology of Persuasion – by Robert B. Cialdini

Why do people say yes? 

How can you apply this ethically to your sales and business? 

Dr. Robert B. Ciadini walks you through six universal principles of influence: 

1) Reciprocation 

2) Commitment and Consistency

3) Social Proof

4) Liking

5) Authority

6) Scarcity. 

Backed by over 35 years of scientific research, Influence helps you learn how to amplify your ability to change others’ behavior.

#8. The Science of Selling: Proven Strategies to Make Your Pitch, Influence Decisions, and Close the Deal – by David Hoffeld

Learn about your buyers’ emotions. If you haven’t figured it out yet, marketing it all about tapping into emotions and drawing out emotional reactions. 

You don’t have to craft cathartic theater with your marketing, but it’s good to ask the right questions that line up with how the brain processes information. 

Discover the underlying causes of objections and how to neutralize them.

#9. Think Like a Marketer: How a Shift in Mindset Can Change Everything for Your Business – by Kate Colbert

Acclaimed marketing expert, Kate Colbert, shares insights on how to accelerate your business success. 

Learn how to think like a marketer to shift everything for your brand! 

Build on what you learn with 25 expert marketer’s tips and genius marketing strategies.

#10. What Got You Here Won’t Get You There: How Successful People Become Even More Successful – by Marshall Goldsmith

Learn the 20 habits commonly found in successful corporate environments. 

Then, utilize these habits to take a systematic approach to helping you achieve a positive behavior change to achieve a higher level of success.

The Key to Best Content Marketing

With every multi-channel approach to marketing, it’s rooted in the right content that will speak to your target audience. 

Get content marketing tips that build the essential know-like-trust factor for your brand!

#1. Building a StoryBrand: Clarify Your Message So Customers Will Listen – by Donald Miller


If you’re feeling challenged about how to talk about who you are, what you do, and the unique value you bring to your customers, Donald Miller’s StoryBrand process is a revolutionary method for creating the ultimate competitive advantage. 

You’ll learn the seven universal story points all humans respond to, the real reason customers make purchases, and how to simplify a brand message so your audience understands it.

Then, translate all of this content into your online marketing channels.

#2. Jab, Jab, Jab, Right Hook – by Gary Vaynerchuk

Social media expert and New York Times bestselling author, “Gary V” shows that communication AND context are essential. 

You’ll learn how to develop quality content that can be adapted to mobile and different platforms.

There will also be an enjoyable amount of cussing. 

best-marketing-books-for-beginners

#3. The Power of Visual Storytelling: How to Use Visuals, Videos, and Social Media to Market Your Brand – by Ekaterina Walter

Our brains have trouble separating trivial information from important info, and all this information processing – over 5x as much as we did daily in 1986 – is tiring. 

If you’re looking for how your brand can stand out from all the noise, this book features strategies to truly connect with your audience in a meaningful way. 

Why do you need visual content marketing? Without it, you will not be heard or seen and will effectively be missing the enormous digital marketing boat. 

#4. Everybody Writes: Your Go-To Guide to Creating Ridiculously Good Content – by Ann Handley

Do you have a website? You’re a writer. 

Are you on social media? You’re a writer. 

Did you know that writing matters even more, these days? 

Marketing veteran Ann Handley gives expert guidance and insight into the process and strategy of content creation, including production and publishing. 

Whether you’re writing your homepage, email newsletters, blogs, or social media, you’ll discover how to write better, how to tailor grammar for marketing purposes, how to tell authentic stories, and finally, how to thrive in a digital world.

#5. Content Marketing for PR: How to Build Brand Visibility, Influence and Trust in Today’s Social Age – by Trevor Young

Your audience doesn’t want meaningless ads, pitches, and promotional messages. 

They won’t care about your business until you give them a reason to. 

Here are tips on how to get noticed for companies big or small.

#6. Start With Why: How Great Leaders Inspire Everyone to Take Action – by Simon Sinek

Sinek created the third most popular TEDTalk of all time — he asks, “Why are some people and organizations more innovative, more influential, and more profitable than others? Why do some command greater loyalty than customers and employees alike?” It starts with your WHY. 

Learn about Sinek’s Golden Circle and how it provides a framework upon which organizations build upon.

See Who Is On Your Site Right Now!

Turn anonymous visitors into genuine contacts.

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Best Marketing Books for Beginners – Free!

If you’re not yet ready to invest in an arsenal of marketing books for beginners, check out these free resources to start:

#1. Big Book of Digital Marketing – by Digital Firefly Marketing

You’ll learn about SEO, Content Marketing, Website Redesign, Social Media Marketing, and Pinterest. 

Remember, it pays to give out free tools and be a resource — like Digital Firefly Marketing is doing here!

#2. Understanding Digital Marketing: Basics and Actions – by Teresa Pineiro-Otero and Xabier Martinez-Rolan

Super short, you’ll be able to give this PDF a quick glance if you’re looking to simply dip your toe into figuring out what questions to ask.

#3. The Essential Guide to Marketing in a Digital World – by Rob Stokes

Structured in four parts – Think, Create, Engage, Optimize – this book helps you create a marketing campaign from start to finish, including analysis.

#4. SEO Book: A New Chapter Every Day – by Aaron Matthew Wall

If you’re unsure where to get started with search engine optimization, this e-book will guide you through SEO tools, analytics, and case studies.

BONUS: Best Marketing Books for Entrepreneurs to Create Successful Mindset Shifts

To become the kind of marketer your business needs requires the right mindset. 

The world’s most successful marketers do similar things — and it often begins with how they think! 

Improve your mindset with these beginner marketing books:

#1. Leading with Character: 10 Minutes a Day to a Brilliant Legacy – by Dr. Jim Loehr

World-renowned performance psychologist Dr. Jim Loehr shares how to strengthen your moral and ethical character for outstanding leadership. 

If you’re looking to create a purposeful and lasting impact with the work you’re doing and the business you’re building, Leading with Character is for you.

#2. The Self-Reliant Entrepreneur – by John Jantsch

Trying to do #allthethings? It can be challenging as an overworked entrepreneur to focus on what you’re doing and why you’re doing it. 

The Self-Reliant Entrepreneur features a collection of inspirational reflections and quotes – one for every day of the year! – to ensure that you’re meeting your emotional needs.

#3. Range: Why Generalists Triumph in a Specialized World – by David Epstein

For generations, we’ve been told we need to specialize. 

We need to niche down. 

We need to become experts at one specific thing. 

This book demonstrates that a person with a “range” and expansive diversity in experience, knowledge, and toolkits can best address marketing needs. 

Growth marketing is about finding unique solutions, so knowing how to pull the resources you need will help you thrive.

Join Today’s Webinar with Larry Kim!

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Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Important Next Steps

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Setting Up Your Facebook Page Custom URL Like a BOSS https://customers.ai/blog/facebook-page-custom-url https://customers.ai/blog/facebook-page-custom-url#respond Wed, 24 Feb 2021 20:01:25 +0000 https://customers.ai/?p=19308 Now that you’ve successfully set up your Facebook Business page, you might be wondering how to set up a Facebook […]

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Now that you’ve successfully set up your Facebook Business page, you might be wondering how to set up a Facebook page custom URL

Our simple steps below will solve all of your “how do I get a custom URL for my Facebook page?” questions and help you create a killer custom URL to increase your traffic and following.

It takes a lot of time to create a beautiful and insightful Facebook Business page, and it only makes sense that you would want your Facebook page URL to sing as well. 

That’s why they call it a Facebook vanity URL, after all.

facebook-page-custom-url

Facebook is a fantastic avenue (with 2.7 billion monthly active users!) that will help you double-down on your marketing efforts, giving you the ability to do things like boost Facebook video views and successfully utilize your Facebook messenger marketing efforts.

“But I just want to know, how do I get a custom URL for my Facebook page?!”

Click here to skip straight ahead to the step-by-step custom URL.

First, before you get started, here are a few words of advice: Make sure that when you’re setting up your Facebook custom URL that you have all of your information in place. That way, you can make these tiny final adjustments with a bit of confidence! 

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In this article you will learn: 

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Can I Change My Facebook Vanity URL?

When you start setting up your Facebook business page, you’ll probably notice that your URL is, to put it plainly, less than beautiful. 

Facebook URLs are often long and difficult to remember. Initial URLs that Facebook gives to businesses have what seems like extraneous numbers beyond your www.facebook.com/ address. These numbers generally have nothing to do with you or your business.

Do not fret! We realize that a long and confusing URL will make it more difficult for customers and clients to find your Facebook Business page, which is a problem we’d like to help you avoid. 

Plus, a long Facebook URL won’t look very good on a business card or email signature, will it?

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Facebook has an option for those searching for a shorter, cleaner version of a business page link. In such scenarios, a custom URL will serve you well!

How To Set Up Your Facebook Page Custom URL And Other Common Questions

You shouldn’t need a designer or marketing guru to set up your custom URL. It’s straightforward. 

And, by the end of it, the great news is that you’ll no longer have a Facebook URL that spans the length of an orangutan arm, which will only help you in your direct response marketing efforts!

Follow our helpful guidelines below to set up your Facebook page custom URL like a BOSS, and you are well on your way to crafting eloquent conversational question and answer content that handles 50-60% of your most common questions and keeps your fans engaged.

Facebook Page Custom URL Step #1: Go to your Facebook Business Page

Make sure that you first visit your business page. Click on the Create Page @Username option on the left side of your page.

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Facebook Page Custom URL Step #2: Choose your URL

Facebook now asks you to enter your Facebook page custom URL. Drumroll! 

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Facebook Page Custom URL Step #3: Confirm

Make sure that the username in question isn’t already taken. 

You will have to get creative about crafting a Facebook page custom URL that meets your criteria if it is. 

After you are finished and have come up with an original Facebook page custom URL, go ahead and click Create Username.

facebook-page-custom-url

What Is My Facebook Vanity URL?

Your Facebook vanity URL happens to be the same thing as your Facebook page custom URL. 

By creating your Facebook page custom URL, you are simultaneously creating your Facebook vanity URL, sort of like a vanity license plate!

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So, essentially, you will inherently get a vanity URL for Facebook by following the steps below. Awesome! 🙌

Why Come Up With A Facebook Page Custom URL In The First Place?

Of course, it’s natural to ask the “why?” But, when it comes down to it, customizing your Facebook URL is pretty much essential for businesses these days. 

Make sure that you also keep Facebook’s user guidelines close to heart while creating your custom URL, as you are now a member of the Facebook community, and you are held to the standards.

How Do I Get A Custom URL For My Facebook Page With All These Rules?

As you can imagine, Facebook has more than a few rules and regulations when it comes to usernames.

Facebook Page Custom URL Rules:

  • Remember that users are limited to just one username for business pages and profiles.
  • Users cannot claim a username that is already in use.
  • Make sure only to include alphanumeric characters (A-Z, 0-9) or a period in your username (“.”).
  • User names may not use generic terms and extensions like “.com” or “.net.”
  • Even though you can use periods, these or capitalized letters don’t count as a part of your custom URL. For example, janedoe77, Jane.Doe77, and jane.doe.77 would all be considered the same username according to Facebook.
  • Your Facebook vanity URL/username needs to be a minimum of 5 characters long.
  • Usernames and Facebook custom URLs have to adhere to Facebook’s terms of service.

Adhere to Facebook rules and Terms of Service as you go along. 

Also, make sure you learn how to chat blast your Facebook Messenger contacts that you gain along the way with your brand spanking new Facebook page custom URL. 

Facebook Page Custom URL Benefits

Having a custom URL will take you many steps closer to getting the most out of your social media accounts. 

Assisting your business in realizing its full potential is just a good business move. 

Now that you have your own spiffy Facebook page custom URL, you will be able to remember it more easily, not to mention communicate that information to your potential followers and customers. It’s a win-win!

winning

Remember that there are currently billions of Facebook users worldwide, so the sooner you can create a customized and straightforward username for your page, the better. 

Facebook Page Custom URL Things To Keep in Mind

Remember that Facebook custom URL usernames tend to get claimed rather quickly, so it’s a good idea to craft a memorable name and even better to have that URL reflect the business/service you provide.

Choose a username you’ll be happy with for the long term. It may or may not be changeable in the future! 

The key is to have your username be as concise and memorable as can be. It’s also a great idea to keep your custom URL and vanity URL as true to your actual business name or the name of the person your page represents. 

As far as aesthetics go, try not to get too hung up on it. Users will be able to search your new URL with or without capital letters and periods. 

Remember also that you will be unable to claim a URL that is already in use by merely adding periods or caps, so don’t try any monkey business!

facebook-page-custom-url

Pro Tip: If the Facebook vanity URL you’d like to use is already taken, keep a watchful eye on it for inactivity — there is a chance you can snatch that URL at a later date if the current user is slacking.

Can I (And Should I) Reserve My Facebook Vanity URL for Later?

For those who wonder, “How do I get a custom URL for my Facebook page and can I reserve my Facebook custom URL for later?”, we wouldn’t recommend relying on a reservation for your Facebook vanity URL and username. 

You’ll want to make sure to strike the iron while it’s hot.

Your Facebook business page’s username can (and will) be removed due to the simple act of inaction (or inactivity). 

We’ve heard horror stories about business owners/operators setting their URL and not using their page, and, long story short, now that particular URL belongs to another party entirely.

One way to hold onto a Facebook page URL is to routinely post on said business page, giving it an active status. Otherwise, Facebook can release your username to someone else. 

If you need any help setting up your Facebook business page or would like to know how to add admin to Facebook page we have a blog article that can help with that, too. 

Customers.ai strives to do more for our users than your run-of-the-mill marketing SaaS company. We are always here to provide coaching and education that will help you along the way and help you traverse the often murky waters of social media marketing. 

If you and your business are ready to join the proverbial social media party, Customers.ai has all sorts of tools, tricks, and technology to help you in your efforts. 

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Some of the Benefits of Using Customers.ai for Your Facebook Business Page

Right off the bat, Customers.ai can help you with a free sophisticated, and conversational 24/7 chatbot autoresponder for stellar customer service. 

But, when you get a little bit deeper into your Facebook business page, Customers.ai has all sorts of techy goodies to help you. 

Integrations and creating custom webhooks with Customers.ai will help you quickly post data from Customers.ai to a third-party system, for instance. 

Get the ultimate custom development chatbot that will help increase your ROI, help your business stay connected to potential customers and clients, and boost your online curb appeal — 24 hours a day, seven days a week! 

facebook-page-custom-url

When you’re done setting up your Facebook page URL, we will help you take the next steps when it comes to launching your business into the stratosphere.

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Important Next Steps

Frequently Asked Questions about Facebook Page Custom URLs

Q: What is a Facebook Page custom URL?

A: A Facebook Page custom URL is a unique web address that you can create for your Facebook Page. It allows you to have a personalized and branded URL, making it easier for people to find and remember your Page on Facebook.

Q: How can I get a custom URL for my Facebook Page?

A: To get a custom URL for your Facebook Page, you need to meet Facebook’s eligibility requirements, such as having at least 25 Page followers and an account that is at least 30 days old. Once you meet the requirements, you can go to your Page’s settings and choose a unique username or vanity URL for your Page.

Q: Can I change my Facebook Page custom URL?

A: No, once you have set a custom URL for your Facebook Page, it cannot be changed. It’s important to choose your custom URL carefully and make sure it reflects your brand or business effectively.

Q: What are the benefits of having a custom URL for my Facebook Page?

A: The benefits of having a custom URL for your Facebook Page include:

  • Branding: A custom URL adds professionalism and consistency to your Page, aligning it with your brand identity.
  • Discoverability: A personalized URL is easier to remember and share, making it more discoverable to your audience.
  • Marketing: A custom URL allows you to promote your Page more effectively in offline and online marketing materials.
  • Credibility: A branded URL can enhance your credibility and trustworthiness among your audience.

Q: Can I transfer my custom URL to another Facebook Page?

A: No, Facebook does not currently support the transfer of custom URLs between Pages. Once a custom URL is set for a specific Page, it cannot be transferred or assigned to another Page. Make sure to choose the right Page when setting up your custom URL.

Q: Can I have a custom URL for a Facebook Group?

A: No, Facebook custom URLs are currently available only for Facebook Pages. Custom URLs for Facebook Groups are not supported at this time.

Q: Can I use special characters or symbols in my Facebook Page custom URL?

A: No, Facebook only allows alphanumeric characters (A-Z, 0-9) and periods (“.”) in custom URLs. Spaces, capitalization, and special characters are not permitted. Your custom URL must be unique and should represent your Page’s name or a relevant keyword.

Q: Can I change the capitalization of my Facebook Page custom URL?

A: No, once a custom URL is set for your Facebook Page, you cannot change its capitalization. Choose the capitalization carefully when setting up the custom URL to ensure it aligns with your branding preferences.

Q: Can I redirect my old Facebook Page URL to the new custom URL?

A: Yes, once you have set a custom URL for your Facebook Page, you can set up a redirect from your old Facebook Page URL to the new custom URL. This helps in preserving any existing links or bookmarks that may be associated with your Page’s old URL.

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How to Chat on Facebook in 5 Different Ways: The Simple Guide for Marketing Beginners and Pros https://customers.ai/blog/how-to-chat-on-facebook https://customers.ai/blog/how-to-chat-on-facebook#respond Wed, 24 Feb 2021 19:26:35 +0000 https://customers.ai/?p=19287 As a top Facebook Messenger solutions provider for marketers, it is practically our duty to teach the budding digital marketers […]

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As a top Facebook Messenger solutions provider for marketers, it is practically our duty to teach the budding digital marketers out there the basics of how to chat on Facebook.

Send a message to your friend, colleague, or prospect with the most popular and active chat apps. 

Make it private, a DM, or group chat, it has never been easier to instantly connect with people, which will make life easier for marketers and business owners.

This article is your easy-to-follow guide on how to use the most popular chat apps.

After you understand some of the essential Facebook Chat and Messenger features and how to best utilize them, you will enter a whole new world of possibilities.

how to chat on facebook

At the end we will wrap it up by exploring how to tie it all together with the game-changing Free Forever Edition of Customers.ai OmniChat®. 

Sign up for your Free Forever Special Edition of Customers.ai today! 

how to chat on facebook

Just look at it, the glorious balance of simplicity and power. 

Create ONE chatbot, send ONE message across SMS text, as well as Messenger for Facebook and Instagram, all from ONE convenient dashboard. Uh-mazing! 🤯

So, grab your magic marketing lamp 🧞 (Customers.ai), and get ready for all of your chat blasting, lead gen, customer support, and ROI-exploding wishes to come true. 

how to chat on facebook

But first, some preliminary Facebook chat FAQs

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What Is The Chat App On Facebook?

Facebook chat is a way to connect instantly by text message on Facebook for desktop or Facebook Messenger for mobile. 


Facebook chat also offers video and voice call capabilities.

Communicate in real-time with family, friends, fans, customers, and businesses. 

How Do You Chat On Facebook For The First Time?

Whether you have just created your personal Facebook profile or you already have a Facebook Business Page, the most powerful tool to learn for your business’s marketing strategy is Facebook Chat. 

Luckily, it’s really easy to use. 

Let’s assume you are using a desktop computer, to begin with, and we will cover mobile afterwards. 

How To Chat On Facebook From Facebook.com: Facebook Chat

#1. Navigate to Facebook.com.

#2. Log in to your account. 

#3. Click on the “New Message” button in the chat box at the bottom right of your screen to enter the name of a person or Business Page you’d like to chat with. 

Or click the Messenger button at the top right for a list of previously started messages or to draft a new message. 

#4. Also, on the right hand side of your home screen or newsfeed under “Contacts” is a list of your contacts. The green dot signifies that they are online and currently available to chat. 

#5. Click on a contact and a chat window will appear. Type what you want to say and hit Enter to send your message.  

#6. When you are done with your chat, click the X to close the chat window or press Esc

How To Chat On Facebook From Messenger.com

Want to skip the newsfeed and Facebook.com altogether? Head over to Messenger.com for a virtual desktop version of the mobile Facebook Messenger app. 

It’s exactly the same as the Messenger app on your phone, except on your desktop’s browser. 

#1. Navigate to Messenger.com in your browser. 

#2. Click the blue “Continue as” button to log in via Facebook. 

#3. You will be brought to a screen that lists all of your previously started Messenger conversations, synced between your mobile Messenger app and Messenger.com. 

#4. Click on the contact you’d like to chat with or use the search box on the left hand side to find the person or Business Page you’d like to chat with. 

#5. Type what you’d like to say in the text box, and hit Enter to send. The same as you would with Facebook.com

How To Chat On Facebook From Facebook Messenger Desktop App

Facebook offers a standalone Messenger app for either PC or Mac users. You can find Messenger on the App Store or Google Play.

#1. Once you have installed the Messenger app, click the blue button “Sign in With Facebook”. 

#2. Follow the prompts to connect your Facebook profile with the Messenger app.

#3. On the main screen of the Messenger app your active contacts are on the left, marked with a green dot, and any past conversations. 

It’s just like the mobile version, but on your desktop! 

How To Chat On Facebook From Facebook Mobile App: Messenger

There are 2.7 billion monthly active users, and 98% of them using mobile for Facebook (according to Statista). 

With 1.3 billion Messenger users expected to grow to 2.4 billion in 2021, this is a great time to learn how to use Facebook Messenger. 

For marketers, besides the vast demographics and prospects, Messenger for business provides 70% better open rates than email and up to 80% open rates and 20% click-through rates.

So, learn how to use it!

You might be thinking, “is Facebook Chat and Messenger the same thing?” 

No. 

Well, sort-of. 

They are connected but can be completely separate. In the past, if you wanted to set up only a Messenger account without a Facebook profile, you could. 

That ability is grand-fathered in for those who had it, but has been removed since 2020. 

To put it simply, the social network Facebook owns the instant messaging software, the Messenger app.

There is so much functionality with Messenger, from video calls to stickers, gifs, and sharing files.

Here are some of the awesome things you can do beyond chatting on Messenger or Facebook Chat:

#1. If you don’t already have the Messenger app on your phone, go to the Apple Store or Google Play to download it. 

#2. Open the app. You may see a pop up with updates such as this one about the Cross-App Messaging functionality. 

how to chat on facebook

#3. Continue to log in to the Facebook Messenger app by using your Facebook profile credentials. 

#4. Once logged in, tap on one of your contacts to start a chat or open a previously started chat window.

#5. Use the text entry box to type your message and tap the send button. 

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How To Chat From Instagram To Messenger And Vice-Versa: Cross-Platform Facebook Chat

The grand finale of our simple guide for all of your “how do I get chat on Facebook” questions is the cross-platform chat.

This is a really cool and relatively new feature for Messenger.

If you haven’t updated your Instagram app already, you’ll be prompted to do so… and there is no going back! 

The integration of Facebook and Instagram continues to grow deeper as we now have the ability to message from one app to the other. 


This changes Instagram DMs and the Messenger experience with more options and robust functionality. Not to mention we’ve been blessed with the ability to chat blast Instagram with Customers.ai OmniChat®! 

To send a message to someone on Facebook from Instagram, first open your Instagram app and then: 

#1. Tap on the Messenger icon at the top right of your Instagram screen. 

#2. On the next screen you will see past chats that you can pick back up where you left off or start a new chat. Tap on a person to open their chat window or tap the New Message icon at the top right.  

#3. You will then be brought to a screen that suggests contacts based on your past messaging. Tap next to the person’s name or type in their name under “To”, then tap “Chat”.

#4. The next screen is the old Instagram DM screen or Messenger chat with the person you’ve selected. Type your message and tap “Send” to begin your chat. Explore the other features, such as video, adding emojis, and more! 

Transform Your Marketing Strategy With Customers.ai OmniChat® For Chat On Facebook, Instagram, SMS, And Websites

Learning how to chat on Facebook isn’t just for keeping up with friends and family. Imagine direct messaging your advertising to the 500 million daily active Instagram users and 1.82 billion daily active Facebook users. 

With Customers.ai OmniChat®, you can wield this unruly marketing beast for yourself and reap the insane ROI. No, this isn’t the dark arts, and we do not endorse voodoo or sacrifices in the name of lead gen. 

Goodbye pathetic email newsletter that only occasionally made it past the spam filter and even then, only to annoy your prospects. 

There are two insanely effective ways to run Click-to-Messenger ads, which have become the gold standard in our marketing department, and for good reasons. 

#1. Click-to-Messenger Ads for Almost Magical ROIs and 100% Conversion Rate

Click-to-Messenger Ads are the Facebook Ad objective that utilizes a CTA button to “Send Message” and start a chat dialogue with your business page. 

In regards to generating leads and converting sales, this is where the magic of Customers.ai really shines. The next best thing to do would be to script a conversational dialogue or use one of our provided Messenger drip campaigns

When we say Click-to-Messenger Ads have a 100% conversion rate, what we mean by that is if your goal is to capture lead contact info, then every single click converts as it automatically saves their info for your remarketing or other purposes. 

how to chat on facebook

Utilize our high-performing examples of Facebook Messenger Ads and master the Click-to-Messenger ad objective for lead gen rocket fuel. 

#2. Messenger Sponsored Message Ads for Refined Retargeting

As opposed to advertising in the newsfeed and elsewhere to get leads via the “Send Message” CTA, which should always be targeted, but is a broad net compared to the direct-to-Messenger Sponsored Message Ads. 

These ads essentially send a mass message or blast to all of your Messenger contacts (or a specific segment or list). 

This is a fantastic tool for lead nurturing with promotions and other follow-ups to keep front-of-mind with prospects. 

how to chat on facebook

Check out some examples of Messenger Sponsored Messages on our blog or experience the real-life chat portion for yourself here (from our own highly successful campaign!). 

Chatbots are of course fantastic for immediate customer support as well, and connecting with your customers has never been easier or more welcomed than with a chatbot.

Put the Two Together for the Wildly Effective Conversational Remarketing Method

Combine Click-to-Messenger Ads and Messenger Sponsored Messages with Customers.ai, and you’ve got the foundation to the wildly effective new retargeting strategy, the conversational remarketing method. 

You don’t have to lose out on human interaction either, with Customers.ai’s built-in live chat operator chat takeover feature, you’ll set keyword triggers to know when it’s time to step in for your bot, whether to close a sale or escalate a support request. 

How to Easily Build a Multi-Channel Chatbot

Let’s take a quick look at how to easily build a multi-channel chatbot that chat blasts across Instagram, Facebook, and SMS in just a few simple steps using Customers.ai OmniChat®. 

#1. Sign up or log in to Customers.ai. 

#2. Click on “Campaigns” and then “Create Chat Blaster”.

#3. Then choose your platforms. Your Facebook account must already be linked to your Instagram account.

how to chat on facebook

#4. Select which type of content you plan to send. 

#5. Choose an audience or create a new audience. 

#6. Select a dialogue or begin building a new one by clicking “Add widget” to drag-and-drop different chat elements. 

Or select a template.

how to chat on facebook

#7. Fire off the chat blast or schedule it for later. 

how to chat on facebook

#8. You did it! Now “Preview” or “Save” your new chat blast. 

how to chat on facebook

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Frequently Asked Questions about to chat on Facebook

1. How do I start a chat on Facebook?

To start a chat on Facebook, follow these steps:

  1. Log in to your Facebook account.
  2. Click on the “Messenger” icon in the top right corner of the page.
  3. In the Messenger window, click on the “New Message” button.
  4. Type the name of the person you want to chat with in the search bar.
  5. Select the person from the search results.
  6. Type your message in the text box at the bottom of the chat window and hit Enter to send.

2. Can I chat with multiple people at once on Facebook?

Yes, you can chat with multiple people at once on Facebook. Follow these steps:

  1. Start a chat with one person using the steps mentioned above.
  2. In the chat window, click on the “Add People” icon (represented by a person with a plus sign).
  3. Search for and select the additional people you want to include in the chat.
  4. Type your message and hit Enter to send. The message will be visible to all participants in the chat.

3. Can I send photos or videos in a Facebook chat?

Yes, you can send photos or videos in a Facebook chat. Here’s how:

  1. Open the chat window with the person or group you want to send the media to.
  2. Click on the “Photo/Video” icon (represented by a camera) located below the chat box.
  3. Select the photo or video you want to send from your device.
  4. Add a caption if desired and click “Send” to share the media in the chat.

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7 Steps for Building a Facebook Business Page + Additional Tips https://customers.ai/blog/building-a-facebook-business-page https://customers.ai/blog/building-a-facebook-business-page#respond Tue, 16 Feb 2021 06:22:22 +0000 https://customers.ai/?p=18581 Facebook has over 2.7 billion monthly active users, which means, by any standards, there is no better place for you […]

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Facebook has over 2.7 billion monthly active users, which means, by any standards, there is no better place for you to reach your target customers. 

A Facebook Business Page allows you to cost-effectively advertise your products and services without spending money on traditional advertising methods that offer very little data about your campaign’s success. 

This article will discuss why a Facebook Business Page is essential for your business and how you can get started in the following ways:

Intro/FAQ

The Benefits of a Facebook Business Page

How to Build a Facebook Business Page

Customers.ai can help you leverage your Facebook business page to reach the 1.6 billion people using Messenger every single day to act as one of your most important marketing tools.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Building a Facebook Business Page Basics

Let’s cover some of the most common questions answered for the first-time Facebook Business Page creators before we get started. 

Is a Facebook Business Page free?

Yes, just like a personal Page, a Facebook Business Page is free. 

On the Business Page, however, you can advertise, which will cost money. However, if you can organically grow your following, you can reach your customers for free. 

But, you have to spend money to make money, and that couldn’t be more true than with Facebook. Obviously, it will behoove you to invest a few dollars here and there to grow your business’ following and reach. 

What is the difference between a Facebook Page and a Business Page?

A Facebook page is a personal page where you can get in touch with family and friends, post photos of your personal life, and comment and like the posts of people you know (or sometimes people you don’t know i.e. lead gen and in many B2C and B2B use cases). 

A Business Page is similar in that it allows you to communicate with people. However, the people you’re communicating with are your customers. 

There are a few notable differences between a Facebook Page and a Business Page:

  1. Business Pages also allow you to run ads so that you can reach more people. 

Check out the example below of a Facebook Messenger ad utilizing a “Click-to-Messenger” which guarantees delivery and encourages your customers for responses. 

Building a Facebook business page

Facebook Messenger ads provide 100% conversion tracking and capture lead contact info from your Facebook, Instagram, or Messenger Inbox, which are now managed by ONE inbox using Customers.ai OmniChat®. 

  1. Business Pages are set up to promote your business, while a personal Facebook page is set up to be a personal experience. 

For example, someone cannot send a friend request to a business Facebook Page, and a Business Page cannot send friend requests. Instead of friends, they have followers and likes. 

Building a Facebook business page
  1. Business pages can invite people to like their page, which will result in a larger audience and more people to market to. 
Building a Facebook business page

Like a personal Facebook Page, a business Facebook Page can enable messaging, allowing businesses to interact personally with their customers. 

  1. Businesses can also choose to proactively engage their customers using Click-To-Messenger ads, which offer real-life Unicorn 100% conversion rates for lead capture. 

Watch your Messenger contact list grow with Click-to-Messenger ads and gain rich customer insights with real-time Messenger ad analytics synced within the Customers.ai dashboard.

Building a Facebook business page

Then, with a Customers.ai chatbot drip campaign, you can guide them through the buyer’s journey straight from their phone and increase your overall conversion rates. Turn your Facebook Business Page into a complete sales funnel! 

Building a Facebook business page

Is it worth having a Facebook Business Page?

Yes! A Facebook Business Page is essential for highlighting your business and its offerings. 

You will be missing out on ROI transparent Facebook analytics and unbeatable advertising opportunities without one.

Reach Potential Customers Where They Spend Their Time 

Out of the 2.7 billion Facebook users, 1.6 billion users log in to Facebook every single day.

Building a Facebook business page

That means you have an opportunity every day to advertise to and engage with your potential customers. 

Unlike traditional forms of advertising, a Facebook Business Page is the best way to reach a large number of customers no matter their geographic location. 

With the right Facebook tools, you can reach exponentially more customers. 

Gather Customer Information To Build Facebook Contacts Lists

While having a Facebook Business Page can be great for any business, it doesn’t grow your business to have “Likes.” 

However, what does grow your business is leveraging your Facebook Page for other marketing endeavors, including building contact lists for Facebook Messenger and email marketing

You can use your Facebook Page to gather information on your customers, like their names and emails, so that you can advertise outside of the platform as well. 

Building a Facebook business page

Personalize your chatbot and offer individualized support for your customers 24/7 to start building brand trust (plus you’ll get the coveted little green “Very responsive” designation).

Building a Facebook business page

By capturing contact info when someone engages with your Page, you can turn an engaged audience into lasting contacts and add immediate engagement to your posts. 

Also, don’t forget to retarget your newfound treasure trove of leads! Customers.ai makes it super easy to nail the new and exciting Facebook retargeting strategy, the “Conversational Remarketing” method.

Pro Tip: Utilize targeted Click-to-Messenger ads paired with a Customers.ai chatbot for a 100% conversion rate on capturing lead contact info!

Lower Marketing Costs With Effective Social Media Marketing

Building a Facebook Business Page costs absolutely nothing. Zero dollars. 

While you may want to spend money on having someone create the right copy and graphics for you, the Page itself will cost you $0 each month.

If you want to keep it cheap, you can take your photos and write about your business yourself. 

Once you have your business Facebook Page up and running, it would be wise to start running ads for likes, boosting posts, and sponsored stories to help you get the word out about your brand or services. 

Building a Facebook business page

We emphatically recommend Click-to-Messenger ads for the best ROI known to Facebook marketers. 

Building a Facebook business page

The ads themselves are inexpensive compared to advertising in a magazine or on a billboard and allow you to better target potential customers. 

While a mix of traditional and digital advertising is typically the best strategy, if you’re trying to keep your costs low, you may want to readjust your advertising budget to include social media.

Which ultimately lowers your acquisition costs in the process!

Gain Insight Into Your Customers With Detailed Facebook Analytics

While you may have some data that helps improve your business function and marketing efforts. Social media allows you to get deeper insights into your marketing efforts so that you can tailor the best strategy for you or your clients.

Some of these insights include: 

  • Page Views
  • Post Reach 
  • New Page Likes
  • and more

These insights can help you understand what your customers are looking for. 

For example, if you’re posting product photos every day and not getting much of a reaction, you may choose to try posting a blog or a lifestyle image with some information.

From there, you can A/B test the different types of posts to determine which gets more clicks to your website. 

Build Loyalty By Engaging Your Customers With Facebook Benefits

One of the best things you can do for your business is to build brand loyalty. 

When customers are loyal, they won’t go to the competition for a similar product or service because they’ve built a relationship with your company. 

This results in more repeat purchases and customers that last a lifetime. 

Building a Facebook Business Page can help you build and retain brand loyalty. When your customers search for businesses, their research often points them to social media. If your tone and style are what they’re looking for, you can start building trust. 

Building a Facebook business page

The most certain way to engage and build trust with your audience on Facebook is to utilize an automated greeting message and FAQ chatbot with Customers.ai’s Special Free Forever Edition OmniChat®. Sign up for your free copy today and for free customizable copy/paste chatbot templates! 

If your customers are engaging your brand and you’re engaging them back, you can continue to build that trust, making them more likely to do business with you over the competition. 

Be sure to sync your customer service or FAQ chatbot across your website and other client-facing channels. 

Create a welcome greeting chatbot on your website, Facebook page, Instagram, SMS, and more with Customers.ai OmniChat®. 

Another essential marketing tool is your website. 

You want visitors to go there, especially if you’re an eCommerce business that depends on customers visiting your website and making a purchase. 

A Facebook Business Page should be used to drive traffic to your website. 

While engagement is vital on social media, you need to get your customers to take action, such as visiting your website, sending a message, signing up for a demo, etc.  

Engagement and likes alone doesn’t mean that you have a customer; it more likely means you have a fan. Without sales, you’re simply a Facebook entertainer and not meeting your social media marketing goals. 

building-a-facebook-business-page

Get more clicks to your website by posting links within posts. Facebook then auto generates a large image of the Page for you based on the Featured Image, but you can also upload your own image and copy.

building-a-facebook-business-page

Posting website links is an essential piece of the content strategy. You can test a mix of different types of posts from lifestyle to informative and even of your landing pages or blogs to determine which work best on which days. 

building-a-facebook-business-page

Essentially, having a Facebook Business Page and using it to promote your website can bring in customers who are already looking for the products or services you offer. 

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Create A Business Page On Facebook Mobile To Reach Customers On Their Phones

Many consumers use their phone for everything. 

When they’re not reading the news, they’re likely scrolling Facebook. 

building-a-facebook-business-page

As more and more people use their phones for all aspects of their lives, including researching products and services, you need to be able to reach them. 

One of the best ways to reach potential customers on their phones is to use Facebook, something they’re already actively using their phone for. 

Facebook optimizes your Business Page for both desktop and mobile devices. When people go to your Business Page on their phone, it shows the same information as on your desktop, including:

  • Hours of operation
  • Address
  • Reviews
  • Phone number

How to Build a Facebook Business Page

Now that you know the benefits of a Business Page, it’s time to stop monkeying around and create one yourself! 

All you need is a personal Facebook Page to connect the account. 

It’s also recommended to gather any images you might want to use and be prepared to do a little writing about your business. 

Facebook makes creating your business profile almost as easy as creating your personal Page. 

Here’s how you can start creating your Business Page. 

Building A Facebook Business Page Step 1: Sign In

You must be signed in to a personal Facebook Page to start a Business profile. 

In the past, many businesses were able to get away with creating fake personal profiles in which to connect their business pages. However, Facebook requires a personal page to be attached to the Business Page to ensure its credibility. That’s not going to fly anymore. 

building-a-facebook-business-page

Facebook is cracking down on fake personal pages, so it’s essential to connect your Business Page to your personal Page so you don’t risk it being taken down. 

To create your Business Page, visit Facebook.com/pages/create. 

Next, you’ll select the type of Business Page you want to create. \

building-a-facebook-business-page

You’ll have the options of business/brand or community/public figure. You will most likely need to select a business/brand. Next, click “Get Started.” 

Facebook will take you to a page to enter all of your business information. 

building-a-facebook-business-page

This includes your page name, which you should be consistent with your business name, or another name by which your customers will recognize you. 

Next, you’ll be asked to choose a category. If you type in a word or two that describes your business’s nature, Facebook will suggest options. 

building-a-facebook-business-page

Your business may fall into more than one category; if that’s the case, choose the one your customers will likely think of when they consider your company. You can add more categories at a later time. 

After selecting your category, you’ll be asked for more details about your business, including your address and phone number

After you input that information, click “Continue.” 

Building A Facebook Business Page Step 2: Add Images

Facebook will then take you to a new screen where you will upload a profile picture. That’s where gathering your brand images beforehand will come in handy. 

Your profile picture should make a good first impression and allow potential customers to recognize your brand or business. 

Your profile picture will show up in search results along with your name when users search for you. It will also appear on your Facebook Page. 

You may choose to use your logo for the profile picture so that people can recognize you with the same imagery they see on your website and website. 

building-a-facebook-business-page

The best image size for your Facebook profile picture is 170 pixels x 170 pixels on your desktop or 128 pixels x 128 pixels on your mobile device. 

Once your profile picture preview is up to your standards, you can click “Upload Profile Picture.” 

You can always edit this later on by clicking the camera icon next to your profile picture. 

building-a-facebook-business-page

Next, you’ll choose the cover image. This is one of the most important pictures on your business page because it appears so enormous, displaying 820 x 312 pixels on a desktop or 640 pixels x 360 pixels on a mobile device. 

Once you’ve chosen the right image, click “Upload Cover Photo.” 

Now you have the two most essential images uploaded on your Facebook Business Page. 

Building A Facebook Business Page Step 3: Create Your Username

Your Facebook Page consists of just a few items before this point, making it look pretty empty. 

You’ll fill out your Facebook Page in the following steps and make it more useful and exciting. 

The next step is to create your username. This is also called your vanity URL, telling people where to find your Business Page. 

Your username can be up to 50 characters but shouldn’t hit that mark if you don’t need to. Keep it short. You’ll want it to be something that’s easy to remember and type. 

building-a-facebook-business-page

Your business name will work best if available because it’s the easiest thing for your customers to remember. 

Create Page @username appears in the left menu for new pages. Once you’ve chosen your URL, click “Create Username.” 

If you want to change your username, click “Edit Page Info” on the left menu. 

building-a-facebook-business-page

Then, enter your desired username in the designated box. 

Building A Facebook Business Page Step 4: Add Your Business Details

Now you’re finally getting somewhere! This is the time to add critical details about your business. 

It’s essential to fill in all of this information because a completed profile is more likely to reach customers than an empty one. 

Your Facebook Business Page’s “About” section tells your customers who you are, what products or services you offer, and what makes your business so unique. 

Facebook is one of the first places a customer might go to learn about you, so it’s essential to fill this section in as much as possible. 

Make sure to include your hours of business so that customers know when they can contact you or visit. 

Click “Edit Page Info” to start filling out details about your business. On this screen, you’ll share all of the vital information about your business, including:

  • Description
  • Categories
  • Contact Information
  • Location
  • Hours
  • Extra options

Once you’ve finished, click “Save Changes” under each section. 

Building A Facebook Business Page Step 5: Tell More

The description in the “Page Info” section of your Facebook Business Page allows for a tiny paragraph of 255 characters. However, if your business has a long story that you want to tell, there is an additional information section to add this. 

If you’d like to add a longer description, click “Add additional information” and you have up to 50,000 characters to tell your story! 

This is a great section to add a more detailed description of your business and what it offers. 

You can enter your headline and copy for your story and also upload a photo. For example, if you have a founder whose story is impactful, you can put it here. 

Once you’re done, click “Publish.” 

Building A Facebook Business Page Step 6: Create a Post

Now that you’ve filled out all of the critical information about your business, it’s time to start posting. You can’t expect potential customers to like your Page without having a few useful posts. 

Your posts should share relevant information or content from your blog or important industry news. 

building-a-facebook-business-page

You may also choose to promote your products using lifestyle photos and a description or even customer reviews. 

You can choose to create a specific type of post, such as a product, by clicking the “Create” box at the top of the Page. 

building-a-facebook-business-page

Find more in-depth instructions for how to post on Facebook on our blog. 

Building A Facebook Business Page Step 7: Publish Your Page & Invite 

Now that you have a completed Facebook Page with a few useful posts, you can publish your Page with the green “Publish Page” button in the left-hand menu. 

Now your Page is live, which means potential customers can search for you and find you. 

The next step is to find your audience and invite them to follow you!

building-a-facebook-business-page

You can invite your existing Facebook friends from your personal Page connected to the Business Page. You can also use your website and other social media to promote your new Page. 

If you use print materials, make sure to include your logos with “Follow Us” so that people know where they can interact with you online. 

Additional Tips For Building a Facebook Business Page 

Congratulations! ???? You now have a live page with our instructions for building a Facebook Business Page so that you can start engaging your customers and building your brand online. 

To make your social media marketing strategy truly effective, follow these additional tips!

Add A CTA

A Call-to-Action button provides your customers with one easy step to complete an action, like visiting your website or shop at your eCommerce store. 

Facebook offers a built-in CTA button to help you encourage your social media visitors to learn about you, download an app, or book an appointment. 

building-a-facebook-business-page

To add a CTA, click the blue box that says “+Add a Button,” then choose the type of button you want. 

Some of your options are:

  • Book with you
  • Contact you
  • Learn more about your business
  • Shop with you
  • Download your app or play your game

Each CTA gives you several different types of text options. Once you’ve selected the one you want, click “Next.”

building-a-facebook-business-page

You may be asked to select additional options and fill in more information like a website to lead your customers to, but click “Finish” when you’re ready. 

Now your CTA button is live!

For each type of CTA, you’ll be given several text options to choose from. Select the option you prefer, then click “Next.”

Depending on the button you chose, you may be asked to select some additional options. When you’re ready, click “Finish,” and your Call-to-Action button will be live.

Pin A Post

If you have essential information that you want customers who visit your Facebook Page to see, you can pin it to the top of your Page. 

building-a-facebook-business-page

This post will remain at the top until you unpin it. For example, if you have an important promotion, you can pin a post about it so that customers know what the promotion is and where they can go to claim their reward. 

To pin a post, you can publish a new post or scroll down to a past post that you want to pin. 

Click the three dots on the top of the post, then find and click “Pin to Top of Page.”

building-a-facebook-business-page

Now that the post is pinned, you’ll see a blue thumbtack in the top right corner of the post. 

Use Facebook Messenger

Many businesses still do not realize that you can use Facebook Messenger as a marketing tool. 

Not only can you better serve your customers and answer their questions, but you can advertise in Messenger as well with incomparably awesome results!

Also, make sure not to ignore your messages. The odds are that your customers are trying to get answers about your business or products that could be the difference between a sale or not. 

A 24/7 customer service chatbot with a live agent takeover will help with that.

A Messenger drip campaign can nurture your leads for the highest conversion rates that allow you to engage your customers on social media while guiding them through the customer journey. 

Create A Content Strategy

If you don’t have a social media person or team, you may soon find out that sitting down to post on Facebook every day or every other day can be time-consuming. 

Many business owners let their Facebook Page fall off because they simply don’t have the time to post as often as they’d like. 

A content strategy can help you plan posts, so you don’t have to spend time posting every day. While engagement and answering customer messages should be done as frequently as possible, you don’t have to spend hours of each day posting; instead, you can plan your Facebook posts and schedule in advance.

If you have a deal coming up, you can schedule a post about it months in advance so that you know it won’t be forgotten about. 

To schedule a post natively in Facebook (there are tons of Social Media scheduling apps available) create a post as usual, but don’t hit “Post”. 

You should see a pop-up like this, sending you to the “Creator Studio”.

Click the “Creator Studio” link where you can draft the post and click the “Share Now” to select “Schedule” and choose a date and time. 

building-a-facebook-business-page

Don’t Use A Personal Page

Many people try to use their personal Page to promote products and services from their businesses. However, with a personal page, you can’t reach as many people as you can with a business page. 

Your personal profile page limits you to promote your business to people you’re friends with. 

Your business page, on the other hand, allows you to reach anyone and everyone. 

For the same price, which is zero dollars, you can expand your network and reach more paying customers with a Business Page. 

Use Different Types Of Imagery

When building a Facebook Business Page, you don’t need to hire a professional photographer to provide amazing images for your Facebook Business Page. 

The best posts on social media are videos and photos instead of text alone. Be real and authentic. You don’t have to overly-polish each post — raw is good. 

Mix it up and use different types of imagery. You can experiment and see what works best for you. 

A Facebook Business Page is a cost-effective marketing solution that can help you interact with your customers for more repeat sales. 

With these instructions and a Free Edition of Customers.ai OmniChat®, you can truly leverage social media to increase and boost your sales.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Important Next Steps

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All of the Ways to Access Facebook Messenger and Engage More Customers https://customers.ai/blog/access-facebook-messenger https://customers.ai/blog/access-facebook-messenger#respond Tue, 16 Feb 2021 05:52:46 +0000 https://customers.ai/?p=18579 Whether you have a Facebook account or not, you want to access Facebook Messenger to reach the 1.3 billion active […]

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Whether you have a Facebook account or not, you want to access Facebook Messenger to reach the 1.3 billion active monthly users, don’t you? 

If you are a business owner or involved in any sort of sales, Facebook Messenger is a massive online sales channel to directly reach and engage with any target audience. 

That all sounds great, but what if you don’t have or want a Facebook Business Page?

There are a lot of reasons to want to access Facebook Messenger via alternative routes. 

There are also a lot of different ways to access Facebook Messenger. 

Some people prefer using the Facebook Messenger desktop app to chat. In contrast, others want nothing to do with Facebook and choose to use Messenger solo on their phone (yes, there is a way to access the Facebook Messenger app without a personal account, keep reading).

access-facebook-messenger

In this article, we will cover how to access Facebook Messenger in the following ways: 

Convert Website Visitors into Real Contacts!

Identify who is visiting your site with name, email and more. Get 500 contacts for free!

How To Sign Up For Messenger 

If you are not already among the billions of people who have a Facebook account or Messenger account (Facebook Messenger statistics are insane!), first:

  1. Go to Facebook.com on your desktop or download the app to your phone.
  2. Choose “Create New Account” and fill out the required fields.
access-facebook-messenger
  1. You will have to give a working phone number. 

Pro Tip: If you don’t want to give your phone #, you can get a working phone number from Google Voice.

  1. Click “Sign Up.”
    • If you want a full-blown Facebook account, you can add friends and a profile picture when prompted.
    • If this is just a hoop-jumping step on your way to Facebook Messenger, simply skip the subsequent prompts.  
  1. Finally, you will have to confirm your phone number with an access code.

How To Access Facebook Messenger From Facebook App Or Website

The first place to access Facebook Messenger will appear when your Facebook app dashboard opens up. 

Tap on the lightning bolt Messenger icon, and you will be prompted to download the Facebook Messenger app onto your phone.  

The same icon will appear in the upper right corner of your Facebook account page on your desktop via Facebook.com.

How To Access Facebook Messenger From Messenger Desktop Or Messenger App 

After you have established your Facebook account, you can access Facebook Messenger on your desktop from your Facebook page.  

You can also access Facebook Messenger at Messenger.com

access-facebook-messenger

Just enter your Facebook login credentials, and you can access Facebook Messenger in all its useful glory minus your Facebook feed and Facebook page.

You can also download the Messenger desktop app for both an iOS or Microsoft desktop. 

From the Facebook Messenger desktop app, you can send text messages, video chat, send and receive photos and videos, and make unlimited calls. 

Plus, dark mode (easier on the eyes) and built-in stickers, emojis, and GIF keyboards make the Facebook desktop app endlessly entertaining for expansive and engaging communication. 

access-facebook-messenger

How To Install Messenger Without Facebook 

There was once a time when you could simply install Messenger without Facebook by logging into Messenger with only a phone number. That ended in December 2019.

Today, in 2021, the only way to do this is if you currently have a Facebook account OR had an account once upon a time, with a caveat*. It doesn’t matter if you deactivated or deleted your account. This will still work. 

Here’s what you do:

  1. Download the Facebook Messenger app for either iOS or Android. 
  2. Log in with your old credentials. *Here’s the kicker, all of your old contacts/friends will now be able to message you. 

Now you can utilize Facebook Messenger as a standalone app without your Facebook profile deactivation, go straight to the Facebook Messenger app on your phone or the Facebook Messenger desktop app on your computer or tablet to access Messenger as a standalone service!

How To Access Facebook Messenger From Instagram

On September 29, 2020, Facebook announced that it would integrate Messenger into its Instagram platform ???? , so now you can log into Facebook Messenger straight from the Instagram app!

If you do not already have an Instagram account, follow the prompts to create an account. 

If you have a Facebook account already, you will consent to continue with your Facebook account information.  

Suppose you access the Instagram website from your computer. 

  1. Type “Messenger” into the search bar at the top.
  1. Click the ‘Follow’ button next to the Messenger icon on the next page. 
  1. Finally, click ‘Message.’

This will open and allow you to access Facebook Messenger on Instagram.

access-facebook-messenger

To access Facebook Messenger from the Instagram app on your phone or tablet. 

Open the Instagram app and tap the DM icon at the top right of the screen. 

You will be prompted to update to Messenger. 

Tap Update and then Continue, and you’re good to go!

If you ignored the update option at some point in the past, simply do the following: 

  1. Tap your profile picture in the bottom right corner.
  1. Next, tap the stack of three lines in the top right (Menu).????
  1. Tap ‘Settings.’
  1. Then, tap ‘Update Messaging’ and ‘Update.’ 
  2. Message away!

Now that you know how to access Facebook Messenger from the Instagram app, we’re pleased to enlighten you that Customers.ai OmniChat® chatbot now works across Instagram and Facebook Messenger! (And SMS, website, and more!)

access-facebook-messenger

What Can You Do With A Messenger Chatbot On Facebook And Instagram? 

You can also access Facebook Messenger for business. As one of the first chatbot software providers to release fully functional tools for Instagram, we’ve developed the best Messenger chatbot for Instagram marketing, sales, and customer support. 

But, before we get all mushy about customer support, let’s talk about the fact that Facebook has announced Messenger API support for Instagram! 

You’ll now be able to seamlessly utilize the best Facebook Ads strategy, Click-to-Messenger Ads, with Customers.ai on Instagram and Facebook Messenger Ads

access-facebook-messenger

With OmniChat®, you will finally stop jumping from platform to platform, trying to answer all of your followers’ questions. Not to mention following up with the best Facebook retargeting strategy

With all of this newfound time on your hands, you’ll be freed up to give better service… NOT! This will be automated too! Automate everything!

access-facebook-messenger

There are likely more super-secret Facebook ninja ways to access Facebook Messenger, but we aren’t getting into hacking anything here — just using the available tools (and maybe a few loopholes here and there, but we promise not to break any Facebook Messenger rules).

This article covered all of the different ways to access Facebook Messenger from the Facebook app, the Facebook desktop app, Facebook.com, Messenger.com, Instagram.com, and the Instagram app.  

It’s time for you to get busy achieving unicorn status!

Get started using a free Customers.ai chatbot to automatically communicate with the users who visit your business pages on both Facebook and Instagram. 

Then, dive into our resources below to take it to the next level and crush KPI and sales goals.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

FAQs about Access Facebook Messenger

How can I access Facebook Messenger?

To access Facebook Messenger, you have several options. You can use the Facebook Messenger website by visiting messenger.com and logging in with your Facebook account. Alternatively, you can download the Facebook Messenger mobile app from the App Store (iOS devices) or Google Play Store (Android devices).

Do I need a Facebook account to use Facebook Messenger?

Yes, you need a Facebook account to use Facebook Messenger. Messenger is an extension of the Facebook platform, and you must have a Facebook account to sign in and use Messenger.

Can I access Facebook Messenger on my computer?

Yes, you can access Facebook Messenger on your computer through the Messenger website. Simply open a web browser, navigate to messenger.com, and log in with your Facebook account credentials.

Can I access Facebook Messenger on my mobile device?

Absolutely! Facebook Messenger offers mobile apps for both iOS and Android devices. You can download the app from the respective app stores, install it on your device, and log in using your Facebook account details.

Is Facebook Messenger available for tablets?

Yes, you can use Facebook Messenger on tablets. The Messenger app is compatible with both Android and iOS tablets. Just search for “Facebook Messenger” in your tablet’s app store and download the official app.

Can I access Facebook Messenger without the app or website?

In addition to the Messenger app and website, Facebook also offers a lite version of Messenger called “Messenger Lite.” It is a lightweight version of the app designed for low-end Android devices and areas with limited internet connectivity. You can download Messenger Lite from the Google Play Store.

Can I access Facebook Messenger without an internet connection?

No, you cannot access Facebook Messenger without an internet connection. Since Messenger is an online messaging platform, it requires an active internet connection to send and receive messages.

Can I access Facebook Messenger from multiple devices simultaneously?

Yes, you can access Facebook Messenger from multiple devices simultaneously. For example, you can use Messenger on your smartphone and also log in to the Messenger website on your computer. Your messages will sync across all your devices, allowing you to seamlessly switch between them.

Is Facebook Messenger available in different languages?

Yes, Facebook Messenger supports multiple languages. The app automatically detects your device’s language settings and adjusts accordingly. If you want to change the language manually, you can find the language settings within the Messenger app or website.

Can I access Facebook Messenger without downloading the app or visiting the website?

If you prefer not to download the app or visit the website, you can also use Facebook Messenger through the Facebook mobile app. When you open the Facebook app on your mobile device, you’ll see a separate Messenger icon, which allows you to access your messages without leaving the Facebook app.

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Facebook Ad Reporting In 4 Easy Steps https://customers.ai/blog/facebook-ad-reporting https://customers.ai/blog/facebook-ad-reporting#respond Tue, 09 Feb 2021 06:33:12 +0000 https://customers.ai/?p=18354 Every marketer can relate to going to great lengths to prove ROI on social media. Which almost always involves Facebook […]

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Every marketer can relate to going to great lengths to prove ROI on social media. Which almost always involves Facebook Ad reporting.

More likes, more followers, and big fancy #s for reach, engagement, and clicks. We’re good here, right? 

Not quite. 

Facebook Ad reporting is your golden ticket to proving real value that aligns with your client’s KPIs.

facebook ad reporting

It’s easy to feel lost in the Facebook Business Manager maze. Facebook Ads Manager has a few templates but you want to look pro and provide meaningful Facebook Analytics for clients. 

In this article, I’m going to walk you through some of the most meaningful metrics followed by how to wrap them into an easy-to-use and automatically scheduled ROI report in 4 easy steps.

  1. Choose the most impactful metrics for your Facebook Ad reporting
  2. Use breakdowns to extract the data diamonds that will dazzle your clients
  3. Review and save the report
  4. Export the report and schedule an email 

Grab your liquid fuel and let’s demystify how to create, customize, export, share and schedule Unicorn quality Facebook Ad reports!

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Facebook Ad Reporting Step #1: Choose The Most Impactful Metrics For Your Facebook Ad Reporting

Rather than instantly overwhelm you with the whole gamut of ways to create custom Facebook Ad reporting and other Facebook ad hacks, we are going to hone in on some common client-requested metrics across various industries. 

Where in Ads Manager can you find your reports?

facebook ad reporting

Head over to “Ads Manager” on the left menu of your Facebook Business Manager homepage. 

facebook ad reporting

On the right hand side of the following screen will be two tabs under “Customize Pivot Table” (or Trend Chart or Bar Chart). Let’s check out “Metrics” first, followed by “Breakdowns” for your Facebook Ad reporting. 

facebook ad reporting

There are so many metrics to choose from. Check out Facebook’s handy “Glossary of Ad Terms” for a list of them all. 

facebook ad reporting

This is just a sliver of the full alphabetical list of Facebook Ad reporting metrics at your disposal. 

So the key is to select the metrics that will align with your desired KPIs and demonstrate ROI as clearly as possible. 

Obviously, this looks different for each individual client. As I mentioned earlier, Facebook makes some decent assumptions with their provided Facebook Ad reporting templates (which you can access from the ad Campaign, Ad Set or Ads, then click the “Reports” dropdown, then select “Export”.

After you’ve accessed Facebook Ads Manager via Business Manager, when you click on “Reports”, some “Suggested Report Templates” will show up on the right side of the Ad Reporting screen. 

If you came here simply wondering, “how do I get a Facebook ad report?” then you can probably stop right here. 

But if you’re ready to take your Facebook Ad reporting to the next level, let’s dive further into the metrics on your new custom report so that you can easily monitor Facebook ads more effectively.

Choose Your Metrics

There is no right or wrong way to use Facebook Ad reporting, and these metrics are simply suggestions, based on my personal experience of most meaningful insights for a myriad of clients.

Conversions are probably the most important metric for the majority of your clients. 

It’s a quick and easy way to show them exactly how well your campaigns are getting people to perform the desired action at a high rate. 

You can have a million clicks but all that really matters is the number of conversions.

This metric runs deep with tons of specific conversion-style metrics, but some of them are really not conducive to proving your Facebook ads ROI-worthy.

The granular metrics for Conversions that are probably the most impactful for proving ROI are: 

  • Leads from your website
  • Website registrations/sign-ups
  • Completed purchases on website
  • Website Searches 

These are just a sample of solid ROI metrics for sales. 

Maybe your ads have nothing to do with driving traffic or leads to a website. In that case, scan through the oodles of metrics for the one that matches your client’s direct source of revenue.

Cost per Result (CPR) informs you of how much it costs to get a conversion. What is the ultimate goal of your ad campaign? This is the metric you set as your “result”, let’s say, website conversions.

The goal is to have the lowest cost per result possible, which is equally important as your conversions. 

Which if you are on the quest for the holy-lowest-CPR, then study these Facebook ad examples and copy them or make them your own for lower CPRs and stronger CTRs.

Click-through rate (CTR) is another heavy hitter on most digital marketer’s Facebook ad reporting repertoire. 

This figure is the result of the total clicks on your ad divided by impressions. 

It essentially tells you if your ad creative and content are good. A high CTR means the targeting is spot-on and the right people are seeing the ads, and they like what they see. 

If you have a low CTR, then you need to adjust your creative or CTA or offer/promotion. Make it more intriguing, ask yourself, “why would I click on this ad?”

An excellent CTR is probably going to be anything above 2-3%.

If you are hitting those percentages, you know it’s a good idea and good value to invest more ad budget on that particular ad’s spend. 

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Choose Your Breakdowns

Before we got knee deep in Facebook Ad reporting metrics, we discussed another important aspect of creating a custom Facebook ad report, “Breakdowns”.

This is where you are going to find some of your best data points. 

You can get very specific with your report’s breakdowns. Some common questions that breakdowns can answer are: 

  • What demographics have the best CPA?
  • Which regions are not converting? 
  • What age group or gender are clicking your ads?
  • Which CTA, Headline, Image/Video, and other creative are converting? 

All of these answers and more can be found in the nifty “Breakdowns” tab. 

Facebook Ad Reporting Bonus Tip: You can easily customize the columns of your report by clicking the three dots under “Customize Pivot Table” on the right. Under “Manage” click on “# Selected Columns”. 

Then, click the X net to any metric or breakdown you’d like to eliminate from your report. Drag and drop in the priority of your preference. 

Declutter and leave only the must-haves.

Review And Save The Report

You’ve built out a meaningful Facebook ads report by including the metrics that matter the most to your clients. 

Your breakdowns splice your data into fascinating tidbits that make your report easier to digest and add value. 

Now it’s time to save your Facebook Ad reporting masterpiece! 

This is pretty straightforward. 

Click the blue “Save” button at the top right of your Ads Manager screen. 

Your custom report will now appear on the home screen of your “Ads Reporting” tab in Facebook Business Manager.

Woohoo! Now let’s automate this! 

Export The Report And Schedule An Email 

This is the best part, the fruits of your labor! 

There are two ways to share your Facebook Ads report. 

  1. Click the “Export” button from either the homescreen of Ads Reporting:
  1. Or click the “Export” button from within Ads Manager
facebook ad reporting

Schedule An Email

Build your report once, schedule it and forget it! (Well… don’t be a lazy marketer, keep an eye on it and routinely share key insights with your client and better inform your strategy). 

  • Create your report
  • Click into the report in “Ads Reporting” 
  • Click the blue link beneath the report name title
facebook ad reporting
  • In the pop-up window that appears, move the “Schedule Email” slider to “On”. 
  • Input the email addresses of multiple people. 
  • Click “Apply” and then “Save” to confirm your recurring email.

Boom! You are done, congrats!  

Now that you have the best Facebook ad reporting down pat, start running more impactful ad campaigns so you have something juicy to report! Here are a few of our own high-converting Facebook Messenger ad examples that you can freely reap the rewards from. 

Conclusion

Facebook ad reporting is an essential part of digital marketing. 

And yet, so many marketers aren’t willing to get their hands dirty with these meaningful metrics. 

Totally understandable, considering the landslide of metrics coming down Mount Facebook since the moment you hit “Go” on your ad campaign(s).

Think about your need-to-haves vs. nice-to-haves and eliminate the niceties or you’ll overwhelm yourself and your client.

Remember, if you focus on real conversions for your clients, to prove you are turning a profit, your Facebook Ad reporting is off to a great start. 

Follow up conversions metrics with Cost per Result to know what your conversions cost and profit margins are. 

Finally, always consider Click-through Rate to know if your value prop is good enough or if your creative is lacking and needs a refresh or a new angle. 

Most marketers know that a lot of the magic happens after the clicks, lead captures, and initial engagements. Make sure you are following the best Facebook retargeting strategy to bring home the ROI.

Also, consider Messenger Sponsored Messages to skip the newsfeed battle altogether and guarantee your ads visibility and converting power. 

If you are looking for more compelling ads with the best CTR and ROI, consider the insanely effective Click-to-Messenger ad objective combined with the power of Customers.ai. Did you know that you can link ads to Messenger? Yes! 

Sign up for your Customers.ai OmniChatⓇ account today to auto-respond to, qualify, and convert your leads!

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Important Next Steps

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How to Transfer Facebook Page Ownership: A Facebook Page Owner’s Manual https://customers.ai/blog/transfer-facebook-page-ownership https://customers.ai/blog/transfer-facebook-page-ownership#respond Tue, 09 Feb 2021 05:06:29 +0000 https://customers.ai/?p=18351 After laboring all of those long days and late nights, it’s time to transfer Facebook Page ownership. If you truly […]

The post How to Transfer Facebook Page Ownership: A Facebook Page Owner’s Manual appeared first on Customers.ai.

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After laboring all of those long days and late nights, it’s time to transfer Facebook Page ownership. If you truly love something, you have to set it free. 

But how do you transfer Facebook Page ownership the correct way? 

Thankfully, this is a straightforward task compared to some of Facebook’s notoriously elusive support and troubleshooting.

transfer-facebook-page-ownership

You don’t have to be like that. 

Instead, you can empower your company to be helpdesk ninjas with a multi-channel customer support chatbot for troubleshooting, FAQs, lead gen, and more with Customers.ai.  

transfer-facebook-page-ownership

Reasons To Transfer Facebook Page Ownership

If you are an agency, you have probably created a Facebook Page or two for clients. This is a common scenario and necessarily lends itself to transfer Facebook Page ownership.

transfer-facebook-page-ownership

Perhaps you’ve been helping your technologically-inept uncle or grandparent with their Facebook Page, and you’re ready to hand it off to the next of tech-savvy kin.

Entrepreneurs can imagine the need to transfer Facebook Page ownership upon being acquired or during any sort of business sale. 

The new owners will surely want your Facebook Page (unless you had some really bad PR). 

You can probably imagine there may come a time when you find yourself asking who legally owns a Facebook page, such as a family member who has departed. 

There are other reasons, but we don’t want this article to get all Jerry Springer.

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Transfer Ownership Of A Facebook Business Page

So how do you transfer your prized Facebook Page ownership? The most efficient way is to first make the new owner an ‘Admin’ on your Page. Then, remove yourself as Admin. 

transfer-facebook-page-ownership

Follow these easy steps!

Important Note: You must be an admin of the page and you must use a desktop computer. You can learn how to add an admin to your Facebook Page here.

There are many different page roles to help you grant and limit access. 

For example, you can assign someone to solely handle advertising as an ‘Advertiser’ role, and restrict or allow permissions to manage budget and ad spends. 

Step 1) Ask the person who will be gaining admin access to “Like” the Page. 

Step 2) Log in to your admin Page account. 

Step 3) If you accessed your Page via business.facebook.com, click ‘Settings’ in the top right of your Facebook Page screen. Then click ‘Page Roles’ in the left menu. 

transfer-facebook-page-ownership

If you accessed your Page via facebook.com, click ‘Settings’ in the left menu. Then click ‘Page Roles’ also in the left menu. 

how to transfer Facebook Page ownership

Step 4) Type the name of the person to who you want to transfer your Facebook Page to in the box below “Assign a New Page Role”. 

how to transfer Facebook Page ownership

Step 5) Select ‘Admin’ from the drop-down. Click “Add”.

If you need to remove yourself you can log in and visit the same ‘Page Roles’ section to change your role to anything other than ‘Admin’.

Now that you can transfer Facebook Page ownership with ease, let’s unpack some other common Facebook Page owners’ questions.

How Do I Remove A Page Owner On Facebook?

Now you can transfer your Facebook Page but you are still wondering “how do I remove a page owner on Facebook?”

You can remove a page owner on Facebook by following the steps above to transfer a Facebook page.

Once you’ve accessed ‘Page Roles’ click on the Admin you’d like to remove and select any role other than Admin to downgrade their permissions or remove them altogether. 

how to transfer Facebook Page ownership

Remove Page From Business Manager

How do you remove a Page from Facebook Business Manager? First, make sure you are an Admin of the Page in question. 

Second, make sure the Page is not connected to any other assets in Business Manager. If so, delete these connections. 

Follow these steps to remove a Page from Business Manager:

Step 1) Click ‘Business Settings’ on the left menu at business.facebook.com.

Step 2) Scan the assigned assets for any conflicts while in the Users / People screen. 

Step 3) Click ‘Pages’ on the left menu under ‘Accounts’.

Step 4) Select the Page and click ‘Remove’ next to it.

how to transfer Facebook Page ownership

Request A Facebook Page Transfer

Requesting a Facebook Page transfer can be a challenging situation, especially when dealing with conflicts or disputes. Whether it’s an ex-employee or an ex-partner causing the drama, it’s important to take the necessary steps to regain control of your Page.

Before proceeding with the transfer request, it’s crucial to ensure that there are no valid reasons for the other person to withhold access. For instance, if you’re working with an agency, verify that all outstanding fees have been settled by both parties involved.

This scenario is not uncommon and can potentially lead to legal complications. Therefore, it is essential to resolve any financial obligations before proceeding with the Facebook Page transfer request.

Now, let’s address the final challenge that only the genuine Facebook Page owner can resolve, without the need for DNA tests.”

transfer-facebook-page-ownership

Facebook Page Ownership Dispute

As you can see, sometimes we need to have a healthy discussion about who gets the family Facebook Page when we split apart, or Business Page. 

This is a troublesome thought, imagine your Facebook Business Page just sitting there on the world wide web, with no one to manage it.

Hopefully, you installed a chatbot prior that is sending your customers, prospects, and fans happy messages while you clear up this mess. 

You can claim your unmanaged Facebook Page relatively easily:

Step 1) Go to the unmanaged Facebook Page and click the “Is this your business?” link in the top right. 

Step 2) Fill in the prompts for the basic info, such as the website and physical address of your business. 

Step 3) Select from the options to verify by phone, documents, or email and follow through with the supporting documents.

But what if someone else has taken the reins, what if your Facebook Business Page has fallen into the wrong hands? 

how to transfer Facebook Page ownership

Get ready to jump through hoops if someone else has claimed your Facebook Page. It ain’t pretty.

You may be asked to provide a notarized statement from your lawyer about the importance of the Page. 

If a digital agency you have worked with in the past has claimed your Page, with permission, but is now defunct or long gone… you could be in a pickle. 

The best solution, in that case, is to contact the person who claimed your Page, whether it’s an old account manager, employee, or intern. 

Ask them to fix it and avoid a headache with Facebook’s curmudgeon legal process. 

You might want to pursue trying to report copyright infringement on the person impersonating your ownership. 

Another solution could be to create a new Page and attempt to merge the two accounts and verify you are the rightful owner in the process. 

Hopefully, this solves your Facebook woes and keeps your Page out of limbo!

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Important Next Steps

Frequently asked questions about how to transfer Facebook page ownership

Q: How do you transfer Facebook ownership the proper way?

A: To transfer Facebook page ownership, the first step is to make sure that you are the rightful owner of the page. 

Once you have verified your ownership, you can then follow the steps to claim an unmanaged Page. 

If someone else has already claimed the page, you may be asked to provide additional verification or documentation in order to reclaim it.

Some ways that you may be able to verify your business ownership include (based on country of residence):

Brazil

  • Business bank statement
  • Cadastro Nacional da Pessoa Juridica (CNPJ)
  • Certificado da Condicao de Microempreendedor Individual (MEI)
  • Contrato Social
  • Utility bill

China

  • 公司註冊證書
  • 商業登記摘錄
  • 商業登記證
  • 营业执照
  • 銀行帳單

Cyprus

  • Αντίγραφο κίνησης λογαριασμού / Hesap özeti
  • Εγγραφή στο μητρώο Φ.Π.Α.
  • Καταστατικό / Şirket ana sözleşmesi
  • Μητρώο Επιχειρηματικών Οντοτήτων
  • Συστατική Πράξη Εταιρείας / Şirket Kuruluş Onay Belgesi

France

  • Avis de situation au repertoire Sirene
  • Extrai d’immatriculation D1
  • Extrait K, L, Kbis ou Lbis
  • Facture d’électricité, de gaz ou d’eau
  • Lettre de confirmation de numéro SIREN délivrée par l’Urssaf
  • Statuts de l’enterprise
  • VAT registration

India

  • Business bank statement
  • Business license
  • Certificate of incorporation
  • Goods and services tax registration certificate(GST)
  • Permanent Account Number Card (PAN)
  • Shop establishment certificate
  • Udyog Aadar (UID)
  • Utility bill

Indonesia

  • Business bank statement
  • Izin Usaha Mikro Kecil (IUMK)
  • Nomar Induk Berusaha (NIB))
  • Surat Izin Usaha Perdagangan (SIUP)
  • Surat Pengukuhan Pengusaha Kena Pajak (SPPKP
  • Tanda Daftar Perusahaan (TDP
  • Utility bill

Ireland

  • An Oifig um Chlárú Cuideachtaí
  • Business bank statement
  • Business tax certificate
  • Certificate of business incorporation
  • Certificate of registration
  • Utility bill

Italy

  • Atto Costitutivo
  • Certificato di Registrazione Aziendale
  • Registro Imprese dell’archivio ufficiale della CCIAA
  • Statuto
  • Business bank statement
  • Certificate of formation
  • Utility bill
  • Value Added Tax Certificate (VAT)

Japan

  • 個人事業の開業, 廃業等の届出書
  • 営業許可
  • 定款
  • 履歴事項全部証明書
  • 法人番号指定通知書
  • 納税証明書
  • Business bank statement
  • Utility bill

South Korea

  • 사업자등록증
  • 요금납부 내역서
  • 지방세 납세 증명서
  • 지방세 납세 증명서

Taiwan

  • 台中市政府函
  • 有限公司设立登记表

UAE

  • Certificate of formation
  • رخصة تجارية
  • شهادة تسجيل لضريبة القيمة المضافة
  • فاتورة اتصالات
  • فاتورة الكهرباء
  • كشف حساب بنك

Ukraine

  • Виписка з єдиного державного реєстру юридичних осіб , фізичних осіб-підприємців та громадьских формувань
  • Виписка з єдиного державного реєстру юридичних осіб та фізичних осіб-підприємців
  • Витяг з реєстру платників єдиного податку
  • Свідоцтво платника єдиного податку

United Kingdom

  • Business bank statement
  • Certificate of Company Incorporation
  • Certificate of public liability insurance
  • Companies House document
  • Company registration number (CRN)
  • HM Revenue and Customs: VAT certificate
  • HM Revenue and Customs: Account statement
  • Utility bill

United States

  • Articles of incorporation
  • Business bank statement
  • Business license
  • Employer identification number (EIN)
  • IRS SS-4 (Ein Assignment Letter)
  • IRS 147c (EIN Confirmation Letter)
  • Taxpayer identification number

Q: What if someone else has taken control of my Facebook Page?

A: If someone else has taken control of your Facebook Page without your permission, the best solution is to contact them and ask them to fix it. 

If they are unwilling or unable to return control of the Page to you, you may need to pursue other measures such as reporting copyright infringement or creating a new Page.

Q: What is the process for transferring Facebook page ownership if you are no longer working with the agency or individual who currently has control of the Page?

A: If you are no longer working with the agency or individual who currently has control of your Facebook Page, the best solution is to contact them and ask them to fix it.

If that doesn’t work, the fastest solution may be to start a new Facebook business page.

Q: Why would I need to transfer ownership of a Facebook page?

A: If you’re an agency, you’ve probably set up a Facebook Page or two for clients. This is a typical occurrence, which necessitates the transfer of Facebook Page management.

Or if you’ve helped a family member with their Facebook Page, and you’re ready to hand it off to the next tech-savvy kin.

Entrepreneurs may also need to transfer Facebook Page ownership upon being acquired or during any sort of business sale. 

These are just a few reasons you may need to transfer ownership.

Q: How do I transfer Facebook ownership to someone else?

A: The easiest method to do it is to make the new owner an ‘Admin’ on your Page. After that, remove yourself as Admin from the page.

Step 1) Ask the person who will be gaining admin access to “Like” the Page. 

Step 2) Log in to your admin Page account. 

Step 3) If you accessed your Page via business.facebook.com, click ‘Settings’ in the top right of your Facebook Page screen. Then click ‘Page Roles’ in the left menu. 

Step 4) Type the name of the person to who you want to transfer your Facebook Page to in the box below “Assign a New Page Role”. 

Step 5) Select ‘Admin’ from the drop-down. Click “Add”.

Q: How do I add an admin to my Facebook page?

A: Here’s how to add an Admin to your Facebook Page:

  • Step #1. Click on the Settings tab of your Facebook Business Page.
  • Step #2. Open the Page Roles menu in the left column.
  • Step #3. Type a name or email in the box and select the person from the list that appears.
  • Step #4. Click Editor to select a role from the dropdown menu, choose Admin, and click Add.
  • Step #5. New Admin receives a notification. Existing Page Roles = Pending.
  • Step #6. New Page role is accepted. Existing Page Roles = Accepted.

For more info, view the full guide on how to add an admin to a Facebook Business Page.

Q: How do I remove a page from the business manager?

A: To remove a page from a business manager, you’ll need to be an admin of the page.

Step 1) Log in to your Facebook Page account.

Step 2) If you accessed your Page via business.facebook.com, click ‘Settings’ in the top right of your Facebook Page screen. Then click ‘Page Roles’ in the left menu.

Step 3) Select the page you want to remove and click “Remove”.

Q: How can I request a Facebook page transfer?

A: If you are unable to transfer Facebook page ownership through the above methods, you may need further assistance from Facebook, here: https://www.facebook.com/business/help/840557212788102?id=708699556338610

Please keep in mind that you will need to provide the following information in order for Facebook to process your request:

  • The name and contact info of the person you would like to have control of the Page
  • Proof of authorized ownership or access to the Page
  • A statement from you indicating that you have tried to regain control of the Page unsuccessfully
  • The URL of the Facebook Page you would like to transfer.

Please also note that Facebook will not process requests to transfer Pages with a certain number of fans.

So, if you’re ready to hand off control of your Facebook Page, follow these simple steps to make sure it’s in good hands.

Q: Who is the legal owner of a Facebook page?

A: The legal owner of a Facebook page is the person who created it. This is typically the person who registered the domain name and set up the Facebook Page. 

If you are not the original creator of a Facebook Page, you will need to ask them to transfer ownership to you should you desire to be the Facebook Page owner.

Q: What is the difference between Facebook page owner and admin?

A: A Facebook Page owner is the person who registered the domain name and set up the Facebook Page. 

An admin is a person who has been given permission to manage the page. Admins can add or remove other admins, publish posts, and manage comments. Only page owners can make changes to the page settings.

Q: What are some best practices for Facebook page ownership in Business Manager?

A: Here’s a few tips to keep in mind for Facebook page ownership:

  1. Page transparency
  2. Pages and Instagram business accounts
  3. Partners

For full details, you can visit Facebook’s best practices for Business Manager page: https://www.facebook.com/business/help/2406437459411127?id=420299598837059 

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Step-by-Step Guide for Chatbot Conversation Design [Free Template] https://customers.ai/blog/chatbot-conversation-design https://customers.ai/blog/chatbot-conversation-design#respond Sat, 06 Feb 2021 06:00:57 +0000 https://customers.ai/?p=18179 So you’ve probably heard the news that you’re being replaced by a chatbot. Good! Now you have more time to […]

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So you’ve probably heard the news that you’re being replaced by a chatbot. Good!

Now you have more time to do other important things, like chatbot conversation design. 

chatbot-conversation-design

Why should you care? 

Obviously, chatbot marketing is a MASSIVE growth opportunity, with no signs of slowing down. 

Zuckerberg himself has said that messaging is the foundation of Facebook’s future. If Facebook’s Instagram, WhatsApp, and Messenger integration wasn’t a clue, you should be paying attention to chat messaging apps.

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What Is Conversational Design?

Chatbot conversation design is a way to guide the chatbot interaction using anticipatory and suggestive questions and answers. 

The best practice for this is to use a chatbot with a live operator takeover option to supplement your chatbot sequence. 

chatbot-conversation-design

The next best practice to follow is to use a visual chatbot builder

Doing this allows you to see the conversational flow or “tree” and also take advantage of any Facebook Messenger templates

When you sign up for Customers.ai, you are given the option to start a chatbot from scratch or utilize a template. 

How Do You Make A Chatbot Conversation?

You make a chatbot conversation by creating a diagram of your chatbot conversational flow. 

Start with a greeting message, ask a question, provide multiple choices for answers, and mockup what your chatbot will say in response to each answer. 

Whether this is your first try at designing a chatbot conversation or if you are a seasoned chat blasting pro, Customers.ai has you covered with this step-by-step guide for chatbot conversation design. 

Unicorn Level FREE Resource: Chatbot Conversation Design Guide

This fantastic tool from the Customers.ai Chat Marketing Master Class covers all the bases to create a mind-blowingly effective chatbot conversation design. 

Grab your copy of our chatbot conversation design guide and let’s start your pre-qualifying, lead gen and nurture, customer serenading chatbot conversation design today! Here’s how to do it in a few simple steps. 

Chatbot Conversation Design Guide Step #1: Know Your Brand Persona

Start your chatbot conversation design and ROI-quadrupling adventure by considering your brand’s voice or tone. Make the chatbot visually appealing and customized by adding your brand elements and your custom logo.

What’s your persona? Let that shine through as you customize a template or craft a chatbot from scratch. 

The next thing is to ask yourself, what is your goal? 

Chatbot Conversation Design Step #2: What Is Your Chatbot Designed For? 

You must have a goal in mind for your chatbot, and you can use that purpose to shape your chatbot conversation design and include a CTA. 

Your chatbot masterpiece might serve for one or more of the following: 

  • Lead collection
  • Customer service
  • Lead qualification
  • Educational resource
  • Lead nurture/engagement

Or are you getting strategic with instant ROI driving direct response marketing campaigns?

When you click the “Step 2” tab in the ‘Chatbot Conversation Design Guide’ you will see some tips on how to start drafting your chatbot conversation design. 

At the bottom is “Chatbot agent brand and tone of voice” which asks you to rate a scale of 1-10 how professional or casual your brand is. 

Are you all business and no fun, exuberantly entertaining, or somewhere in between? 

This is a more in-depth look and elaboration of Step #1. 

Extremely important and insightful for even the DIY chatbot conversation designer. 

Chatbot Conversation Design Step #3: Choose Your Channels 

Where do you want your chatbot to live? Don’t just stick to one channel! Go Multi-Channel with Customers.ai’s OmniChatⓇ chatbot. 

Harness the cost-reducing, customer-inducing power of deploying the same chatbot autoresponder and drip sequence across various messaging platforms: SMS, Website, Facebook Messenger, Instagram Messenger, and more! 

Choose one of the following six options: 

  • Chat on your website
  • SMS text marketing opt-ins
  • Facebook page send message button
  • Facebook posts that DM to commenters
  • Instagram story mentions
  • Instagram DM

Once you’ve logged into your Customers.ai OmniChatⓇ dashboard, head over to the “Chatbot” menu to get started and follow the prompts to select your chatbot’s channels. 

But before getting ahead of yourself, continue through the Chatbot Conversation Design Guide until you have collected all of the information you need. 

Chatbot Conversation Design Step #4: What Lead Info Are You Capturing? 

Once you’ve got a lead in your chatbot magic funnel, what kind of information do you want to capture for your lists and remarketing? 

Here are some ideas to choose from that are all super easy to accomplish using a good chatbot conversation design.

  • Email
  • Phone
  • Address
  • Company name
  • Customer question

It ultimately depends on your unique sales process and internal workflows.

The fact that you are interested in using a chatbot for lead gen is telling that you probably want their email, phone, and perhaps company name. 

However, the order of priority matters. If there is one piece of info you must have to follow-up at all, such as email, come out swinging with that question right away. 

Whether you have a Facebook retargeting strategy that you’d like to make more conversational (and profitable!) or an email list to build out — chatbots are your new best friend. 

Customers.ai makes chatbot conversation design easy. With our advanced visual chatbot builder, you can choose from blocks of dialogue as a foundation for your custom chatbot conversation design. 

Or perhaps you’re interested in pre-qualifying leads. You might try a chatbot conversation design similar to this example: 

chatbot-conversation-design

These Facebook Messenger templates are all readily available to you within your Customers.ai OmniChat dashboard. 

Chatbot Conversation Design Step #5: Are You Using Paid Ads? 

It would be unwise not to. Nothing can compare or beat the 100% conversion rate and low CPCs of Click-to-Messenger ad campaigns

chatbot-conversation-design

Once you get that prized opt-in, which is astoundingly easy with Facebook Messenger and a Customers.ai autoresponder, there is so much you can do! 

From chat blasting (email marketing’s cool and successful younger sibling — send push notifications!) to customer service or FAQ bot. It’s a safe bet you will save time and money. 

Besides, chatbot conversation design is fun! This is marketer’s bread and butter… unless you don’t like making sales? 

Whichever killer chat marketing strategy you choose: Click-to-Messenger ads or Sponsored Message ads, you’re going to get a better ROI.

chatbot-conversation-design

The best way to do that is by utilizing Customers.ai for a chatbot conversation flow design that crushes leads and slays customer service 24/7. 

Chatbot Conversation Design Step #6: Decide Where To Send Lead Data

Now that you’ve got a crazy awesome custom or 1-Minute-Lead-Gen Bot rip-roaring through Facebook for targeted contact info, where will you send this glorious list of leads? 

Most likely a CRM of some sort, email marketing platform, or spreadsheet. 

Here’s how to send lead data from Customers.ai straight into Google Sheets.

And you can connect and automate just about anything using Customers.ai and Zapier

chatbot-conversation-design

Now that you’ve completed all of the steps in the first tab of our Chatbot Conversation Design Guide, click the second tab labeled “Tips for drafting content.” 

What Are The Questions Your Chatbot Will Ask? 

Deciding what questions to ask is a foundational part of the chatbot conversation design process. This is how you will engage your customers or leads. 

In the Customers.ai Chatbot Builder, you will be able to create a directory of dialogue folders that contain your various campaigns and chatbot creations. It’s time to get organized! 

Make your chatbot conversation flow more engaging by dropping in some of our sweet little widgets, from lead forms to funny GIFs, images, or pre-filled questions. 

If you are going to have multiple questions in your chatbot conversation flow you will want to decide on some CTAs for the buttons. Which you should be able to use your answers from the prompts in our Chatbot Conversation Design Guide. 

Frequently Asked Questions And Responses

You will quickly find out that people do not always follow your chatbot design framework. They like to say and ask things that don’t always compute.

This is where you get to use your clairvoyant and intuitive skills you gained when you reached unicorn nirvana — why else would you be reading this right now? 

With keyword triggers, you can take an educated guess and predict what your prospects or customers might say or ask your chatbot. 

chatbot-conversation-design

You can route different keywords to trigger different dialogue paths, creating a very human-like chatbot conversation design. 

So if someone mentions the word “hours” or “pricing,” your bot will know what to do! 

Furthermore, you can use keywords on different messaging automation channels, all within Customers.ai, such as SMS keywords for text message marketing.

Jot down some of your most commonly asked questions and use that as a starting point to build upon. Perhaps launch an MVP chatbot supplemented with a live agent takeover to start learning what people tend to ask your bot. 

chatbot-conversation-design

Get creative and give users some options. It’s like building out one of those “Choose Your Own Adventure” books. Remember those? 

chatbot-conversation-design

This adds an additional layer of engagement. It guides customers down the correct path of follow up questions, buttons, and content rounding out your conversational chatbot UX. 

Save Your Leads As Contacts And Segment With Customers.ai

The big payoff! You’ve put your blood, sweat, and tears into building the perfect chatbot conversation flow design (or lazily clicked a few buttons to copy and paste a template — work smarter, not harder!). It’s time to save your bounty: oodles of captured leads’ contact info!

chatbot-conversation-design

You can easily segment and remarket all from within Customers.ai, your one-stop chatbot-shop. But you can also send contacts to a sheet, CRM, or email marketing app. 

When you’re all done, don’t forget to take your chatbot for a test drive! 

chatbot-conversation-design

If you’d like to test one of our chatbot templates, here is a live demo for you! 

How Do You Become A Conversation Designer? 

Chatbots are the future of digital marketing. We’ve already established that with Mark Zuckerberg’s stamp of approval. 

Because of the massive shift to Messaging apps across all social platforms, it’s pretty clear there will be some new industry job titles and positions that revolve around chatbot conversation design. 

If you’ve gone through the steps in our Chatbot Conversation Design Guide, you are already a conversation designer! Own it! This is everything you need, right here. 

When you’re ready to go after your Chatbot Ph.D., we have the Chatbot University, Marketing Summits, and Facebook Group to further your chat skills and mingle and learn from chat blast masters.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Important Next Steps

FAQs about Chatbot Conversation Design


Q: What is chatbot conversation design?

A: Chatbot conversation design refers to the process of creating interactive and engaging conversations between users and chatbots. It involves designing the structure, flow, and language of chatbot interactions to provide effective and efficient communication.

Q: Why is chatbot conversation design important?

A: Chatbot conversation design plays a crucial role in creating positive user experiences. Well-designed chatbot conversations can enhance user engagement, provide helpful and relevant information, and guide users toward desired outcomes. It helps ensure that interactions with the chatbot feel natural, intuitive, and satisfying.

Q: What are the key elements of chatbot conversation design?

A: Key elements of chatbot conversation design include:

  1. User personas: Understanding the target audience and creating user personas helps tailor the conversation design to match their needs, preferences, and communication style.
  2. Conversation flow: Designing a logical and coherent conversation flow that guides users through different stages of the interaction. This involves anticipating user intents, designing appropriate prompts and responses, and providing clear navigation options.
  3. Language and tone: Choosing the right language and tone of voice for the chatbot that aligns with the brand personality and resonates with the target audience. This includes using appropriate greetings, greetings, and providing helpful instructions.
  4. Context awareness: Designing chatbot conversations to be context-aware, allowing them to remember previous interactions and personalize responses accordingly. This helps create a seamless and personalized user experience.
  5. Error handling: Designing effective error handling mechanisms to handle user input errors or misunderstandings. This involves providing clear error messages, offering suggestions for correction, and guiding users back on track.

Q: How can I create engaging chatbot conversations?

A: To create engaging chatbot conversations:

  1. Keep it concise: Use clear and concise language to deliver information and avoid overwhelming users with lengthy responses.
  2. Use visual elements: Incorporate visual elements such as images, buttons, or cards to enhance the chatbot conversation and provide visual cues for users.
  3. Provide options: Offer users multiple response options or quick replies to streamline the conversation and make it easier for users to express their preferences.
  4. Use conversational design patterns: Utilize conversational design patterns such as acknowledging user input, providing confirmation, and offering next steps to create a conversational flow that feels natural.
  5. Incorporate personality: Infuse the chatbot with a touch of personality that aligns with your brand. This can make the conversation more engaging and memorable for users.

Q: How can I test and improve my chatbot conversation design?

A: Testing and iterating on your chatbot conversation design is essential for continuous improvement. Some strategies to consider:

  1. User testing: Conduct user testing sessions to gather feedback and insights from real users. Observe their interactions, note pain points, and incorporate their feedback into refining your conversation design.
  2. Analytics and data analysis: Utilize chatbot analytics and user data to gain insights into user behavior, preferences, and areas of improvement. Analyze user feedback, interaction logs, and metrics to identify patterns and optimize your conversation design accordingly.
  3. Iterative design: Adopt an iterative design approach by making incremental changes and improvements based on user feedback and data analysis. Test new designs, measure the impact, and iterate based on the results.
  4. Continuous learning: Stay updated with industry trends, best practices, and advancements in chatbot technology. Attend webinars, read case studies, and engage with the chatbot community to learn from others’ experiences and incorporate new ideas into your conversation design.

The post Step-by-Step Guide for Chatbot Conversation Design [Free Template] appeared first on Customers.ai.

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How to Add Team Members to Facebook Page, Manage Roles, and More https://customers.ai/blog/add-team-members-to-facebook-page https://customers.ai/blog/add-team-members-to-facebook-page#respond Sat, 06 Feb 2021 00:38:33 +0000 https://customers.ai/?p=18173 At some point, your business will need this essential guide to add team members to your Facebook page.  If you […]

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At some point, your business will need this essential guide to add team members to your Facebook page. 

If you want to manage your Facebook Business Page entirely by yourself, you are in for an unpleasant surprise. 

add-team-members-to-facebook-page

However, if you are a sane business owner, then you will inevitably want to invite a few social media marketing experts or your nephew (or grandchild? Maybe you should have them read this) to help you out. 

Facebook has an elaborate system of user permissions and access roles within Facebook Business Manager for your hired help. 

You can limit one person’s access to only manage Facebook ad spend, and another to only view analytics and reporting. Even if you need to add an admin to your Facebook page, nobody will ever need your password. 

It’s less complicated than it sounds. Let’s add team members to Facebook page and more! 

We’re going to cover all of your questions about how to add team members to Facebook page in the following order: 

  1. How to add pages you manage on Facebook profile
  2. How to add general manager to Facebook page
  3. Facebook team members not showing
  4. How to create a team Facebook page
  5. How to hide team members from Facebook page
  6. How to add an admin to a Facebook page
  7. How to show admins on Facebook page

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

1. How To Add Pages You Manage On Facebook Profile

Connect your Facebook Business Page with your personal Facebook profile for easier management.

It’s a good idea to add your Facebook Business Page to your personal Facebook profile. If you have a decent network of friends, it can give your Page a serious increase to your engagement on Facebook.

First of all, your best bet is to utilize Facebook Business Manager, but if you don’t want to do that, here are some other things you can do.

Show Your Business Page In Your “Work” Section

Whether you are the owner or not, take advantage of the “Work” section on your personal Facebook profile. 

  1. Log in to your personal profile and click “Edit Profile” beneath your profile photo. 
add-team-members-to-facebook-page
  1. Scroll down to “Customize your intro” and click “Edit”.
  2. Click “Add a workplace” at the bottom of the list of your current work history. 
add-team-members-to-facebook-page

-OR-

Go to the “About” tab on your profile and click “Work and Education” on the left-hand side. Click “Add a workplace”. 

add-team-members-to-facebook-page

Now plug in your Page and role and own it! Facebook cross-promotion at its finest. 

add-team-members-to-facebook-page

Also, consider adding your Facebook Business Page as a website under “Contact and Basic Info”. You want to plug it everywhere possible for maximum reach.

Add Team Members to Facebook Page Bonus Tip: Don’t forget to take advantage of the “Invite to Like” feature. 

On any given post, click the number of likes, and it will expand into a list of each person who liked the post. 

Invite them all!

add-team-members-to-facebook-page

Back To Facebook Business Manager 

So, you realize your limited options by sticking to a personal profile. You are ready to start using Facebook Business Manager like the cool kids. 

Let’s figure out how to add team members to the Facebook page with Facebook Business Manager. 

2. How To Add General Manager To Facebook Page

So you want to give your trusted GM the keys to the company Facebook Page. Here’s what to do.

  1. Visit business.facebook.com and set up or access your business account.
  2. Select or add your business page. 
  3. Click “Pages” under the ‘Accounts’ section.
  1. Add or create your Page. 
  2. Click “Add People” to add yourself and others to the appropriate Page(s).
  3. Then, click “People” under the ‘Users’ section. 
  1. Click “Add Assets” for any pages or ad accounts accordingly. 

This is the best way to add your general manager to your Facebook Business Page. No password sharing, and you maintain control of their permissions. 

Note: This is the “New Pages Experience,” and if you are still using the “Classic” Facebook Pages, then things may look a bit different. 

There Is More Than One Way To Assign Page Roles 

Between the Classic and New Pages Experience on Facebook, it may not be too clear how to add a content manager or an ads manager.

So, let’s slow this crazy monkey bus down while I make it as easy as possible for you. Simply  follow these steps one-by-one and you’ll be golden: 

Note: You must be an Admin to adjust roles. 

  1. To grant partial access to your Facebook Business Page (using desktop), open your Page. 
  2. Go to settings on the left menu. 
  1. Click “Page Roles” in the left menu.
  1. Click the links to Assign a New Page Role” or adjust existing roles. 

3. Facebook Team Members Not Showing

If you’ve followed the steps above and are still not seeing your team members on your Facebook Business Page, try adding them to each respective Page from within Business Manager.

Still looking for information on how to add team members to Facebook page? Check out this in-depth article on how to add an admin to your Facebook Page and other tips to manage Page roles. 

Make sure they have been granted admin privileges and make them official!

4. How To Create A Team Facebook Page

If you want to create a Facebook Page, then follow these steps:

To create a Facebook Page:

  1. Head to facebook.com/pages/create.
  2. Choose a Page type.
  3. Fill out prompts. It’s self-explanatory.
  1. Click Create Page!

If you want to create a Facebook Group, which is an excellent idea in any given business, for your customers, fans, and employees, then follow these steps:

  1. Click the plus (+) symbol in the upper right-hand corner of your Facebook page or profile. 
  2. Select “Group”.
  3. Enter your desired group name, customize the privacy settings, and add people!
  4. Click “Create”. 

Don’t forget to add a cover photo and description to make it identifiable, appealing, and professional. 

Also, have group admins share their business affiliation with the group as a best practice, according to Facebook.

5. How To Hide Team Members From Facebook Page

Have you changed your mind about your prodigy GM having the keys to your Facebook Business Page? Or perhaps your golden child is suddenly a PR nightmare. 

Whatever the case, let’s remove him (or you?) from the list of team members on your Facebook page. Easy peasy! 

To Remove Yourself As A Team Member

If you have admin rights or want to edit permissions, all you have to do is:

  1. Click the Pages flag icon in the left menu on your News Feed. 
add-team-members-to-facebook-page
  1. Navigate to your Business Page and click “About” on the left menu. 
  2. Scroll down and find Team Members on the bottom right and hover over the name you want to remove. 
  3. Click “Remove” and Vamos! 

The Business Page will no longer appear in the persons’ profile and vice versa. They will no longer appear in the “About” section of the Business Page. 

This will not affect your admin or editor role status.

6. How To Add An Admin To A Facebook Page

Here is how to give someone the almighty power of Facebook admin. Use it wisely! 

Note: You must be an admin before proceeding with the following steps. 

  1. Click the drop-down in the upper right corner of your Facebook page. 
  2. Then, click “Pages” and select your Page. 
  3. Click the gear icon for “Settings”. 
  4. Click “Add Person to Page”. 
  5. Start typing a name and choose from the list that appears. 
  6. Click to select a role and then click “Add”. 

You should probably be friends with the person you are adding first, but it’s okay if not. They will have to accept your invite.

7. How To Show Admins On Facebook Page

You didn’t read this whole article!? Slow down, spider monkey. 

Scroll back up to number one and three. We’ve already got you covered on how to show admins on the Facebook page. It’s the same process we outlined above. 

Keeping It Professional

When you add team members to Facebook page and manage roles, you treat your Facebook Business Page like a brick-and-mortar hierarchy of employees. 

You don’t want the janitor or bouncer to have the keys to the vault, right? Similarly, you will want to limit access to different areas of your Facebook Business Page.

Don’t Be Stranded On An Island – Join A Community! 

It’s hard enough being a business owner and now a Facebook Business Page manager (until you assign roles, of course). 

Check out the Customers.ai Island Facebook Group for the support of over 40k like-minded business owners and marketers working together to squeeze as much juice out of Facebook as robotically possible. 

Questions will arise when utilizing leading-edge lead generation tools or merely trying to add team members to Facebook Page or manage roles. Don’t go it alone!

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Important Next Steps

Add Team Members to Facebook Page – FAQ

Q: How can I add team members to my Facebook page?

A: To add team members to your Facebook page, follow these steps:
1. Open your Facebook page.
2. Click on the “Settings” tab at the top of the page.
3. Select “Page Roles” from the left sidebar.
4. In the “Assign a New Page Role” section, enter the name or email address of the person you want to add.
5. Choose the appropriate role for the team member (Admin, Editor, Moderator, etc.).
6. Click “Add” to send the invitation to the team member.
7. The team member will receive a notification and can accept the invitation to join your Facebook page.

Q: What are the different roles I can assign to team members on my Facebook page?

A: Facebook offers various roles for team members on a page:
– Admin: Has full control over the page, including managing roles and settings.
– Editor: Can edit the page, create and publish posts, and view insights.
– Moderator: Can respond to and delete comments on the page.
– Advertiser: Can create ads for the page.
– Analyst: Can view page insights and see who published as the page.
– Jobs Manager: Can manage job postings for the page.
Choose the role that suits the responsibilities you want to assign to your team members.

Q: How many team members can I add to my Facebook page?

A: Facebook allows you to add up to 50 team members to your page. Keep in mind that each role has different levels of access and capabilities, so assign roles accordingly based on your team’s needs.

Q: Can I change the role of a team member on my Facebook page?

A: Yes, you can change the role of a team member on your Facebook page. To do so, follow these steps:
1. Open your Facebook page.
2. Click on the “Settings” tab at the top of the page.
3. Select “Page Roles” from the left sidebar.
4. Find the team member you want to modify in the “Existing Page Roles” section.
5. Click the “Edit” button next to their name.
6. Choose the new role you want to assign from the dropdown menu.
7. Click “Save” to apply the role change.
The team member will now have the updated role on your Facebook page.

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How to Create a Facebook Messenger Funnel That Drives Conversions https://customers.ai/blog/facebook-messenger-funnel https://customers.ai/blog/facebook-messenger-funnel#comments Tue, 02 Feb 2021 18:59:00 +0000 https://customers.ai/?p=9193 Marketers love funnels, right? With marketing funnels or customer lifecycles, we go from first hello to happy customer by following […]

The post How to Create a Facebook Messenger Funnel That Drives Conversions appeared first on Customers.ai.

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Marketers love funnels, right? With marketing funnels or customer lifecycles, we go from first hello to happy customer by following a well-designed customer journey.

And when we’re thinking straight, we engage customers to repeat customer or upsell.

But with a communication channel as new as chatbot marketing on Facebook Messenger:

  • What does a Facebook Messenger sales funnel look like?
  • What is a chatbot marketing funnel?
  • How exactly does it work?
  • How do we execute a funnel to re-engage our future buyer using Messenger?

In this post, I’m going to explain exactly how to create a chatbot marketing funnel that drives conversions.

Intel here comes straight from Facebook Messenger’s partner manager of North America, Albert Rios. Rios delivered an amazing session at Customers.ai’s Messenger summit which you can watch here.

After reading this article, you’ll understand exactly how to design a funnel in Messenger that attracts and converts the ideal customer.

Want the TLDR version?

Here’s how to build a Facebook Messenger marketing funnel in 5 steps:

  1. Connect with potential customers.
  2. Have conversations to qualify prospects and educate on your solutions.
  3. Get the conversion after nurturing, re-engaging and sending users to conversion points.
  4. Follow up with customer care and notifications.
  5. Continue the customer journey with remarketing.

Jump to each section with the jump links above. We’ll break down each step and the tools in Customers.ai to use for each.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Get a Facebook Messenger Chatbot Builder

First, you’ll need a chatbot builder for Facebook Messenger.

Unless you’re using  a free chatbot platform like Customers.ai, you won’t be able to create automated Facebook Messenger funnels to drive sales and conversions for your business.

Using Customers.ai makes the process easy, seamless, automated, and even fun. This is where the chatbot marketing funnel process begins.

In order to reap the maximum benefit from this article, please sign up for Customers.ai and then head back here.

Big View: The Facebook Messenger Marketing Funnel Visualized

First, let’s take a look at the big picture — what does the funnel look like?

Facebook Messenger Funnel Overview

That is a screenshot from the presentation deck of Albert Rios, Facebook Messenger Partner Manager, speaking on Facebook Messenger marketing. As you see, the Messenger funnel has a fairly traditional anatomy.

The real dynamite isn’t in the shape of the funnel, but the conversational nature of each interaction. We’ll get into those details in just a minute, but first, let’s take a closer look at each section of the funnel.

  1. Prospecting – Establishing a conversational connection at the top of the funnel
  2. Consideration/remarketing – Tapping into that engaged audience with conversation
  3. Conversion – Yay! We have a sale!
  4. Customer care/notifications – Nurturing your customers post-sale
  5. Remarketing – Bringing things back to their attention for more and deeper engagement

The funnel might look blasé, but with Messenger, it’s electrifying. And — here’s the best part — it works with terrifying effectiveness.

With Messenger marketing, you’re starting a one-on-one conversation with each of these prospects. People love conversations! It’s the ultimate form of engagement.

You can ask questions, get feedback, deliver resources, provide insight, segment them, qualify them, and draw them through a beautiful process of discovery.

So, let’s get into the development of each phase of the funnel and the chatbot tools to use at each stage.

Facebook Messenger Marketing Funnel

Chatbot Marketing Funnel Step 1: Find Potential Customers

At the top of the funnel, you have several options for an entry point into the conversation.

Albert’s diagram below categorizes entry points to your bot as paid and owned.

Paid entry points (aka ads):

Owned entry points:

  • Website chat
  • A link to Facebook Messenger
  • QR codes you can scan
  • Facebook Messenger checkbox plugin
  • Your Facebook Page
  • Facebook post autoresponders

Let’s take a closer look at each of the entry points and the tools in Customers.ai used to set them up.

Messenger Ads

Messenger ads are among the most robust forms of advertising available. It is a paid channel, but the options for targeting and customization are enormous.

Creating a Messenger Ad in Customers.ai is delightfully simple. In the app, go to Advertising, then Messenger Ads.

Customers.ai will walk you through each step of the process.

Facebook Messenger Funnel Overview Messenger Ads

Website chat plugin

By adding your chatbot to your website with the chat plugin, you can enter website visitors into your Messenger funnel.

If you have a WordPress website, a simple way to do this is to install WP-Chatbot.

WP-Chatbot connects directly with Customers.ai. When a website visitor starts a conversation, they are added to your Messenger contact list and the chatbot-driven marketing funnel initiates.

Check it. The Customers.ai website has this chat widget in the lower right corner.

Facebook Messenger Funnel Overview Messenger chat widget

When the user clicks or taps “continue as [name],” it’s off to the races.

Facebook Messenger Funnel Overview Messenger chat widget response

Boom. For the user, it’s a one-tap experience.

For you, as the marketer, it’s simple to set up:

  1. Install WP-Chatbot and connect it to your Customers.ai account.
  2. Create a dialogue in the Customers.ai chatbot builder that begins a conversation with the user.

To illustrate, here’s the Customers.ai chatbot builder where we created the sequence above.

Facebook Messenger Funnel chatbot builder

Facebook Messenger Links

Every Facebook Messenger chatbot has its own unique link.

You can copy and paste these links anywhere you want — emails, newsletters, email signatures, websites, social media, etc.

When someone clicks the link, they initiate the chat and the marketing funnel begins.

You can copy the Messenger link for any dialogue you make in Customers.ai.

Facebook Messenger Funnel dialogue link

QR codes

Scannable codes are a good option for brick-and-mortar locations or other physical objects — receipts, flyers, posters, walls, etc.

Although Messenger scan codes are defunct, you can still create a QR code and link it to a Messenger sequence.

Chatbot Marketing Funnel - scan codes

(Go ahead, scan that. You know you want to.)

We show you exactly how to create the QR code and link it to a chat sequence in this article.

Facebook Messenger Checkbox Plugin

The checkbox plugin is an ingenious way of driving more contacts with a simple checkbox.

chatbot marketing funnel checkbox plugin

In Customers.ai, you can create these by going to Lead Magnets → HTML Elements → Add HTML Element.

chatbot marketing funnel lead magnet

Facebook Page

Don’t overlook the potential of your own Facebook page. Many of your top-of-funnel customers will see you on Facebook and initiate a conversation.

chatbot marketing funnel facebook page

Facebook Post Auto-Responder

The auto-responder, called a Comment Guard, in Customers.ai is an easy way to get Messenger subscribers from organic Facebook posts.

The way it works is this. When someone comments on an organic post, they are automatically invited to become a Messenger subscriber.

Two-step process:

  1. User comments on a Facebook post
  2. User gets a Messenger conversation invitation
chatbot marketing funnel facebook post autoresponder

You can create these using the FB Comment Guard feature in Customers.ai.

What follows is the process of engaging your new contact in conversation.

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Chatbot Marketing Funnel Step 2: Have a Conversation and Remarket

One-to-one conversations are the heart and soul of Facebook Messenger marketing.

It’s the conversational, back-and-forth nature that makes Messenger marketing such a potent and compelling channel.

And here’s one of the best parts — it’s easy to create these dialogues in Customers.ai.

And it’s easier to send them to your prospects for remarketing and consideration using the chat blaster, Promo Blaster and Facebook Messenger drip campaigns.

Let’s start with a closer look at your tools for creating dialogues, then we’ll zoom in on sending those dialogues out to contacts to start conversations.

Creating Dialogues

All dialogues are created in the Bot Builder → Dialogues.

chatbot marketing funnel dialogue

In each dialogue, you can add a wide variety of widgets using Customers.ai’s drag-and-drop functionality.

  • Attachment
  • Attribute
  • Email
  • Form
  • Gif
  • Gallery
  • Image
  • List
  • Navigate
  • Quick question
  • Tag
  • Text
  • Typing
  • Video
  • Zap connection
chatbot marketing funnel creator

To make the process of creating dialogues easier, we’ve developed a bunch of chatbot templates that are suitable for just about any industry.

Before you go to the work of creating a full-blown dialogue, check the templates library to see if any of our templates will work for your needs.

chatbot marketing funnel templates

The funnel is designed to lead to a conversion. But obviously, not every interaction goes straight from conversation to conversion.

That’s why remarketing is such a crucial part of the funnel, and why it’s baked into the second step of the funnel.

So let’s take a look at the tools to initiate conversations to our Messenger contacts to continue the consideration part of the Messenger funnel.

Albert’s dialogue categorizes messages as organic messages and sponsored messages.

Sending Organic Messages with Chat Blasts & Drip Campaigns

As you pursue conversions, it’s important to keep in mind Facebook’s 24+1 policy.

What is the 24+1 rule?

After you get a new Messenger subscriber, you can send them an unlimited quantity of promotional messages for free for the first 24 hours.

Obviously, you want to be reasonable here with the number of messages you send. If you annoy your users and they report you, Facebook will ban you. It happens.

The tools at your disposal for sending free messages are the Chat Blaster and Drip Campaigns.

To use the chat blaster, to send messages to any audience within 24 hours of contact, review the guide: How to Chat Blast Your Facebook Messenger Contacts.

We also recommend sending new contacts a short drip campaign within the first 24 hours of becoming a new Messenger contact.

A drip campaign helps introduce contacts to your brand, what to expect from being in touch with you on Messenger and educates and nurtures your lead or customers.

For more on the nuts and bolts of Facebook Messenger drip campaigns, here’s your guide.

Sending Sponsored Messages

After the 24 hour period is over, you can only send one more free message at a time of your choosing and as many paid promotional messages as you want.

Using Customers.ai’s promo blaster, you can serve targeted, promotional content to your entire contact list, even all the people who have gone through the 24+1 phase.

The great thing about the promo blaster is that you can automatically send a message to thousands of users at a time. The cost per impression at this point is very low.

To create a sponsored message in Customers.ai, go to Advertising → Promo Blaster.

facebook messenger funnel promo blaster

Since you’ll most likely be remarketing many of your messenger subscribers, it’s a good idea to create attributes — an identifying feature that helps you to sort your audiences.

So, let’s say you are a B2B agency trying to attract more leads. One of the qualifying questions in your Messenger dialogue is Does your business serve a local community, nationwide or international?

chatbot funnel lead generation

Later on, you might want to retarget those local, national, or international businesses with super-specific content based on their answer to that question.

You can add new attributes on the fly as you create your dialogue. Later, you can add these attributes to new dialogues and campaigns for highly targeted marketing efforts.

Chatbot Marketing Funnel Step 3: Get the Conversion

The ultimate endpoint of a conversation is a conversion — the point at which the customer makes an appointment, buys a product, schedules a session, or attends the webinar.

Ideally, your customers will convert during this phase of the funnel.

Using powerful tools like drip campaigns and segmentation, you have a far higher likelihood of converting users through a Messenger campaign than with, say, email or even Facebook ads.

The power of Messenger marketing is inherent in the nature of the channel — one-on-one conversational marketing. This stuff works!

The brain is hardwired for conversation. Whether that conversation happens face-to-face or with a Messenger chatbot doesn’t change the fact that conversational interaction is in play. Humans respond to that.

You’ll score those conversions! But if not, you can keep remarketing until you do.

Chatbot Marketing Funnel Step 4: Customer Care/Notifications

Once you have subscribers, treat ‘em right.

To send messages to your contact list on the regular, you should submit your page for subscription messaging.

With Facebook Subscription Messaging, you request the ability to send non-promotional content to your subscribers on a regular basis. Facebook approves these requests manually.

chatbot marketing funnel notifications

Get the inside scoop on how to request and get approved for subscription messaging.

Once you’re approved, you can send updates to your subscribers, as long as those updates are 100% non-promotional in nature. For example, don’t send coupons, sales alerts, or new deals.

Instead, you can send messages to your subscribers with news, updates about things like shipping information or delivery dates, or certain types of data in categories like fitness or finance.

Chatbot Marketing Funnel Step 5: Remarketing again

The final step in the funnel is, yep, remarketing again.

Remarketing in this phase looks similar to the remarketing that you used during phase 2 except you are probably using Facebook Ads to reach customers who fall outside of the 24+1 window.

You have these Facebook tools at your disposal:

  • Facebook ads – Use Customers.ai’s Facebook Ads audience sync to create a custom audience based on any audience you segment in Customers.ai.
  • Facebook Messenger ads – Set up a click-to-Messenger ad using the same audience sync tool mentioned above.
  • Sponsored Messages – Sponsored messages are sent via the Customers.ai Promo Blaster to send a promotional message outside of the 24+1 window to an audience of your existing contacts.

Your remarketing pitch can include things like blog content, coupons, deals, discounts, giveaways, contests, quizzes, downloads, etc.

If you were diligent about creating attributes and segmenting your audience when you set up your dialogues, remarketing will be a cinch.

You can check out Customers.ai’s Audiences dashboard to look at all the audiences you’ve created. Then, you can design a remarketing campaign designed to reach a specific audience that may be close to converting.

If you haven’t, no worries. There are plenty of opportunities to learn, re-test, reconfigure, tweak, optimize and experiment.

Two things will be helpful as you work to improve your Facebook Messenger funnel — Page Insights and Customers.ai bot analytics.

From your Facebook page, click “Insights” and then Messages. From this page, you can take a look at some of the important data trends on your Messenger activity — new connections, block rate, etc.

facebook messenger funnel analytics

Another great source of information is Audience Insights in Customers.ai, which you can access by going to Home → Audience Insights.

chatbot marketing funnel insights

Audience Insights provides data on your contacts, custom audience segmentation, forms statistics, and advanced bot analytics.

Using the Bot Analytics, for example, you can get valuable insights into the growth of your contacts, open rates, sessions, conversions, and more.

facebook marketing funnel analytics

Use This Facebook Messenger Funnel for Massive Marketing Success

How do you create an effective Facebook Messenger marketing funnel?

Here’s the five-step Messenger funnel:

  1. Prospecting – Establishing a conversational connection at the top of the funnel
  2. Consideration/remarketing – Tapping into that engaged audience with conversation
  3. Conversion – Yay! We have a sale!
  4. Customer care/notifications – Nurturing your customers post-sale
  5. Remarketing – Bringing things back to their attention for more and deeper engagement
Facebook Messenger Funnel Overview

We’ve given you the framework. We know that this works.

There’s no need to reinvent the wheel by trying to devise some new marketing funnel. This Messenger funnel is built on traditional marketing principles that are proven to work.

The fun part? It’s all you — creating dialogues, targeting your audience, retargeting that audience, and watching the conversions roll on in.

See Who Is On Your Site Right Now!

Turn anonymous visitors into genuine contacts.

Try it Free, No Credit Card Required

Facebook Messenger Funnel: Next Steps

Summary of your next steps:

  1. If you haven’t done it yet, sign up for Customers.ai now. Everything will make perfect sense once you’re up and running in the chatbot builder.
  2. Join up with tens of thousands of Facebook Messenger marketers in our exclusive Facebook group to get cutting-edge intel and marketing help where you need it.
  3. Watch the summit video of Albert Rios which inspired this article below.

The post How to Create a Facebook Messenger Funnel That Drives Conversions appeared first on Customers.ai.

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ABC Guide to Customers.ai Chatbots for Real Estate Pros (So You Can Always Be Closing) https://customers.ai/blog/2019/02/real-estate-chatbots-guide https://customers.ai/blog/2019/02/real-estate-chatbots-guide#respond Tue, 02 Feb 2021 13:00:00 +0000 https://customers.ai/?p=6997 The real estate chatbots guide gives real estate professionals all the tools needed to use chatbots to acquire, nurture and […]

The post ABC Guide to Customers.ai Chatbots for Real Estate Pros (So You Can <b>A</b>lways <b>B</b>e <b>C</b>losing) appeared first on Customers.ai.

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The real estate chatbots guide gives real estate professionals all the tools needed to use chatbots to acquire, nurture and qualify leads.

Think of a real estate chatbot as a chat-based, automated virtual assistant that will:

  • Generate more leads using 24/7 instant assistant and lead magnets
  • Qualify leads and send you alerts when hot leads come in
  • Nurture relationships with interactive, conversational touchpoints
  • Answer FAQs for buyers, sellers, and renters
  • Streamline communication with a universal inbox — convos and convo history can be in one place and you can share access with a team through the Facebook page
  • Be there for your clients wherever they go — across platforms including your website, Facebook, and the Messenger phone app
  • Schedule viewings with a link to your calendar
  • Showcase properties in a visual, mobile-friendly interface, link to video tours, and more (MLS integration capabilities coming soon!)
  • Save you time so you close more deals!

Chatbot marketing posts seriously impressive lead gen results:

Here’s what RealtorⓇ Stephen Galvan said about his new Customers.ai real estate chatbot:

As a busy, full-time real estate professional, I don’t have time to answer every single message that’s sent to me because I’m in meetings, or I’m on listing appointments or I’m selling homes or I’m in closings.

I don’t know why I didn’t think about this before but this is going to save me a lot of time. It’s also going to vet prospective sellers and buyers and make sure I’m getting really good leads so I can spend my time focusing on people who are ready to roll. This is a game changer for me.

Thanks to Customers.ai user Chris Galvan for sharing the exciting unveiling of the bot he built for his brother’s real estate business!

Want to know an amazing secret? Chris used the Customers.ai Messenger bot template for real estate professionals.

Test out the real estate chatbot for yourself here.

real estate chatbot template

A real estate chatbot can take over some of the repetitive task load and free you and your team up for important high-touch activities with clients.

Chatbots are on the clock 24/7 and don’t cost much to maintain and operate once they’re set up.

Real estate businesses have a never-ending need to fill the funnel with qualified leads.

Today, I’m going to show real estate agents and brokers how to drive qualified buyers and sellers to your doorstep using the real estate Messenger bot template from Customers.ai.

The Real Estate Chatbots Guide will take you through:

  1. How to start using the Customers.ai real estate chatbot template
  2. Getting new leads to your bot
  3. Qualifying leads with interactive forms
  4. Setting up FAQs question-and-answers in the bot
  5. Adding the bot to your website
  6. Setting up appointments with your bot
  7. Adding properties to showcase in Messenger
  8. Setting up alerts that notify you of new leads
  9. Tips for live chat takeover when a prospect needs a human
  10. Designing nurturing drip campaigns to keep leads engaged

When you’ve got these steps in place, your real estate chatbot will turn prospects from window shoppers to homeowners to evangelists for your business.

Build your own free chatbot for your real estate business using Customers.ai today.

1. How to start using the Real Estate Chatbot template in MobileMoney

Customers.ai chatbots are great because:

  • They require absolutely no coding experience or web developer
  • They take just minutes to create when you use a pre-made template
  • They’re on 24/7 and provide instant answers to leads

So here’s how to get your bot running and customized for your business. 

Before anything, you’ll need a Facebook business page for your real estate business.

And you’ll need to be a page admin of that Facebook page.

Step 1: Sign up for a free Customers.ai account.

get started for free sign up

Log in with your Facebook credentials.

Step 2: Follow the onboarding guide described here. It’s going to ask you some set up questions. I suggest:

  • Welcome page: Put in anything or placeholder text. This is going to be wiped out when you add the template.
  • Set how your bot will respond to unrecognized questions: Send a default message, but customize this for your business and brand.

This is also a good place to tell someone what keyword to say if they want to send you a message or talk to a human.

I suggest: Sorry, I’m not able to help you with that. You might try “MENU” to get back to the main menu or type “HUMAN” to get in touch with a person at MM Realty. (<– your business name here)

  • Welcome message blast: Skip straight to the dashboard on this one. More on sending blasts later.

With an account created, click the “Connect Facebook Pages” button.

You’ll see a list of all the Facebook pages that you administer.

Check the box next to the pages that you want to connect.

When you are done click the “Connect Facebook Pages” button. This will add those pages to your dashboard and you can start creating bots.

To create your first bot click the “Create Chatbot” button. You’ll see this:

start new chatbot template

Name your chatbot so you can identify it in case you have multiple bots and pages.

And pick “Start from a template” and choose the Real Estate Template, naturally.

Click the button to “Create Bot” to finish.

Now click the green button to “Enter Chatbot Builder”:

enter chatbot builder real estate bot

And click on “Dialogues” to start customizing:

enter bot builder and choose dialogue

There are a few places to start customizing your bot right off the bat —

  1. Your business name in the welcome dialogue:
realtybot welcome dialogue
  1. Your email in the General Help Form alert and 720+ credit score buyer alert
  2. Your properties in the rental listings and Listings Folder

You can also edit the entire chatbot from start to finish, adding your own spin based on how you structure qualification questions and funnels.

Once the chatbot is ready to go, it’s ready to process incoming leads.

2. How to get new leads to your real estate bot

Most agents and brokers typically prospect for leads to fill their funnels with offline methods like:

  • Direct mail
  • Fliers and handouts
  • Brick and mortar locations

But chatbots give you the chance to expand your reach with online lead generation with a number of built-in lead magnets in Customers.ai.

First, a quick explanation of how lead gen in Messenger works.

Whenever someone messages your Facebook page, they become a contact in your Customers.ai database.

Every contact in Customers.ai is a potential lead.

You can create audience segments of your contacts based on who they are and what they’re looking for.

If they’re in the market to buy or rent, you can send them info about new listings.

So how do you create new Messenger contacts? Lead magnets like:

  • Chat on your website
  • Facebook post autoresponders
  • Facebook advertising
  • Links to your bot
  • Scan codes (Pro feature)

Read all about Customers.ai lead magnets and lead gen strategies to open the faucet of leads feeding into your bot funnels.

3. How to qualify leads with interactive chat forms

One of the big perks of chatbots is that conversations are interactive and more engaging than other lead gen tools like web forms.

It’s easy to click away from a web page or decide not to submit info.

But a chatbot collects info as part of a conversation, making it much less likely to be abandoned by prospects.

Another major advantage: Facebook Messenger already knows a lot of the key contact info you want to ask of folks.

  • First and last name
  • Email address
  • Phone number

People have already given this critical contact data to Facebook, so it’s as easy as a click to extract it in Messenger.

If you create a chatbot form and require an email or phone number validation, your prospect can submit these fields with one click.

See how easy it is for potential sellers to give you their property and contact info by testing out a chatbot form here.

4. How to set up FAQs question-and-answers in the bot

In constantly changing businesses like real estate, it’s all too common for prospective buyers to have countless questions about your listings.

And the best way to address those questions without jamming up your staff on live-chat all day is to send folks to your bot if they have questions.

The solution here is setting up Q&A triggers. You’ll assign keywords to different dialogues.

We’ve got a couple Q&A triggers already set up in the template.

Give it a try with the real estate sample bot.

  • Type “menu” and you’ll be sent back to the main menu.
  • Type “human” and you’ll be served the general contact form.

You might create some new dialogues in your bot answering questions about agents, or common questions about neighborhoods, school districts, and other questions you hear a lot.

Check out How to Answer FAQs in Messenger in 3 Steps Using Customers.ai.

5. How to add Real Estate Chatbots to your website

It’s a fact that nearly half of people prefer chat as the method for contacting a business over any other.

Embedding Messenger chat on your site has many advantages:

  • It’s a direct channel to talk to your customers
  • The bot has instant answers, with no wait times
  • You can do live operator takeover any time
  • People who send you a message on your site chat become Customers.ai contacts you can follow up with
  • It saves your staff and resources from having to field live chat

You can see how Messenger chat on a website looks on the bottom right corner of the page you’re reading!

Using Customers.ai, you can embed Facebook Messenger on your website in seconds.

See the quick-start guide to embedding a Messenger customer chat widget on your site.

6. How to set up appointments with Real Estate Chatbots

Do you have an online calendar you share with people to schedule appointments with you?

Appointment calendar services like Calendly, SimplyBook.me, and Bookeo are popular and easy to use.

You can link to your calendar booking link from your bot in a new dialogue you create in your bot.

In the bot builder, add a new dialogue to the Default folder called Appointment Scheduling.

add new dialogue for appointment scheduling

Add the link to your appointment booking calendar in a text widget in this dialogue.

Another option you have is to create a form (see Step 3 in this guide) like we’ve done in the bot template for listings:

schedule property showing in real estate bot

Tap “Schedule Showing” in any of the property listing showcase pages and you’ll experience one appointment scheduling experience.

7. How to add properties to showcase in Messenger

The gallery widget is perfect for displaying properties with descriptions, and links to those properties on your website!

Here is what it looks like to set up a gallery showcase in Customers.ai:

real estate listings chatbot gallery
  1. Select the gallery widget from the bot builder widgets
  2. Add the featured image for the property you want to showcase
  3. Give the property a title/headline
  4. Enter basic description information for this home or property type
  5. Link back to the full property page on your website!

Any prospects messaging you can see a stunning gallery of homes:

real estate chatbot listings in messenger

8. How to set up alerts that notify you of new leads

At this point you’ll need to start getting notifications when your bot has received leads and contacts that need your attention.

Add the email widget to your chatbot workflow to alert you of the conversation that occurred with the lead’s contact info collected by the bot.

Here’s the setup:

email widget for request for human
  1. Add the email widget to the dialogue following a form.
  2. Make sure the email you want is set up as the recipient.
  3. Give the email a subject line you’ll recognize in your inbox.
  4. Create your email text, using attributes (those fields with the curly bracket above) to send the prospect’s data in the email.

Email alerts are a Customers.ai Pro feature.

9. Tips for live chat takeover when someone needs a human

There might be a time when you want to take over for your real estate chatbot.

Maybe you got an email alert (see Step 8 above) that a hot lead was on the line.

Maybe you’re following the conversation via notifications popping up through your mobile Messenger app.

Fantastic! When you start typing, the bot will turn off.

This is a feature called live chat takeover.

Your bot will turn itself back on after 10 minutes of inactivity in the conversation.

To turn your bot back on manually at any time, simply input “\return” into the conversation.

10. How to design nurturing drip campaigns to keep leads engaged

Collecting leads is just the first step in a long process of converting sales.

Real estate chatbots are perfect for activating leads into homeowners or sellers.

With audience segmentation capabilities, you can group your audiences by what they are interested in:

  • Buying
  • Selling
  • Renting
  • Houses
  • Apartments
  • Condos

First-time homebuyers often don’t know what they want. Investors looking for property take weeks to close deals. Apartment hunters are looking for the best bargains and researching locations to live that fit their lifestyle.

Thankfully, nurturing chatbot drip campaigns exist and they are very easy to develop.

Here’s a simple drip campaign to demonstrate how they can be used for real estate chatbots: click here to give this drip campaign chatbot a spin!

drip-campaign-card

These drip campaigns will help you reach all of your audience segments with content that resonates to them.

For instance, you can run a drip campaign to first-time homebuyers educating them each step of the buying process from getting pre-approved to making an offer.

Here is an example drip campaign you could run for this audience.

Drip 1: Send your first-time buyers a drip message linking to a blog post that discusses how to start the buying process:

real estate chatbot drip campaign 1

Drip 2: Check-in with your first-time buyers and ask them more qualifying questions, like how big they want their house to be, bedrooms, bathrooms, etc.

real estate chatbot dri p campaign 2

Drip 3: Push them down the funnel with a “home buying checklist” download via Messenger to get them prepared and closer to buying:

real estate chatbot drip campaign 3

This step in the drip campaign will:

  • Show that you are offering value to them at no cost to them
  • Build brand awareness and expertise in your industry, seeing you as a trusted source of information
  • Helping them move from a top of the funnel lead to a lead that is closer to buying a home or property

After this step, if they download your checklist, you can start to work on closing the sale.

Drip 4: Ask them if they are available for a quick 15-minute phone call to discuss properties you found that look great for them.

Drip 5: Ask if they want to schedule a meeting with you in person to make an offer.

If you have already run drip campaigns for email marketing, you can simply repurpose those campaign ideas for your next chatbot drip campaign.

You can put your lead generation strategy on maintenance ode and continually engage users as they move from prospective buyers to loyal customers with your real estate business.

Read our full guide here on how to develop a drip campaign on Customers.ai. We’ll walk you through it from start to finish!

Drip campaigns are a Customers.ai Pro feature but make no mistake, it’s a must-have marketing tool for real estate chatbots and their owners.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Real Estate Chatbots Guide: Important Next Steps

Now that you’ve seen how chatbots for real estate can benefit your business, here are some key next steps to take:

The post ABC Guide to Customers.ai Chatbots for Real Estate Pros (So You Can <b>A</b>lways <b>B</b>e <b>C</b>losing) appeared first on Customers.ai.

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How to Get Help from Facebook Ads Customer Service https://customers.ai/blog/facebook-ads-customer-service https://customers.ai/blog/facebook-ads-customer-service#respond Mon, 25 Jan 2021 22:01:00 +0000 https://customers.ai/?p=17937 If you have ever used Facebook Ads, chances are you will need or have looked for help from Facebook Ads […]

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If you have ever used Facebook Ads, chances are you will need or have looked for help from Facebook Ads customer service.

However, it’s not exactly clear how to go about speaking to an actual Facebook representative. A real-life person? They do exist! 

Well then, where do you turn for your Facebook Ads customer service

Live Chat With Facebook Chat Support

If you’re not one of the lucky ones with a Facebook Ads rep assigned to your account, then you’ve probably run into a bunch of run-around answers on how to speak to a human at Facebook Ads. 

Facebook Ads are problematic, and you’re bound to have some questions come up. Perhaps you are having pixel problems, billing issues, outrageous metrics, or ad delivery issues.

Whatever your issues are, contacting Facebook ads customer service is an option. This will probably be a better use of your time than trying to search through all of the support resources or Google. 

It should be easy, right?

Never!

Okay, here’s how to talk to a human from Facebook Ads customer service. 

And good news, it’s not that hard! 

See Who Is On Your Site Right Now!

Turn anonymous visitors into genuine contacts.

Try it Free, No Credit Card Required

Contacting Facebook Ads Customer Service 

You’re ready, you’ve got a pen or pencil, notepad, coffee or tea, and it’s time to talk to a real live human at Facebook Ads, hopefully.

Most Common Reasons For Contacting Facebook Ads Customer Support

  1. Your Facebook ads are not approved. What are Facebook’s ad policies? There is a lot of prohibited content and Facebook provides a list here

However, if you can’t edit your ad to an approved status, move to the next common reason for contacting Facebook Ads customer support, appealing your rejected ad. 

2. You want to appeal a rejected Facebook Ad. Head over to the ‘Account Quality’ Facebook resource page, if it’s your first time, you’ll be greeted with this: 

facebook-ads-customer-service

This is a convenient dashboard to keep track of all of your questions, concerns, and complaints with Facebook Ads customer service. 

3. Facebook ads are rejected, then approved, and rejected again — what gives!? If your ad was unjustly disapproved or stuck in limbo, appeal it here

4. You’ve been locked out of a client’s Facebook page.

5. A client forgot their password and no longer has access to the associated email address.

6. Concerns over harassment on a Facebook page.

7. Someone is impersonating you or identity-theft concerns.

8. A client or relative has passed away and you need to get access to their Facebook account.

9. A client’s personal Facebook account has been hacked, giving the hacker access to their Facebook Business page.

10. You are having issues with increasing your billing threshold or Ads payments problems. Fill out this form

11. Your ad account has been flagged, restricted, or disabled for not following Facebook ad policies. You can submit an appeal with Facebook ads customer service here.

How Do I Contact Facebook Ad Support? 

You must have an active Facebook Ads account to contact Facebook Ads customer service.

If you do not have an active Facebook Ads account:

  1. Log in to Facebook with your personal login.
  2. Head over to https://business.facebook.com/ and click “Create Account”.
  3. Enter your business name, select your Page, and provide your name and work email.
  4. Fill out the remaining required fields. All of which are pretty self-explanatory.
  5. Once completed, navigate to https://business.facebook.com/settings/ad-accounts.
  6. Open a new tab and go to https://www.facebook.com/ads/manager/accounts/.
  7. Copy the ID (8 or 16 digit number).
  8. Return to the Business Manager Settings and click “Add New Ad Accounts”, then select “Claim an Ad Account”.
  9. Paste your ID and click “Claim Ad Account”.

Now go run some ads or click “Boost” on a post and bill it to your account. You’re ready for the next steps! 

If you do have an active Facebook Ads account: 

  1. Go to https://www.facebook.com/business/help.
  2. Scroll down until you see “Still Need Help?” and then click the “Get Started” button.  
facebook ads customer service

Next, select the asset that you need help with and on the following page, choose what you need help with from the options.

facebook ads customer service

The next screen will ask you to select the category of your support request. 

facebook ads customer service

Click “Ads” or whatever you are looking for help with. Then, scroll down until you see “Still Need Help? Contact Support” where you should see a “Chat” or “Email” option populate. 

facebook ads customer service

The “Chat” and “Email” links may not appear if you are trying after hours. Try back during regular business hours. 

facebook ads customer service

Unbeknownst to most marketers and non-marketers alike, Facebook may or may not have these “Chat” and “Email” links appear for you. It’s biased, without explanation — but for sure, you need to have an active Facebook Ads account.

You’d expect Facebook to have a chatbot or something that was able to answer FAQs 24/7. 

Did you know you can make a Q and A chatbot and have customer support for your business that works across your website, Facebook Business Page, SMS Text, and more? 

Give your business a better customer experience with Customers.ai OmniChat.

How Do I Contact Facebook By Phone?

Sorry but Facebook isn’t going to hand out a Facebook customer care number you can simply dial (they have chatbots for your FAQs, which are much more efficient, come on, get friendly with a Facebook bot!) 

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Can I Talk To A Live Person At Facebook?

We already covered that Facebook phones would obviously be manned by cyborgs that all have Zuckerberg’s face, of course!

So, the answer is… maybe? They will call you, and they do have reps, but you don’t call them. 

Got it? 

Don’t mess with Facebook Ads customer service, fuggedaboutit. 

The Secret List Of Facebook Ads Customer Service Email Addresses

These are hit or miss – you might get a quick reply, or you might be stuck in limbo. If you are desperate, roll the dice and give one a try!

disabled@facebook.com – Use this email address regarding disabled accounts, hacked accounts, password resets, and other problems with your Page.

appeals@facebook.com – For appeals if your content has been blocked or accounts suspended.

support@facebook.com – This is casting a wide net. You’d better be very specific about your issue when using this generic email.

platformcs@support.facebook.com – For financial issues related to your Facebook page or ads.

abuse@facebook.com – They are on top of this one, rightfully so. Don’t take advantage or misuse it. This email is for any abusive or harassment situation.

Use Snail Mail As A Last Ditch Effort

You’ve tried everything and still want an answer to your unfathomably unique question. We don’t think you would do this, but you can (are you okay?). Here is Facebook’s address:

Facebook, Inc

1601 S. California Ave

Palo Alto, CA 94304

Don’t Put All Of Your Facebook Ads Customer Service Requests In One Basket

In summary, you want to try multiple avenues to get the fastest response from Facebook Ads customer service. It’s not that hard, but it’s not the most straightforward support system either. 

Follow our steps above when you get tired of Facebook’s hierarchy of support, and you should be able to resolve your issue one way or another. 

Resolve your prospects and customers’ concerns or needs with your own 24/7 customer support chatbot that works seamlessly across your website, Facebook page, Instagram page, and SMS phone number all from one user-friendly dashboard. 

live chat chatbot Customers.ai

Besides giving your prospects and customers faster answers and therefore creating a better impression and customer experience (which leads to more sales!) your Customers.ai OmniChannel chatbot can be used for much more. 

  • Live chat takeover that closes more deals and retains customers. You can easily setup Customers.ai to send a notification to yourself or your on-call live agent via mobile, email, or browser to suavely step in to your chatbot drip sequence using keyword triggers. 
Lead gen with chatbots
  • Customer satisfaction surveys with a conversational drip sequence that gets 3X more engagement than traditional forms or email surveys. It’s easy to setup and gives you the most valuable insights from your customers. 
facebook chat drip

That’s just the tip of the chatbot software iceberg. 

You can create pre-qualification drip sequences, a complete Messenger funnel with Click-to-Messenger ads with a 100% conversion rate, contacts list builder, and oodles of other Unicorn marketing tools.

See Who Is On Your Site Right Now!

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Try it Free, No Credit Card Required

Important Next Steps

  • Upgrade your Instagram and Facebook with 100% Meta-approved comment and DM automation to grow your audience, engagement and sales. InstaChamp is free for Creators this week!
  • Join the Customers.ai Facebook group to get and give help on chatbot marketing. We have over 40,000 members and counting.
  • Do yourself a favor by signing up for Customers.ai blog updates. We only send the most actionable and high-impact marketing tactics to your inbox.

Frequently Asked Questions

1. How can I contact Facebook Ads customer service?

To contact Facebook Ads customer service, you can visit the Facebook Ads Help Center at https://www.facebook.com/business/help. From there, you can browse through various topics or search for specific issues you need assistance with. You can also find options to contact Facebook Ads support directly, such as through live chat or submitting a support request.

2. What information should I provide when contacting Facebook Ads customer service?

When contacting Facebook Ads customer service, it’s helpful to provide specific details about your issue or question. This may include your ad account ID, the campaign or ad set name, any error messages you received, and a clear description of the problem you’re experiencing. The more information you can provide, the better equipped they will be to assist you efficiently.

3. Is there a phone number to reach Facebook Ads customer service?

Facebook Ads customer service primarily offers support through online channels such as live chat and support requests. As of the latest information available, there isn’t a publicly available phone number specifically dedicated to Facebook Ads customer service. It’s recommended to use the online support options provided by Facebook to seek assistance.

The post How to Get Help from Facebook Ads Customer Service appeared first on Customers.ai.

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How to Tag a Business on Facebook: The Art of Tagging on Facebook, the Complete Guide https://customers.ai/blog/tag-a-business-on-facebook https://customers.ai/blog/tag-a-business-on-facebook#respond Sat, 23 Jan 2021 18:27:19 +0000 https://customers.ai/?p=17924 Most of us know that you can tag a business on Instagram and other “tag friendly” platforms. But, can you […]

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Most of us know that you can tag a business on Instagram and other “tag friendly” platforms. But, can you tag a business on Facebook? If so, how do you tag a business on Facebook?

There are as many ways to use Facebook for Business as there are to catch a monkey in the jungle. We could write a novel about either (“How to Catch a Monkey in the Jungle”…not bad!)

But that’s not why you are here. 

You are probably wondering why you can’t tag a business on Facebook, whether it’s your page or another business page on Facebook. 

Or perhaps you are wondering, what the heck is a tag anyway?

We have you covered! The illustrious Facebook tag is no longer for the select few — but for all businesses, marketers, and ordinary people to enjoy freely. 

Here’s what you’ll learn about how to tag someone on a Facebook business page in this article:

So, ready to learn how to tag a business page on Facebook? Let’s go!

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What Is a Tag on Facebook?

In your personal life, it could be a blessing or a nuisance. A lot of people aren’t thrilled to be tagged — but businesses almost always are!

how to tag a business on Facebook

A tag is when you make a post or Facebook status update and link to someone’s name or page you mention in your caption. 

Think of it as a “shout out” or social media’s way to give credit where credit is due.

When you tag a business or person, they receive a notification. Some people or pages even change their settings to automatically publish tagged posts onto their page. While others will have the option to choose whether or not they want to unveil what lies beneath their tags (note to self, never “friend” your boss, or neighbor, or preacher, or…).

When other people see a photo that you or your business has been tagged in, there will be a link to your profile or page. 

Why Tag a Business On Facebook?

Three Reasons to Tag a Business on Facebook: Publicity, Engagement, and Growth

Gone are the days when Facebook’s newsfeed algorithm favored organic content like today’s LinkedIn, where quality and captivating posts thrived.

You’re probably aware that Facebook has evolved into a pay-to-play platform, making it challenging for businesses to gain attention without investing in ads.

But don’t lose hope just yet! For penny pinchers and small business owners who’ve managed to survive with minimal or no Facebook ad spend, there’s a silver lining: tagging your business on Facebook can significantly enhance your organic reach.

Tagging businesses and individuals on Facebook serves as the foundation for viral content, providing the ideal platform to distribute your posts organically across the social network.

How To Tag a Business On Facebook

Tagging a business on Facebook is essentially the same process as tagging a person. Whether you want to know how to tag someone on Facebook from your business page or another business page, we are here to help! 

Here’s how to do it…

Step 1

In an update or post, type the @ symbol followed by the business or page name. 

Step 2

As you start typing, a dropdown list of options will appear. Select the correct page, and continue typing your caption as usual. 

how to tag a business on Facebook

Step 3

Click “Post”!

The tagged business or page will appear highlighted in blue and, once published, will become a clickable link. 

To Tag A Business Page In A Photo

After you’ve added a photo to your post, you can tag a business directly in the photo.

Step 1

how to tag a business on Facebook

Hover over the photo until “Edit” appears and click it.

Step 2

how to tag a business on Facebook

Click the “Tag photo” button. 

how to tag a business on Facebook

Click anywhere on the image within your post, and type the person or business name. Then select the correct name or business. 

Quick Tip for How to Tag a Business On Facebook: If the business page you are looking for isn’t populating in the @ drop down, navigate to their page and copy and paste their @ tag name, which is directly below their profile photo.

how to tag a business on Facebook

Facebook Tagging Rules

You can go on a tagging spree and tag up to fifty people or pages in a single post! Do it!

If you know that many people or businesses that you can justify tagging in a post, perhaps from a community event, you can instantly alert them and get way more publicity.

While it’s not as effective as a 100% conversion rate Facebook Messenger ad using a tool like Customers.ai, it’s still beneficial. ????

Here are a few other good-to-knows on how to tag a business on Facebook:

  • You can tag people and business pages from a post or in a comment on someone else’s post.
  • You can tag business pages whether you have liked them or not. 
  • Business pages cannot tag individual people in a post.
  • Business pages can only tag other business pages with some exceptions.
  • If an individual comments on a business page’s post, the business can now respond and tag that person within that particular comment thread. 
  • Some people and pages may have their privacy settings adjusted not to allow themselves to be tagged. 

Where Do All The Tags Go? 

When a business or individual is tagged in a photo, that photo is automatically sorted into an album on the business’ page. 

When a business or individual is tagged in a post caption, it will appear on their timeline if their settings have this function enabled. 

If they do not have this setting enabled, then they will receive a notification about your tag and be given the option to share it to their timeline or not. 

How to Enable Businesses Being Tagged on Facebook

By default, your tags are enabled except for photo tags. You can enable the photo tags or change other tag settings.

To enable businesses to be tagged on Facebook, log in to the business page, and click “Settings” in the menu. 

Under “General” settings is “Tagging Ability” and “Others Tagging This Page” where you can customize your page’s tagging permissions. 

You may need certain permissions to tag a business on Facebook as your company. If so, you can learn how to manage page roles and how to add an admin to your Facebook page here.

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How To Tag a Business on Facebook Best Practices

Now that you can tag a business on Facebook, make sure you follow proper etiquette and best practices when engaging with other pages and people. Here are some ways to get the most out of your tagging.

Tag Yourself In Community Groups Or Pages For More Organic Traffic

Look for your photos on community groups or pages and tag your business to drive organic traffic to your Facebook page.

This will drastically increase your online visibility. If you’re familiar with SEO, you probably realize the internet is basically a bunch of links. 

Take a look at the source code of this page or any other, and you’re going to see a litany of links here, there, and everywhere on the internet. 

This is good. This is what it’s all about, link building! And that’s what every tag on Facebook is, a link. Tags are a direct connection between your business and another person or business. 

Art Or Science? Tagging a Business On Facebook

If your Facebook business page is getting tagged, good for you! 

If it’s not, then you need to start encouraging your customers, partners, employees, and fans to begin tagging you whenever they can. 

There are many benefits to tag a business on Facebook, to name a few:

  • Drive more traffic to your Facebook business page.
  • In community or local “Seeking Advice” posts, a small business owner might comment on a thread and tag their own business.
  • Increase engagement and gain new followers.
  • Get more reviews

Tagging is working smarter, not harder. Make your social media do the work for you! 

If you are trying to generate more leads on Facebook and increase your business’s social media and website traffic, the best thing you can do is utilize Customers.ai’s Multi-Channel Facebook Messenger Chatbot

When digital marketing expert, Neil Patel, noticed his Facebook page’s organic reach drying up with each algorithm change, he harnessed the power of Customers.ai to revive it.

Why rely on the newsfeed’s topsy turvy nature when you can send a direct message to each person who reacts to your ads or each of your followers. 

Break down the confounding algorithms, tap into tags, and let the networking mix, mingle, and marinade until you’re the coolest kid in your vertical or niche. 

Bypass the entire Facebook algorithm shmalgorithm. Take advantage of the wide-open Facebook business marketing loophole that is Facebook Messenger
Try the easy-to-use, lead-generating, customer-pleasing, mind-blowing magic of Customers.ai chatbot to give your business the competitive edge!

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Important Next Steps

Frequently asked questions for how to tag a business on Facebook

Q: What are Facebook tags?

A: Linking with tags is a special type of linking. By tagging someone, you create a link to their timeline. If you tag someone in a post, it may appear on their timeline as well. 

A photo can be tagged with the name of the individual in the photo or a status update can mention who you’re with.

Q: How do I tag a business on Facebook?

A: In 3 simple steps, you can tag a business on Facebook:

Step 1: Type the @ symbol before the business or page name in an update or post. 

Step 2: You will see a drop-down list of options as you start typing. Click on the correct page, and type your caption as usual. 

Step 3: Press the “Post” button!

Tagged businesses and pages will appear highlighted in blue and will become clickable links once published. 

Q: How do I tag a business page in a photo?

A: Two quick steps will allow you to tag a business.

Step 1:Hover your mouse over the photo until “Edit” appears, then click it.

Step 2: To tag a photo, click on the “Tag” button.

Click anywhere on the image in your post, then type the name of the person or business. Choose the right person or business. 

Q: How do I remove a tag from a business on Facebook?

A: To remove a tag from a business on Facebook, go to the business’s profile and click on the “remove” button. You can then type in the name of the business you want to tag.

Q: What are the benefits of tagging a business on Facebook?

A: There are many benefits to tagging a business on Facebook, to name a few:

  • Drive more traffic to your Facebook business page.
  • In community or local “Seeking Advice” posts, a small business owner might comment on a thread and tag their own business.
  • Increase engagement and gain new followers.
  • Get more reviews.
  • Tagging is working smarter, not harder. Make your social media do the work for you!

If you are trying to generate more leads on Facebook and increase your business’s social media and website traffic, the best thing you can do is utilize Customers.ai’s Multi-Channel Facebook Messenger Chatbot.

Q: How can I allow my followers to tag my business?

A: Businesses can be tagged on Facebook by logging in and clicking “Settings” on the business page.

You can customize your page’s tagging permissions by selecting “Tagging Ability” and “Others Tagging This Page” under “General” settings.

A business may need specific permissions from you in order to be tagged as your company on Facebook. In that case, click here to learn how to manage page roles and how to add an admin to your Facebook page.

Q: What happens to the tags?

A: The photo will automatically be added to an album on the business’ page when it is tagged with a business or individual.

Tags in post captions will show up on an individual’s timeline if they are enabled in their settings. Unless they have this setting enabled, they will receive a notification when you tag them and can decide whether to share it with their timeline.

Q: What is the best way to use tags?

A: The best way to use tags is to think of them as a way to start a conversation with your followers. When you tag a business, you are providing an opportunity for your followers to engage with your brand.

Posts that tag a business should not be promotional in nature. Try tagging businesses when you are asking for advice or recommendations. For example, “What’s your favorite Italian restaurant in town?” rather than “Come visit my new Italian restaurant”.

Q: Are there rules for Facebook tagging?

A: Yes, there are rules for Facebook tagging. For example, you cannot tag businesses in posts that are not related to them. You also cannot tag individuals in posts that are not related to them without their permission. Posts containing tags must comply with Facebook’s Community Standards.

Let’s do a quick review of a few key points:

  • It is possible to tag people and businesses in a post or when you comment on another’s post.
  • No matter whether you like the business pages or not, you can tag them.
  • It is not allowed for business pages to tag individual people in their posts.
  • There are some exceptions to the rule that only business pages can tag other business pages.

For a complete list of Facebook tagging rules, you can visit the Facebook Community.

Q: What are the best practices for tagging?

A: The best practices for tagging are to think about your followers and what would interest them. Try to tag businesses that are relevant to your followers. When you tag a business, make sure the post is something that your followers would want to see and not just a promotional message.

Also, be sure to comply with Facebook’s Community Standards when posting. This includes not tagging people in posts that are inappropriate or unrelated to them.

Tags should start a conversation with your followers and not just be promotional.

Facebook has a list of rules for tagging that you should review before posting.

Tagging a business on Facebook can be an effective way to generate leads and increase website traffic. When you tag a business, make sure the post is something that your followers would want to see and not just a promotional message. Also, be sure to comply with Facebook’s Community Standards when posting. For a complete list of Facebook tagging rules, you can visit the Facebook Community.

Q: When someone tags you on Facebook who can see it?

A: If someone tags you in a post and your settings allow for it, the post will show up on your timeline. You will also receive a notification about the tag. 

If you have the “Add to my Timeline” setting enabled, the post will be added to your timeline even if you don’t receive a notification.

If someone tags you in a post and your settings do not allow for it, you will not see the post on your timeline and you will not receive a notification.

Q: What should I do if someone tags me in an inappropriate post?

A: If someone tags you in an inappropriate post, report it to Facebook. For more information, visit Facebook’s Reporting Guidelines.

Q: What is the difference between tagging and sharing on Facebook?

A: Tagging someone in a post on Facebook is different than sharing a post with them. When you tag someone, the post will show up on their timeline and they will receive a notification about the tag. When you share a post with someone, they will not see the post on their timeline and they will not receive a notification.

Q: How do I review a tag on Facebook?

A: To review a tag, go to the post and click on the “Options” drop-down menu. Then select “Review Tag”. This will take you to a page where you can review the tag and decide if you want it to show up on your timeline.

If you do not want the tag to show up on your timeline, select “Remove Tag”. If you want the tag to show up on your timeline, select “Confirm Tag”.

Tagging a business on Facebook can be an effective way to generate leads and increase website traffic.

Q: How do I manage tags on Facebook?

A: To manage tags on Facebook, go to your Timeline and click on the “Timeline Settings” link. Then select “Tagging”. This will take you to a page where you can manage the tags that appear on your timeline.

You can choose to allow anyone to tag you, only friends, or no one. You can also choose to review tags before they appear on your timeline.

Q: How do I turn off tagging on Facebook?

A: Tagging on Facebook can be turned off in your Timeline Settings. To turn it off, go to “Tagging” and select “Disable”. This will stop people from tagging you in posts. Note that you will still be able to tag yourself in posts.

Q: What is the Facebook tagging limit?

A: There is no official Facebook tagging limit.

However, Facebook’s Community Standards state that you should not tag people in posts that are inappropriate or unrelated to them.

Q: What is malicious tagging?

A: Malicious tagging is when someone tags you in a post that is inappropriate or unrelated to you. This can include spam, malware, or violent content. If you are tagged in something like this, report it to Facebook.

Q: How do you create a tag group on Facebook?

A: You can create a new tag group by clicking the three-dot menu icon next to the Team name and then selecting “Manage Tags.” From there, choose “Create Tag.” Name your tag, add team members, and then click “Create.”

Q: What is tagging etiquette?

A: Tagging etiquette is the proper way to tag someone on Facebook. This includes only tagging people in posts that are appropriate and related to them. You should not tag people in spam, malware, or violent content.

Also, include a link to your website or Facebook page in your tags. This will help generate leads and increase website traffic.

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20 Key Facebook Best Practices For Business Pages To Get More Fans, Increase Engagement & Traffic In 2021 https://customers.ai/blog/facebook-best-practices https://customers.ai/blog/facebook-best-practices#respond Fri, 22 Jan 2021 06:25:33 +0000 https://customers.ai/?p=17856 In 2004, Facebook was just a 19-year-old’s fun idea for college students. Today, it’s safe to say that Facebook is […]

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In 2004, Facebook was just a 19-year-old’s fun idea for college students. Today, it’s safe to say that Facebook is the most popular and well known online platform. Zuckerberg is pretty well known too. 

facebook-best-practices-zuckerberg

It’s not just for the kids either (we turned that corner a long time ago). With over 2.7 billion monthly active users, people of all demographics and professions are engaging on Facebook. 

Facebook, Then And Now

Facebook was the first social media platform to consider launching ads, and that was revolutionary. 

Today, Facebook ads have become a yardstick on other social platform’s ad algorithms. 

Facebook has since been a powerful tool for businesses of all sorts. 

And if your business depends on Facebook in any capacity (it probably does), then you owe it to your business to understand the 15 key Facebook best practices.

Before we jump the gun on Facebook best practices, let us first better understand why it matters.

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Why Is Facebook Such A Powerful Marketing Tool?

Within the last decade, Facebook now has more than 1 billion active users daily!

Approximately 93% of marketers state they utilize Facebook best practices to keep their marketing and advertising top-notch!

This percentage translates to roughly 3 million businesses, which are using Facebook for the sole purpose of marketing! (Are you one of those?)

Potential customers are always on Facebook, and with our list of 15 key Facebook best practices combined with the proper use of Facebook Analytics, you will find them and convert them! 

facebook-best-practices-2

Facebook Best Practices #1: Ask Questions To Generate Engagement

Asking questions is one of the best ways to get someone to engage with you.

Of course, be relevant and stay true to the ethics and motif of your brand.

Facebook Best Practices #2: Leverage Trending Topics To Generate Engagement

There’s always something happening in the world, and to show your business cares and is relevant in your niche or industry, say something!

“There comes a time when silence is betrayal” – Martin Luther King, Jr.

With a loyal following on social media comes great responsibility. People want to hear from you. They want to know if your business has integrity and upholds the values that attracted them as customers in the first place. 

Don’t let your post get lost in the mix. Get your message read with a Facebook Messenger Chat Blast!

facebook-best-practices-3

Facebook Best Practices #3: Weave Stories To Generate Engagement

Content is still king, and your small business can gather the right audience by weaving some good stories.

Everyone loves a good story. Tell them about your journey, what your business stands for, and how you are giving back to society. 

Give them something to look forward to, tell them what you have in store.

Facebook Best Practices #4: Add Creative Pictures To Generate Engagement

You know your brand best, and you know the best way to showcase it.

Flaunt your products and services in a way that compels people to stop and look!

Incorporate your products with themes like upcoming seasons, festivals, games, sports, or whatever your target audience is into.

Keep your creativity rolling!

Facebook Best Practices #5: Give Out Industry Tips To Generate Engagement

If you have a problem, you will go to an expert. 

Why not use your Facebook platform to establish yourself as an expert?

Give out tips and tricks for your industry, and people are going to follow you for the value you add to their existing knowledge. 

Facebook Best Practices #6: Test Multiple Posting Frequencies & Lengths To Optimize Engagement

The best part about social media is the variety. 

It’s not one-size-fits-all, and your target audience might be busy on Facebook in the wee hours of the night. Or perhaps they are early birds who like to get to the point quickly. 

This is where scheduling comes in handy, as well as measuring some basic analytics that show what time of day or night your audience is most active. 

While we could share some general averages and statistics regarding posting times, ultimately what might work exceptionally well for one business may not yield as beneficial results for someone else.

There is only one way to find out! 

Facebook Best Practices #7: Use Videos To Generate Engagement

Facebook has an excellent ‘Watch’ section, which you can use to expand your business, attract new clients, boost engagement and your revenue.

Have fun experimenting with videos and see how your audience reacts.  

facebook-best-practices-6

Start a simple video strategy, try 10-15 second short videos, use a smartphone, and ask team members their names and what they do at the company. 

Show “A Day in the Life” at your company through video shorts/stories. 

Facebook Best Practices #8: Use Infographics To Generate Engagement

We love infographics!

unicorn-content

A humongous amount of data with minimalistic words and catchy design.

What more could anyone ask for? 


Try Canva for simple and free templates to get started with creating eye-catching infographics. 

Facebook Best Practices #9: Find an Optimal Time To Optimize Engagement

Just as you have to find your zen when it comes to posting frequencies and post lengths, finding the optimal time is also on you.

Try and try and try and bingo! Check your analytics, and you’ll find what you are looking for! 

facebook-best-practices-7

Facebook Best Practices #10: Go Live To Generate Engagement

When Facebook gives you a live feature, you use it!

facebook-best-practices

Going live will give you an edge with added authenticity, and your viewers will love it (unless you completely botch it somehow — no publicity is bad publicity, right?).

Facebook Best Practices #11: Get Candid To Increase Brand Affinity

Whether you are a gorilla-sized household name or a smaller business, your customers are going to engage better with candid information.

  • Share some behind-the-scenes pictures and content.
  • Give them insight into what you do, how you do it, and where you do it!
  • People want to see people, share more faces than places for more engaging content.  

Facebook Best Practices #12: Stamp Your Graphics To Increase Brand Recognition

Graphics can make or break your social media wall, aesthetically speaking. You need to be as slick as your competitors. 

facebook-best-practices-top-10

If your social is shoddy, customers move on to better-looking brands that feel more pro and trustworthy. 

Use some eye-catching colors, read about color psychology, and use it to attract your target audience. 

And whatever you do, never forget to stamp your logo on your graphics!

Join Today’s Webinar with Larry Kim!

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Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Facebook Best Practices #13: Share Your Company’s Blogs To Generate Site Traffic

Social media marketing is cool and everything, but what about content marketing

Do you have resources, news, or a blog page on your website? 

Then put it to good use — twice! By sharing your company’s blogs on your social media to garner more traffic.

Don’t forget to send a chat blast to drive massive traffic to your new blog article! 

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Facebook Ads Tip: The lead capture rate for ‘Click-to-Messenger’ ads is 100 percent. This is because you automatically capture basic contact info and the ability to send follow-up communications to all Messenger contacts via Facebook Messenger marketing!

Facebook Best Practices #14: Discounts & Sales To Drive Conversions From Social Channels

People enjoy shopping, throw in a discount, and reel them in. 

You can use your Facebook Page as the medium to update your existing clients about discounts, sales, and deals and generate leads and capture new customers.


The best way to do this is with a Click-to-Messenger campaign that sends traffic to your discount or promotional ad. 

Using this method guarantees a 100% conversion rate as you instantly and automatically capture their lead info as soon as they click the ad and engage your Customers.ai chatbot. 

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You can also create a chat blast for your list of prospects or fans, it’s easy with Customers.ai’s visual chatbot builder

Facebook Best Practices #15: Use Contests And Giveaways To Grow Followers

Here is a sure-fire way to increase your reach on Facebook, get more fans and followers, and increase engagement – contests and giveaways!

Run a relevant contest, and offer a giveaway to increase your brand awareness, gain better reach, and more followers. You can also take advantage of Facebook polls!

Customers.ai and Click-to-Messenger ads can amplify your contests with unicorn potential, we even offer free contest chatbot templates you can copy and paste to get started! 

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Check out this demo chatbot and see it in action! 

Facebook Best Practices #16: Create Contacts You Can Follow Up With From Facebook Posts With Comment Guards

Grow your contacts list and take a break from monitoring comments on your posts with a Facebook autoresponder, also known as a comment guard. 

Not only will it engage and retain your followers, automatically, it also transforms your posts into lead magnets. 

For every comment, the user is sent a drip sequence via Messenger where you instantly scrape and save their contact information the moment they reply. 

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Learn how to create your own Facebook post autoresponder or comment guard to create in a few simple steps with Customers.ai. 

Facebook Best Practices #17: Add A Messaging Answering Service To Your Facebook Page CTA Button To Create Contacts You Can Follow Up With

In some way or another, everyone is in sales, right? What better way to follow up with leads than an automated messaging service — that captures the lead info with every click! 

Without one, you risk a lot of missed opportunities. Make those connections happen, fill your calendar with demos, meetings, and walks along the ocean. You can do all of that and more with the Free Forever Edition of Customers.ai!

Engage at lightning speeds! Build lists and follow-up with ease. 

Facebook Best Practices #18: Boost Your Best Performing Facebook Posts To Extend Their Reach

If you didn’t notice some algorithm changes with Facebook’s newsfeed over the years, you aren’t in digital marketing. 

One of the most significant changes was the shift to a “pay-to-play” type model, where Facebook gave better organic reach to personal accounts vs. business to encourage businesses to use Facebook ads. 

It worked. 

But you don’t have to spend a fortune to play the game. You can simply “Boost” your best performing posts to stretch their engagement. 

You’d be amazed by the difference just a few dollars on a post makes.

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Bonus Tip! The Comment Guard can be used on boosted posts for warp speed contact list building!  

Once your posts are getting wicked engagement, turn each one of those comments into a contact with a comment guard!

Facebook Best Practices #19: Convert Facebook Engagers Into Contacts Using Click-To-Messenger Ads

Once you’ve tried a Click-to-Messenger campaign, you won’t be able to go back to your old ways of Facebook Ads. 

We’re talking 10X better ad performance and 97% better CPA compared to other methods!

There are many ways for a person to start a conversation from your Click-to-Messenger ads: 

  • Facebook newsfeed
  • Instagram feed
  • Facebook Stories
  • Instagram Stories
  • Facebook Marketplace
  • Audience Network
  • Facebook Messenger

Here is a real live example of what your customers might experience after clicking “Send Message”. 

The best part? Instant lead captures. That’s right, when you use a smart platform like Customers.ai, every person who communicates with your Facebook Business Page is added to a bucket of contacts with follow-up info.

Facebook Best Practices #20: Convert Anonymous Website Traffic Into Contacts Using Click-To-Messenger Ads

Have you heard of the exciting new Facebook retargeting strategy called Conversational Remarketing

It’s easier and encourages more conversions, is 3X more effective than generic Facebook ads, and adds revenue to the bottom of your funnel. 

So what is it? Essentially you are going to be starting a Facebook Messenger conversation with prospects that once visited your website, engaged with your Facebook or Instagram pages, or other custom audiences you’ve previously built. 

You will be turning every interaction into a named contact. In a nutshell, the strategy is to combine your Click-to-Messenger ads with Messenger Sponsored Messages ads.

You can find detailed steps on our blog for creating your own Conversational Remarketing strategy using Customers.ai.

What Is The Best Content For Facebook?

Well, this is a tough one because every business is so different. 

What you ultimately want from your business, internal processes, and how you wish to pursue your potential clients will be significantly different.

But we will let you in on a secret – people love authenticity! Just be you!

If you are real and what your brand is offering is genuine, let your content reflect the same. 

Generally speaking, videos tend to perform better, and images (or videos) with your team or people’s faces in them receive the best engagement.

Join The Party. Publish A Post!

One of the best pieces of advice regarding social is don’t hesitate! Putting it on the backburner is a creativity killer and missed opportunity. If you have a good idea for a post, get it out there as fast as possible.

When the inspiration fades, or you overthink it — the moment has passed. The key is more quality content more often.

Improve your Facebook Page and overall marketing strategy with these 15 key Facebook best practices. It would help if you also learned about chat marketing tactics for a competitive edge.  

Do what works best for you, and as long as you are actively trying to engage, your customers will love you!

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Important Next Steps

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50 Facebook For Business Tips To Create Profit-Boosting Value From Your Facebook Business Page https://customers.ai/blog/facebook-for-business-tips https://customers.ai/blog/facebook-for-business-tips#respond Thu, 14 Jan 2021 06:19:28 +0000 https://customers.ai/?p=17704 Every business will benefit from our list of 50 Facebook for Business tips. Facebook is still the behemoth gorilla of […]

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Every business will benefit from our list of 50 Facebook for Business tips. Facebook is still the behemoth gorilla of social platforms.

You can’t shake a banana at over 2 billion monthly and 1 billion daily active users!

Don’t forget about Facebook’s super-secret marketing mojo tool, Facebook Messenger, which alone has 1.3 billion active monthly users (as of November 2020).

Facebook Messenger is likely to outpace active users on Facebook itself as social trends continue to favor messaging. So how do you tap into the powerhouse that is Facebook?

We’re going to walk you through exactly how to rub the magic Facebook lamp to fulfill all of your Facebook for business tips wishes. 

Your Facebook Business Page is arguably more important than your brick-and-mortar (if you have one).

Love it or hate it, your business needs to make a good impression on Facebook. 

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Facebook for Business Tips Killer Value Roadmap

I. What Is The Best Way To Use Facebook for Business?

II. What To Post On Facebook Business Page

  1. Use A Facebook Messenger Bot To Answer Questions 24/7 And Boost Your CX & ROI
  2. Select The Correct Category For Your Business Page To Get Better Features And Improve SEO
  3. Create A ‘Vanity’ Facebook URL To Make It Easier To Find Your Business Page And Look More Professional
  4. Activate A CTA Button To Drive More Desired Outcomes From Your Facebook Page Traffic
  5. Keep Your Cover Photo Fresh To Make A Memorable First Impression 
  6. Customize Your Facebook Business Page’s Tabs For Easier Navigation And A Clean Look
  7. Experiment With Different Types Of Posts To Find The Perfect Balance Of Content For Your Target Audience
  8. Share Insider Knowledge Via Facebook Chatbots For Insane CTRs And More Returning Visitors 
  9. Optimize Your Posts To Avoid Looking Sloppy And Gain Better Reach 
  10. Use Messenger Drip Campaigns To Effortlessly Qualify, Gain, And Convert Leads
  11. Pin A Post To Get More Impressions For Your Promotions And Events
  12. Respond To Comments And Messages Quickly To Build Trust With Your Customers And Never Lose A Sale 
  13. Share User Generated Content To Expand Your Reach
  14. Fill Out The About Section So Your Customers Know You Are Legit And Where To Find Your Business
  15. Post Lots Of Videos For Increased Engagement That Builds Customer Loyalty And Brand Awareness
  16. Analyze Your Content With Facebook Insights To Inform And Improve Your Engagement And Drive More Leads
  17. Check The Best Day/Time To Post With Facebook Insights For The Most Engagement
  18. Advertise Your Facebook Business Page With Like Buttons On Your Website
  19. Give Your Posts A Boost Like The Pros With Facebook Ads For Better Engagement
  20. Use Targeting To Drastically Increase Conversions
  21. Use Influencer Marketing To Engage With Your Target Audience And Gain Customers Trust
  22. Promote Your Facebook Business Page In Your Email Signature For More Traffic
  23. Share Behind-The-Scenes Content To Keep Your Followers Interested and Engaged 
  24. Run Contests For An Engaging Way To Gain New Followers 
  25. Experiment With Emojis For More Engagement And Fun!
  26. Infographics For Easy-To-Share Value And More Traffic 
  27. Reuse, Recycle, Renew For Effortless Engaging Posts
  28. Experiment With GIFs For Better Engagement And A Sense Of Humor That Your Customers Will Love
  29. Post On The Weekend To Reach More People
  30. Use Humorous Posts To Win Customers Over And Break Up Serious (Boring) And Salesy Posts
  31. Tag Other Businesses For Increased Reach And To Gain New Followers
  32. Hash Out Some Hashtags To Grow Your Following With Better Reach And Engagement
  33. Connect Your Instagram To Easily Cross-Post And Co-Promote Content Across Channels
  34. Create A Facebook Group To Turn Your Brand Into A Community
  35. Experiment With Post Length To Find What Your Target Audience Engages With
  36. Use Ideal Photo & Graphics Dimensions For Better Looking Posts That Build Brand Trust
  37. Use Social Media Management Tools To Save Time And Automate Scheduling
  38. Feature Testimonials For Brand Trust And Social Proof
  39. Create Exclusive Content For Customer Loyalty
  40. Ask For Reviews So New Customers Can Easily Trust Your Brand
  41. Jump On The Trends Bandwagon To Share Engaging Curated Content With Your Followers
  42. Keep It Professional And Avoid Violating Facebook’s ToS
  43. Use The Facebook Pixel To Track Traffic And Conversions Generated By Your Facebook Page
  44. Utilize Page Roles To Avoid Any Mistake Posts And Other Facebook No-Nos
  45. Use A Good Profile Photo For Better Branding And To Be More Memorable
  46. Turn On Private Messages To Harness The Unyielding Power Of Facebook Messenger Chatbots
  47. Set Up Facebook Business Manager To Easily Manage All Of Your Pages
  48. Use Facebook’s Templates For A Fool-Proof Page Layout That Improves CTR
  49. Go Beyond The Blog And Focus On Writing More Engaging Posts For More Action
  50. Invite Your Facebook Friends For An Easy Boost In Followers And Reach

Can I Use Facebook For Business? Facebook Marketing Tips, 2022 Edition

The best way to use Facebook for business is to generate brand awareness, leads, and conversions… of course! 

Whether you are looking for Facebook marketing tips for small business or a larger organization, these are all super simple and essential to a good Facebook marketing strategy. 

Post organic content regularly

Whether it’s original graphics (a good choice), videos (the best choice), or quick and easy curated content (an okay choice). 

Start out slow with 2-4 posts per week and get into a rhythm and then ramp up to daily.

Run paid ads 

A simple “boost” will help any post for engagement but you owe it to yourself to dive deeper into audience targeting and conversion strategy. 

  • Choose ‘Click-to-Messenger’ ad campaigns for 100% conversion rates, fast funnel fill (effortlessly gather contact info for every click!), and an ROI that is absolutely BANANAS!
  • This is fundamental to any decent Facebook marketing strategy. You can post amazing organic content all day long but almost nobody will see it until you pay up. When you do boost a post on Facebook, take a moment to make it targeted. 

Make your Click-to-Messenger campaigns effortlessly deliver more engagement and conversions by using the best chatbot platform in the world, Customers.ai

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Your customer service will improve, you will save time on FAQs, and have access to the best chatbot drip builder plus oodles of solid gold chatbot templates for lead gen and more. 

  • Facebook ads with Messenger bots are a fraction of the cost of traditional traffic and conversion campaigns. 
  • Stay in touch for life! Customers.ai makes highly interactive remarketing a cinch.

There should be a lot more steps. You’ll get the gist of it after you’ve perused, studied, and absorbed our list of 50 Facebook for business tips to create profit-driving value. 

What To Post On Facebook Business Page?

There are a lot of different post types to choose from. To name a few:

  • Text status post a la Twitter. Boring, but it can be good for engagement when done thoughtfully. 
  • Photo posts. Much more interesting, prettier, and better engagement than text-only posts. 
  • Short video clips. The proof is in the pudding, you can get the best engagement with videos, just keep it short! (Your video may be mind-blowing, but nobody has the attention span to watch it). 
  • Live posts. Go live or go home! Just make sure you have some followers first so somebody tunes in!
  • Curated articles / links. This is the easiest way to generate content, and serves its purpose well. However, you will garner better engagement with your followers if you post photos and videos. 

Just keep in mind the reciprocal nature of social media. 

Respond to comments and messages (automatically with Customers.ai!) and get involved with Facebook Groups or create your own to cultivate a community around your brand. 

Now that we’ve covered some basics and you have an idea, notion, or even an inkling of how to use Facebook for business, let’s get into the top 50 Facebook for business tips for 2022.

50 Top Facebook For Business Tips Of 2022

1. Boost Your Facebook Page & Post Engagement With A Messenger Autoresponder

Research straight from Facebook says that users expect businesses to respond almost immediately. Facebook and we strongly suggest chatbots as the answer. 

For an easy-to-launch chatbot that integrates with Facebook, use Customers.ai to set up some basic autoresponders when someone sends your page a message or comments on your posts. 

You will have that shiny little green “Very responsive to messages” badge in no time! 

2. Select The Correct Category For Your Business Page To Get Better Features And Improve SEO 

Choosing the right category for your Facebook Business Page is important because it changes the features available to you.

For example, a local business can include its physical address whereas an e-commerce business cannot.

Facebook for Business Tips Bonus: If you choose ‘Local Business’ as your category, you will be given the option to further define your business ie: Automotive, Bank/Financial Services, Restaurant/Cafe, etc. Avoid selecting the generic ‘Local Business’ option, it will not help your SEO. 

3. Create A ‘Vanity’ Facebook URL To Make It Easier To Find Your Business Page And Look More Professional

One of the first steps towards optimizing your Facebook Business Page is to choose a ‘vanity’ URL or username.

This won’t be an option for you until you’ve reached 25 page likes. 

Why create a ‘vanity’ URL? Your Facebook Business Page is not only searchable on Facebook but also Google. Proper SEO goes a long way, and this is the best practice for Facebook Business Pages. 

Your URL will appear something like “facebook.com/YourBrandName”. Not only is it good for SEO but it makes marketing/advertising your page address much easier and more professional. 

4. Activate A CTA Button To Drive More Desired Outcomes From Your Facebook Page Traffic

The Call-to-Action button is to be used wisely, it holds the power to generate traffic, leads, and more. 

A lot of businesses opt for “Sign Up” for the CTA button on a Facebook page — whether they are actually offering membership or not. It’s versatile and works wonders for building an email list. 

Some of the options include:

  • Book Now
  • Shop Now
  • Contact Us
  • Send Message 

Facebook for Business Tips Bonus: Facebook provides a really nice table with all of the CTA options and their intended objective ie: engagement or traffic.

5. Keep Your Cover Photo Fresh To Make A Memorable First Impression 

This oft-overlooked prime real estate is where you should really take advantage and use a good cover photo. 

A cover video could be an even better option. 

6. Customize Your Facebook Business Page’s Tabs For Easier Navigation And A Clean Look 

The tabs on your Facebook Business Page are similar to the pages on your website. Take advantage of these little tabs by customizing which are visible.

Share more about your business with these tabs, such as photos and videos, or feature a community page. 

You can also have a tab function as an additional CTA, and more CTAs are always a good idea.

7. Experiment With Different Types Of Posts To Find The Perfect Balance Of Content For Your Target Audience

Not sure what to post on Facebook business page? Find the perfect balance of content types to deliver to your target audience. It requires trial and error, but you can safely bet on the 70:20:10 rule of thumb: 

  • 70% original posts
  • 20% specific niche/audience interests
  • 10% self-promotion

After a few weeks or months of regularly posting content, you’ll have some good foundational data to pinpoint the best mix of post types and reach content zen.

8. Share Insider Knowledge Via Facebook Chatbots For Insane CTRs And More Returning Visitors 

A Facebook chatbot like the forever free edition of Customers.ai can work as another platform to stay in touch with your customers. 

Email newsletters are great — but the response rate on Messenger is double or triple email click-through rate!

Send out a chat blast with news, announcement, something new, special deals, etc., and your followers will feel extra special receiving your updates via Messenger. 

9. Optimize Your Posts To Avoid Looking Sloppy And Gain Better Reach 

This seems obvious, but so many businesses (and sloppy marketers) do not put the time and effort into ensuring each post displays well in the newsfeed.

The newsfeed is a busy and competitive place. A post with a good photo is ten times more likely to receive engagement than plain text. 

Tidy up captions by removing the links when sharing curated content. It will look less busy and the link preview image and meta still populates in the post.

If you simply must use a long URL, try a shortener such as Bit.ly. 

10. Use Messenger Drip Campaigns To Effortlessly Qualify, Gain, And Convert Leads

We told you Facebook Messenger is a versatile tool for Business Pages, right? 

Ditch the emails that go straight to junk and spam and start connecting with a 100% engagement and conversion rate using Customers.ai for Facebook Messenger chatbot drip campaigns.

Experience this drip campaign firsthand here

Drip campaigns serve many purposes such as: 

  • Welcome and onboard customers
  • Keep leads engaged with the brand
  • Activate use of sophisticated solutions
  • Leverage automation to communicate at scale

Upgrade your drip campaign game and join leading edge marketers with the ultimate Facebook Messenger drip campaign for conversions. 

Gary V is doing it — so should you! Take Gary V’s VIP Facebook chatbot for a spin!

11. Pin A Post To Get More Impressions For Your Promotions And Events

Sometimes you have something really important to share or just a fantastic post that makes your brand stand out, take advantage of the ability to pin the post to the top of your newsfeed. 

Any other subsequent posts will appear beneath it, keeping your promotion, event, or cool post up front and center. 

12. Respond To Comments And Messages Quickly To Build Trust With Your Customers And Never Lose A Sale 

If a customer has to wait too long to receive a reply or answer from a company — they are headed to your competitor’s page faster than you can say multi-channel customer support chatbot.

Yes, we are suggesting Customers.ai as a customer support chatbot to auto-reply to comments and messages. 

Don’t settle for just any chatbot — Customers.ai empowers you to jump into the conversation with Live Chat Takeover at any point. You can set trigger keywords that will alert you to takeover a chat. 

13. Share User Generated Content To Expand Your Reach

This is a win-win. By sharing User Generated Content (UGC) you not only save time on drafting posts, photos, and graphics, but you build and encourage a community. 

Whenever a follower tags your business or uses a branded hashtag, swoop up that content and repurpose it in the name of being social. 

Simply tag the user thanking them for the mention or photo etc., and screenshot it or hit the ‘Share’ button to repost. 

This is a solid Facebook for business tips to build an engaged following on the cheap with Facebook for small business. 

14. Fill Out The About Section So Your Customers Know You Are Legit And Where To Find Your Business

Your ‘About’ page is a very important aspect of your Facebook Business Page. 

Many businesses fail to complete the ‘About’ page with missing contact information and other important details. 

Your customers want to know who to call and when to arrive etc., and if your ‘About’ page doesn’t have the decency to provide a website, contact info, or address — you are losing sales 24/7.

15. Post Lots Of Videos For Increased Engagement That Builds Customer Loyalty And Brand Awareness

Video content is a big engagement booster. There is even a ‘Live’ option, which your followers will certainly appreciate. 

Facebook has given algorithm update details in the past that give preference to videos, appearing first in the feed.

Facebook for Business Tips Bonus: 85% of Facebook users watch videos with the sound off. Make sure your video doesn’t auto-play sound (annoying!) and has captions if necessary.

16. Analyze Your Content With Facebook Insights To Inform And Improve Your Engagement And Drive More Leads

The best analytics available for your Facebook Business Page is provided by Facebook themselves, and it’s free!

Log in to Facebook Insights and you’ll find graphs, graphs, and more graphs that can be exported into sheets and more. 

Check out your top-performing posts and use that info to guide your next round of posts. 

17. Check The Best Day/Time To Post With Facebook Insights For The Most Engagement

Don’t miss out on this nugget. Knowing which days and time of day can help your engagement tremendously. 

If your audience is a bunch of night owls or nine-to-fivers, you want to post when they are most like to see it. Click on the “Posts” tab and the first thing you’ll see is when your fans are active online. 

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18. Advertise Your Facebook Business Page With Like Buttons On Your Website

You can gain more followers by simply asking your existing customers to like your page.

Include a CTA in your messaging, whether it’s by email, or even a “Follow Us On Facebook” sign on the counter, door, or receipt for brick-and-mortars. 

Some customer’s first impression of your business may very well be your Facebook Business Page or perhaps your website. Why not have them drive traffic to one another? Makes sense right?

Drop a few of those little thumbs-up buttons on your website and start sending your web traffic to Facebook and vice versa. 

19. Give Your Posts A Boost Like The Pros With Facebook Ads For Better Engagement

Everyone knows that Facebook is “pay-to-play” for businesses in 2022. The good ‘ol days of organic reach are a distant memory. 

Facebook and the internet, in general, are so utterly saturated that to stand out, it’s reasonable to expect to spend some moola. 

Run targeted ad campaigns and boost posts for better engagement.

If you are trying to generate leads or improve customer support, you need a good chatbot. 

How about a chatbot that effortlessly scrapes customer data from Facebook for every click, whether it’s on your website, SMS text, Facebook Messenger, or another chat channel? Customers.ai OmniChat is where it’s at. 

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

20. Use Targeting To Drastically Increase Conversions

When you target a specific audience with your posts and Facebook Ads you drastically increase the probability of gaining engaged followers or converting customers. 

From location-based to hobbies and interests, you can even target people in certain job positions, who own certain cars, income bracket, or college education. 

21. Use Influencer Marketing To Engage With Your Target Audience And Gain Customers Trust

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What is influencer marketing? It’s when you hire the help of someone who already has a substantial network and following on social media to co-promote your page. 

There are many ways to go about it, but you will want to start with an influencer in your niche. Check hashtags and do some keyword research to determine who may be influential in your space. 

22. Promote Your Facebook Business Page In Your Email Signature For More Traffic

It’s like a business logo or sticker on your car, but better. Create or edit your email signature to include a link to your Facebook page. 

You can just have a simple anchor link beneath your name for Facebook or have a CTA to Like or Follow your page. 

23. Share Behind-The-Scenes Content To Keep Your Followers Interested and Engaged 

Your followers want to get to know you, or your team — the personalities behind your brand. A pretty clear pattern that most marketers can agree on is the psychological fact that people like to see other people. 

This goes beyond Facebook for business tips, and can apply to just about every marketing channel.

Feature an image or video of someone on your team, perhaps with a brief explanation of what they do at your company. Consider incorporating a #FeatureFriday routine employee spotlight or similar.

24. Run Contests For An Engaging Way To Gain New Followers 

This Facebook for business tips is a sure-fire way to drive engagement and gain new followers and customers is to hold a Facebook contest.

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Every so often it’s a great idea to put together a giveaway or contest that has an entry stipulation such as: “Like and Share This Post” or “Tag a Friend” or “Like and Follow our Page” etc. 

25. Experiment With Emojis For More Engagement And Fun!

Depending on your audience, emojis can be a fun way to boost engagement with your posts. 

Dig through the endless emoji possibilities at emojipedia.com and simply copy/paste the right smiley, symbol, or food to fit the mood. 

26. Infographics For Easy-To-Share Value And More Traffic 

The art of combining as much information and statistics into an appealing and sometimes quirky or fun infographic is an important trend to cash in on. 

What is your product or service? Are you solving a problem or a frequently asked question? Create an infographic to visually elaborate your topic. 

They are extremely shareable, lending themselves to social media, and they drive traffic!

27. Reuse, Recycle, Renew For Effortless Engaging Posts

There is no sense in letting a fantastic post work its magic just once. It’s perfectly acceptable and okay to repost a winner from last quarter or last year etc.

You can always take a post that performed exceptionally well and redesign it, change up the graphic or caption – rinse and repeat for repeatable results! 

28. Experiment With GIFs For Better Engagement And A Sense Of Humor That Your Customers Will Love

facebook-for-business-tips

Motion grabs attention in the newsfeed, hence why videos consistently perform so much better. 

Take advantage of the multitudes of public domain GIFs that abound across the internet. 

29. Post On The Weekend To Reach More People

Not everyone is only checking their Facebook feeds during their workdays. Some people escape from reality on the weekends too! 

By scheduling some content on the weekends and utilizing Facebook Insights, you can find out if your audience are digital weekend warriors.

30. Use Humorous Posts To Win Customers Over And Break Up Serious (Boring) And Salesy Posts

facebook-for-business-tips

Have a sense of humor with your Facebook Business Page. If you are all info and seriousness, you are borrriingg. Stop it! Be funny! People will like you better, as a Facebook for business tips and in person. 

Break the ice with a funny GIF or meme, it takes hardly any effort to find a good one that is relevant to your industry or audience. 

31. Tag Other Businesses For Increased Reach And To Gain New Followers

A good practice that will grow your audience and even has the potential to spur partnerships is to tag other businesses. 

If you have a potential partner, try to mention and tag them in a caption. Or capitalize on your existing business relationships — start tagging everybody! 

You will tap into their following/network and build a positive and reciprocal relationship with other brands — which is the name of the game on social media… be social! 

32. Hash Out Some Hashtags To Grow Your Following With Better Reach And Engagement

While not as impactful as on other social channels such as Instagram, Twitter, or LinkedIn, the hashtags on Facebook are becoming increasingly useful. 

Ever since Instagram and Facebook joined forces, there has been a lot more hashtag action on Facebook… probably due to the ability to link accounts and cross-post. Nonetheless, they exist and you should use them! 

Have fun and create a branded hashtag, something like #yourcompany or #yourslogan, and encourage your followers to use them so you can harvest UGC. 

33. Connect Your Instagram To Easily Cross-Post And Co-Promote Content Across Channels

Has your Facebook game fizzled but your Instagram is on point? Connect the two and give ‘em a boost! 

You can easily share any post from Instagram to Facebook automatically

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Did you know that you can also connect your chatbot across Instagram and Facebook with the new Instagram Messaging Tools in Customers.ai? ????

Get on the list now for more leads, sales, and better communications with Instagram Messenger.

34. Create A Facebook Group To Turn Your Brand Into A Community

Why wouldn’t you want to cultivate a community of your devoted fans? If nothing else, creating a Facebook Group encourages discussion about topics of interest in your niche. 

Give your followers a comfortable space to mix and mingle and support each other with resources and questions and answers. 

You might even gain a little extra reach with your target audience. 

35. Experiment With Post Length To Find What Your Target Audience Engages With 

What’s the magic number? The general consensus amongst marketers is that a shorter caption performs better.

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Our brains are all so stimulated that we cannot bear to read your epic novella within a caption. There are exceptions, however, and it truly depends on your brand and audience, so experiment and analyze! 

36. Use Ideal Photo & Graphics Dimensions For Better Looking Posts That Build Brand Trust

If you post something that was formatted for another channel, a portion of it may be cut-off on Facebook or it may appear out-of-focus and blurry. 

Figure out the best dimensions and stick to it for all photos and graphics. Whether you utilize Photoshop or Canva, you need to customize the dimensions. 

We like Sprout Social’s “Always Up-to-Date to Social Media Image Sizes”. 

37. Use Social Media Management Tools To Save Time And Automate Scheduling

There are so many social media management and scheduling tools available. While you can simply utilize Facebook’s native scheduler, it’s hurting for features in a bad way. 

Consider some other good social media tools, like Sprout Social, Buffer, Sendible, etc. Here is a list we compiled of the best inbound marketing tools of 2022.

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38. Feature Testimonials For Brand Trust And Social Proof

Why wouldn’t you want to fluff yourself with some positive customer reviews and testimonials?

Give yourself a pat on the back and show your prospects you are trustworthy by featuring some client testimonials. 

39. Create Exclusive Content For Customer Loyalty

You have total control of your content strategy, so why not use FOMO to your advantage and post exclusive content per channel?

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For example, you could offer a giveaway or discount that is only valid for your Facebook followers. Not only will they feel special, but you’ll earn their loyalty and word-of-mouth reference. 

40. Ask For Reviews So New Customers Can Easily Trust Your Brand

It’s okay to ask. Just do it, go ahead and ask your followers with a simple post to please leave a review. 

You might say something like “your positive reviews help us grow our business and reach more customers who could benefit from our product/service like you”. 

41. Jump On The Trends Bandwagon To Share Engaging Curated Content With Your Followers

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Find a resource to find trending content and either share it as curated content or utilize it as inspiration to create your own content. 

You will most likely find some ideas for catchy Facebook posts for businesses while browsing. 

There are plenty of tools out there for this, such as Feedly, but find your favorite and tap into trends!

42. Keep It Professional And Avoid Violating Facebook’s ToS

If you made it this far down the Facebook for business tips and you are using a personal page… Don’t create or utilize an existing personal Facebook page for your business.

Not only is it against Facebook’s Terms of Service, but you would miss out on all the delicious features that a Facebook Business Page has to offer. 

43. Use The Facebook Pixel To Track Traffic And Conversions Generated By Your Facebook Page

The Facebook pixel is a handy little string of code you can place on your website to accurately track your Facebook Ad traffic campaigns and conversions. 

If you want some solid proof of ROI with Facebook, this is a great place to start. 

44. Utilize Page Roles To Avoid Any Mistake Posts And Other Facebook No-Nos

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Marketers who are managing lots of Facebook Business Pages have the most concern in regards to any mistake posts. 

For example, you accidentally post one client’s caption or entire post to another client’s page. Or perhaps your personal post featuring your bar crawl hijinks accidentally lands on your business page’s feed. 

Not good situations to be in — and can all be prevented by utilizing Facebook for business tips and Page roles. 

Click ‘Settings’ and ‘Page Roles’ to set up the whos who in regards to managing your Facebook Business Page. 

45. Use A Good Profile Photo For Better Branding And To Be More Memorable

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Coordinate your branding with a good profile photo that features your smiling face or your high-definition logo. 

Use something that is easily recognizable — hopefully, your logo is memorable or recognizable as-is — as this is what shows up in search results. 

Also, be sure to optimize the dimensions for desktop and mobile. 

46. Turn On Private Messages To Harness The Unyielding Power Of Facebook Messenger Chatbots 

Please don’t tell us you have private messages turned off for your Facebook Business Page. 

This would be a tragedy and cause a disturbance in the Customers.ai universe. If you aren’t convinced of the awesome benefits and power of Facebook Messenger yet, read this

With 1.3 billion active monthly users of Facebook Messenger, as of November 2020, let us do that math for you — goldmine! 

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Now quickly navigate to ‘Settings’ and ‘General’ then look for ‘Messaging’ where you can mark a check box to “Allow people to contact my Page privately by showing the Message button”.

47. Set Up Facebook Business Manager To Easily Manage All Of Your Pages

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While you can live without it, the benefits of Facebook Business Manager are too many to ignore. 

In Facebook’s own words, Facebook Business Manager is “a one-stop-shop to manage business tools, business assets and employee access to these assets.”

48. Use Facebook’s Templates For A Fool-Proof Page Layout That Improves CTR

You can customize your Facebook Business Page in various ways, including the tabs that we’ve already mentioned. 

If you aren’t too Facebook savvy and don’t even know how to begin with some of these Facebook for Business tips, you can choose from Facebook’s provided templates for an easy fix.

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In your ‘Page Settings’ find ‘Templates and Tabs’ and you will be able to choose from the following templates: 

  • Shopping
  • Business
  • Venues
  • Movies
  • Nonprofit
  • Politicians
  • Services
  • Restaurants & Cafes
  • Video Page
  • Standard

You can view details and preview how any of these templates will function with your Page.

49. Go Beyond The Blog And Focus On Writing More Engaging Posts For More Action

It’s easy to get in the habit of simply linking to your blog and driving web traffic from your Facebook marketing strategy. But that’s a sad waste of potential and time. 

You want engagement and the only way to get it is to pay for it. Just kidding! Facebook Ads will definitely help — but what you really need is to ask for engagement. How? 

  • Ask a question. In every post, you have an opportunity to ASK something.
  • Start a poll. Let people interact with your Business Page in different ways. 

50. Invite Your Facebook Friends For An Easy Boost In Followers And Reach

Use your good reputation and popularity to grow your following by simply asking your current friends from your personal page to like your Facebook Business Page. 

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It doesn’t hurt to ask! 

Take advantage of Facebook’s built-in feature that asks your friends to like your Page. 

Grow Your Brand’s Presence, Audience & Profitability From Facebook

The main thing with Facebook Business Pages is to do what you feel is in tune with your brand, and experiment with the above 50 Facebook for Business Tips. 

Study the metrics — have your content strategy become one with the data, and you are on your way to Facebook Business Page nirvana.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Important Next Steps

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How to Set Up Automatic Greeting Messages for Business on SMS, Facebook, Instagram, and Websites https://customers.ai/blog/automatic-greeting-messages-for-business https://customers.ai/blog/automatic-greeting-messages-for-business#respond Fri, 08 Jan 2021 01:27:25 +0000 https://customers.ai/?p=17541 We live in an era where attention is in demand. It’s never been easier to get considering we all carry […]

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We live in an era where attention is in demand. It’s never been easier to get considering we all carry around a tiny and sophisticated advertising medium in our pockets. 

As a business owner, you want to attract your ideal customers to appreciate and connect with your brand. 

Being attention-seeking might be a good thing. But no one wants boring texts or emails with desperate hard-sales. 

When you want to earn your customer relationships, a customer-centric automatic greeting message for your business can be the right tool to deepen a customer’s understanding of your brand’s value while saving your team time via instantly triggered automation.

Let’s make your audience fall head over heels with your brand by combining the powers of automation and a welcome greeting message for business.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Why Choose Automation Over The Good Ol’ Manual Welcome Message?

Automating messaging, i.e. setting up messages that send to your audience based on a trigger or scheduled timing, makes your job easier, of course! 

Instead of saying “thanks and welcome!” to every new subscriber, everyone who signs up for an event, everyone who opts-in to your newsletter… you can set up your greeting message to send automatically.

Also, automatic greeting messages guarantee that the message never fails to reach its recipient when the desired action is taken.

You get to decide the content of the message, personalize it, and add the right mix of elements to win your customers over. 

Who doesn’t love a well-crafted message in their inbox as soon as they perform an activity?! 

Did You Know:

  • Seventy-six percent of newsletter subscribers expect a welcome email immediately upon signup. 
  • Customers who receive a welcome email are 33 percent more engaged with your brand. 
  • Welcome emails have an average open rate of 50 percent, making them 86 percent more effective than regular newsletters. 

Automatic greeting messages for business make an impact in your audience’s mind, allowing them to recall your warm and fuzzy greetings and further building upon your brand image. 

Much like how other mundane tasks are vanishing from our lives, automating your “welcome committee,” aka the different messaging apps, could make your life easier. 

How Do You Write A Welcome Message?

For starters, a welcome message should always contain the purpose of the conversation. 

It could be a simple, friendly greeting, or you can start with well-wishes for an upcoming holiday. 

Here are a few tips and samples you can use:

Welcome Message Tips: 

  • Don’t forget to add a brief description of your business at the end of your message or weave in a self-promo plug earlier in the message if you can be smooth about it. 
  • Don’t be boring! No one likes a grumpy welcome or a generic rip-off from your old greeting cards. 
  • Add some visual elements, personalize it! Add some character and flavor that your audience will appreciate. 

Welcome Message Samples: 

  • “Hi there, thanks for signing up to keep in touch with XYZ. We will keep you in the loop on important updates, and you will never miss a special offer.”
  • “We’re so happy you’re here! Here is a special discount code just for you:”
  • “Thanks for signing up! Stay tuned for our latest news, updates, and special offers. Cheers to the start of a wonderful digital relationship!”

Can A Welcome Message Affect Your Business’s Success?

A welcome message helps your potential client/customer to connect with you more and make their customer experience better. 

Automatic greeting messages for business can be much more meaningful than a pleasantry. A proper greeting can ultimately be tied to your business’s success. 

As the kick-off to your new line of communication, a greeting message holds the power to boost your sales and improve your chances of retaining your customers. 

Sound like a win-win?

What Is A Good Automatic Reply Message?

An automatic reply message should answer in a way that satisfies the person at the other end. 

Always, ALWAYS over-deliver by clarifying a finite time and clearly stating the terms. 

Another idea to keep in mind is to give the customer more options to continue talking to you, say, via a live chat or a phone call. 

Most importantly, be human! Or make your chatbot act like one!

Setting Up Automatic Greeting Messages For Business On SMS

Whether you are an Android or an iOS user, the doors of automated SMS are open and waiting for you to take advantage. 

Just a few taps away, and you’ve earned valuable brownie points with all of your correspondents.

The best way to automate your texts via SMS is to use an app that enables you to do so. 

We recommend Customers.ai, of course! Customers.ai works on all devices, across all channels, in a single platform! 

With Customers.ai’s OmniChat businesses are able to create automations that work simultaneously across web chat, Facebook Messenger, Instagram, WhatsApp, SMS, and more!

Automatic Greeting Messages For Business Setup Tips:

  • By creating segmented lists, you can reach portions of your list with something in common, like their interests, their location, and relevance for content and offers.
  • Segmented lists are also a great way to create campaigns for special days like birthdays and anniversaries. Most apps allow you to add them to a calendar to set up a personalized message of your choice.
  • Customers.ai is a user-friendly interface for growing your SMS list, scheduling your SMS campaigns (including automatic welcome greeting messages for new members of your audience) and integrating your SMS subscribers with your other marketing systems. 

Customers.ai’s drag-and-drop coding-free SMS blaster is the easiest tool available for automating a mass message to an audience with a visual campaign builder. 

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How To Setup An SMS Drip Campaign For More Sales

Automatic greeting messages for business are fantastic tools, an SMS blaster is even better, but how about an automated drip marketing campaign via SMS text?

SMS open rates beat email 5X over email and are the best form of drip campaign currently available to marketers. With a response rate of 45% vs email response rates of 6%, according to MarketingProfs, you can’t afford not to give SMS drip campaigns a try. 

There are many uses for an SMS drip, such as the ability to easily onboard and welcome customers, scale communications as your grow your brand, and increased engagement and sales. 

It’s easy to set up with Customers.ai! Here’s how:

Step 1: Setup a marketing automation drip campaign 

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Begin by building the content the same as you would with an email drip campaign. It’s super easy using the drag-and-drop visual chatbot editor.

Name your campaign and select SMS for your drip campaign. 

Bonus Tip: If you are using Customers.ai’s OmniChat, you can send the SMS drip you just created across multiple channels: SMS, email, Facebook, and more!

Select your audience and decide on a schedule for timing your drip campaign delivery. 

Step 2: Use the StartBot Editor

Choose from a rich selection of widget magic in the handy StartBot Editor to build out your chatbot from start to finish. 

Step 3: Set the drip campaign schedule

If you haven’t already, narrow down your audience and delivery schedule using the drop-down selections. 

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That’s it! You can add as many drips as you want. 


Sit back and watch the leads roll in, become pre-qualified, and delicately nurtured by your autoresponder and drip campaign. 

How did you live before this? 

Embrace Your Emails, But Send More Of Them

Email lists are one of the most underrated aspects of marketing. Even when brands take social media management to near perfection, many tend to ignore the gold mine that email lists are. 

Think about taking it up a notch, and send automatic greeting messages for business whenever they subscribe to any of your services, peruse your content, or like your page.

Every marketer has their personal favorite email marketing tools and software, but even your fundamental Microsoft Outlook and Gmail accounts encourage automatic email responses. 

Just navigate to your ‘General Settings’:

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Then scroll down until you find the vacation responder options. 

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Did you know that you can schedule emails to send in advance? So, if you are burning the midnight oil, just hit the drop-down arrow on the ‘Send’ button and hit ‘Schedule Send’ for an early a.m. reply. 

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Your Go-To Options To Set Up Automatic Messages For Business On Facebook

Facebook might be getting older, but it still has the largest active audience! That means your Facebook messaging game deserves a boost. 

Sending automatic greeting messages is as easy as setting up an account on the platform.

Click on the ‘Settings’ button of the page under your management, and then find ‘Messaging’ on the panel. You will find a sub-section that says, “Turn on Messenger greeting for your page.” Turn it on. 

automatic-greeting-messages-for-business

Don’t forget to customize it and save the greeting

Now that you have a basic automatic greeting message for business set up on Facebook, let’s take it further. 

Setup An Autoresponder 

Let’s guide your visitors straight into your marketing funnel! 

With Customers.ai’s simple drag-and-drop visual chatbot builder you’ll automatically convert each Messenger conversation into a pre-qualified lead! 

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Here’s how to turn your Facebook Messenger into the ultimate lead slayer and list maker:

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  1. Log in to Customers.ai and navigate to ‘Comment Guard’ under ‘Lead Magnets’.
  2. Make your Facebook post autoresponder relevant to the post content and ask an engaging question. As soon as someone responds they are automatically opted-in!
  3. Send them to a Messenger chat landing page. 
  4. Select the post for your new jaw-dropping Comment Guard.

Did you know that you can create automatic greeting messages for business on Instagram now as well? Customers.ai’s new 100% Instagram-approved growth tools are changing the way people engage with your business on Instagram. Check out these 15 Instagram auto DM examples to learn more!

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The Instagram Way To Send Automatic Greeting Messages For Business

Instagram has the world wrapped around it with an addictive platform. But, guess who can benefit from it? Brands and content creators! 

Those of us involved in the dark arts of marketing (kidding!) know this. We also know a lot of good can be done with it, from growing a business to a social cause. 

Going out of the way to connect with your followers might be the strategy that’s missing from your marketing game right now.

Automatic greeting messages set the right tone for businesses to establish further connections. 

With multiple apps and features to support Instagram, the ‘how’ of automated messages has never been easier. 

Instagram Automatic Greeting Messages For Business Tips:

  • With the Instagram Direct message, you can enable the “Instagram Auto message” option and contact up to 150 Instagram users per day! Via the “Direct Messages” tab. 
  • You can also opt to send greeting messages to your new followers or choose custom filters to send your existing followers messages.
  • Customers.ai is one of the first chatbot software providers to release fully functional marketing tools for Instagram. Instagram direct message chatbot features will be available in January 2021.

Customers.ai Instagram Messaging, Whaaat!?

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The lead generating and customer service marketing powers of Customers.ai are coming to Instagram Messenger

Facebook recently announced the Messenger API support for Instagram! In the upcoming release Customers.ai, you’ll be able to reply to ALL of your Instagram messages in one place, capture contact info, and respond via live agent. 

There are limited spots available. Be sure to get on the list! 

Automate “Hello” On Your Website!

We get it. It’s hard to pull your target audience to your website. They will most likely find you on social media first and last if you’re not highly responsive (psst… Customers.ai has an app for that!).

It’s even more challenging to make them sign up for any of your services or give away their contact information. Not to mention keeping them engaged and hooked on your services in the fast-changing world.

This is where a ‘Hi’ can make a difference. Of course, adding valuable points about your niche and the services you provide while not being too salesy or pushy gets brownie points!

To automate welcoming messages to the visitors on your website, you can use an email marketing tool or an auto-replier for SMS.  

Auto-reply messages are widely used to offer customer support and clear long ticket queues by almost every major brand out there. 

However, it’s the initial automatic greeting messages for businesses that could be the perfect start to providing a better customer experience. 

Automatic Greeting Messages For Business + OmniChat = Match Made In Chatbot Heaven

Are you ready to go all out with automatic greeting messages for business? We’ve married these concepts into the new OmniChat by Customers.ai that caters to all your correspondents on different social media platforms in one dashboard.

As a brand manager, a business owner, or a freelancer, your social media presence on one platform is just the beginning. 

Soon enough, you will see your presence everywhere else on the Internet as it spreads like fire. 

Even if you are using different automation apps/software for every platform, at some point, managing too many of them destroys the whole purpose.

This is where a unified chat marketing tool shines. Since it has all of the business tools that would satisfy all social media platforms’ requirements, your ship (say, your brand) will be able to sail smoothly even when the social media winds change.

OmniChat by Customers.ai can be set up to connect to all of your business pages and generate signups automatically, lead, answer FAQs, help them discover your content and offers, and lead them to a live chat or and never leave your potential customer hanging.

The best thing about adding automatic greeting messages for business purposes is that they are worth the little effort one puts into setting them up. Paying off again and again.

So go ahead, amp up your messaging strategy and start winning people over, automatically!

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Important Next Steps

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The Best Welcome Greeting Message to Give Your Customers and Team Members in 2023 https://customers.ai/blog/welcome-greeting-message https://customers.ai/blog/welcome-greeting-message#respond Thu, 31 Dec 2020 20:03:00 +0000 https://customers.ai/?p=17446 “You never get a second chance to make a great first impression.” – Will Rogers With no second chances, you […]

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“You never get a second chance to make a great first impression.” – Will Rogers

With no second chances, you wouldn’t want to start a new journey on the wrong foot just because you did not pick the right words. Would you?

Start sending out better welcome greeting message and start making better connections during the onboarding process, whether a welcome message for new employees or new customers. 

We’ll cover the best welcome greeting messages for:

  • New customers
  • New employees
  • New subscribers
  • Remarketing Past Visitors

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How Do You Write A Welcome Message?

We understand that creating a new welcome greeting, which is unique, crisp, and makes the onboarded feel warm and fuzzy, is no piece of banana cream cake. 

Sometimes, just finding the right words and stringing them together can take hours. 

Worry not! We are here with welcome message inspiration. 

You could be onboarding a new employee, a new boss, or a new customer, and each of these will get doughy eyes from different greetings. Find the right welcome greeting message here! 

It Pays To Have A Welcome Greeting Message

Before we board the welcome ship and sail through the muddy ocean of waves, nods, and salutations, let’s take a look at some statistics about why carefully chosen welcome greeting messages are a must. 

  • 58 percent of the employees who receive a strong and compelling welcome greeting message are more likely to remain with a company for 3 or more years.
  • 69 percent of the employees whose’ hearts have melted because you effectively welcome them with warm fuzzies will most likely stay on staff for at least 3 years.
  • With the right greeting via email marketing, you can generate over 320 percent more revenue than usual. Happy clients, happy employees, happy you!
  • A welcome message can increase the chances of customer engagement by 33 percent.
  • You can save approximately $8 billion each year using a chatbot for your welcome greeting message and customer care. Here’s how you can build a bot for your business!

Want to know who else does it? Ralph Lauren! 

The mega-brand sends a greeting message for customers with the promise of giving the latest news and updates along with a 10% discount.

If it works for them, it will work for you too, right? Well, maybe. 

First things first, you’re going to need some insightful data on your customers. After all, we don’t just go around shipping boxes of bananas to our customers (…or do we?). 

Find a meaningful connection — a welcome greeting message that vibes with their interests. 

Let us dig further into how welcome greeting messages can be incorporated into your everyday business, working to help you achieve a higher rate of customer retention

The Best Welcome Greeting Message For Customers

#1: Onboard New Customers With A Welcome Greeting Message & Discounts

Like we said in the beginning, first impressions last. To make them memorable, you should take some steps — and take them fast! 

Procrastinating will have you fumbling through introductions and welcome greeting messages worse than your drunk sibling’s wedding toast.

 Whether you choose mailers or messages, each should guide your customer and give them a touchpoint if they wish to contact you.

Also, who doesn’t love gifts? Your new customers will too! Send them a limited-time welcome offer that will make them love you more (and make them spend more money!).

Maybe throw in a stuffed monkey (or whatever fun mascot you have) to remind them of your warm and fuzzy welcome greeting message. 

#2: Welcome Greeting Message To New Subscribers

After they make their final purchases, it’s time to give your new subscribers something else to look forward to! 

As soon as someone signs up, sending them a welcome greeting message will make them feel wanted and appreciated, and dare we say… warm and fuzzy? 

Also, you can ask them to rate how easy the subscription process was for added engagement. 

Welcoming your target audience should be… targeted. Hence, try using their names with something catchy.

#3: Emails For Cart Abandonment

Did you know that 70 percent of all shoppers abandon their carts!? This is a vast number, and you can remind your abandoners what they are missing. 

Welcome them back to shop more!

Or rather, be smart and twist it up to “your cart is missing you.” 

Cart abandonment emails have indeed been known to make a difference wherein around 50 percent of users end up ordering where they left.

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#4: Establish The Central Channel For Communication

One of the best ways to make an impression on your new customers is by sending them a welcome email (or message with Customers.ai), which establishes the central channel for communication.

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It is also important and effective to invest in an employee communication platform. This way, you build a foundational line of conversation and give yourself away with the impression of always being there.

#5: Be The Guiding Light

Whether we talk about a new employee, a new boss, or a new customer, guidance is necessary. Tell them about the company, the groups present, the causes the company is associated with, and link to the website

You can use these welcome messages in your confirmation message to new SMS subscribers, email subscribers and more.

They can also be an excellent icebreaker in your website chat.

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Welcome Message Samples For Your Customers

  1. Welcome to the gang! We are thrilled to have someone with such impeccable taste amongst us (well, duh! You chose us!)
  2. Hola! We’re so excited you are a part of (brand name). We love all our customers, and that includes you too!
  3. To show our happiness at having you here, we are offering you a (percentage) discount. Enjoy & spread the love!
  4. Hey there! Your love keeps us going! Keep shopping because you deserve gifts!!!!

Welcome Greeting Message Examples For A New Employee

  1. We just heard an awesome new person became a part of our team! Welcome to the jungle!
  2. We are so delighted to welcome you on board. Your intelligence and energy make you an asset to us. Can’t wait to work with you!
  3. Welcome to our team, and we hope your presence will make it stronger. Let’s hope you being here will help in the growth and expansion of the company
  4. A big congratulations on the new role, and we welcome you with open arms. We wish our ways never part, and our partnership grows into the future!

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Make An Impact!

A welcome greeting message can help your business grow. Whether sent to a customer or a new employee, these greetings make the receiver feel appreciated and are known to increase employees’ retention rate and customer conversion rates.

Stand Out — Be A Unicorn, Not A Donkey! 

welcome-greeting-message

Finding the perfect welcome greeting message is not an easy task. But you can rest assured that custom-tailored greetings hold the power to capture the attention as well as the heart of your receiver and get you a positive response. 

Be sure to captivate the essence of your brand/organization for the best outcome. 

Looking For More Ways To Give Your Contacts Warm Fuzzies? 

Convert Website Visitors into Real Contacts!

Identify who is visiting your site with name, email and more. Get 500 contacts for free!

Important Next Steps

Frequently asked questions: How to write welcome greeting messages for your business

Q: How do you write a welcome message?

A: A great welcome message is personal, heartfelt, and tailored to the individual or company. 

It should include a greeting, an expression of joy at the new connection, and a bit about what to expect from the relationship. You can also offer a special incentive to encourage them to get started.

Know your audience and keep it simple and positive.

Q: What are some good examples of welcome messages?

A: Here are a few examples of great welcome messages:

  • Welcome to our company! We’re so excited to have you as part of our team.
  • We’re glad you’ve chosen us, and we want to show our appreciation by giving you a special incentive.
  • We’re delighted to have you as our customer. We know you won’t be disappointed with your purchase.
  • Thank you for joining us! We’re looking forward to a long and prosperous relationship.

Q: Why is it important to have a great welcome message?

A: A well-crafted welcome message is important because it sets the tone for the relationship. It shows that you’re excited to connect with the person or company and that you’re committed to providing them with a great experience. It also encourages them to take the next step in the process.

Did you know that 58% of the employees who receive a strong and compelling welcome greeting message are more likely to remain with a company for 3 or more years?

Did you also know that with the right greeting via email marketing, you can generate over 320% more revenue than usual?

These are just a few stats to encourage you why it’s important to create engaging and personalized welcome greetings.

Q: How do you say welcome to a client?

A: Here are some examples you can use:

  • A warm welcome to our newest client! We’re excited to work with you and hope you’ll be delighted with the results.
  • Use creative and motivational quotes like “Happy Humpday”, “Rise and Grind”… you get the idea.
  • Here are some examples for new employees:
  • Welcome to our company! We’re so excited to have you as part of our team.
  • We’re glad you’ve chosen us, and we want to show our appreciation by giving you a special incentive.
  • Welcome to our website! We hope you find everything you need and that you enjoy your experience.
  • Thank you for joining us! We’re looking forward to a long and prosperous relationship.
  • We hope you have a great day!

Q: What should you avoid in a welcome message?

A: There are a few things to avoid in a welcome message, including being too pushy or sales-oriented, and avoiding coming across as generic or impersonal.

Don’t forget to avoid unpleasantries like legal jargon or difficult-to-pronounce words. Just be friendly and welcoming, and you’ll set the tone for a great relationship.

Q: How do you welcome people on a page?

A: You can use a variety of greetings on your page, depending on what you want to say. Some good examples include:

  • Welcome!
  • Hello!
  • Welcome to our website!
  • Thank you for visiting us!
  • We hope you find what you’re looking for and that you enjoy your stay.
  • Have a great day!
  • Thank you for your interest!
  • We look forward to serving you.

Using images with text or gifs on your welcome page is likely to increase engagement as it starts creating that 1:1 relationship.

Q: Can I say welcome instead of you’re welcome?

A: In some cases, it might be more appropriate to use one term or the other, depending on the situation. For example, if you’ve done something for someone else that they might not have expected, it’s polite to say you’re welcome. 

Conversely, if someone has just greeted you, it’s more appropriate to say welcome. In most cases, though, either term is acceptable.

Q: How do you say you’re welcome formally?

A: You can say you’re welcome in a variety of ways, depending on the situation. Some formal expressions include:

  • My pleasure.
  • I’m happy to help.
  • Don’t mention it.
  • You got it.
  • Customers are our first priority.
  • I am happy to assist you and serve you.

These are just a few examples you can use.

Q: How do you write a welcome back message?

A: A warm and heartfelt welcome back message is the perfect way to show someone that you missed them and that you’re glad they’re back. Some tips for writing a great welcome back message include:

  • Be genuine and authentic.
  • Show your appreciation for their time away.
  • Welcome them back with open arms.
  • Here are some examples of great welcome back messages:
  • You again! We’re beyond delighted you’re back.
  • Hey [first_name], it’s great to see you again.
  • You’re back… cheers to you!
  • Psst… we noticed this isn’t your first time here. Thanks for showing us your support.
  • [First_name], thanks for being a loyal customer. We want to give you a “xx” discount for being so loyal.

Q: How to write a welcome message for a new employee?

A: Here are a few ways to start a welcome message for a new employee or team member:

  • A warm welcome to our newest employee!
  • We’re excited to have you onboard and hope you’ll be a valuable asset to the team.
  • We’re glad you’ve chosen us, and we want to show our appreciation by giving you a special incentive.
  • On behalf of the members and supervisors, we would like to welcome you to the team. We are delighted and excited about working as a team starting from today.
  • Welcome to our company! We’re so excited to have you as part of our team.
  • We’re looking forward to a long and prosperous relationship.
  • Congratulations on being part of the team! The whole company welcomes you, and we look forward to a successful journey with you! Welcome aboard!
  • Having you in our company is a great honor! 
  • Thanks for choosing to be part of the company! 

Your welcome message should also include information about the company and what to expect in the coming days or weeks.

Q: What is a good way to end a welcome message?

A: A good way to end a welcome message is to express your excitement about developing a relationship with the customer or employee. You can also invite them to explore the website or contact you for more information.

  • Thank you for your interest!
  • We look forward to serving you in the future.
  • Have a great day!
  • Thank you for your time.
  • We hope you enjoyed your stay.
  • But wait, we’ve got a special offer just for you.

Q: What should I avoid when writing a welcome message to my customers?

A: Grammar and spelling mistakes are one of the worst things that could possibly happen in your welcome message… any message for that matter.

Aside from that, avoid generic and overused phrases.

Q: How do you greet higher officials?

A: When greeting a higher-up, you should use a more formal term such as Mr./Ms. followed by their last name. If you are on a first-name basis, use their first name only. 

For example:

  • Hello, Ms. Smith.
  • Good afternoon, Mr. Johnson.
  • Hi, Bob!
  • Hello, sir.

Q: Is Good afternoon formal?

A: It can be, but it also depends on the situation.

If you’re meeting someone for the first time or if it’s a more formal occasion, then yes, Good afternoon would be formal.

If you’re just saying hello to someone you know well, then it would be less formal.

Q: What should I do if I’m not sure how to address someone?

A: If you’re not sure how to address someone, it’s best to play it safe and use a more formal term such as Mr./Ms. followed by their last name.

You can also call the company or search online for a guide on how to address certain individuals.

Q: How do you say hello in a cool way?

A cool way to say hello would be to use their name. For example:

  • Hi, (name).
  • What’s up, (name)?
  • Hello, my friend.
  • Hey, (name)!
  • Good morning/afternoon/evening, (name).

Q: What should I do if I forget someone’s name?

A: If you forget someone’s name, it’s best to apologize and try to remember it. You can also ask them to reintroduce themselves.

It’s also a good idea to write the person’s name down and keep it in mind for next time.

Q: What is the difference between Hi and Hello?

A: Hi is a more casual way of saying hello, while Hello is more formal.

Hi can be used in any situation, while hello is typically used when meeting someone for the first time or in a more formal setting.

We hope this helps you create amazing greetings for everyone! Here are a few things to remember:

  • Keep your messages brief and to the point
  • Avoid making spelling and grammar mistakes
  • Be respectful and use the appropriate term when addressing someone
  • Make sure your tone is friendly and welcoming
  • Include information about the company and what to expect in the coming days or weeks
  • End your message with a gesture of excitement and anticipation for the relationship to come

Feel free to leave us a comment below if you enjoyed this article!

The post The Best Welcome Greeting Message to Give Your Customers and Team Members in 2023 appeared first on Customers.ai.

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Messenger Bots as an Educational Sector Growth Tool https://customers.ai/blog/messenger-bots-as-educational https://customers.ai/blog/messenger-bots-as-educational#respond Thu, 31 Dec 2020 17:33:35 +0000 https://customers.ai/?p=17461 Higher education and Messenger bots as educational sector tools for growth go together like peanut butter and bananas. Don’t worry. […]

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Higher education and Messenger bots as educational sector tools for growth go together like peanut butter and bananas.

Don’t worry. You won’t have to learn how to use Snapchat or start a TikTok challenge (though it can’t hurt). 

Just use good old fashioned SMS text messages, Facebook Messenger, web chat, or other chat platforms to reach over 75% of Gen Z and Millennials in the U.S. who say they prefer to talk via text message.

Education Sector Lead Gen Tip: Hit all of the platforms where all the fickle Gen Z (Gen Zers? Zoomers?) are jabbering away like monkeys on typewriters with one app, Customers.ai OmniChat platform and unifying inbox. 

Once you’ve figured out that you need to be completely digital and start getting some applications for your techy curriculum, you’ll quickly find jumping from channel to channel to be a pain. 

Signing up for Customers.ai’s Free Forever Special Edition will be the best thing you ever did for your school’s enrollment. 

Easily connect your Facebook page and become a chat blasting ninja in no time, slicing and dicing through pre-qualified leads from every messaging channel in one inbox. 

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

What Are The Advantages Of An Education Institution Chatbot?

Yes sir or maim! A chatbot for educational institutions on your website can generate massive student leads and so much more!

Summit Academy OIC is a tuition-free accredited vocational school that found the most cost-effective way (10X lower CPA of prospective students!) to increase enrollment was utilizing Customers.ai — the best messenger bot as educational sector lead gen tool available.

In the past, Summit Academy OIC ran awareness campaigns on radio, TV, and Facebook ads. They would get some leads but lose the prospects at the website application or form. They realized they needed a chatbot for educational institutions. 

Turning to Messenger with Customers.ai, Summit Academy OIC could automate lead generation, lead qualification, and lead nurturing and has been breaking enrollment records month over month. 

“Our Customers.ai Messenger bot has transformed how we educate prospective students and enroll them. Our helpful chatbot has scaled the effectiveness of new student outreach across our community.” – Jay Rathell, Digital Marketing Specialist, Summit Academy

If you’re on Facebook and you’re not taking advantage of messaging, you are failing. 

Zuckerberg himself says that private messaging is the ‘foundation’ of Facebook’s future

This simple software that is featured in Entrepreneur, Forbes, INC Magazine, VentureBeat, and more will completely replace and revolutionize your current admissions and student support services. 

So when the freshman funnel runs dry, give something techy a try. 

Millennials and Gen Z “expect digital convenience in all aspects of their lives” according to a study by LivePerson

Universities, colleges, and trade schools are desperately trying to appeal to Gen Z. You need the best chatbots for education. Glow up your admissions and start vibin’ with a fire 24/7 Automation and Live Operator Takeover in SMS, Web Chat & Facebook. 

Messenger bots as educational tools hits different, bruh. Tell your squad. 

How Do You Use Messenger Bots For Education Sector Lead Generation?

Your enrollment marketing strategy has been all wrong for Gen Z Lead Gen. The secret sauce is in Messenger bots as educational sector lead gen tools.

Not only do you automatically build an email campaign and retargeting list with every person who engages with your chatbot (easiest opt-in ever), but you also boost your existing ad strategy. Here is an example:

Movimientos Sagrados, or Sacred Movements, a family-owned yoga studio in Mexico City, was spending 3 or 4 hours a day just answering questions online! Sound familiar? 

They wanted an efficient method to pre-qualify prospects and harnessed the energy of Customers.ai to weed out the tire kickers before speaking to a live person. 

Yoga and mediation guidance are intimate services that depend on customer relationships and trust. 

There are going to be lots of questions before a conversion, and a chatbot is the most effective way to promptly provide answers and keep their interest piqued. 

Customers.ai proved to be the perfect blend of automation with authenticity by creating top-of-funnel awareness for target audiences in Facebook ads, starting more conversations with click-to-Messenger Facebook ads, answering frequently asked questions of prospective students automatically, and transferring conversations to live agents to sign up more qualified students.

When a prospect has engaged the chatbot through a series of questions and wants to move forward, the Movimientos Sagrados team receives an alert for a qualified lead and is able to takeover with live chat. 


What followed was a dramatic decrease in time to conversion and cost of lead qualification. 

They reduced CPA 87% through Messenger Ads and average class size grew 50% larger as more qualified leads kept coming in through their Customers.ai chatbot.  

Increased ad performance and decreased lead qualification costs with Click-to-Messenger Facebook ads combined with Customers.ai chatbot to answer FAQs. 

At the top of the funnel, and as their audience targeting strategy, they used a ‘Lookalike Audience’ based on people who had conversations with their Facebook page.. 

“As soon as we added the chatbot, people actively ask us about the class and we instantly provide information. It gives them confidence that the class is right for them (or not, in some cases) and it allows people to trust you and sign up for the course. Once they are in the door we can start a real conversation and that creates trust that leads to new registrations.” – Angel Buendía, Director of Marketing, Movimientos Sagrados

It is the gift that keeps giving. Building and growing a funnel that generates applicants prequalifies leads and nurtures prospective students while you sleep. 

You can utilize Cat Howell’s, of Eight Loop Social, lead-qualifying bot template which comes pre-loaded with Customers.ai. Or copy Movimientos Sagrados formula for chatbot magic with these tools: 

How Do You Get Bots On Messenger?

We thought you’d never ask! Here are five easy steps to start reaping the benefits of utilizing messenger bots as educational sector lead gen tools. 

  1. Get the Customers.ai free-forever edition.
  2. Follow the guided setup. 
  3. Choose a free template such as lead generation.
  4. Customize the template with your organization’s info. 
  5. Add web chat to your website, connect the chat tools to your Facebook page, posts and ads, and utilize other chat starters to connect with more prospective students.

Customers.ai comes suped-up with out-of-the-box chat starters that automatically keep your funnel overflowing:

  • Website chat
  • Facebook ads with Messenger bots as educational lead gen tools
  • Facebook post autoresponders to capture leads from Facebook comments
  • Custom landing pages
  • SMS opt-in keywords
  • SMS website pop-ups

There are plenty of free chatbot templates available that you can copy and paste to start slaying next semester’s enrollment! 

Here is a helpful checklist to make sure you have a well-polished chatbot conversion machine. It’s so easy we could train a monkey to do it! 

Make your school stand out to future career seeking students and invest in the most innovative chatbot to interact with and help your student prospects. Vocational school, Summit Academy OIC did just that, and more! 

By utilizing Customers.ai as a fun and interactive way to provide prospective students information, Summit Academy OIC increased the number of information sessions applicants. 

The North Minneapolis vocational school and community institution of 50 years took to the innovative approach of combining highly targeted Facebook Ads with their website chat widget

What happened next? 

They transformed their student outreach and achieved a 30% increase in prospective students between April 2019 and July 2019 and 10X lower CPA compared to their other Facebook ad objectives.????

Your educational organization can do it too! 

Start filling classes up with eager students by connecting with more prospective students and re-engaging and nurturing them to enroll. 

Here is the secret sauce to Summit Academy OIC’s record breaking enrollment:

Attracting students to enroll in your educational organization is about generating awareness and immediately following by building a relationship.

If you’d like to jump in and chat live with a student lead, there is a Live Chat Takeover option with keyword triggers. This can function as a personable gesture or welcome greeting for serious inquiries.

Colleges, universities, and trade schools must maintain a competitive edge with their marketing and messaging. 

Keep the freshman coming and replace your grumpy admissions secretary with the lead-generating, attrition-reducing, conversion-producing prowess of the Customers.ai, messaging tools for web chat, SMS, and Messenger bots as educational enrollment superstars. 

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Important Next Steps

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Top 10 Chat Messenger Apps for Business https://customers.ai/blog/chat-messenger-app https://customers.ai/blog/chat-messenger-app#respond Thu, 31 Dec 2020 17:19:21 +0000 https://customers.ai/?p=17450 This is a rare time in history — for many reasons, but top of mind for marketers is the swelling […]

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This is a rare time in history — for many reasons, but top of mind for marketers is the swelling 1.5 billion active users on Facebook chat, according to the Messenger marketing stats

With much of the world under lockdown restrictions — the numbers have grown at full tilt. 

For example, in Italy, Facebook saw a 70 percent increase in Facebook’s apps’ time.

In many places amidst the pandemic, Facebook saw an increase in messaging volume by 50 percent! 

With an average open rate of 70-80 percent on messages sent via Facebook Messenger for business, you can’t afford NOT to use a chat messenger app for business!

This all sounds promising, but what if you are not a marketer or chat expert? We’ve put together a list of the top chat messenger app for businesses that require ZERO experience. 

Anyone can be a master chat blaster with the right business tools

Before you can earn your black belt in jiu-jitsu for lead gen and reach sales and support ninja status, you’ve got to understand chat messaging basics for business

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Chat Messenger Apps for Business Beginner Tips 

How Do I Chat In Messenger As A Business? 

Easy! Log in to your Facebook Business page and go to “General Settings”. 

Next, click “Messages” and then click “Edit”. 

Enable messages on your business page by selecting the option to allow messages to your page, and click “Save Changes”.

Is Chat And Messenger The Same Thing? 

chat-messenger-app

Essentially yes, but they are separated by the devices you use to access them. Chat is for desktops or laptops, and Messenger is for mobile devices. 

So you know what a chat messenger app is already, then go forth and arm yourself with the Facebook tools and chat technology to blow the ceiling off of your sales and customer support goals. 

The Top 10 Chat Messenger App For Business

Whatever your flavor, iOS, or Android, a chat messenger app will suit your needs and turbocharge your customer’s experience. 

With a 24/7 chatbot, you can stay in touch with your customers and give the impression that you are always there for them — without lifting a finger. Thus, the first chat messenger app on our list is: 

Top Chat Messenger App for Business #1: Customers.ai

This might be a little unorthodox but we’re going to go ahead and put this here: Customers.ai is the platform a business can use to:

  • Generate and qualify leads
  • Re-engage customers
  • And support customers with live chat and automation 

… across the many available messenger chat apps that customers use today.

chat-messenger-app

When you use the best chatbot builder to create a customer-focused chat experience for marketing, sales or support, it works seamlessly across:

  • Website chat
  • Facebook Messenger
  • Instagram
  • SMS
  • WhatsApp (coming soon)

All viewable from a single unified inbox that support live chat and integration with your other business systems, audience segmentation and chat marketing analytics.

With Customers.ai, businesses gain 60-80 percent open rates, 10-20 percent click-through rate, supercharged Facebook Ads, and the best in mobile-friendly.  

chat-messenger-app

Want to test out a business chat app experience for yourself? Chat with us in the lower left corner of this very page to give the Customers.ai chat Messenger app a go.

chat-messenger-app

You’ll even be able to jump from the web chat experience into a Messenger chat experience as well as SMS, because Customers.ai chat conversations and automations work seamlessly across all the messaging apps your customers already use, including website chat, SMS, Facebook Messenger and Instagram.

You can use our Free Forever plan to add live chat to your site and re-engage your Facebook fans. 

And you can get started with the advanced automations with a free trial as well.

Get Customers.ai free today.

Top Chat Messenger App for Business #2: Facebook Messenger

chat-messenger-app

Facebook Messenger is booming with users across the world. This year, Messenger saw a 10 percent year over year increase in active monthly users

Messenger is also incredibly versatile for a business’ needs thanks to it’s lead generating chatbot integrations with Facebook Ads system and automation capabilities available to businesses who offer support and reengagement through Messenger.

For example, with a single chat messenger app, Customers.ai’s OmniChat, you can automatically generate and pre-qualify leads, manage customer support and FAQ, capture user data, segment a contact list for ad campaigns, remarket/retarget, and more! 

Which brings us to our next top chat messenger app for business. 

chat-messenger-app

Top Chat Messenger App for Business #3: SMS

When it comes to marketing to your audience where they spend the most time, social media is a runner up, but the bread and butter has to be SMS (Short Message Service) text messaging on mobile devices. 

With at least 5 billion people worldwide who can send and receive text messages, you’d be hard pressed to find a better marketing medium. 

If that doesn’t raise an eyebrow, try these mind-blowing SMS marketing statistics:

  • 75% of millennials say they’d rather text message with a business
  • SMS gets 3X higher engagement than phone calls
  • SMS get 7.5X higher response rate than emails, clocking in at 30%

Now start rapidly tapping those text messages out like a machine gun! Just kidding. There’s a bot for that. 

When we discuss text message marketing, we’re not implying anything manual or employing a high schooler to text your prospects all day. No no, quite the contrary. 

We are talking about sending bulk text messages to mass amounts of people… kind of like an email newsletter campaign, except exponentially better. 

Enter Customers.ai

SMS Text Message Blast With Customers.ai 

Yes, you can send mass SMS text messages to prospects and customers with Customers.ai’s OmniChat platform!

Text messaging is a super-engaging B2C channel because SMS averages +90% open rates

And 95% of texts are read within 3 minutes of being sent.

To get started sign up for Customers.ai or log in and go to SMS tools on the left.

Click “Activate SMS”. 

Congrats! ???? The rest is a piece of cake from here. 

  1. Go to Leads / Contacts and import any phone numbers you already have that have already agreed to receive texts from your business.  
  2. Go to Marketing Tools / Chat Blaster and click New Chat Blast.
  3. Select SMS as the platform. 
  4. Select your full audience or a segment. 
  5. Add content with the StartBot visual bot builder.

Anyone can do this without learning a lick of code. If you need help, we have many resources and detailed instructions on building your first SMS chat bot and chat blast campaign.


We are always engineering new hacks to get you the most opt-ins and leads faster and easier than eating a banana split.

Top Chat Messenger App for Business #4: Instagram

Fun fact: There are more than a BILLION active Instagram users around the globe! Instagram is without a doubt one of the most popular social networks worldwide for staying in touch with friends and following brands.

With Facebook Messenger API’s support of Instagram, businesses can scale messaging communications, follow up instantly and automatically with alerts to notify live agents to jump into the chat.

Customers.ai is developing Instagram messaging tools within the multi-channel messaging platform. If you’d like to reach customers with Instagram messaging, sign up for our early access beta here.

Instagram chat messenger app features for business include tools to:

Business can connect with customers with personal, Instagram messaging to reap bottom-line boosting benefits including:

Get more leads: A business can capture and qualify leads who start chatting in Instagram.

Drive more sales: A business can directly message with prospects who are interested in making a purchase.

Provide superior customer experiences: Messaging tools enable businesses to provide 24/7 instant support.

You will be able to instantly message Instagram users who message your Instagram brand page and more.

Claim your free Customers.ai account and register for the Instagram beta to get first access to Instagram tools for business.

Top Chat Messenger App for Business #5: WhatsApp

WhatsApp is fantastic for staying in touch and safely communicating with international customers. 

And of course you can utilize Customers.ai to create a chatbot for the worldwide wunderkin. Customers.ai’s OmniChat allows you to create a chatbot once and apply it across your chat channels, web, SMS, Facebook, WhatsApp, Slack, etc. 

Did you know that Facebook acquired Instagram in 2012, WhatsApp in 2014, and has been working on integrating both with Messenger to create an unstoppable chatpocalypse!? 

With 1.5 billion monthly active users, WhatsApp is a force to be reckoned with on its own and ripe for marketing. 

Every business and marketer should have WhatsApp – which ties in with your existing phone number and allows business branding instead of digits. 

Using Customers.ai with WhatsApp, you can automate replies, welcome greeting message, send mass chat blasts with special offers and announcements, and more! 

Top Chat Messenger App for Business #6: Slack

There are many ways to collaborate and communicate with your team. If you hadn’t tried Slack before, chances are you have by now — or something relative for a WFH setup. 

Slack makes it easy to organize channels that can be public or private and work together no matter where you are. 

Chat Messenger App Bonus Tip: Did you know you can seamlessly integrate Customers.ai with Slack? You can receive a notification in Slack when a lead is talking to you in Messenger, SMS, web chat and more using Zapier integrations to Customers.ai

Top Chat Messenger App for Business #7: Microsoft Teams

Of course, Microsoft Teams should follow (or some may argue precede) Slack in terms of team productivity tools. 

Naturally, businesses that run on a Microsoft OS are more apt to Teams, and companies that lean towards Apple are likely happiest with Slack. 

They both offer an outstanding platform for collaboration amongst teams in various industries. One obvious advantage to using Microsoft’s platform is it’s integration with Office 365, if that’s important to you. 

Also, Microsoft Teams is more geared towards enterprise scale. Although businesses of all sizes enjoy Slack just as well. 

Top Chat Messenger App for Business #8: Zoom

You might be feeling “zoomed-out” by now, but it has become an essential part of WFH and, therefore, one of our top chat messenger apps for business. 

Whether you prefer Zoom over Skype is more than just personal preference – it depends on how you use them. 

They both offer essentially the same functions: chat messaging, video calls, meetings, and webinars.

If you have frequent/daily meetings, then Zoom is probably the ticket. 

Did you know you can use a Customers.ai chatbot for Zoom meetings? YES!

Invite more people to your Zoom meetings and send automated reminders for a better turnout! 

In a nutshell:

  1. Invite leads or clients to your Zoom meeting with webchat
  2. Mass text the meeting invite with a text message blast
  3. Run a Facebook ad to get your Zoom invite in front of your defined audience. 

Get Customers.ai’s Free Forever Edition now to create your Zoom chatbot!

Top Chat Messenger App for Business #8: Skype

chat-messenger-app

For more periodic meetings, chat sessions, or video calls, Skype is a great choice. It has held its place in the international messaging and video call space for a long time. 

It’s still relevant today and is used by businesses worldwide to stay in touch with customers, vendors, and partners. 

There are plenty of different types of chatbots for Skype, but you can consolidate all of your messaging tools into one dashboard with Customers.ai’s multi-channel aka OmniChat bot. 

Top Chat Messenger App for Business #10: Google Meet

chat-messenger-app

There was an enormous push for digital transformation at the onset of the pandemic in 2020. Many businesses found themselves scrambling to connect, and many turned to tools and brands they were most familiar with, i.e., Google Hangouts. 

Now, we have a business package for Google Hangouts called Google Meet. Another strong contender in the chat messenger app for the business space. 

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Important Next Steps

Whether you are just getting your toes wet in the world of digital marketing or you are knee-deep in chat messenger app land, your business will benefit from these useful chat messenger apps. 

Continue your foray with the most simple and powerful automation chat messenger app for business, Customers.ai OmniChat.

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How to Answer FAQs in Messenger in 3 Steps Using Customers.ai https://customers.ai/blog/2018/11/how-to-answer-faqs-with-chatbots https://customers.ai/blog/2018/11/how-to-answer-faqs-with-chatbots#respond Sat, 26 Dec 2020 14:00:00 +0000 https://customers.ai/?p=5182 Today I’m going to show you how to program your Facebook Messenger chatbot to answer your organization’s frequently asked questions. […]

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Today I’m going to show you how to program your Facebook Messenger chatbot to answer your organization’s frequently asked questions. (And it’s easier to do than saying “no” to a second slice of pie).

Answering FAQs with a Customers.ai Facebook Messenger bot has a few sparkling advantages over static web pages or 24/7 live operators. Bots:

✔ Provide instant answers to customers.
✔ Reduce staffing costs for customer service.
✔ Offer an engaging and interactive journey to conversion.
✔ Pass a chat to a live operator at any time.
✔ Collect customer preferences you can use to send follow-up messaging.

Since 44% of customers prefer chatbots to human customer service (Aspect), and 67% of your customers prefer self-service options to speaking to a representative (Forrester), chatbots are expected to save businesses billions of dollars by 2022 (whoa doggy).

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

To leverage automated FAQs for your own business build a free chatbot with Customers.ai’s chatbot builder.

Q&A triggers are part of chatbot marketing essentials, allowing us to program a bot’s conversational abilities, making it useful for all manner of marketing purposes including:

✔ Advertising
✔ Blog updates
✔ Product recommendations
✔ Event marketing and reminders
✔ Announcements

Use the Q&A feature in Customers.ai’s chatbot builder to answer FAQs and program bot triggers in 3 quick steps:

  1. Create the answer page content.
  2. Assign Q&A triggers to answer pages.
  3. Keep your Q&A up to date by answering new questions asked of your bot.

See Q&A in action in the Customers.ai chatbot. Just ask the bot questions like “what’s a chatbot?” or “who uses Customers.ai?”

faq-facebook-messenger-bot

This chatbot tutorial is simple: First create a bot page that answers a common question, then set the trigger in one of two ways.

The last thing to be aware of is keeping your bot up to date by creating new answers or assigning answer pages to unanswered questions that come in.

Here’s how to build your own business’s FAQs in a chatbot using Customers.ai.

Step 1: Create the Answer Page Content

Start with your list of FAQs in hand. You probably have an FAQ page on your website.

Go to “Pages” in the Customers.ai bot builder:

pages-in-bot-builder

Create a new group to contain all your FAQ bot pages or use the “Default Group”. This way you’ll keep your FAQs organized together as you build out answer pages.

Once you’ve decided on how to set up your group, create a new page with a descriptive name for the answer page.

Take a look at some of the pages that act as FAQ responses for Customers.ai:

sample-faq-bots
  • Features
  • Prices
  • Info about leadership team
  • Who our customers are
  • Hours
  • Directions
  • Jobs
  • Request for a person
  • Other ways to contact us
  • Privacy policy

Create individual chatbot pages that contain each answer for questions that your customers frequently ask.

For an in-depth tutorial check out how to build a Facebook Messenger chatbot using Customers.ai.

Tips for Creating Answer Page Bots

Keep in mind as you’re building FAQ pages that you won’t be copying and pasting your current FAQs into Messenger. Why?

Chatbots are a conversational technology. Instead of ending the conversation when you answer the question, include a CTA continue nurturing your contact through your Messenger funnel.

Consider how to recreate your FAQs so that they’re conversational and point your customer toward your ultimate marketing goals.

And remember to create a separate page for each Q&A pair you’re answering.

Then once you’ve made a few answer pages (you can — and should! — add more over time), you can set up the trigger side of this Q&A sequence.

Step 2: Assign Q&A Triggers to Answer Pages

In Customers.ai, there are two different ways that you can set up your FAQ Pages to trigger based on user inputs or “questions.”

Option 1: Add Triggers from the “Phrases” Box in the Pages Builder

The first way to add the triggers for an answer page is right from where you build the bot.

From the box labeled “Add Q&A” on the right side of the page, click the button to add a Q&A trigger:

add-qa-facebook-messenger-bot

This lets you set up keyword triggers for this specific page.

Type in keywords or phrases that your customer would ask for which you’d want to serve this page:

type-in-new-bot-trigger

Hit enter and you’ll see the word or phrase saved in a box:

press-enter-to-save-bot-trigger

Keep entering trigger words for this bot page this way or …

Option 2: Add Triggers from the Q&A Area in the Bot Builder

The second option you can use to set up question-and-answer triggers is in the Q&A section in the Customers.ai Bot Builder menu.

Within Q&A you can see and manage all your triggers from one place.

To create a new trigger and answer pair, click the yellow button to add a “New Q&A”.

Now type the question trigger, word or phrase, into the field “If a user says something similar to:” and assign the response page from the drop-down selector:

select page to match trigger

Or similarly add a new trigger to an existing Q&A pair:

qa-triggers-from-overall-bot-management

Once you’ve finished adding your answer and trigger questions or phrases, you’ve successfully set up your FAQ bot!

You can test your Q&A setup by asking your bot the questions you programmed.

Step 3: Keep Your Q&A Up to Date

You’ll want to revisit the Q&A builder over time to see a list of questions that the bot isn’t programmed to answer.

From the Q&A area you’ll see unanswered questions listed along with the frequency with which they’ve been asked.

A bigger number means a common question being asked repeatedly.

For example, take a look at some of our recently unanswered questions:

unanswered-questions

I do bot maintenance every week or so to see if there are any unanswered questions.

When there are, you can assign them to existing pages or create a new page when needed.

Add regular FAQ audits to your chatbot routine to keep teaching your bot and improving it.

Over time, as customer expectations grow, you get more interactions and opportunities to add smart content and triggers to your bot.

Plus, humans don’t communicate in question-answer pairs! So you’ll see abbreviations, emojis, and common messaging acronyms making their way into your Q&A triggers.

FAQs don’t have to be static, scripted answers that get glossed over on your site.

Instead, you can deliver answers within conversational Facebook Messenger chatbots that get 70% plus engagement rates.

Messenger bots allow you to have:

✔ Immediate, personalized replies
✔ Knowledgeable responses to specific questions
✔ Polite responses to the most common issues
✔ A chance to follow-up later with relevant, personalized interactions

It’s easy to program your Messenger chatbot with FAQs to drive engaged and informed leads.

When you do, you can use the information you collect in Messenger conversations to send relevant, personalized follow-up messaging, too. So very sweet.

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How to Answer FAQs with a Chatbot: Important Next Steps

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How to Connect Chat on Facebook to Everything — the Ultimate Guide https://customers.ai/blog/how-to-connect-chat-on-facebook https://customers.ai/blog/how-to-connect-chat-on-facebook#respond Sat, 19 Dec 2020 06:51:53 +0000 https://customers.ai/?p=17214 There are a bazillion ways to utilize and connect chat on Facebook. Let us simplify this social phenomenon for those […]

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There are a bazillion ways to utilize and connect chat on Facebook. Let us simplify this social phenomenon for those still trying to figure out how to chat on Facebook for personal or business use. 

Bookmark this article now, so you have a cheat sheet for all the ways you can connect chat on Facebook for personal and business. It’s never too late to learn a new-fangled trick on the interwebs and space book.

Speaking of tricks, if you are already Facebook chat savvy, then skip ahead to the section of this article where we’ll uncover some time-saving, sales-driving tips inside Facebook Messenger for business

We’re going to walk through all of the different ways of how to connect chat on Facebook. 

Here’s our agenda:

From how to talk to Facebook chat contacts from Messenger to how to join a live chat on Facebook and how to connect chat on Facebook to your website and Facebook business page, it’s all here. 

See Who Is On Your Site Right Now!

Turn anonymous visitors into genuine contacts.

Try it Free, No Credit Card Required

How Do I Do A Live Chat On Facebook?

How to connect chat on Facebook privately with your friends in real-time via Facebook chat. It’s easy! 

  1. Find the chat box or tab in the bottom right corner of your Facebook mobile home screen or the Messenger logo on the top right corner of your Facebook desktop web app.
facebook live chat example
  1. You will see a profile photo and name of each friend currently online and available for a private live chat session.
  2. Tap the person you want to message. 
  3. Type your message in the chat window that appears—hit enter. 

If you don’t find who you’re looking for in the chat box on the bottom of your Facebook screen, then click the lightning bolt Messenger logo at the top of your screen.

You can send private direct messages or start a group chat with multiple friends. 

How To Talk To Facebook Chat Contacts From Messenger

On any given day, 1.3 billion people are using Facebook Messenger. 

The vast majority of them probably don’t fully understand all of its uses. We could write a novella on using Messenger for marketing purposes alone.

Have you ever wondered how to connect chat on Facebook Messenger to your chat contacts?

One of the most convenient ways to use Facebook chat is with Facebook Messenger for mobile.  

facebook messenger for mobile example

However, you can do a lot more with Messenger, and it can even connect to other apps and your website for a seamless cross-channel messaging experience

Facebook for Business Tip: Why connect Facebook Messenger to your website? When a visitor starts a chat on your website, because it’s tied to Facebook, you will instantly capture their contact data and be able to remarket to them — from automated messaging in Messenger, to email capture, to Facebook ad remarketing. You can even use an easy plug-and-play WordPress widget and get your Messenger live chat up and running on your site in minutes.

To connect your Facebook chat contacts to your Messenger, you don’t even have to be friends! Hooray for introverts!

Follow These Steps To Connect With Your Friends… Or Complete Strangers

Once you’ve downloaded and logged into the Facebook Messenger mobile app, your current Facebook friends automatically sync. 

How to Connect Chat on Facebook: With Your Facebook Friends

  1. Open Messenger.
  2. Click the “Compose Message” button from the top right of the “Chats” screen.
  3. Start typing the person’s name you want to chat with. 
  4. Type your message and hit send. 

How to Connect on Facebook: With Anyone Else

If someone you’d like to chat with uses Messenger, you can still connect despite not being Facebook friends. Here’s how:

  1. Open Messenger and tap your profile photo. 
  2. Scroll down to where it says “Username” and click the link.
  3. Tap share link. 
  4. You have the option to send the link via email, SMS text, etc. 
  5. Once the recipient has clicked the link, you’ll be connected on Messenger. 

How To Connect Chat on Facebook: With Your Phone’s Contacts On Messenger

  1. From the “Chats” screen, tap your profile photo in the top left. 
  2. Tap “People”.
  3. Tap “Upload Contacts,” which will automatically sync any new phone contacts in the future. If you turn this off later, you will lose the uploaded contacts from Messenger. 

How To Connect Chat on Facebook: With A Phone Number

So you’ve got their digits — how do you reach out via Facebook Messenger? 

Or perhaps you don’t want to sync all of your contacts but would like to add one in particular to Messenger. Here’s what you do:

  1. From the “Chats” screen in Messenger, tap the “People” icon on the bottom. 
  2. Tap “Add People” in the top right corner. 
  3. Tap the + plus sign. 
  4. Enter the phone number when prompted. 
  5. Tap Save and then “Add On Messenger”. 

How To Connect Chat on Facebook: With Messenger In-Person

If you are with a person you want to connect with on Messenger, do the following:

  1. Tap your profile picture in Messenger.
  2. You have a handy user code made up of blue lines and dots around your profile photo. 
  3. Have the other person open their Messenger and tap “People”.
  4. Have them tap the + plus sign in the top right, followed by the “Scan Code” button. 
  5. Like how a QR code works — if Messenger has access to their camera, they can now hold their phone over yours to automatically add each other to Messenger chat.

Join Today’s Webinar with Larry Kim!

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Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

How To Connect Chat On Facebook With Your Website

Did you know you can integrate the power of Facebook Messenger into your website? Yes! 

messenger-for-website

When a visitor engages with Facebook website chat, you instantly capture their data for your email and ad campaigns because it’s tied to Facebook.

Start connecting with your customers for superior customer support with a 24/7 chatbot with a live chat takeover feature. Utilize trigger keywords to alert your team when a live agent should step in for the bot. 

One Inbox to Rule Them All: Customers.ai OmniChatⓇ

With Customers.ai’s OmniChat, you can manage all of your Facebook pages from one dashboard – as well as any other messaging platform. 

Whether you are receiving messages from your fans, prospect, or customers on Facebook, Instagram, SMS, or native webchat, you can see and reply from one place.

How To Use Facebook Chat’s Power Features For Business

Maybe you already know the Facebook chat and Messenger ropes but want to take advantage of its business prowess. Here are some secret tricks you can use.

Use Facebook Messenger Without Your Phone

Are you suffering from a case of “text-neck”? Or trying to hide your phone at work? Head over to Messenger.com

Transfer Files With Facebook Chat

Log into Facebook with your favorite computer browser and drag and drop or upload attachments to your chat windows. 

Heads up: The Messenger mobile app lacks this functionality so you’ll need to use the Messenger desktop app or Messenger web app.

Create Group Chats And Polls 

Start a group conversation with your friends and send them each a poll to your burning questions that require a group decision, like which bar to go to. 

You can manage your group chats much like a Slack channel or Google Doc. Tap the “i” icon to view and manage settings such as: change the group name, turn on member requests, generate a shareable link, request money, and more. 

For a poll, tap the plus + icon on the left and tap “Create Poll”. 

facebook group chat poll example
facebook group chat poll example step 2

Share Music

Most popular music streaming apps like Spotify, Apple Music, and Amazon Music have a “Share to Messenger” functionality. It will send a clip of the song you choose to your contact(s). 

Encrypt Your Confidential Messages

Whatever the nature of your conversation is — keep it from falling into the wrong hands with the “Secret Conversations” feature. 

First, enable “Secret Conversations” on your device by tapping your profile photo and then “Settings,” where you can toggle “Secret Conversations” to ON. 

Now, when you start a new conversation, you can tap the “Secret” message. If you’d like to turn an existing conversation into a secret conversation, tap the person’s name at the top of the chat and tap “Go To Secret Conversation,” which becomes a separate thread. 

Time-Saving, Revenue-Driving Messenger Tips For Business 

How To Connect Chat On Facebook To Your Business Page For A 24/7 Automated Chat Messaging Service

For marketing, sales, and support connected to Facebook chat, there is no better way to go than Customers.ai.

Here’s how to connect chat to a Facebook business page.

  1. Sign up for Customers.ai’s Free Forever Special Edition. The free edition has the tools you need to connect chat to a Facebook Page, Facebook posts, and your website for free.
  2. After signing in with Facebook, connect your Facebook Page or Pages to Customers.ai.
  3. Use the Facebook Page Welcomer to set up a chatbot that automatically responds to people who message your Facebook page. 
Facebook Autoresponder Page Welcomer chatbot example

Send Customers.ai a message from our Facebook Page to experience it yourself.

Customers.ai chatbot example


Bonus: You can embed Facebook chat on your website with the free forever special edition of Customers.ai, too. 

What is Customers.ai OmniChatⓇ? from Customers.ai on Vimeo.

Earn A “Very Responsive” Badge

facebook very responsive badge

One of the positive side effects of utilizing a chatbot to automate your Facebook Business Page messaging is to receive the “Very Responsive Badge”. 

The next step you may want to consider is creating a Q&A template with Messenger for frequently asked questions. 

There is so much more, and Facebook keeps adding some time unexpected cool features to the Messenger app and Facebook chat.

Why Use Messenger For Business? 

Whether you want to re-engage potential customers, upgrade your customer support, or reach your target audience one-to-one, using Facebook Messenger for Business is a smart choice.

Now that you’ve learned how to connect chat on Facebook to an automated chat messaging service for your Facebook Business Page, here are some of the unicorn advantages to expect:

  • You get all of the contact information as soon as someone engages your chatbot. 
  • Anyone who interacts with your chatbot has automatically opted in. You can send follow-ups and drip campaigns as push notifications.
  • Remarket with Facebook ads. 

Not to mention that, according to Facebook:

  • 53% of people are more likely to buy from a business they can message.
  • 56% of people prefer to message instead of calling customer service.

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Important Next Steps

  • Upgrade your Instagram and Facebook with 100% Meta-approved comment and DM automation to grow your audience, engagement and sales. InstaChamp is free for Creators this week!
  • Join the Customers.ai Facebook group to get and give help on chatbot marketing. We have over 40,000 members and counting.
  • Do yourself a favor by signing up for Customers.ai blog updates. We only send the most actionable and high-impact marketing tactics to your inbox.

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How to Build a Chatbot for Facebook Messenger in 5 Minutes https://customers.ai/blog/2018/06/how-to-build-a-facebook-messenger-chatbot https://customers.ai/blog/2018/06/how-to-build-a-facebook-messenger-chatbot#comments Fri, 11 Dec 2020 13:00:00 +0000 https://customers.ai/?p=2850 Pretty soon, chatbot marketing is going to be like email. Everywhere. And one of the easiest ways to get started […]

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Pretty soon, chatbot marketing is going to be like email. Everywhere. And one of the easiest ways to get started is by learning how to build a Facebook Messenger bot.

With over 1.3 billion monthly active users — a number that’s rising sharply due to Messenger for Instagram introduced in late 2020 — building marketing chatbots on Messenger is a cakewalk with Customers.ai’s chatbot builder and chatbot training courses.

First adopters are calling Messenger bots their secret weapon as they get unprecedented ROI from 24/7 automated conversations and lead generation tools.

Ready to get started?

Here’s how to build a chatbot for Facebook Messenger — the mobile app used by over a billion people — in under 5 minutes.

PS – Learn my favorite Facebook Messenger hacks and get started fast with Facebook Messenger templates. Customers.ai has chatbot templates out of the box for multiple industries and use cases!

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

We’re going to create a “Monkey or Unicorn?” bot. Pick a door, any door! Will you get a monkey or a unicorn?

Give the bot a spin yourself here!

The journey of our Monkey or Unicorn bot takes us through the web’s simplest free chatbot building workflow:

  1. Create a dialogue
  2. Add content with widgets
  3. Add triggers
  4. Test your bot

View a quick video tutorial of the chatbot builder here:

bot builder help docs

Step 1: How to Create a Chatbot Dialogue

In the Bot Builder, go to Dialogues and then add a folder. Name your folder.

Folders help you organize your bot messages. This bot is the dandy host of the Monkey or Unicorn game, so we name it as such:

create a chatbot folder

From within the folder, click on + Add Dialogue, and again, give it a name that tells you what it is. In this case, the Dialogue is the first of multiple Dialogues, so we could name it “Game Intro” or something similar. 

create a Messenger chatbot dialogue

Step 2: Add Content with Widgets

Next, you’ll be prompted to add your first chat widget to the Dialogue:

add content to your chatbot dialogue with chat widgets

Customers.ai has a large selection of engaging chatbot widgets to choose from like:

  • Text
  • Video
  • Images
  • Image galleries
  • Messenger opt-in
  • Attachments and PDFs
  • Zapier Connections
  • GIFs
  • Forms
  • Email notifications
  • Navigation elements
  • Quick Questions

You can use any combination of chat widgets to create the content of the chatbot Dialogue.

Let’s use a Quick Question to start off the game.

Click the widget you want to use, and in this case, type your question, pick from the Quick Question options: multiple choice, text field, and some other helpful contact info your bot can collect.

how to build a Facebook Messenger bot: Quick Question Chat Widget

One cool thing about chatbot conversion elements like Quick Questions, Forms, and Attribute tools is that these widgets collect data to your Messenger contacts customer profile.

Obviously, this is awesome for saving audience data like:

  • Ways to get in touch
  • How they heard about you
  • Their budget
  • Subscription status
  • Signups

A quick side note, multiple-choice options in Quick Question and Form widgets are awesome because:

  • They show up as interactive buttons in chat.
  • Buttons have minimal conversion friction.
  • Buttons can link to chat pages and website pages.
  • Buttons are so user friendly on mobile!

When you enter the multiple-choice selections, you have the option of connecting that selection to another chatbot Dialogue from a drop-down.

conversational dialogue with Facebook Messenger chatbot builder

Add a new Dialogue to your Folder. In this case, we added “Door 1.”

From the drop-down, select the Dialogue you wish for your Messenger conversation to flow to. When you select the Dialogue, you’ll see that conversation path appear in the chatbot builder.

In this game, I’m connecting each choice, or door, to a Dialogue that reveals the unicorn or monkey hiding behind the door.

With 5 doors to choose from, there are 5 multiple-choice options, each connected to a Dialogue with a monkey or a unicorn GIF from the Giphy-powered widget!

For Doors 1, 2, 3, 4, and 5, click the GIF widget for the Dialogue. Then, start typing the word of whatever theme you’re looking for, and click to add it to the Dialogue:

how to build a Facebook Messenger bot with GIFs Images Videos Text

You can add the text widget and more buttons that help keep the conversation going.

The “play again” button returns a player to the Game Intro chatbot page where they’re given the option of Doors 1 to 5 again!

edit button chatbot widget

Another CTA (call-to-action) lets users sign up for chatbot goodness themselves.

At this point, the bot works!

You can do a Send to Messenger Facebook ads campaign, or get a link to the chatbot landing page using the HTML element lead magnet:

How to Build a Facebook Messenger Chatbot: get share link to chatbot dialogue

And you can set up the bot to trigger if a user says something…

Step 3: Add Triggers for the Page

Q&A Triggers are useful for assigning bots to your frequently asked questions.

If someone asks “directions” you can set up a bot that responds with the address and a link to a map.

If someone asks for “pricing” your bot answers back with pricing.

The FAQ answering possibilities are endless.

You can add Q&A triggers to your bot in two ways:

  1. When you’re in the page builder
  2. From Q&A in the bot builder

To add a trigger as you’re building the bot, select “Add Trigger” and type in the keyword:

add q and a trigger to dialogue chatbot

You might add triggers like “pricing” or “directions” or “make an appointment” or any number of keywords to match your page to something a user is asking.

Another way add triggers to pages is by going to Q&A. Here you’ll see all your saved triggers and can add to and edit them:

q and a trigger steps chatbot

What you can do from here is:

  1. Create a new trigger with “New Q&A”.
  2. Craft the bot’s reply to the trigger, either a chat page or text. Add multiple answers to give the bot free reign to choose from any of the answers.
  3. Add triggers you type in or choose from the drop-down that populates the most frequent unanswered questions.
  4. See the most common unanswered questions and assign them to chatbots, if you’d like.

Step 4: Test the Bot

Before you launch, test the bot. You can do that by:

  • Triggering the bot in Messenger using your keyword.
  • Click “Test this Bot” from the chatbot content editor at any time!

When viewed in Messenger, we see what this content experience looks like on mobile:

how to build a Facebook Messenger chatbot

Check that all buttons work, look for broken connections or flow issues. If it’s a conversion element, check that attributes are saved to your contact.

Now share and be merry!

By the way, did you get a monkey or unicorn?

Next Steps: Build a Facebook Messenger Bot

The best way to learn chatbot marketing is to do it! It’s your turn to build a chatbot in under 5 minutes!

Here’s one you’ll need: use a Quick Question to build a bot that collects a visitor’s email address.

After that, you’ll be ready to start generating leads to your bot with lead magnets like comment guards, Messenger ads, and more. 

What are Messenger ads? Glad you asked!

Customers.ai has 8 powerful Facebook marketing lead magnets including Facebook Messenger ads that you can use right out of the box.

Sign up to get Customers.ai and let me know how it goes!

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Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

How to Build a Facebook Messenger Bot: Next Steps

Important next steps:

Frequently Asked Questions

1. How can I build a Facebook Messenger bot?

To build a Facebook Messenger bot, you can follow these steps:
1. Create a Facebook Developer account and set up a new Messenger app.
2. Set up a webhook to receive messages and events from Messenger.
3. Develop your bot using a programming language or a bot-building platform.
4. Test your bot using the Facebook Messenger platform.
5. Submit your bot for review and approval by Facebook.
For more detailed instructions, check out our comprehensive guide on building a Facebook Messenger bot.

2. What programming languages can I use to build a Messenger bot?

You can use various programming languages such as JavaScript, Python, Node.js, PHP, or any language that can handle HTTP requests and responses. Facebook provides SDKs and libraries for different languages to simplify bot development.

3. Can I build a Messenger bot without coding?

Yes, there are bot-building platforms available that allow you to create Facebook Messenger bots without coding. These platforms often provide visual interfaces and drag-and-drop tools to design and deploy your bot.

4. How do I integrate my Messenger bot with my website or app?

To integrate your Messenger bot with your website or app, you can use the Facebook Messenger Platform APIs. These APIs allow you to send and receive messages, receive webhooks, and interact with the Messenger platform programmatically. Facebook provides documentation and examples to help you with the integration process.

5. Are there any restrictions or guidelines for building Messenger bots?

Yes, Facebook has guidelines and policies that you need to follow when building Messenger bots. These guidelines cover areas such as user experience, content restrictions, message sending limits, and data usage. It’s important to review and comply with these guidelines to ensure your bot meets Facebook’s requirements.

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How to Use Facebook Analytics: 8 Smart Facebook Insights Reports Every Marketer Needs https://customers.ai/blog/facebook-analytics https://customers.ai/blog/facebook-analytics#respond Mon, 09 Nov 2020 13:00:00 +0000 https://customers.ai/?p=16783 Facebook gives Page owners robust reporting to understand how their content and campaigns are working to reach and engage their […]

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Facebook gives Page owners robust reporting to understand how their content and campaigns are working to reach and engage their intended audience. And it’s totally free! 

Amazing! 

But how do you retrieve and read these reports?

If navigating them isn’t easier after reading this Facebook Analytics tutorial, then Customers.ai will send you a banana cream pie to eat the Facebook pain away. 

Here is the beginner’s guide to harvesting data diamonds for your grateful clients or your own campaigns from within Facebook Insights and Analytics so that you can increase your engagement on Facebook.

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Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Roadmap to the Omniscient and Awesome Power of Facebook Insights 

Let’s go on a magical journey into the depths of your glowing monitor. Here is a treasure map so you can go straight to the loot you need. 

  1. Overview report: A summary of your Page’s performance
  2. Likes, Reach, and Page Views report: What’s happening on your Page? 
  3. Actions on Page report: What are people doing on your Page? 
  4. Posts report: The good and the bad of your posts (Your clients like this one a lot)
  5. Events report: How are your events going? (You are using events, right?)
  6. Videos report: Static content is dead. Do your followers agree? 
  7. People report: Who is viewing and interacting with your Page?
  8. Messages report: Where all the action is happening via Messenger

Finding Facebook Insights  

Before we dive too deep into the murky waters of making sense of Facebook Insights, let’s begin with how to find it.

Head to your Facebook Page and click “Insights”. 

How to Use Facebook Analytics

From within the Facebook Page Insights, you’re going to see a left-hand menu that you’ll use to navigate to the different reports available.

The 8 Facebook Insights reports detailed in this guide are the essential reports that will hold most of the analytics data you need to understand your content performance, reach, audience, and engagement.

The first report you’ll see when you click into Facebook Insights is the Overview report. Which happens to be the perfect place to start…

Facebook Analytics Report #1: Overview – A Summary of Your Page’s Performance

This is where you arrive after you’ve clicked into “Insights”, a beautiful broad view of your Page’s performance in tiny, easy to digest square tiles. No, not baked cheezy snacks. 

The first widget you’ll see is a set of squares, “Page Summary,” offering a weekly read on a different data nugget. However, you can change this to display up to 28 days.

From here you can easily keep your eye on engagement metrics for your most recent posts, likes, reach, and actions on your Page. 

There are also demographics, gender, age of your audience, and more. Any well-to-do digital marketer will be spending some time here. Don’t be afraid to click around and explore this ridiculously powerful toolbox.

The better you understand Facebook analytics and your audience’s behavior, the easier it will be to post the right content at the right time to please the Facebook algorithm and your page fans. 

One or two check-ins on the “Overview” tab should reveal whether or not your current strategy is working. 

Facebook Insights Tip: Click “Export Data” from the top right corner of the “Page Summary” for spreadsheets galore with deeper info and customizable date ranges. 

As you scroll down within the “Overview” tab, the next widget is your “5 Most Recent Posts”. Click on any of the posts for a detailed view. 

The recent posts should give you a pretty clear idea of what types of posts are performing well, ie: curated vs. organic, etc. This is a great place to visually notice some patterns without having to get any data dirt under your nails. 

Scroll down a bit further and you’ve reached a very cool feature, “Pages to Watch”. Here you can manually add any Page you’d like to compare your Page against. 

Keep tabs on your competitors’ growth. Perhaps they have a sudden boost in engagement. Now you know and you can reverse engineer their strategy. This can also be a great place to find trending content to curate. 

(Yeah, I’ve obscured Customers.ai’s recommended Pages to Watch in the screenshot here, because hey, there is still room for maintaining competitive insights in a tell-all tutorial.)

Facebook Analytics Report #2: Likes, Reach, and Page Views – What’s Happening On Your Page

The best way to craft a successful content strategy is to take advantage of Facebook data insights. 

Click the “Likes” tab in the left menu to find out how many likes, unlikes a Page’s posts have, and when and where the likes happened. 

After selecting a date range, the first graph is “Total Page Likes”, which are hopefully trending upwards. You can click and drag on the graph to select different ranges and to see where likes and unlikes are coming from. 

Facebook Insights Tip: Take note of dates where unlikes took place and analyze what you posted that day.  

Next is “Page Likes” which breaks down which likes were paid or organic. 

Facebook Insights Tip: What are you looking for? Focus on the likes but keep an eye on the unlikes to make sure there isn’t a sudden spike, perhaps a content issue you need to nip in the bud. Hover over the graph for a more granular view. 

Continue scrolling down and the next graph is “Where Your Page Likes Happened”. Are you getting traffic from your ads, search, or some other mysterious and magical place? 

Click the “Reach” tab for a similar screen but with a new measurement that shows if your content is actually reaching your fans (how many people saw any given post at least once). 

Who is talking about your Page? The next graph illustrates any mentions and if your content is getting shared and distributed throughout Facebook’s network. 

Did you know there are 2.7 billion active monthly users on Facebook? This is why you want to reach the widest audience possible. There are a lot of missed opportunities at stake! 

Keep an eye on the next graph, “Hide, Report as Spam, and Unlikes”, to make sure you’re not inadvertently (hopefully) offending or annoying people.

The last graph is a comprehensive version of the first, “Total Reach”, has a clickable granular view that differentiates between organic and paid reach.

Facebook Insights Tip: This is your chance to see how you can get your Page in front of the widest audience possible. Look at similarities in posts that perform well and decide what content and days/times are best. 

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Facebook Analytics Report #3: Actions On Page – What Are People Doing On Your Page?

What are your Page’s fans doing once they’ve arrived?

Reacting to posts, getting directions, or going to a website? 

The “Actions on Page” tab is Facebook’s equivalent to a heatmap and usually, your CTAs are going to be hot.

Set your date range and dive in. The first graph, “Total Actions on Page” should be sufficient for starters but the subsequent four graphs are to measure your CTA button (the big blue one).

The level of importance you place on these actions depends on the business. For example, a lot of in-person services such as auto mechanics or restaurants, are going to care more about fans getting a phone number and fans getting directions than an e-commerce store, who obviously is watching website clicks and action button clicks. 

Facebook Analytics Report #4: Posts – The Good and the Bad of Your Posts 

Marketers love data, and clients appreciate data-driven insights. 

But when you’re showing something client-facing, you’re going to usually grab their attention with visuals. And what better than their own posts? 

Click on the “Posts” tab and the first thing you’ll see is when your fans are active online. 

You can then click on “Post Types” and see what type of content is working best for your Page (we bet it’s video). 

You can also check out the top-performing posts from the pages you’ve selected to watch earlier on the “Overview” page. 

Next is a table of your Page’s best posts which you can sort based on Organic/Paid, Post Clicks, Reactions, Hides/Spams, and Engagement Rate. 

This is a bird’s eye view of your posts that should give you a sense of what content your fans like so you can continue improving your engagement and growing your audience. 

Facebook Insights Tip: Which of the bars showing reach and engagement are jumping out ahead of the rest? No surprise here, but yeah, do more of that.

Facebook Analytics Report #5: Events – How are your events going? (You are using events, right?)

Facebook Events are a solid way to generate leads, boost engagement, and build loyalty. 

Considering the majority of people are using mobile, most will effortlessly stay connected to your event with Facebook’s calendar connection. 

Click on the “Events” tab and you’ll see an overview of Events, People Reached, Event Responses, and Ticket Clicks. Scroll down and you’ll be able to view stats for your current and past events.

Facebook Insights Tip: Event data only shows for 28 days after an event has ended, so jot down any metrics you need before they disappear into Facebook purgatory. 

Facebook Analytics Report #6: Videos – Static Content Is Dead. Do Your Followers Agree?

Head to the Facebook Insights left-menu “Videos” tab to find the juicy analytics behind your top-performing video posts. 

You’re now in the “Creator Studio”, surprise! Facebook recently did away with the traditional “Videos” tab in lieu of combining multiple tools into the “Creator Studio”. 

You will be welcomed to the Creator Studio “Videos” tab with a summary page. 

Interact with the graph to view the stats for 3-Second Views to 1-Minute + Views (Facebook doesn’t count anything less than 3-seconds). 

It’s probably safe to say that the longer the view, the more engaged a user is, these are the views us marketing people design videos for. Scroll down a bit further to find your “Top Videos”.

Navigate through the other tabs of Loyalty (returning viewers), Audience (demographics), and Retention for a set of graphs that show you where your views are coming from and how long they are watching your videos. 

Facebook Insights Tip: Click on a video and then “View More Insights” to find even more data. 

Facebook Analytics Report #7: People – Who is viewing and interacting with your Page?

This Facebook profile analysis is where it gets weird, and most marketer’s secret weapon.

From the left-menu of Facebook Insights click on the “People” tab to find out everything you could possibly need to know about your Page’s Fans, Followers, People Reached, and People Engaged.

People Reached refers to how many people actually saw your post with the 28-day window. People Engaged are people taking actions on your posts or Page, clicks, likes, shares, or messaged. 

It used to get weirder, and in particular within the Audience Insights tool which you’ll have to head over to Facebook Ads Manager to access. 

Facebook has recently removed a significant amount of targeting capabilities and demographics data, but it’s still the most powerful marketing machine available on the wild wild web. 

Facebook Analytics Report #8: Messages – Where All The Action Is Happening Via Messenger

If you’re not using Facebook features that optimize and automate the click-to-Messenger experience yet, you are missing out on scaling your engagement with 1.3 billion active monthly Messenger users (as of November 2020). 

Facebook Messenger marketing has average 10X to 100X higher engagement rates than email or social media, and 75% of customers prefer to chat with a business to boot. 

Besides all of this, consider that Facebook owns 4 out of the 5 most downloaded messaging apps of all time: 

  1. Facebook
  2. Facebook Messenger
  3. WhatsApp
  4. Instagram
  5. Snapchat

So how are your conversations going on messenger? Click the “Messages” tab to find one of our favorite Facebook analytics pages. 

The welcoming dashboard displays data for your specified date range. Here is a rundown of each figure/graph on the “Messenger Insights” page. 

  • Messaging Connections is the # of people your Page has opt-in permissions to contact. This is ever-evolving and subject to change, like anything Facebook. 
  • Block Rate is the percentage of people essentially saying “STOP” to your messaging. 
  • New Messaging Connections are how many new opt-ins or contacts you have at your chat blasting disposal within the given date range. 
  • New Blocked Connections is obviously the opposite of New Messaging Connections. These are the contacts that have opted-out of your automated messaging.

Facebook currently allows you to view up to 180 days of past metrics on messages. Take advantage! 

Check out 10 top marketing use cases of Facebook Messenger for business so you can capture leads on auto-pilot with Facebook Messenger bots and Customers.ai. 

Feeling Better About Using Facebook Analytics?

Facebook has wrapped up an incredible package of Facebook tools for analytics you’ll use to optimize your Facebook campaigns and blow your clients’ minds.

There is more to explore but this high-level Facebook Analytics demo should prepare you to better understand your audience and their behaviors. 

Facebook Insights Tip: Regularly check-in and click “Export” on the “Page Summary” in the “Overview” to maintain a permanent record of your data and avoid any issues.

Armed with data you can utilize custom-tailored content that gets your target audience to take the desired actions (click, click, click… buy, buy, buy). 

However, it requires due diligence, which means checking back often to find emerging patterns (and to make sure you’re up to speed with Facebook’s updates!). 

Now go, climb that mountain of data and let Facebook Insights and Analytics supercharge your marketing mission. 

Join Today’s Webinar with Larry Kim!

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Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Important Next Steps

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20 Best Instagram Business Accounts Entrepreneurs Should Learn From https://customers.ai/blog/2018/01/best-instagram-business-account https://customers.ai/blog/2018/01/best-instagram-business-account#respond Thu, 01 Oct 2020 18:33:00 +0000 https://customers.ai/?p=16334 It took some time for Instagram to emerge as one of the best channels for a solid ROI, but now […]

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It took some time for Instagram to emerge as one of the best channels for a solid ROI, but now that it has, marketers everywhere want to learn from the best Instagram business accounts.

Like a lot of other social networks, Instagram was initially dismissed as an online playground for kids with little value for marketing or advertising. (Remember when people said the same thing about Facebook?)

That perception didn’t last long.

Today, Instagram is an online marketing powerhouse. This highly visual community of more than 1 billion monthly active users hosts over 80 million new photo shares and 3.5 billion likes per day, on average (at time of writing). Instagram exposes personal brands to influential people and companies, and helps Instagram users on all ends of the brand spectrum find new opportunities to network and grow.

Check out these 20 best Instagram business accounts you should follow right now and see what you can learn from them!

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The 20 Best Instagram Business Accounts to Follow:

  1. Entrepreneur Magazine: @entrepreneur
  2. Sharpie: @sharpie
  3. WeWork: @wework
  4. Netflix: @netflix
  5. Gary Vaynerchuk: @garyvee
  6. The Honest Company: @honest
  7. Oreo: @oreo
  8. Richard Branson: @richardbranson
  9. FedEx: @fedex
  10. Warby Parker: @warbyparker
  11. Nike: @nike
  12. Letterfolk: @letterfolk
  13. Lego: @lego
  14. Audi USA: @audi
  15. Vans: @vans
  16. Girlboss®: @girlboss
  17. Gucci: @gucci
  18. Brit + Co: @britandco
  19. GoPro: @gopro
  20. General Electric (GE): @generalelectric

Then, when you’re ready to step up your Instagram game to unicorn status, add OmniChatⓇ and Instagram automated messages to your strategy.

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1. Entrepreneur: @entrepreneur

best Instagram business accounts: Entrepreneur

Since we’re discussing Instagram marketing for business and entrepreneurs, who better to lead our list than Entrepreneur Magazine?

Entrepreneur uses its Instagram accounts to inspire, inform, and celebrate entrepreneurs. And 3.6 million followers have taken an interest.

They do a great job of sharing pictures of business owners in their element, as well as providing images linking to useful information and videos. Additionally, Entrepreneur has a strong click-bait game, such as this irresistible short video titles like, “What separates successful people from average people” and the following inspirational quote:

Instagram marketing examples

2. Sharpie: @sharpie

best Instagram marketing accounts: Sharpie

If you’ve seen The Wolf of Wall Street, you may remember the end of the film where Leonardo Di Caprio’s character asks an audience member to sell him a pen. You quickly learn that it’s hard to make a pen interesting enough to sell at a premium price.

Well, Sharpie may not be selling their pens worth their weight in gold, but they absolutely have found ways to make their pens very interesting.

Instagram was made for companies like Sharpie, and Sharpie has taken full advantage of the opportunity that the Instagram platform has provided.

With 365k followers, Sharpie gets super creative with their Instagram business accounts.

3. WeWork: @wework

best Instagram marketing accounts: WeWork

The shared office space brand makes great use of visuals, but also employs smart hashtags to help its content get viral traction and more exposure in its Instagram business account. (The company was also featured in a piece I recently did on the psychology of color in branding.)

WeWork's Instagram Business Account is full of eye-catching posts

WeWork has amassed almost 50,000 followers and regularly earns hundreds of likes on its posts. The company is great at tapping into trending hashtags, too, and making itself a part of the larger-scale conversations happening around Instagram, as WeWork did in the #MotivationalMonday post above.

4. Netflix: @netflix

best Instagram business accounts: Netflix

Netflix is another great example of a brand whose product is a perfect fit for Instagram. With endless video clips and streaming content, it’s probably hard for Netflix’s Instagram marketing team to decide on what to share each day.

In addition to commonly sharing short video clips and trailers, Netflix also shares plenty of memes on their Instagram accounts.

And as you can see in the above screenshot, Netflix updates its profile with links to different movie collections on the streaming platform.

Netflix uses its Instagram profile to inspire people to watch more Netflix. Shocker, right?

But whether it’s through shares of their images, memes, movie teasers, or through sharing things people may not know are available on Netflix, they’ve done a great job of keeping the attention of over 25 million followers.

5. Gary Vaynerchuk: @garyvee

best Instagram business accounts: Garry Vay-Ner-Chuk

Gary Vaynerchuk is a world-famous entrepreneur, marketer, and investor in companies like Facebook, Snapchat, and Twitter. So, it’s not shocking that his social media game is solid.

In fact, with 8.5 million followers, @garyvee has more followers than many of the widely known brands on this list.

As a marketer, however, it’s clear that Gary has taken many of the best Instagram marketing tips to heart. As you can see by his use of emojis and links to his products, as well as his other Instagram handles.

6. The Honest Company: @honest

best Instagram business accounts: The Honest Company

The Honest Company is big on sharing motivational quotes, humorous memes, and product images on its Instagram account.

They create clever text-based images branded with their logo, that compels their followers to #repost.

Additionally, The Honest Company does a great job of branding. This is evident by their use of white backgrounds, cleaning products, and image filters.

7. Oreo: @oreo

best Instagram business accounts: Oreo

The classic cookie brand is killing it in social, with an incredible 3.1 million followers as of November 2020.

It’s not at all unusual for Oreo to get more than 50,000 likes and hundreds of comments on a post in its Instagram business account. How does the company do it?

Well, in addition to the vibrant, eye-catching blue it’s incorporated into its profile image and many pictures, Oreo uses clever video shorts. Viewers love the 10- to 15-second clips.

8. Richard Branson: @richardbranson

best Instagram business accounts: Richard Branson

Richard Branson is the face of Virgin Group, which makes Instagram a great place for him to project his image as a business mogul.

9. FedEx: @fedex

Shipping company FedEx has mastered the art and science of presenting user-generated content (UGC) for a more engaging Instagram feed that’s surely less costly to produce and manage.

FedEx's Instagram business account is an international affair.

The brand shares colorful photos taken by its fans in its Instagram business account, usually featuring a FedEx vehicle of some variety out doing its thing. The result is a personable and interesting stream of content the company really didn’t have to work that hard to curate. Brilliant!

10. Warby Parker: @warbyparker

best Instagram business accounts: Warby Parker

Warby Parker has a very well-rounded Instagram brand image.

They share internal voices, Warby Parker’s own products, new releases, and most notably they do a really great job of posting UGC (user-generated content).

Another inspiring aspect of Warby Parker’s Instagram strategy is how they post their own content, sometimes tell a story around how an item was made, or conceptualized, or designed.

Warby Parker is a great example of how to make your fans feel like they’re part of your brand.

11. Nike: @nike

best Instagram business accounts: Nike

Everything about Nike’s feed screams “Look at me!” — and people do, 122 million of them.

Nike uses celebrities and real athletes to capture the attention and interest of fans through its Instagram business account, but what it does once it has your attention is what’s truly masterful.

Nike's Instagram business account makes you remember what the brand is all about.

The brand has a really smart call-to-action strategy. Nike builds campaigns of Instagram posts all directing viewers to click on the link at the top of its profile to learn more.

Instead of just sending people to the company website homepage, Nike is using that clickable link space on its profile to feature the campaign’s landing page (current version seen above). Nike knows that viral success is great, but there has to be a point to it if you’re in business.

12. Letterfolk: @letterfolk

best Instagram business accounts: Letterfolk

Letterfolk has one of the better Instagram strategies out there. As a creative brand, they do themselves a great service by showing off their creativity with letter boards and eye-catching images.

As you can see in the above image, Letterfolk does a great job with humor and getting into the spirit of holidays, such as Halloween.

13. Lego: @lego

best Instagram business accounts: Lego

Lego has always been one of the best companies when it comes to branding and creativity. And that stretches all the way from making hilarious Lego movies all the way down to their Instagram accounts.

Instagram is a place for Lego fans to share their own Lego sets and builds, as well as a place for Lego to create a fun environment.

14. Audi USA: @audi

best Instagram business accounts: Audi

While crowdsourcing and UGC can be great content-creation tactics for some brands, big-ticket items such as cars warrant the highest-quality creative your budget can buy.

Audi's Instagram business account is a car enthusiast's dream.

Audi’s Instagram business account is full of posts that are visually stunning, colorful, and polished. The company has amassed more than 4.4 million followers with its feature focuses and action shots.

It isn’t making much use of video right now beyond commercial shorts, but it will be interesting to see if Audi can carry this quality threshold over to that, as well.

15. Vans: @vans

best Instagram business accounts: Vans

Instead of some of the other Instagram marketing tactics described on our list, Vans is one of the best Instagram business accounts because they simply do a great job of showing off their products.

Vans Instagram business account embraces the brand and its fans by sharing images of people wearing Vans clothing and shoes, both from its own collection of photos and with UGC.

Many of the account’s photos have a vintage feel, due to the brand’s longevity in business since 1966.

16. Girlboss®: @girlboss

best Instagram marketing accounts: Girlboss

Girlboss uses its Instagram account to deliver humor and confidence boosts to its audience.

This Instagram business account is highly motivational, screams perseverance, and inspires women to pursue their dreams.

17. Gucci: @gucci

best Instagram business accounts: Gucci

The iconic fashion brand regularly earns tens of thousands of likes for its fashion-plate posts on its Instagram business account. However, Gucci has a strategy of using behind-the-scenes shots, too, which wins it much love from fans.

Gucci's Instagram business account is all about making high fashion more human.

Gucci’s is one of the best Instagram business accounts because it shows us that while it’s smart for brands to use professional photos, there’s a lot of value in giving your audience a sneak peek at less polished, unscripted content, too.

18. Brit + Co: @britandco

best Instagram marketing accounts: Brit + Co

You can learn a lot about how to master Instagram from Brit + Co.

Brit + Co is an online community that provides tools to teach, inspire, and celebrate everyday life. Their Instagram business accounts are full of DIY (do-it-yourself) projects as well as creative, informative, and highly shareable content that’s a perfect fit for what Instagram was made for.

19. GoPro: @gopro

best Instagram marketing accounts: GoPro

GoPro has an Instagram business account that takes full advantage of the match between the Instagram platform and GoPro’s product.

With over 17 million followers, GoPro’s Instagram account has endless amounts of UGC made from their fans using the brand’s versatile video cameras.

GoPro and Instagram truly are a perfect match and a great example of how to bring your product to life through the experience of your customers.

20. General Electric (GE): @generalelectric

best Instagram business accounts: General Electric

I love, love, love GE’s Instagram business account, because it really proves that any type of brand can find success on Instagram. GE’s products aren’t as sexy as cars or travel, nor are they as visually interesting as, say, makeup or fashion.

As a result, GE has come up with a really interesting content mix that ranges from inspirational messages to geometric patterns in equipment to human-interest stories:

GE's Instagram business account draws from its long history of innovation.

Take a page from GE’s book and get creative. Think of the different ways you could tell your company’s story that are visual, attention-grabbing, and engaging.

Tips from the Best Instagram Business Accounts

Hot Tip #1: As of October 19, 2020, Messenger from Facebook announced API Support for Instagram. Make sure you’re one of the first Instagram business accounts with the most exciting marketing channel to become available in quite some time: Join the Customers.ai Beta list for Instagram messaging tools!

Hot Tip #2: Want to access your Instagram followers with your Messenger chatbot? Learn how to create a Messenger chatbot for Instagram!

Hot Tip #3: Want to save time on managing your Instagram content? Here’s how to schedule Instagram posts!

Hot Tip #4: Need tools to get the most from Instagram? Here are 12 Instagram marketing tools and use cases you should implement ASAP!

🔥 Red Hot Tip #5: Witness the power of the first 100% Instagram-approved chatbot for Instagram!

And lastly, for more tips, check out these 14 Instagram marketing tips from top digital agencies.

10 more Best Instagram Business Accounts for Entrepreneurs to follow in 2023:

  1. @thehustleco: A business account dedicated to providing valuable insights and strategies for entrepreneurs looking to grow their businesses.
  2. @garyvee: Gary Vaynerchuk’s account offers a wealth of knowledge on entrepreneurship, marketing, and personal branding.
  3. @foundr: Foundr Magazine shares inspiring stories, practical advice, and interviews with successful entrepreneurs, making it a valuable resource for aspiring business owners.
  4. @melyssa_griffin: Melyssa Griffin’s account focuses on entrepreneurship, online marketing, and personal development, offering actionable tips for building a successful business.
  5. @patflynn: Pat Flynn is known for his expertise in passive income and online business. His account provides valuable insights and strategies for entrepreneurs looking to create sustainable income streams.
  6. @marieforleo: Marie Forleo’s account combines business advice, personal growth, and motivation, offering a holistic approach to entrepreneurship.
  7. @influencive: Influencive shares inspiring stories and practical advice from entrepreneurs who have achieved remarkable success in their respective industries.
  8. @thesocialsavvyco: This account provides valuable insights into social media marketing, helping entrepreneurs leverage platforms like Instagram to grow their businesses.
  9. @ceosage: CEO Sage offers practical tips, interviews, and resources for entrepreneurs seeking to build and scale their businesses.
  10. @risebrandingco: Rise Branding Co specializes in personal branding and helps entrepreneurs develop a strong brand presence on Instagram and other platforms.

Best Instagram Business Account: Important Next Steps

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Originally posted on Inc.com

Frequently Asked Questions: Best Instagram Business Accounts

Can you use Instagram for business?

Yes, you can use Instagram for business. In fact, business accounts are followed by 90% of the 1 billion+ active Instagram accounts worldwide. Plus, 83% of users say that they discover new products or services on Instagram.

Essentially, Instagram can be considered a free advertising stie due to its visual and quick browsing nature. Instagram for business has resulted in an increase in engagement and expanded reach. Being active with Instagram for business also builds brand trust and loyalty among followers.

More and more business use cases are coming to Instagram. For example, in October of 2020, Facebook announced the Messenger API would now support Instagram messaging. The Instagram Messenger release means that businesses can scale messaging communications and start more conversations with consumers on Instagram. Furthermore, also in 2020, Facebook began rolling out new Facebook and Instagram Shops, making it easier for companies of any size to sell physical products on the platform.

Additionally, by using sophisticated chatbots for Instagram, such as Customers.ai, businesses can follow up instantly with hot lead alerts on Instagram and automate notifications to live agents to jump into any chat.

Do Instagram business accounts get more followers?

Instagram released a statement in 2019 stating that there was no difference in the Instagram feed presence of personal or business profiles and that there would be zero effect on reach whether you had a business or personal Instagram account. However, a private study conducted on this same topic showed that engagement is higher for personal profiles that business profiles. The study also showed, however, that engagement relied heavily on the number of followers the account had. In the study, a combination of 274 business and personal Instagram profiles were analyzed. The results showed that engagement for personal profiles was about 1% higher than for business profiles.

As far as follower count goes, however, according to Facebook’s own statistics, 90% of all active Instagram accounts worldwide follow at least one Instagram business account. 

In conclusion, there really is no significant difference between a business and a personal account on Instagram when it comes to your own ability to get more followers or increase engagement. It’s all about strategy, using the best Instagram marketing tools, your own ability to use the best Instagram hacks to get followers, and to make the Instagram algorithm happy in order to increase engagement. So, study up on the latest Instagram marketing tips, stay ahead of the curve, and your Instagram followers will come in droves. 

Is Instagram an effective marketing tool?

Absolutely, Instagram is a very effective marketing tool for any business willing to learn the platform, invest in the best Instagram marketing tools, and keep up with the latest Instagram marketing strategies

However, due to the nature of Instagram’s platform being highly visual and quick browsing behavior, Instagram has favored B2C companies more than B2B companies. With the rollout of Instagram Shops over the course of 2020 to 2021, more and more marketing opportunities will arise on Instagram, such as the ability to sell products while going live on the platform, which will be a game-changing tool for Instagram influencers and businesses alike. 

Lastly, Instagram business accounts just got a huge boost in 2021 with the introduction of Instagram automated messages, which allow you to auto-reply via Instagram DMs to many different types of engagement, in addition to your Instagram direct message inbox. One such Instagram Direct Message marketing tool by Customers.ai gaining traction fast is drip campaigns.

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What are the best Instagram tools for marketers?

There are many great tools that have been built specifically for Instagram over the years, including tools to facilitate automated communications, tools for creating eye-catching images, Instagram analytics, and tools for Instagram influencers.

Some of the most notable Instagram marketing tools consist of chatbots for Instagram Messenger, image and video editing tools, hashtag generator apps, tools to schedule Instagram posts, as well as Instagram’s own tools for Instagram Shops and ecommerce.

However, the most useful Instagram tools on the market to date is the suite of messaging automation and customer support chat tools from Customers.ai, which include, but are not limited to:

  • Manage Instagram DMs (direct messages) from the OmniChatⓇ Inbox.
  • Instagram live chat support tools.
  • Automation tools for comments, mentions, Instagram Stories, welcome messages, and a whole lot more…

How can you create a marketing strategy for Instagram?

The best way to create a marketing strategy for Instagram is to get started by identifying what your business goals are on Instagram. Ultimately, your goal is going to revolve around how to increase engagement on Instagram. However, decide upon what types of engagement are most meaningful to your company.

Then, collect quality Instagram marketing tips that are relevant to your specific business and the goals you’ve identified. Finally, find the best Instagram marketing tools that will help to facilitate the Instagram marketing strategy that you have created.

How can you use Instagram to promote your business?

As of 2020, Instagram has over 2 million advertisers and 25 million business profiles, making it hard to imagine not including Instagram as a large part of your overall marketing strategy. 

Whether you’re promoting your own business, or you’re developing an Instagram agency growth strategy for your clients, there are a few campaigns that every business should adopt to promote their business on Instagram: Instagram messaging tools, creating a great Instagram bio, making sure your best Facebook ad examples convert just as well on Instagram, using Instagram Stories, tracking the right KPIs, using actionable hashtags, and partnering with influencers.

If you have a strong ad budget, there are many powerful Facebook advertising tools you can use to promote your business on Instagram.

Is there a way to message all of your Instagram followers?

Yes, by using Instagram Messenger, you can message all of your Instagram followers. This requires using a Messenger chatbot for Instagram, such as Customers.ai.

What are Instagram Shops?

Instagram Shops make it easy for businesses to set up an online store for consumers to access on both Facebook and Instagram. Creating an Instagram Shop is free and only takes a few minutes to set up. Businesses can choose the products they want to feature from their catalog and then customize the look and feel of their shop with a cover image and accent colors that showcase their brand. 

This means any seller, no matter their size or budget, can bring their products online and connect with consumers where it’s most convenient for them.

People can find Instagram Shops on a business’ Instagram profile, or discover them through Stories or Facebook ads. From there, consumers can browse your full collection, save products they’re interested in and place an order either on the business’ website or without leaving the app if the business has enabled checkout.

And just like when you’re in a physical store and need to ask someone for help, in Instagram Shops consumers will be able to message your business through Messenger, WhatsApp, or Instagram Direct to ask questions, get support, track deliveries, and more. 

Also coming in the near future, you’ll be able to view a business’ Shop and make purchases right within a chat in Messenger for Instagram, or WhatsApp.

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14 Ready-Made Facebook Messenger Chatbots You Can Clone Today https://customers.ai/blog/2018/10/facebook-messenger-chatbot-templates https://customers.ai/blog/2018/10/facebook-messenger-chatbot-templates#comments Sat, 12 Sep 2020 13:30:00 +0000 https://customers.ai/?p=4684 You can launch your first free chatbot in minutes, with no coding necessary, using Customers.ai’s chatbot builder and our fresh […]

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You can launch your first free chatbot in minutes, with no coding necessary, using Customers.ai’s chatbot builder and our fresh new line-up of industry-based Facebook Messenger chatbot templates:

  1. Real estate chatbot
  2. Lead generation chatbot
  3. Ecommerce chatbot
  4. Beauty salon chatbot
  5. Auto repair shop chatbot
  6. Dentist office chatbot
  7. Gym chatbot
  8. Personal trainer chatbot
  9. Restaurant chatbot
  10. Podcast chatbot
  11. Marketing agency chatbot
  12. Cat Howell’s lead qualifying agency bot
  13. Survey chatbot template
  14. Contest chatbot template

These Facebook Messenger templates serve specific types of businesses and their marketing needs.

Here you’ll find out what’s inside 14 chatbot templates for Facebook Messenger, designed for various businesses to help you start using bots to grow your business within minutes.

Review Customers.ai’s chatbot examples for more inspiration on tools you can use to drive leads and new contacts in Facebook Messenger.

How Do I Activate Facebook Messenger Chatbot Templates in Customers.ai?

It’s easy to set up or test any of these Facebook bot templates.

When you want to peer inside the dialogues and funnels that make them tick, you’ll find the templates ready for your selection.

Just expand the section for More Chatbots (Advanced) and hit the button to
Create New Chatbot”:

advanced-chatbot-options

Pick “Start from a template” to choose one of 14 Facebook Messenger chatbot templates designed for every industry and common use cases!

start new chatbot template

Add them to your Facebook Messenger marketing mix for free with Customers.ai.

1. Real Estate Bot Template

Explore the real estate chatbot in Messenger here.

real estate chatbot template

Real estate professionals handle tons of inquiries from prospective buyers and sellers every day.

Chatbots can take care of a lot of the initial work that goes into the process of a home sale.

That’s why our real estate chatbot template includes pages for buying, selling, and renting properties.

If you’re in the business of property sales or rentals, use this real estate chatbot template to:

  • Collect contact info for a new client looking to sell a house
  • Collect contact info for a new client looking to buy a house
  • Collect contact info for a client interested in a property rental
  • Provide listings of available homes for sale

real-estate-chatbot-template

When a user first interacts with this bot, they can choose which of these options best matches what they’re looking for.

Then, if they’re interested in buying, selling or renting, you can use the bot to showcase individual listings in a way that’s more engaging than scrolling through a website.

You’ll have their contact info to follow up, and if something catches their attention, they can get in touch with an agent to learn more.

2. Lead Generation Bot Template

See the lead gen chatbot template in Messenger here.

Facebook Messenger chatbot template for lead generation

Collecting contact information from a prospective client enters them into your sales funnel and gives you the chance to move them through the buying process faster.

That’s what our lead generation chatbot template is designed to do.

In the lead-gen chatbot template, our fictitious business is hosting an event to get new leads.

You can customize the bot to offer a download or webinar, for instance.

This bot can collect leads on autopilot even while you’re heads-down with existing client work.

In fact, the bot is set up so that it emails you a notification when new leads sign up so you can reach out and get in touch with them when you’re available to talk.

3. Ecommerce Chatbot Template

Size up the ecommerce chatbot template in Messenger here.

ecommerce bot

The ecommerce bot template is designed to help you showcase specific products and guide customers to the ones that are right for them.

First, you can create product galleries, complete with photos of each item, a brief description, and a link to its product page on your website.

This way, users can easily learn about what you have to offer. If they find something they like, they can quickly navigate to your site and purchase it.

ecommerce-chatbot-template

Bots made from this template can also assist customers when they contact your business about existing orders.

The bot can collect order information and pass that info along to your customer support team so that when an agent is available to step in and help, they already have all of the information they need.

4. Beauty Salon Bot Template

View the beauty salon chatbot template in Messenger here.

Facebook Messenger chatbot template: Salon Bot

Setting appointments and attracting new clients, that’s the lifeblood of any spa or salon.

Here’s how to get more appointments and automate appointment setting and some amount of customer service and FAQs for clients of a salon or beauty service provider.

The beauty salon bot template contains customizable pages to help users learn about all of the different services you offer and any promotions you’re running.

This way, clients can choose the exact service they want and find pricing information they need.

The template includes a scheduling page that lets clients request appointments for specific dates, times, and services.

beauty-salon-chatbot-template

Whenever a customer requests an appointment through your bot, you get a notification via email.

Then you can add the appointment to your schedule and reply with a confirmation. Or, you can automate the process by connecting your calendar and appointment setting service directly to the chatbot.

Smooth as silk.

5. Auto Repair Shop Bot Template

Rev up the auto repair shop chatbot template in Messenger here.

service chatbot template

The auto repair shop bot helps customers schedule appointments at the shop.

You can customize it further with specific qualifying questions such as the make and model of someone’s car.

auto-repair-chatbot-template

This way, when you receive their appointment request, you’ll be able to get an early idea of the work involved and cost estimate if necessary.

The template also allows customers to submit questions, which you can later answer when you’re available.

And the bot helps you with marketing for the shop by inviting customers to leave reviews about their experience.

Add those reviews to your bot so new potential customers to your bot can see the feedback of happy customers.

6. Dentist Office Bot

Brush up on the dentist chatbot template in Messenger here.

dentist-bot

The dental or medical office bot will help with appointment setting and answering common questions an office gets, like hours and address.

Doing these common and repetitive tasks with a bot can ease the cost or burden for front-office staff.

Customize the dentist chatbot template with basic office information like your hours, location and services.

Tell clients or potential clients a bit about each of the dentists at your practice, including their experience and a friendly photo.

Did you know that for many people, simply being able to put a face to the name they’re reading can go a long way in helping them feel more comfortable scheduling an appointment?

And when a client is ready to book an appointment, your bot can help with that, too! The dental office chatbot template includes pages that enable users to schedule both first-time visits and routine appointments.

dentist-office-chatbot-template

The template also includes pages to customize with any promotions you’re offering, like a first-time client cleaning or teeth whitening package, to encourage contacts to take advantage before they expire.

7. Gym Bot Template

Exercise the gym chatbot template in Messenger here.

Facebook Messenger chatbot template: gym-bot

Stay in touch with your gym members, notify them of new classes, programs or facility upgrades, and encourage new member referrals by implementing the gym Messenger chatbot.

Ease the burden of front-office staff by answering frequently asked questions like gym location, hours, and pricing, and the ability to collect new member inquiries so your sales team can follow up.

The gym bot template comes with a page that offers a free trial membership or free health evaluation.

gym-chatbot-template

This way, even if the user is testing the waters, you capture a lead that you can follow up with motivation to check your gym out in person.

The template also comes with pages you can customize with information about specific classes, pages to introduce personal trainers, and forms to sign up new members.

8. Personal Coach Bot Template

Hop over to the coach chatbot template in Messenger here.

Facebook Messenger chatbot template: Coach bot

For personal trainers, the personal trainer bot helps establish and maintain personal relationships with individual clients.

This same template can be modified for anyone who coaches, trains, educates, motivate or otherwise consults with individuals.

Personal trainers can use this template to collect basic information from prospective clients like age and experience level. You can collect lead information and encourage them to schedule a free consultation.

And as you customize the copy within the template, you can use Customers.ai chatbot personalization techniques to tailor the experience to individual users.

fitness-coach-chatbot-template

This template can be customized so your bot also shares fitness tips with users and encourage them to sign up for your subscription updates list.

This way, you can not only share additional content via newsletter but can also reach out personally to learn more about their fitness needs and goals.

9. Restaurant Bot

Sample the restaurant chatbot template in Messenger here.

restaurant-bot Facebook Messenger chatbot template

Restaurant owners and employees don’t have time during a busy shift.

But you can use this bot template to help your customers get the information they need and complete a few important tasks, even when your staff isn’t available to assist them.

Add image-rich information about your menu to make it easy for customers to browse and whet their appetite.

restaurant-chatbot-template

When they see something they like, your bot can direct them to the appropriate places to make reservations and place online orders. This way, customers can take those actions without the assistance of an employee.

The template also includes a simple customer survey. Your bot can encourage customers to complete surveys or provide reviews in exchange for coupons and discounts.

10. Podcast Marketing Bot Template

Try out the podcast marketing chatbot template in Messenger here.

Facebook Messenger chatbot template for opt-in

Use a Facebook Messenger bot to promote your podcast and grow your listenership, subscribers and get more reviews! 

You can customize your podcast promo bot so people can subscribe to updates like when new episodes are available.

Let your listeners get details about the show hosts, guests and topics by customizing your bot with answers to FAQs.

Use Customers.ai’s lead magnets like Facebook post private replies and Messenger ads to get new show subscribers.

And invite show reviews in your drip campaigns!

messenger-bot-builder-podcast-welcome-gif

The template has an opt-in page you can tailor to your own show and voice.

Messenger’s best-in-class open rates will help you grow your listeners and increase engagement with your show! 

11. Marketing Agency Bot Template

Test out the agency chatbot template in Messenger here.

agency-bot

Marketing agencies are often the first to take advantage of new marketing tools and trends.

Chatbots for Facebook Messenger are a natural tool to providing prospects and subscribers with industry research and high-touch lead nurturing.

This is why we made a chatbot marketing template specifically for marketing agencies.

This template is intended for digital marketing professionals offering digital marketing and advertising services, from web design and maintenance to SEO, PPC, content, social, PR and branding.

The chatbot can be customized to tell prospective clients about each of the services that you offer, and help prospects determine services best-suited to their needs.

When users are interested in a quote or more info, they can fill out a contact form with additional details about their project.

agency-chatbot-template

This makes it easy to collect information about prospective leads for your marketing agency.

And when your sales team is ready to reach out, they’ll have a lot of helpful information to have an informed conversation.

12. Cat Howell’s Agency Lead Qualification Bot Template

Test out Cat Howell’s agency chatbot template in Messenger here.

Facebook Messenger chatbot templates for marketing agency

Since Catherine Howell walked through how she uses a Facebook Messenger bot to qualify leads to her Facebook agency, people have been clamoring to get their hands on it.

Understandably. Cat’s the creator of the Facebook Ads Academy, as well as the 80,000 member strong Facebook Group, FB Ad Hacks.

Her Facebook marketing agency, Eight Loop Social does over six figures revenue each month.

And she’s known for her specialty of helping Facebook agencies scale.

When you peek inside the “Academy Bot Funnel” in “Cat Howell’s Agency Bot” template, you’ll see a sophisticated sales funnel that learns more about the visitor from hello to handshake.

Facebook Messenger chatbot templates

Cat Howell debuted her bot to the public at the Customers.ai Facebook Ads Virtual Summit and we immediately added it to Customers.ai bot templates.

Customize Cat’s bot with your own lead qualification questions and agency details for a quick automated assistant for your digital marketing agency’s lead gen campaigns.

13. Survey Bot

Survey the survey chatbot template in Messenger here.

customer survey chatbot template

Customer feedback is extremely valuable for every business. Collecting it isn’t always easy.

Our survey bot template has everything you need to ask and collect customer feedback in a way that’s so easy and streamlined for customers that it increases the rate of completed surveys.

In this template, you’ll find pages for gauging a customer’s experience and knowledge, getting their opinions on specific products, and gathering general customer feedback.

customer-survey-chatbot-template

Of course, you’ll want to edit the questions to be specific to what you want to learn about your audience.

Compared to email surveys, Facebook Messenger chatbot surveys are an alternative that’s not only faster and easier but also more likely to reach the intended audience while being much more engaging.

Not to mention, the survey feedback isn’t anonymous and once a user has completed your survey, you can send follow-up messaging, content and offers that are hyper-relevant to your contact’s interests and needs.

14. Contest Bot Template

See the contest chatbot template in Messenger here.

Facebook Messenger Chatbot Template for Running a Contest

Contests can skyrocket exposure, earn followers, and drive new leads.

But running contests can be complicated and hard to execute.

The contest bot template has the framework for a contest run through Facebook Messenger.

Within the contest chatbot template, you can choose to run either a comment-based contest or a giveaway contest promoted by other means.

contest-chatbot-template

How does a comment-based contest work? Create a Facebook post and set up a comment autoresponder in Customers.ai.

When someone leaves a comment on your post, your bot will automatically send the contest entry to that person in Facebook Messenger.

If they’ve never messaged your page before, you’ve gained a new Messenger contact. If they’re an existing contact, you’ve gained an engagement that opens up the opportunity to send follow-up promotional messaging. Wins all around!

Regardless of the style of contest you choose, your bot can confirm to users that they’ve been entered, and provide any details they might need, like when the winner will be announced.

Get Started with Facebook Messenger Chatbot Templates Today!

Each of these templates is designed to be the basic framework for a bot and can be up and running in a matter of minutes. 

You can get started with free to download Facebook Messenger chatbot templates today in Customers.ai.

Choose the one that’s best-suited to your business and goals, and use the chatbot builder to customize the content to your own business.

Simply edit the default text, pages, and menus to reflect your brand, and add any additional content you need.

Facebook Messenger marketing is one of the best ways to reach cultivate new customer relationships today.

And with a few of the ready-made Facebook Messenger chatbot templates available in Customers.ai, getting started is easier than ever.

Just point, click, and personalize with your business info.

And like that, you’re set to launch a list-building, FAQ-answering, conversion-driving Facebook Messenger marketing chatbot.

get Customers.ai free

Facebook Messenger Chatbot Templates: Next Steps

Important next steps to be a unicorn in a sea of donkeys:

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How to Use B2B Web Chat to Win Customers & Create Brilliant Customer Experiences https://customers.ai/blog/b2b-web-chat https://customers.ai/blog/b2b-web-chat#respond Sat, 06 Jun 2020 06:30:00 +0000 https://customers.ai/?p=14862 B2B web chat is a powerful channel for winning customers and influencing sales. We’ve compiled the essential strategies and tactics […]

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B2B web chat is a powerful channel for winning customers and influencing sales.

We’ve compiled the essential strategies and tactics for using messaging for mobile chat apps and SMS into a guide developed by Customers.ai featuring some of the best chatbots of our B2B customers.

What is B2B messaging? What we’re talking about are instant messaging, private messaging, chat or text. 

“Messaging” and “chat marketing” can be used pretty interchangeably, and you’ve also referred to it or heard of it as conversational marketing.

The most common messaging channels are typically a mobile chat app or one-on-one messaging channel like website chat, Facebook Messenger, WhatsApp, text messaging or SMS, and anywhere you can slide into someone’s DMs.

Common denominators of messaging

There are some things that, regardless of the chat channel, are common denominators of messaging:

  • Messaging is 1-on-1
  • Messaging should be personal 
  • Messaging is conversational
  • Messaging is interactive
  • Messaging can be scalable. 

So you can send a message to your mom, but you can also message tens or thousands of subscribers in one swoop with chat automation. 

Based on our customer data, B2B businesses are leveraging chat and messaging and finding 25% reduction in customer service costs, 33% of leads that aren’t dropping through the cracks, and 75% more conversions.

Chat sessions are engaged conversations laser pointed at the individual you’re talking to. Compare that to website sessions where the UX is passive and where you’re assuming who your audience is rather than allowing them to self-declare.

What we’ve created here is an actionable strategy for turning your web chat into a smart and scalable full-funnel channel for lead generation, qualification and reengagement.

INTEGRATE Method for B2B Web Chat and Messaging

With that, we present the INTEGRATE Method for B2B web chat to influence more leads, sales and excellent customer experience:

  1. Install multi-channel chat automation
  2. Know your customer chat journeys
  3. Time your live support takeover
  4. Expect and expand off-script requests
  5. Get opt-in for other channels
  6. Re-engage
  7. Address persona-based personalization
  8. Track campaign metrics
  9. Embrace your brand

B2B Web Chat Tip #1: Install multi-channel chat automation

People like to chat and text more than email, phone or you know, like fax and stuff.

To service customers with chat and to do chat marketing, you’re going to need to be available in chat. And that means installing web chat tools on your website, on Facebook, and setting up systems to automate customer conversations in messaging apps.

Top reasons for chatting with a business

These are the top reasons why customers say they want brands they do businesses with to be avaialbe in chat.

#1 reason: We like instant.

We like instant answers and sometimes we need instant communication.

The #2 top reason that customers prefer chat to communicate with businesses include: “it would be more convenient – I would not need to use a separate service or app on my device to receive communications.

And when you think about installing and launching messaging automation, you will be evaluating messaging channels by criteria like popularity:

Most popular messaging apps by active users

Users in your market region: 

Top messaging apps by country

And other criteria like how easy is it to develop chatbots on this platform, possibly with graphical interfaces, and with available APIs. Is it connected to an ad platform where paid media buys can contribute to lead generation, and does the message app have a persistent chat history in the user’s mobile device that they can receive your updates and reengagement as well as so that your customer can reach out to you at any time.

Criteria to Evaluate Chat Marketing Investment

B2B Web Chat Tip #2: Know your customer chat journeys

Ok so “know” with a K is an itty bitty stretch here to fit the INTEGRATE Method acronym but you know what I’m talking about. 

Know your customer and make their life better, easier, more rewarding.

Here are my tips for how you can make your customer’s lives easier and put customer experience at the front of the chat automations you write.

Use menus to guide visitors to the info they need

Tip #1 is to use menus to guide visitors to the info they need.

Chat is going to be your customers’ fastest way to get an answer to their questions, and both your business and your customer will be in a better position to get help fast by answering a few simple questions to send them on the right path.

When you call your bank, your call isn’t answered by the customer service desk, right?

The first thing that happens is answer a few questions from a menu of options so your call is transferred to the right person to help you.

It’s the same in chat. We create a simple to navigate menu system.

This way, the live agent will 1, be the best person, and 2, be able to view the chat history and what they’ve indicated they’re looking for, and 3, every response and preference and new piece of information learned is added to a customer profile that’s enriched with every interaction.

Create a menu system for chat like a phone tree to lead visitors through the common paths, such as technical support, sales, hours and directions.

Place chat on pages to match the buyer’s journey

Tip #2 for knowing your customer journey is use page-specific chat, setting up custom greetings on key pages.

Here’s where your chat gets smart.

Map your website pages to different customer personas. Understand the intent of the visitor to that page.

What does the person viewing my pricing page need? Who are the likely personas on my quote request page? How can I be extra helpful on this landing page?

Then write a custom web chat greeting and conversational funnel for the page and the personas most likely viewing that page. 

When you match your web chat greeting and conversational flow to the intent of the visitor on the page and where they are in their customer journey, you’re going the extra step for your customer experience by taking the time to understand their needs.

You’ll also start more website chat conversations when your web chat greeting offers something relevant to what they’re looking for. And you do this by knowing that the intent of a visitor to your pricing page is different than the visitor to a download offer.

It’s easy to put a page-specific customer chat widget in place with a custom greeting. Like this easy:

  • Step 1: Write a special greeting for the page
  • Step 2: Specify the page and other conditions for this chat to show up.

B2B Web Chat Tip #3: Time your live support takeover

We probably all are familiar with the 1-hour rule for responding to a customer.

How important is response time

72% of customers expect their complaint on social media be responded to within an hour.

When customer support response time is 15 minutes or less, it shows a marked improvement in NPS.

The cost of being inaccessible

You might also have heard that even a 1 second delay can add up to major losses in revenue.

Providing timely support doesn’t have to mean you’re sitting at your desk 24/7 waiting for leads to come in.

The solution for timing your live chat support takeover is setting up push notifications to alert you or your sales team or your support team when an inquiry requires a human.

You add the notification widget to the web chat conversation flow.

Set Up Push Notifications

When the customer or prospect connecting with you in chat needs a live agent’s help, the right members of your team can be notified with an instant alert sent to email, as well as a mobile app push notification or browser notification if you’re at your desk.

Send Pricing Inquiries to a Sales Rep from chat

The notification that comes to the mobile app is really useful for the marketer or business owner wearing many hats, on the go. As soon as the mobile app notification pops up, you click on it and you’re dropped right into the conversation.

Live B2B Web Chat Mobile App and Notifications

Whether that chat session is happening on web chat or Messenger or SMS, they’re all conveniently there for your review and response in one mobile chat app inbox.

And then of course, it you have a team of customer service or sales reps on their desktop browser.

Here’s a look at what an inbox looks like that’s unifying conversations across all brand’s presence on all messaging apps.

Live B2B Web Chat Inbox

Using one omni-chat inbox you can can streamline your chat support efforts.

See Who Is On Your Site Right Now!

Turn anonymous visitors into genuine contacts.

Try it Free, No Credit Card Required

B2B Web Chat Tip #4: Expect and expand off-script requests

We discussed the best practice of providing your chat users with menus so they can choose the options and be connected to the answers they are looking for, but inevitably there will be inquiries that don’t follow the menu system or customers who start typing their own freeform text.

The way you can prepare for this is by programming Q&As.

Q&As let you automate responses to frequently asked questions to give instant answers without human intervention.

It’s like, not every customer chat inquiry will require a live agent to answer their question. 

Say your visitor started chatting from your pricing page and wanted to know if you have any training videos. 

These frequently asked questions are easy to automate in chat using Q&A triggers.

You want your chat automation platform to analyze the customer conversation and when it recognizes a word, it will match to programmed responses using AI and NLP.

Automatically answer FAQs instantly in b2b web chat

Quick Tip: When you’re programming Q&A, This is where you can add your brand personality, like have an on-brand reply to all the emojis because people will send those to your bot all the time.

And how does your brand’s chatbot learn the answers to FAQs?

Ideally your chat platform saves the unknown, unanswered questions so that you can assign these customer questions to existing or new chat content.

learn new unanswered questions to program your bot

And you’ll want to review unanswered questions every month to see what people are asking you and a lot of times this can lead to some really interesting customer insights.

B2B Web Chat Tip #5: Get opt-in for other channels

Remember the hierarchy of trust?

Establish trust before expecting a relationship

When a prospect is just getting to know your brand, there’s some groundwork that needs to be laid before an ongoing relationship is on the table.

Just like when you’re making a new friend or interested in a relationship, there’s a gradual progression where comfort increases and there’s interest in long-term relationships.

Your brand gets to do the same foundational work.

You’ll want to reach that peak: a prospect’s willingness to commit to an ongoing relationship, and even become, one day, through continued trust, an advocate.

There’s going to be a point, pretty early in your messaging conversations, where you’ll be inviting your prospect to opt-in to continued messaging.

This is really easy to do from B2B web chat, where at least from the user perspective, there’s not a persistent history. So your brand really wants to invite someone to opt-in to an ongoing conversation like SMS or Facebook.

And you do this in Customers.ai using an Opt-in Widget in the conversation flow to invite your visitor to get follow-up chat messages from your business in their favorite messaging app.

Get opt-ins from b2b web chat sessions

But remember, you should be working to earn that opt-in by delivering value early and often.

Different ways can earn an opt-in to is by offering a video, a resource, a follow-up, a reminder.

Here we can see an explainer video that secures an email by SalesRabbit.

Offer value before requesting opt-in for b2b chat marketing

There’s also strategies for incentivizing opt in for SMS from other channels.

SMS’s Best-in-Class Engagement

I highly recommend firing up SMS as a marketing channel because SMS boasts best-in-class engagement:

  • SMS messages have a 98% open rate
  • 83% of millennials open SMS messages in 90 seconds

And people are overwhelmingly interested in receiving text messages from brands.

While there are a lot of interesting strategies for growing your SMS subscribers, there’s a Facebook ad hack that goes something like this:

SMS Keywords for starting more b2b web chat sessions

It’s called an SMS keyword, and you’ve probably heard of it like “text WINNER to 8675309” to enter to win.”

What you do is promote a magic keyword to text to your phone number or short code. 

And then, if you’re at an event, this can be your special offer: 

“Enter to win an iPad, just text ENTER to this phone number and you will be in the running.”

You can actually text CLUB to the phone number there and you’ll join Larry Kim’s unicorn marketer’s text message club.

B2B Web Chat Tip #6: Re-engage

What is just obvious by now, if you’ve thought about it at all, is that people would rather be using live chat tools or text to stay in touch.

The average chat session duration is 8-12 minutes according to a 2020 live chat benchmark report.

Meanwhile the average web session duration is 2-3 minutes.

Web page session vs Web chat session duration

So establishing a connection to message with someone in an opt-in messaging app with persistent history, like Messenger and SMS, is key to restarting messaging sessions and leveraging messaging as a reengagement channel.

Why customers are interested in receiving messaging reengagement

Here are the reasons why customers are interested in receiving messaging reengagement:

  • Receive product offers or coupons 62%
  • Receive account activity, payment reminders, fraud alerts 59%
  • Receive order alerts or delivery notifications 56%
  • Receive general appointment and event reminders 51%
  • Receive security authentication prompts 32%
  • Receive satisfaction surveys 22%

With those types of content in mind, let’s talk about how important a drip automation is for automating reengagement.

Drip campaigns automatically send messages to customers based on triggers, like when a new contact subscribers, you can send a welcome message and offer.

Or when a customer support ticket is closed, and a chat conversation is marked done, that can trigger a satisfaction survey.

b2b web chat drip for reengagement

So here’s a drip campaign in action by CarfiDirect.

Shortly after my last message, I receive timed message, let us know how we did.

Twenty minutes later I get one of their best offers for new contacts, and then again, another offer an hour later.

The chat drip campaign is easy to set up. Pick how long after someone enters an audience you want to send them this content.

Of course remember that if the initial conversation happened in webchat, before you can send an automated survey or follow-up offer, you need opt-in to SMS or Facebook so you can re-engage with customers after they leave your website.

B2B Web Chat Tip #7: Address persona-based personalization

If you’re in the ABM school, you might be familiar with this diagram:

Inbound + persona-based marketing with b2b web chat

Account Based Marketing (ABM) is looking to identify those enterprise accounts within a pool of inbound prospects.

And messaging is very effective here.

First of all, you’re able to achieve an increased volume of leads when you use a multi-channel inbound chat and contact management platform.

Second, it’s especially effective for lead gen when you ramp things up with targeted ads.

In fact, there’s a crazy lead gen hack that you can use with Facebook ads and Messenger automation.

I’ll show you how our customer Car Loans Canada is using this Facebook Ad hack.

Facebook Messenger ad hack

So they’re rocking and rolling, using Facebook ads to generate leads, sending traffic to an optimized form for applying for a loan and getting a quick pre-approval.

But they have their finger on the pulse of new ad tech, and they decide to try using a facebook messenger bot to collect the information from applicants, and see how that affected cost per acquisition and conversion rate.

When someone clicks on the ad’s “Send Message” button, they go to Messenger where the Car Loans Canada Facebook bot starts a conversation and asks the application questions in an interactive way.

b2b messaging case study

Using the click-to-Messenger ad format, Car Loans Canada saw a:

  • 44% decrease CPA
  • 75% increase conversion rate

And the reasons for this awesome result is convenience – it’s easier to complete this form when people can return to it whenever it’s convenient.

And instant lead capture. Facebook automatically gives the business the new contact’s name, location, language, gender, and more, as soon as the conversation starts.

facebook ad hack instant lead capture

You will generate more leads when you use the instant lead capture capabilities of Facebook Messenger bots.

And with messaging, in every interaction, you are learning more about the person you’re talking to. 

Discriminating, self-declared identifiers

And based on their response, you can create a different journey or conversation path or marketing funnel that’s hyper relevant to who they are.

Now instead of assuming that they’re going to be interested in one offer, we can identify those critical discriminating aspects of who they are and send them different messages and offers.

In the example above, are you an agency marketer or an in-house marketer, you might provide the right video or webinar based on what they self-declare.

segment users and send relevant content

And now you have this inbound marketing to ABM system in action and you’re identifying those key accounts that meet your ABM personas from the expanded lead pool thanks to instant lead capture and multi-channel messaging.

As you do learn more about who you are chatting with, keep in mind that the best practices you’re familiar with in conventional CRO and marketing psychology are effective in messaging.

You might ask how many team members will be using this software, or what’s your industry, or  “are you an agency or an in-house marketer?” 

For example, we know the principle of consistency — finding out more about the reader’s identity and reflecting that back in the follow-up conversation.

b2b web chat Tip Consistency Principal

Another principle is reciprocity, where you make the first volley of a gift and that is a negotiating chip for you as you negotiate terms of your agreement.

b2b web chat 33 Tip Reciprocal Concessions

And so you can establish some priorities from your customer in early messaging sessions, like which of these is most important to you in a vendor:

  • Competitive pricing
  • Amazing support
  • Awesome value
  • Speed of delivery

Now you know what their priorities are and you have more leverage and levers for establishing a relationship of mutual trust and value.

Here’s a quick example, we’re kind of assuming that the reader is price-sensitive, so you can ask your reader, “I’ve got a chat marketing course for $199. What do you think?”

99% of people will say “That’s too expensive.”

You already knew that, so you can follow up and say, “You’re right, how would you like it for 95% off?”

It’s kind of like when your kid asks, “can I have a dog?” and you’re like not today sweetie but later when they ask for a donut, you’re like, hey yeah, absolutely, you earned it.

B2B Web Chat Tip #8: Track campaign metrics

It goes without saying that you’ll be itching to get your hands on those essential metrics and reports you’ll be looking at for insights into your messaging campaigns.

b2b web Chat marketing metrics

These are the B2B web chat marketing metrics you’ll be keeping tabs on:

  • Contacts
  • Sessions
  • Conversion rate
  • Open rate, response rate
  • Unsubscribe rate

Live chat support metrics include:

  • Response time
  • Satisfaction rate

And when you want to know more about conversation stickiness and conversion hurdles, you can use tagging to understand how many people enter a conversation flow, where there are conversational bottle-necks or abandonment.

Advanced web chat funnel tracking with tags

We’ve reached the last point in our INTEGRATE Method.

B2B Web Chat Tip #9: Embrace your brand

With any automated technology, there’s gotta be a human touch. 

You’re building relationship and that requires something human.

When you’re developing the voice of your messaging campaigns keep these in mind.

How to humanize chat automation:

1. Be transparent. Make it clear to your audience that they’re not talking to someone live. I think this is becoming more and more understood by audiences as they are exposed to chat automation. Especially when there are button options and menus.

And this is where making that human option available (in a menu, through a keyword trigger) is going to come in.

2. Be on brand. This is a far-reaching, branding, tone and voice thing. You can give your chatbot persona a name, I like that. Clever bot names are great, but not required.

Chat marketing for humans Be on brand in b2b web chat

HubBot is awesome. Kudos to Rabbot. Customers.ai’s in-product support bot is called Marty.

3. Be consistent. This is especially important in building trust and a more consistent automation is more generally accepted than an inconsistent blast out of the blue. 

So if you plan to re-engage your messaging contacts, message regularly.

To this end, there’s some rules to know about the more popular and far-reaching messaging platforms.

Facebook Messenger marketing rules

Facebook Messenger marketing rules:

  • Replies in 24 hours
  • Event updates
  • Account updates
  • Purchase updates
  • One-time notifications
  • Sponsored messages
SMS marketing rules in the U.S.

And then, for SMS, every country governs their text message marketing rules differently. Rules for SMS marketing in the U.S. requires:

  • Providing a link to Terms and Conditions
  • Setting expectations about how often the audience gets SMS updates and what the nature of the content will be
  • Making opt-out easy

4. Be personal. It turns out there are two ways that you can personalize messaging.

b2b web chat Types of Personalization

Recognize me: With recognize me personalization, it’s going to include using their name, maybe customizing imagery. It’s using data to show “you know who the buyer is, what is important to them and what they have done.” It can sometimes veer into what’s sometimes called the creepy, like remarketing ads following you around. 

Help me: Help me personalization, meanwhile, “uses data to make the buyer journey easier and faster, reassuring prospects with proof-points to relieve anxiety they may feel about their purchase, as well as directing them to the right place to solve their specific problems, and enabling users to reward them with exclusive offers”.

And according to Garner, there’s a big difference between these two kinds of personalization, at least for B2B marketing

Recognize me personalization may actually drop commercial benefit, while help me personalization may be responsible for 16% lift.

5. Keep it brief. They say the average length of a text message is 7 words.

b2b web Chat marketing for humans Keep it brief

This is according to the data analysis of an AI app called Crushh that people install to analyze of the person they’re talking to likes them. 

OK, so they combed through all their customer data and determined the average text message character length by age.

I don’t have to tell you, obviously we have the attention span of goldfish. 

Design your chat marketing and automation like you text with your friends. Short, succinct. Piece it out in one point at a time, or one question at a time.

This is what people do, and so that’s what your chatbot should do too.

Messaging and Web Chat for B2B Marketing, Sales and Support

That’s the INTEGRATE Method working with Customers.ai customers and B2B businesses integrating chat in their customer experience strategy and growth marketing.

  • #1: I – Install multi-channel chat automation
  • #2: N – (K)Now your customer chat journeys
  • #3: T – Time your live support takeover.
  • #4: E – Expect and expand off-script requests
  • #5: G – Get opt-in for other channels
  • #6: R – Re-engage
  • #7: A – Address persona-based personalization
  • #8: T – Track campaign metric
  • #9: E – Embrace your brand

Get Customers.ai Free Forever special edition to create a chatbot with OmniChat inbox and mobile app for your B2B business today.

B2B Web Chat: Important Next Steps

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How to Apply for & Use Facebook Messenger One-Time Notifications to Stay in Touch with Customers for Free https://customers.ai/blog/one-time-notifications https://customers.ai/blog/one-time-notifications#respond Tue, 19 May 2020 18:05:31 +0000 https://customers.ai/?p=14505 Facebook Messenger marketers have a new way to automatically stay in touch with customers on the messaging platform and it’s […]

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Facebook Messenger marketers have a new way to automatically stay in touch with customers on the messaging platform and it’s called “One-Time Notifications” (OTNs).

Forgive me while I gush, but OTNs have my bananas in a bunch because they are a totally FREE way to stay in touch with customers on the #1 messaging platform in the US, with 1.3 billion users around the world!

This is the complete guide to understanding Facebook Messenger One-Time Notifications:

Everything here is free to do using Customers.ai’s Free Forever special edition — designed to help your business stay connected with customers in the messaging apps they already use.

get_Customers.ai_web_facebookmessenger_sms_chatbot_free

What are One-Time Notifications?

So what are Facebook one-time notifications? One-time notifications are one of several ways brands have to automatically message contacts in Messenger.

With one-time notifications, you can invite users to get an update from your Facebook Page when the update is available. Think price-drop alerts, back-in-stock alerts, tickets available for purchase and product launches.

You can invite people to sign up for a one-time update a bunch of ways like a checkbox or button on your website, a comment guard on your Facebook post or Send Message button on your Facebook page.

Here’s a button that will sign up you for a one-time time notification demo so you can see what it’s like:

And just in case you were curious, Facebook’s approved use cases for automated messaging include:

  • One-time time notifications
  • Replies within 24-hours
  • Confirmed event notifications
  • Account updates
  • Purchase updates
  • Subscription updates by news organizations
  • Sponsored message ads

Now let’s jump in to the simple 3-step process for using one-time notifications for your Facebook Page.

How to set up One-Time Notifications in 3 quick steps

Here is how to use Facebook Messenger one-time notifications:

  • Step 1: Apply for Facebook One-Time Notifications permissions.
  • Step 2: Invite users to get a One-Time Notification in Messenger.
  • Step 3: Send a One-Time Notification Messenger blast when you have an update to announce.

Use this video along with the step-by-step guide below to set up Facebook One-Time Notifications for your Page!

Ready for the play-by-play?

Step 1: Apply for Facebook One-Time Notifications permissions

Facebook requires a quickie application by a Facebook Page admin before giving permission to send One-Time Notifications. (Yes, Facebook can revoke this permission if you aren’t using OTNs right.)

Here’s how to apply for Facebook Messenger One-Time Notification permissions:

  • Go to your Facebook Page Settings > Advanced Messaging. Find “Requested Features” and click the “Request” link next to One-Time Notification.
  • Agree to the terms described by Facebook.
  • Voila! You’re approved for One-Time Notifications.

Step 2: Invite users to get a One-Time Notification in Messenger

Say you’re planning a big launch and you want to do a bit of advanced promotion and excitement building.

You can connect an invitation for a One-Time Notification of the launch to any of a dozen Messenger bot connections — everything from:

  • Buttons on landing pages
  • Links in emails and social
  • Facebook post comment guards
  • “Send Message” button on your Facebook Page
  • Facebook click-to-Messenger ads

So for our demo, let’s create a link to the One-Time Notification opt-in that we can link anywhere, like this button here:

In Customers.ai, go to Website Chat > Share Links and create a new share link.

Add the 1-Time Notification widget to the Messenger dialogue your audience will see when they click on the link:

Fill out the three parts to the notification widget: the invitation text, the tag that you’ll use to create an audience to receive the notification, and the thank you confirmation message.

Copy and paste this link anywhere you want!

Step 3: Send a One-Time Notification Messenger blast

When you have an announcement or update, use the chat blaster to send a free message to everyone who signed up for the notification.

Go to Marketing Automation > Chat Blaster and create a New Chat Blast.

Name the campaign and build the one-time notification for Facebook Messenger.

Choose “Notification/Update” for the type of content and pick “Use 1-Time Notification Tag” from the tag options. Pick the tag you made for the OTN.

Pick the audience you want to receive the campaign. Customers.ai will automatically filter the audience for folks with the OTN tag on it.

For example, send the blast to your All Contacts audience and Customers.ai will send it to All Contacts with the OTN tag AND anyone who is available to message within the Facebook 24-hour reply window.

Now write your conversation blast, starting with a quick question widget to fire up an engagement from your reader — and open up that Facebook 24-hour window!

Last step: Send the blast or schedule it for the future!

Facebook Messenger One-Time Notification rules

As you get ready to use this exciting new way to reach folks for free on Facebook Messenger, here’s what you need to know about One-Time Notifications.

Customers.ai’s searchable Help Docs have an easy reference of Facebook’s policy for OTNs:

Facebook one-time notification polity

Ready to get your Page approved for One-Time Notifications in Facebook Messenger?!

Request permissions from your Facebook Page settings and get Customers.ai’s free Messenger bot builder to get started with OTNs today!

Important Next Steps

  • Build a Facebook Messenger bot and send One-Time Notifications for free with the Free Forever Customers.ai Stay Connected special edition.
  • Talk and learn about chatbots with other enthusiasts. Join Customers.ai Island, a Facebook group of over 35k marketers and entrepreneurs that are ready to support you.
  • Advance your marketing performance with Chatbot University, a free chatbot tutorial and training area for chat marketers.
get Customers.ai text message marketing platform free

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10 Facebook Messenger Chatbot Contest Ideas & How to Run a Contest with a Facebook Bot https://customers.ai/blog/facebook-messenger-bot-contests https://customers.ai/blog/facebook-messenger-bot-contests#comments Tue, 05 May 2020 14:06:00 +0000 https://customers.ai/?p=7573 Today, I’m going to show you how to run contests with a Facebook Messenger bot to super-charge your contact list […]

The post 10 Facebook Messenger Chatbot Contest Ideas & How to Run a Contest with a Facebook Bot appeared first on Customers.ai.

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Today, I’m going to show you how to run contests with a Facebook Messenger bot to super-charge your contact list growth and generate more leads for your business or clients.

Along the way, we’ll check out 10 ideas and contest bot examples to fill your chatbot marketing swipe files.

Hot tip: There’s a Customers.ai contest chatbot template that you can use to quick-launch your own Facebook contest. There are over 20 free chatbot templates available in Customers.ai.

We’ll take a step-by-step look at the Facebook bot contest template so you can set one up and run a lightning-powered lead generating contest of your own any time.

Facebook contests are an effective tactic for generating new leads, getting more fans, and expanding your network reach.

But contests with a CHATBOT to do the heavy lifting have even more upside!

Read on for the Facebook Messenger marketing guide to running supercharged lead-generating contests with Facebook chatbot marketing.

Want to win a Customers.ai “Go Bananas” T-shirt? Give a real Facebook bot contest a spin here and you might get some monkey team swag!

Why Are Facebook Bot Contests Such an Effective Marketing Tactic?

Isaac Rudansky, instructor of the 5-star rated Chatbot Master Class chatbot marketing training series, has designed and run dozens of Facebook Messenger marketing campaigns for all kinds of businesses, clients of his digital ad agency Adventure Media.

He says contest are a conversion-driving, engagement-winning growth strategy:

“I’ve been building chatbots for a while now and the #1 most effective strategy — and when I say effective I mean increasing conversion rate, increasing contact engagement rate — is running contests and giveaways.

People love contests.

The prospect of getting something valuable for free is a huge appeal.

It also gamifies brand interaction.

That taps into a separate psychological element of persuasion.

People like to play games, they like to be involved in something, they like the prospect of winning.

There’s a lot of very strong psychological components that you tap into with contests.”

10 Facebook Messenger Bot Contest Examples

With the super-charged power of contests in mind, here are 10 Facebook bot-powered contest ideas and a sprinkling of real-life contest with bots run by Customers.ai users!

Please send me your chatbot-powered contests to add to this Facebook bot contest guide!

And now, 10 Facebook bot contest ideas! They’re loosely ordered from least to most effort required by the folks entering the contest, but these contests are only as hard as you make them. Keep the barrier to entry low (but engagement required!) if you want to maximize new contacts.

1. Simple Standard: A “comment to win” comment guard entry

Want to turn your Page fans into Messenger contacts while attracting viral attention and super engagement?

Do like FreeGo Electric Bikes with this comment guard-driven Facebook bot contest:

7 freego bike guard

Add a Facebook post autoresponder and turn every comment on the post into a new Messenger contact after they reply to your autoresponder.

2. One-Click Wonder: Enter to win from a Messenger landing page

Weekly Deals simply invites you to click the button and answer the follow-up questions to enter to win!

weekly deals designer watch giveaway

Users start from the Customers.ai Facebook Messenger landing page and click the button to start their entry.

3. Vote It Up: Enter by picking your favorite with a comment guard entry

Post a photo with selection choices to Facebook. Invite people to leave a comment with, you got it, their favorite option.

4. Fortune Teller: Guess the outcome (from any entry point)

Shout out to the creative team at Valley Hi Toyota for their guess the Super Bowl score contest!

guess the score super bowl bot contest

The Valley Hi Toyota team posted a video with a comment guard — and Facebook marketers know that Facebook gives preferential visibility to video content!

5. Name Game: Help us name it (from any entry point)

Make a new product launch a community engagement opportunity and a lead generating opportunity by running a contest to name it through your Facebook bot. 

6. Caption This: Classic caption-this game from a comment guarded post

Captioning some silly, curious or disarming image, GIF or video can be a fun way to invite engagement, and with a comment guard, turn suggested captions into new Messenger contacts.

7. Puzzle Whiz: Solve the word or visual puzzle in a comment guarded post

Here’s a comment guarded post on a puzzle that turns every guess at the right answer into a new Messenger contact. 

word problem facebook bot autoresponder

If a prize was attached to it, you’d have a killer contest. Check out that engagement!

8. Fill in the Blank: Like a puzzle contest but probably with text instead of a visual puzzle

This is pretty self explanatory, right? And rather than one right answer, you may be awarding the prize to the best submission.

8. Get It Right: Just answer the question right to enter the contest (from any entry point)

In this contest, there is a right answer, and it’s probably not common knowledge. When who know the answer, you’re in the drawing to win a prize.

10. Story Sender: Invite people to send in a story of what they’d do if they won!

Invite people to share their story! Ask them to send it in via Messenger. This type of contest works from any entry point.

What does entry point mean? There are endless ways and combinations of ways to set up a Facebook bot contest entry point. 

Read more about Facebook bot lead magnets (entry points) in this guide.

Next we’ll set up a contest so you can see how it’s done using Customers.ai.

How to Run a Contest with a Facebook Bot

We’re taking a look at the contest chatbot template to get a sense of the entry flow.

To create a chatbot contest of your own, get your free Customers.ai account and then follow these 3 steps:

Step 1: Create the chatbot dialogue flow to collect entries. Ask any qualifying or required questions with Quick Question widget and/or forms.

Step 2: Create the entry point(s) for the contest — whether comment guard, landing page, link, button or all of the above.

See this contest chatbot template comment guard and landing page entry points as examples of a couple different routes in to the same contest.

Step 3: Download the audience of contest entries so you can pick the winner. You could use a random number generator and match it to a row in a spreadsheet.

After the contest?! Engage with your new contacts later using a drip campaign or chat blast to send a follow-up message after entry.

Step 1: Create the chatbot dialogue flow to collect entries

The free chatbot builder is your powerful marketing tool for creating the dialogue that your chatbot will say when someone enters the contest submission from an entry point. 

The step-by-step guide to how to build a bot in minutes is there. We’ll do a 2x-speed version here.

comment guard contest bot dialogue flow

  1. Go to Dialogues in the Bot Builder.
  2. Create a new folder to contain all the dialogues for this contest entry funnel. Then click “Add Dialogue” within the folder.
  3. Add content to the dialogue with the drag-and-drop-widgets. Ask any qualifying or required questions with a Quick Question widget that let’s you ask a single question and specify the type of answer they can respond with (like text, an email address, or a phone number).
  4. Important: Be sure to save an attribute to the quick question that confirms they want to enter the contest. It’s this attribute that will let you create an audience to view the entries later.

Step 2: Create the entry point(s) for the contest

You can set up pretty much any of Customers.ai’s 8 built-in lead magnets as the entry point into finding, sharing and jumping into your Facebook bot’s contest entry dialogue flow.

All the lead magnets are explained in this guide to Facebook Messenger contact list building.

In the contest chatbot template, you can test the comment guard and landing page entry points as examples of a couple different routes in to the same contest.

For this Facebook bot contest tutorial, we’ll do a close up the comment guard entry point.

Here is Isaac Rudansky, world’s best chatbot marketing trainer (imho), on how to set up a Facebook post autoresponder (comment guard) using Customers.ai.

To create the comment guard as entry point:

  1. Go to Lead Magnets and select FB Comment Guards and then create a new comment guard.
  2. Choose the Facebook post from the drop down of recent Facebook posts to your Facebook business page (you’ll probably have to first create that previously). Step-by-step set up and examples for comment guard Facebook post autoresponders with bots is here
  3. Write the initial autoresponder message someone who comments on a post will see first in Messenger.

  1. Pick the dialogue you created in Step 1 from the drop-down to program the next step in the conversation after the initial post autoresponder.
  2. Set a frequency cap, or how often in any given period someone will see the autoresponder if they comment on the post multiple times.

Step 3: Download the audience of contest entries so you can pick the winner

When your contest is over, you’ll need to pick the winner! 

See everyone who entered your contest using Customers.ai audiences tools.

  1. Go to Audiences under the Audience Insights menu.
  2. Create a new audience, choosing the audience by attribute option, and then name this audience.
  3. Click the button to add a filter.

create an audience for contest entries 2

  1. Choose the attribute from the drop-down list that you set up in your contest entry opt-in bot dialogue from Step 1. In this example it’s the “comment guard contest entry”

create an audience for contest entries 2b

  1. Choose the operator, which is going to be “equal” in most cases. (In our example here, we’re using the operator “not equal” and we’ll use the value “blank” in the next step”. The contest template example is a little funny because the opt-in Quick Question asked people for their email address as the confirmation to enter rather than asking them to answer “yes” or something like that. Still works.
  2. Choose the value to match the attribute and operator. (Like I said, here we’re filtering on everyone who filled out this question by choosing everyone in our contact database who does not have a blank answer.
  3. Finally, hit that beautiful “save” button. Your audience filter is now applied.

create an audience for contest entries 3

  1. When you’re ready to view everyone in this contest entry audience and their responses, hit the “export” button and the audience and all their contact info will be saved to a CSV file on your computer.

To pick your winner from the spreadsheet, you could use a random number generator and match it to a row in a spreadsheet. Or do some other selection process that makes sense for your goals.

More on Facebook Messenger contact attributes and creating audiences is here for you.

Next step: Engage with your new contacts later using a drip campaign or chat blast follow-up

Before we all this guide to running super effective lead generating contests with Facebook bots complete, it’s important to note what happens after the contest is over.

Building your list is using the many built-in Customers.ai Lead Magnets is the first step in Facebook Messenger marketing. 

Follow list building up by nurturing your relationship and connection to your new contacts.

The two main activities to here are:

  1. Set up nurturing drip campaigns for this audience. Drip campaigns are a sequence of timed messages you send to an audience. They’re great for introducing your brand and solution to new leads and educating and onboarding customers. Check out our guide to Facebook Messenger chatbot drip campaigns here.
  2. Send engaging chat blasts to your contacts. Chat blasts are like email blasts but with 20x higher engagement (open rate) and 10x higher response rate (click-through). Send news updates and promotions through chat blasts and send high-intent converting traffic to your site. Review the guide to sending Facebook Messenger broadcasts (chat blasts) here.

Now your new contest contacts are on the road to becoming your next happy customers!

Have you run a contest with a Facebook Messenger bot as your friendly automated assistant?

You can do everything described in this guide 100% free with Customers.ai!

Get started with the most exciting and engaging marketing communication channel there is. Get Customers.ai free today!

Important Next Steps

 

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Step-by-Step, Full-Funnel Guide to 5X Sales Using Chat: How to Sell with Web Chat & Messaging https://customers.ai/blog/how-to-sell-with-web-chat https://customers.ai/blog/how-to-sell-with-web-chat#respond Mon, 20 Apr 2020 06:31:42 +0000 https://customers.ai/?p=14158 Around the world, businesses are increasing their investment in digital marketing to keep the virtual doors open and revenue growing. […]

The post Step-by-Step, Full-Funnel Guide to 5X Sales Using Chat: How to Sell with Web Chat & Messaging appeared first on Customers.ai.

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Around the world, businesses are increasing their investment in digital marketing to keep the virtual doors open and revenue growing.

But here’s a discouraging stat: The average website visitor converts at a rate of 1-4%. 

Ugh. So what’s the alternative?

Across the Customers.ai database of hundreds of thousands of customers, we are seeing conversion in web chat and messaging sessions at a rate of 3-5x higher.

Webchat and messaging sessions have higher conversion rates than web traffic sessions for key reasons:

  • Instant, 24/7 answers to questions reduces uncertainty and establishes trust
  • High interactivity leads to lower rate of abandonment
  • Messaging is the height of convenience and mobile-friendliness 

We’ve run dozens of experiments and studied the webchat sales techniques of thousands of customers to distill the high-converting web chat strategies and tactics into a playbook that we use at Customers.ai. 

Since we developed it, we’ve helped our customers put these tactics in place during $200/hour one-on-one strategy sessions that turn web chat into their top-producing sales and marketing channel.

However, you can create this exact web chat sales funnel for your own business for free by following the steps we lay out in this playbook.

There are 5 chapters in this guide on how to sell with web chat:

Skip to each chapter above or read on for the full guide on how to sell with web chat.

We’ve written this guide to be 100% actionable for businesses in every industry, whether you sell products or services, B2C or B2B.

Ready to add web chat to your sales and marketing mix? 

Customers.ai is the easiest-to-use platform to build a multi-channel web chat and messaging funnel like the one we’ll review together here.

Here’s how to sell with web chat and messaging, step-by-step:

  • Step 1: Set up chat starters across your website, social media and ad campaigns.
  • Step 2: Gain opt-in for follow-up messaging in re-engagement chat apps like SMS and Facebook Messenger.
  • Step 3: Proactively re-engage prospects via lead nurturing messages, including drip campaigns, chat blast campaigns and Facebook Sponsored message campaigns.
  • Step 4: Send strategically timed promotional messages to convert prospects into customers.

Let’s dive in to the strategies and tactics you’ll use to implement each step.

Chapter 1: How to add webchat and messaging to your marketing funnels 

If you’re familiar with the concept of the marketing funnel, you might recognize a diagram like this:

sales and marketing funnel

A funnel isn’t a perfect analogy for the customer journey, but it does help illustrate some of the basics.

The top of the marketing funnel represents brand awareness. Everyone who comes into contact with your brand — whether through a Google search, an Instagram ad, or a referral from a friend — enters through the top of the funnel.

Once people learn that your brand exists, it’s the role of your marketing to move them through the funnel to understand the solution your business provides and demonstrate the value of that solution in making customers’ lives better. 

Now here’s a key thing to keep in mind. You’re going to have a lot more sales success when through your marketing activity, you establish a channel for ongoing communication with prospects.

By establishing a connection for ongoing communication, a lead moves into the middle of the funnel, where a brand will nurture and educate a lead into a paying customer. Before a sale happens, a brand will often reach out and touch a future customer 10 or more times.

And here’s why selling with web chat is so effective: 

Web chat is a channel that can both establish an initial top-of-funnel connection to future customers AND is a channel for continuing the conversation. Add in the ability of the brand to proactively start new messaging sessions, and you can see why web chat is such a high-performing tool for increasing sales.

So next let’s take a look at some of the ways you can start an initial conversation in chat with new leads or prospects.

How to Sell with Web Chat: Start conversations with new leads

There are lots of different ways to start a messaging conversation with a potential customer for the first time. At Customers.ai we call these chat starters.

Starting a conversation with a new contact can happen a lot of ways: 

  • A chat session started with someone visiting your website: Embed a chat widget on your website, like the webchat widget you see in the bottom right corner of this very webpage. (How meta!)

    Each page on your website plays a different role in your marketing. Some web pages are informational or educational, like about pages or tutorials. Some web pages are more closely tied to sales, like checkout pages or pricing pages. The same way different website pages sit in a different position for serving people at different stages of a customer journey, so can your web chat widget. Consider the customer persona visiting different pages of your website and map your webchat greeting and menu to serve that customer persona and intent.
web chat leads reporting
  • A chat session started with someone who clicks on your Facebook ad (Customers.ai PRO feature): Facebook’s kind of famous for its ad network. First of all, Facebook ads run on some of the web’s hottest properties including Messenger, Instagram, and Facebook.

    Second of all, Facebook advertisers can leverage some uniquely personal audience targeting options — everything from job title to Facebook Pages they’re interested in to people who have visited your website recently. Click-to-Messenger ads are a type of Facebook ad where the person who clicks on the ad starts a conversation with a business in the popular Facebook mobile chat app, Messenger.
facebook ad chat starter
  • A chat session started when someone comments on your Facebook post: Social media can be a tough marketing channel — not because your audience isn’t there, but because lead capture or direct sales attribution can be fuzzy at best. If this sounds familiar, you’re going to love the Facebook Comment Guard.

    A Comment Guard initiates a chat session with everyone who comments on your Facebook posts. And everyone who replies back to the chat starter turns into captured lead, who’s name and info is saved to a customer profile in Customers.ai, and who you can send follow-up messaging to, reengaging them in future conversations to nurture them toward sales.
comment guard example
  • A chat session started through events: Events, live and pre-recorded, in-person and online, present a unique opportunity for a super first impression. The next time you’re attending, speaking or sponsoring an event, invite people to connect with you in chat. You can link straight to a chat-based marketing funnel from a URL, QR code, or magic keyword.

How to Sell with Web Chat: Re-engage leads to close more sales 

Now you’re a conversation starter. It’s kind of like you’ve met someone for the first time at a party and hit it off. 

The next few interactions will make the difference between establishing a lasting relationship vs. a tale of two ships passing in the night.

A couple things to keep in mind as you develop your mid-funnel messaging strategy:

  • Re-engagement tip #1) Create a messaging opt-in connection. If your first conversation happens in web chat, it’s super important to establish how you and the person you’re talking to should connect for future conversations. This invitation to stay connected is sometimes called obtaining opt-in for follow-up messaging in a messaging channel like SMS. 

    On the other hand, if a conversation is started in Facebook Messenger chat, you might also want to obtain opt-in for follow-up messaging in another messaging channel like SMS. Facebook Messenger has a 24-hour window for promotional messaging. After that 24-hour window closes, a brand can start up a conversation with an existing contact through a type of ad called a sponsored message, and you can also invite that person to connect in another messaging channel.
SMS lead tools website chatbot opt-in widget
  • Re-engagement tip #2) Use drip campaigns to automate lead nurture and develop brand affinity. It’s important to gain opt-in to follow-up messaging so you can re-engage prospects, nurture and convert down-funnel. A chat drip campaign is a series of strategically timed messages sent in chat. Use a chat drip campaign to set up messages to automatically send to new contacts in an audience. Focus on messages that will make that person’s life better because they connected to your brand. Think educational resources and well-timed promotions.

    Recommended resource: How to Do SMS Drip Marketing & Messenger Chat Drips for More Sales & Deeper Customer Relationships.
how to do a drip campaign
sms blaster visual campaign builder
sponsored messages alert to messenger

Chapter 2: Tactics to inspire web visitors to start chatting 

In Chapter 1 of this guide, we reviewed the web chat sales funnel, focusing on the high-level strategies of using messaging at the top, middle and bottom of the marketing funnel.

In Chapter 2 we’re zooming in on the tactics you can use to initiate more conversations with new leads.

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Chat starter tip #1) Use pop-ups to invite SMS opt-in.

Customers.ai chat starter tools feature website pop-ups you can use to invite someone to connect in SMS for future updates.

Chat starter tip #2) Use an animated web chat icon to draw attention to the web chat widget on a webpage.

A little animation can catch the attention of a visitor to your webpage. Web chat widget animation is included in every web chat widget created with Customers.ai.

web chat conversation on website

Chat starter tip #3) Craft an engaging web chat greeting.

Here are some ways to inspire someone to start chatting:

  • Offer incentives
  • Create scarcity
  • Show social proof

Use the web chat widget pop-up greeting to engage and inspire someone to start a conversation in webchat.

Remember that goal #1 is to start a conversation.

Chapter 3: How to proactively restart more high-converting chat sessions

In Chapter 3 we’re going to close-up on the tactics you can use to re-engage contacts to persuade and convert leads into customers.

Most businesses jam a web chat widget on their site and then react to whatever chats come their way.

Considering that web chat sessions are more valuable than web traffic sessions because they convert better, it’s important to proactively initiate more chat sessions.

Customers.ai lets you proactively start more valuable web sessions by integrating drip campaigns, SMS blasting and Facebook Sponsored Message ads that restart conversations with chat contacts.

Chat Re-engagement Tactic #1: Drip Campaigns in Facebook Messenger & SMS

Customers.ai makes it super easy to re-engage leads proactively through drip campaigns, or automated messages sent to new members of an audience — both in Facebook Messenger and SMS.

 Here is how to get the best engagement in your drip campaigns:

  • Facebook Messenger drip campaigns are absolutely free for 24 hours. While you can technically send as many messages as you want 24 hours after someone messages your page, we suggest sending 2-3 in the first 24 hours after a brand new contact is made. This is an opportunity to restart a dialogue — and restart the 24-hour clock. Try offering a coupon to new subscribers, good for today only!
  • SMS drip campaigns (Customers.ai PRO feature) are an important way to welcome a new SMS contact into your text messaging experience. Try converting new SMS subscribers into customers with a coupon, good for today only!

Chat Re-engagement Tactic #2: SMS Blasting

Customers.ai makes it super easy to re-engage leads proactively through chat blasts. 

Use SMS blasting (Customers.ai PRO feature) to send helpful educational resources, news and new product launches, promotional offers and more.

Recommended resource: 10 Instant SMS Marketing Examples to Stay in Touch with Customers via Text

Chat Re-engagement Tactic #3: Facebook Sponsored Message Ads

For contacts who connected to your Facebook Messenger chat, you have the ability to send follow-up messages to them with a Facebook ad called a sponsored message.

For just $0.02 per message impression, run a Sponsored Message ad campaign to re-engage a prospect in the familiar, mobile-friendly Messenger chat app.

Use Sponsored Messages (Customers.ai PRO feature) to send promotional messages like sales, coupon codes and other special campaigns to convert leads into customers with well-timed offers.

Recommended resource: How to Do Mobile Advertising on Facebook: Interactive Mobile Ad Tactics to Give You an Edge

Chapter 4: How to cater to specific customer segments in chat to market to them more effectively

In Chapter 4 we’re going to talk about audiences. 

There’s a truth in marketing that the more you segment your audience, the better your campaign performance.

Why does segmentation lead to better campaign performance? Because audience segmentation allows for more personalization and lets you match your messaging to what your prospect wants.

Some common ways to segment an audience include criteria like:

  • Demographics such as gender, age, race, location, and language
  • Behaviors such as job, purchase behavior, and search behavior
  • Interests including likes, pursuits, and fandom
  • Psychographics including personality, values, opinions, attitudes, and lifestyle
  • Conversation history including any preference someone has previously shared with you through earlier chat conversations
ways to segment an audience

Here are some particulars about audience segmentation to keep in mind with your chat marketing:

  • Know who your audience is and speak to them specifically.
  • Use a different web chat greeting and conversation funnel on every key page of your website.
  • Use a menu of options and ask introductory questions to learn about the prospect you’re chatting with.
  • Use tags and attributes to save chat history to the customer profile.
  • Enter them into drip sequences tailored to their interests and where they are in their customer journey.

Recommended resource: How to Segment an Audience — 5 Overlooked Tactics & How to Do Audience Segmentation to Triple Marketing Engagement.

Chapter 5: 7 pro tips from top sales teams facilitating more sales through web chat

Congratulations! You’ve learned how to leverage chat to become the top-performing sales channel in your marketing mix, from top-of-funnel conversation starter strategies to re-engaging leads through consideration to conversion.

In this last chapter we’re taking a look at the pro tips top sales teams use to craft persuasive chat conversations.

  1. Be personal and likeable. Pop quiz: What’s everyone’s favorite word? Their name. There’s a dopamine hit when we hear our own name. And that’s just the beginning of personalization. They may be your prospect, but they’re going to evaluate you as a person. 
  2. Be perceptive. Learn who it is that you’re chatting with. Ask questions and tailor your conversation to what would help them.
  3. Be proactive. From inspiring the first conversation, to starting a conversation back up, Customers.ai’s platform has attractive chat starters (animated web chat, pop-up opt-ins) and makes it super easy to start and REstart more of these valuable sessions
  4. Set expectations. Let them know when they’re talking to a bot vs a human. Think through all the customer personas and motivations, then provide a guided path to help them get what they’re looking for. When a real human is needed, set expectations about when, where and how they will be in touch.
  5. Set up notifications to alert your team to conversations that need human attention. Use automation to trigger notifications in a mobile chat app, email or browser notification, when a person should jump in. Learn more about setting up live chat takeover lead notifications.
  6. Be timely. There’s a precipitous drop-off for every minute that goes by without a reply in chat. Chat is real-time and customers expect replies in real-time, or at least an instant setting of expectations for when they’ll hear back. Use chat automation bot to have 24/7 instant response times. Use lead notifications to jump into conversations when a human touch is required.
  7. Be helpful. You don’t want to be “selling” but rather supporting people in finding a solution. Best thing is to be a trusted resource and establish trust and value, which in time, turns to sales.

Now You Know How to Sell with Web Chat, What’s Next?

We started Customers.ai because marketers need a unified chat marketing platform to connect with customers in the messaging apps people use every day.

Three years later, messaging has become the most important channel for sales and marketing because customers prefer chatting with service providers over phone calls and email.

Customers.ai makes it easier than ever to create marketing funnels in real-time messaging apps including web chat, text messaging SMS and Facebook Messenger.

And now you can get Customers.ai’s We’re In This Together Free Forever edition to add webchat to your site and Facebook posts.

Claim your Free Forever Customers.ai edition today to launch the sales funnels we reviewed in this guide for your own business, for free.

Important Next Steps

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10 Instant SMS Marketing Examples to Stay in Touch with Customers via Text https://customers.ai/blog/sms-marketing-examples https://customers.ai/blog/sms-marketing-examples#respond Thu, 19 Mar 2020 01:06:32 +0000 https://customers.ai/?p=13695 In today’s digital age, almost everyone owns a mobile phone, making text messaging, or short message service (SMS), an incredibly […]

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In today’s digital age, almost everyone owns a mobile phone, making text messaging, or short message service (SMS), an incredibly pervasive and universal form of communication. It doesn’t matter where you are, what type of mobile device you use, or the technology it supports—SMS is accessible to all.

Here’s an astonishing fact: a staggering 98% of text messages are read by recipients, with a whopping 90% being read within the first three minutes of delivery. It’s clear that SMS holds unparalleled potential for businesses to connect with their customers through the fastest and most widely available mobile communication channel.

In this article, we will delve into the world of SMS marketing and showcase ten exceptional examples of how businesses are leveraging this powerful tool to engage their audience. Get ready to be inspired as we present real-time communication in action through captivating screenshots. So, whether you’re eager to explore innovative SMS marketing techniques or simply seeking inspiration to enhance your existing strategy, this blog post has got you covered.

Let’s dive straight into the SMS marketing examples or continue reading to discover how successful brands are leveraging this dynamic communication channel to their advantage.

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SMS Marketing Examples

Here are 10 SMS marketing example campaigns:

  1. Welcome message. “Thanks for signing up for updates.”
  2. Sales and promos. “Take 20% off your order with code THANKYOU.”
  3. Event invitations. “Join us for a live webinar on 5/1 at 4 pm.”
  4. Status updates. “Valued client, we have updated our policies.”
  5. Lifestyle and community. “Everything’s going to be amazing.”
  6. Booking confirmations. “You’re booked! See you on 3/17/2020 at 3:00 pm.”
  7. Appointment reminders. “Your appointment is tomorrow, 3/17/2020, at 3:00 pm.”
  8. Billing reminders. “Your balance of $100 will be paid by card on 8/1/2020.”
  9. Security codes. “123456 is your verification code. It expires in 15 minutes.”
  10. Internal company updates. “Team, please be aware of building maintenance.”

If it’s important to get your message in front of customers, prospects and communities in real-time, then it’s important to use SMS marketing tools instead of or in addition to email, phone or social media.

Let’s take a closer look at each SMS marketing example with real-world text messages from businesses like yours.

SMS Marketing Example #1: Welcome message

“Thanks for signing up for updates.”

One of the first messages a business will establish as they start text message marketing is the welcome message.

The welcome message greets new SMS subscribers.

Here is Larry Kim’s welcome message for people who subscribe to marketing updates:

SMS Marketing Example Welcome message

In an SMS welcome message, be sure to include:

  • What kind of content to expect.
  • How often messages will be sent.
  • How to unsubscribe.

Subscribe to Larry Kim’s SMS list with marketing news and updates once a week by texting “CLUB” to 1-309-740-3151.

SMS Marketing Example #2: Sales and promos

“Take 20% off your order with code THANKYOU.”

Businesses use SMS to send promotions and sales because it is one of the most engaging and cost efficient ways to engage prospects and customers.

Here is an update from a fashion brand, Jenni Kayne, offering a 20% promotion code to all shoppers.

SMS Marketing Example Sales and promos

This SMS example includes an image, the promo code, and a link to the website to purchase.

SMS Marketing Example #3: Event invitations

“Join us for a live webinar on 5/1 at 4 pm.”

Events, both online and in-person, are an engaging way to stay in touch with prospects and customers.

SMS Marketing Example Event invitations

Send an event invitation to SMS subscribers letting them know when and where the event is happening and how to sign up or view it online.

Learn more about how to use chatbots to increase webinar signups and send event reminders.

SMS Marketing Example #4: Status updates

“Valued client, we have updated our policies. Read more here.”

SMS messages are read instantly and are the most effective way of sending time-sensitive messages.

That’s why SMS is the channel of choice for sending urgent messages and status updates.

SMS Marketing Example Status updates

If hours are changing, or appointments are being rescheduled, cancelled or moved, use SMS to update customers en masse.

SMS Marketing Example #5: Lifestyle and community

“Everything’s going to be amazing.”

Gary Vaynerchuck is a marketing industry influencer with massive reach. 

Gary Vee uses SMS marketing updates to cultivate community and deepen brand engagement and customer relationships.

He does this by sending motivational and encouraging updates for marketers and entrepreneurs.

SMS Marketing Example Lifestyle and community

Depending on the brand, sending inspiration and motivation can be a way to secure a positive place in customers’ trusted mobile space.

SMS Marketing Example #6: Booking confirmations

“You’re booked! See you on 3/17/2020 at 3:00 pm.”

Email is a crowded place. Messages are often lost to spam filters or become invisible in a sea of unread messages.

Rather than sending a booking, appointment or reservation confirmation via email, businesses can send confirmations in SMS where they are more likely to be seen.

SMS Marketing Example Booking confirmations

Along with sending an SMS confirmation that a booking has been made, this spa follows up with a reminder of the appointment, and automates the confirmation process.

Clients confirm their appointment by replying “C” to confirm their attendance.

SMS Marketing Example #7: Appointment reminders

“Your appointment is tomorrow, 3/17/2020, at 3:00 pm.”

Customers report SMS as the most convenient way to stay in touch with service providers and businesses.

Appointment reminders via text message are a no brainer because they are most likely to be seen when an appointment is upcoming.

SMS Marketing Example Appointment reminders

In this SMS marketing example, a customer is reminded of a flight that departs in 24 hours. 

Customers reward brands they do businesses with when solid communication is provided.

SMS Marketing Example #8: Billing reminders

“Your balance of $100 will be paid by card on 8/1/2020.”

More and more businesses are accommodating the preferences of their customers by providing billing reminders via text.

SMS Marketing Example Billing reminders

SMS updates are less likely to be overlooked than messages sent to crowded email inboxes, and they are just as easy for businesses to automate.

SMS Marketing Example #9: Security code

“123456 is your verification code. It expires in 15 minutes.”

One of the common ways that businesses provide a secure browsing experience to customers is to require 2-factor authentication via text message security codes.

SMS Marketing Example Security code

In an age where online security is a top priority, customers appreciate the convenience and safety precautions available in SMS security codes.

SMS Marketing Example #10: Internal company updates

“Team, please be aware of building maintenance.”

SMS marketing updates allow businesses to have instant, light-weight, convenient communication with customers. 

SMS is also a great channel for companies to send internal updates as well.

While email has traditionally been a primary way of sending internal company communications, start an internal SMS subscriber list for instant, urgent, and timely updates.

How to Create SMS Marketing Campaigns

Follow these steps to provide instant, engaging SMS updates for marketing, sales, customer support and communication.

Step 1: Sign people up for SMS updates.

How do I get SMS subscribers?

There are 3 main ways to opt-in subscribers to SMS updates:

  1. Keyword opt-in. “Text CLUB to 1-309-740-3151.”
  2. Upload contacts via CSV. Upload a list of phone numbers to an SMS marketing platform.
  3. Use an opt-in widget. Use website pop-ups and web chat to subscribe.

Read a step-by-step guide: How to get more SMS subscribers.

Step 2: Create SMS campaign content.

How do I write marketing SMS messages?

These are best practices for writing effective SMS marketing copy:

  • Write short, concise copy.
  • Clearly state the call to action.
  • Personalize content.
  • Emphasize words with capital letters.
  • Add visual interest with emojis and images.
  • Communicate urgency.
  • Persuade with action words.

SMS marketing best practices are guidelines, not hard rules. There are always exceptions and only experience and testing will show what works best for a particular brand and audience.

Read a step-by-step guide: How to create engaging chatbot content.

Step 3: Blast SMS text message campaigns.

How do I send SMS text message blasts?

It is easy to create an SMS blast in 5 steps using a visual SMS campaign builder like Customers.ai:

  1. Create a Customers.ai account and activate SMS tools for $9/mo.
  2. Go to Marketing Automation tools > Chat Blaster.
  3. Choose the audience of SMS contacts to send the blast to.
  4. Use the visual StartBot editor to add text and visual media to the text message blast.
  5. Schedule or send the text message blast immediately.

Read a step-by-step guide: How to send SMS text message blasts.

Copy These SMS Marketing Examples & Make Them Your Own

SMS marketing is the fastest way to reach the +5 billion people that send and receive text messages around the world.

SMS marketing is instant, convenient and universal.

When you’re ready to execute your own SMS marketing campaigns, opt-in programs, and text message blasts, use Customers.ai’s suite of SMS marketing tools.

See all the tools in Customers.ai’s multi-channel chatbot platform by getting started with Customers.ai for free.

Important Next Steps

Frequently asked questions about SMS marketing examples

Q: What is SMS marketing?

A: SMS marketing (short message service marketing) is another channel that marketers use to promote their products and/or services to customers.

It can also be referred to as text message marketing.

Q: Does SMS marketing really work?

A: Yes, SMS marketing is an effective way to reach customers. SMS messages have a 98% open rate (90% are read within the first 3 minutes).

Plus, text messaging is the most used mobile app in the world.

Q: How do I get started with SMS marketing?

A: There are three main ways to opt-in subscribers to SMS updates:

  1. Keyword opt-in. Example: “Text CLUB to 1-309-740-3151.”
  2. Upload contacts via CSV. Upload a list of phone numbers to an SMS marketing platform.
  3. Use an opt-in widget and use website pop-ups.

Q: How do I write marketing SMS messages?

A:  The following are the most effective SMS marketing write practices:

  • Write short, concise copy
  • Clearly state the call to action
  • Personalize content
  • Emphasize words with capital letters
  • Add visual interest with emojis and images
  • Communicate urgency
  • Persuade with action words
  • SMS marketing best practices are guidelines, not hard rules. There are always exceptions and only experience and testing will show what works best for a particular brand and audience.

Q: What is the best time to send SMS marketing messages?

A: The best time to send SMS marketing messages depends on the audience.

With a platform that offers a scheduler, you can schedule SMS messages in your customer’s time zone. 

Q: Can I SMS blast my customers?

A: Yes, you can use an SMS campaign builder to create a text message blast. SMS blasts are messages sent to a group of people at the same time.

You can use Customers.ai’s Chat Blaster to create and send an SMS blast!

Q: How do I send SMS text message blasts?

A: It’s simple to generate an SMS blast with a visual SMS campaign builder like Customers.ai in 5 quick steps:

  1. Create a Customers.ai account for $9 per month and enable SMS tools
  2. Go to Marketing Automation tools > Chat Blaster
  3. Choose the audience of SMS contacts to send the blast to
  4. Use the StartBot visual editor to add text, pictures, and other visual content to your text message blast
  5. Schedule or send the text message blast immediately or at a later time

Q: Can I blast SMS messages to people who haven’t opted-in?

A: You should only send SMS messages to people who have opted-in to receive them. Sending unsolicited text messages is a violation of the Telephone Consumer Protection Act (TCPA) and can result in penalties.

Q: What are the best practices for text message blasting?

A: Here are some SMS marketing best practices that help us use this channel to peak advantage when following text message marketing regulations in the U.S. 

  • Users must opt-in
  • Include fine print details in ads and promos about the texting program
  • Make opt-out easy
  • Make messages valuable

Q: What is the Telephone Consumer Protection Act (TCPA)?

A: The TCPA is a law that regulates how businesses can contact consumers using auto-dialed or pre recorded telephone calls, SMS messages, and faxes.

You can learn more about the TCPA on the Federal Communications Commission website: https://www.fcc.gov/sites/default/files/tcpa-rules.pdf

Q: How can I use SMS marketing to increase sales?

A: There are a few ways you can use SMS marketing to increase sales.

You can send text message coupons and discounts, promote contests and sweepstakes, or announce new products and services.

You can also use SMS marketing to re-engage customers who haven’t interacted recently or to follow up on a purchase.

Q: What are the best practices for using SMS marketing to increase sales?

A: The following are some best practices for using SMS marketing to increase sales:

  • Offer discounts and coupons
  • Promote contests and sweepstakes
  • Announce new products and services
  • Follow up on purchases

Q: What are 10 examples to stay in touch with customers?

A: Here are 10 example SMS marketing campaigns:

  1. Welcome message. “Thanks for signing up for updates.”
  2. Sales and promos. “Take 20% off your order with code THANKYOU.”
  3. Event invitations. “Join us for a live webinar on 5/1 at 4 pm.”
  4. Status updates. “Valued client, we have updated our policies.”
  5. Lifestyle and community. “Everything’s going to be amazing.”
  6. Booking confirmation. “You’re booked! See you on 3/17/2020 at 3:00 pm.”
  7. Appointment reminders. “Your appointment is tomorrow, 3/17/2020, at 3:00 pm.”
  8. Billing reminders. “Your balance of $100 will be paid by card on 8/1/2020.”
  9. Security codes. “123456 is your verification code. It expires in 15 minutes.”
  10. Internal company updates. “Team, please be aware of building maintenance.”

Be sure to review all 10 SMS marketing examples in this article with real-life examples.

Q: What are some preventative actions I can take to avoid making a mistake with my SMS campaign?

A: We’ve outlined 10 measures you can take to avoid SMS marketing mistakes that might get your number blacklisted, blocked, or banned.

  1. Always get SMS subscribers to opt-in.
  2. Always include a clear way for SMS subscribers to opt-out.
  3. Add personalization to your SMS marketing strategy.
  4. Optimize the send frequency of SMS messages 
  5. Keep your SMS character count to 160.
  6. Provide value first, then sell.
  7. Respond to your SMS subscribers in a timely fashion.
  8. Be careful with how you use URLs in SMS marketing messages.
  9. Send your SMS Messages at the right time.
  10. Take measures to stop texts from being marked as spam (details in the full post).

Q: What does SMS marketing look like?

A:  SMS marketing can vary in look and feel, but it typically includes a mix of text and images.

Here’s an example of an SMS opt-in message from Customers.ai which you can experience for yourself by texting the word “CLUB” to +16174335511 from the U.S. or Canada:

sms marketing examples free

Once you’re subscribed to Larry’s Unicorn Text Marketer’s Club you will receive weekly tips and tricks like this one:

sms marketing examples how to build a text survey free

Q: Is SMS marketing digital marketing?

A: SMS marketing is a form of digital marketing. It uses electronic messages to communicate with customers via their mobile devices.

Tie SMS marketing together with your other digital marketing efforts and you’ve created the perfect multi-channel marketing campaign to achieve your goals.

All of these channels work together to form a marketing communication network that enables businesses to develop connections with consumers and leads at a massive scale.

Q: What is the average open rate for SMS marketing?

A: The average open rate for SMS marketing is 98% while email open rates sit just at 20%.

Text messaging is a more efficient way of interacting with consumers since they are immediately informed and have a greater probability of being read. Did you know that 90 percent of text messages are read within the first three minutes?

Q: What is the click-through rate for SMS marketing?

A: The click-through rate for SMS marketing is 36%.

Because of it’s simplicity, text messages are easier to read and improve click-through rates. The solution is short and sweet.

For more SMS marketing statistics, check out our article on 60 SMS Marketing Statistics.

Q:  What are the benefits of SMS marketing?

A: The benefits of SMS marketing include:

  • Reaching customers on their mobile devices
  • High open and click-through rates
  • Immediate delivery
  • Can be used to announce new products and services, follow up on purchases, re-engage customers, customer survey on products and services, and more
  • Low cost per message

Q: What tools do I need for SMS marketing?

A: As you evaluate your marketing stack, there are some SMS tools that are suited for fast-moving, growth-oriented marketing teams:

  1. Coding-free campaign builder
  2. Advanced Inbox Management in Desktop & Mobile Apps
  3. Keyword Opt-in Tool
  4. Contact List Uploader
  5. Website Chat SMS Opt-in Widget
  6. SMS Text Blaster
  7. Text Message Quick Replies

Check out our essential list of 20 SMS marketing tools.

Q: Do consumers like SMS marketing?

A: 75% of consumers are comfortable receiving SMS messages from brands as long as they opt-in to messaging.

64% of consumers think businesses should contact them via text messages more often.

Q: What are the best text messaging apps for SMS marketing in 2022?

A: Here are 22 best text messaging apps for SMS marketing in 2022:

  1. SMS opt-in from website popup 
  2. Opt-in with text keyword 
  3. SMS opt-in from Instagram
  4. SMS opt-in from ads 
  5. Contact uploader
  6. Audience segmentation 
  7. SMS blast
  8. Campaign scheduling by recipient time
  9. Drip campaign sequences
  10. Unicorn lead detection and notification to your team
  11. Audience tagging
  12. Conditional follow-ups
  13. Message personalization
  14. Email integration
  15. SMS customer survey
  16. Multimedia message (MMS) 
  17. Emoji keyboard
  18. CRM integration 
  19. Text-to-call forwarding
  20. Live chat agent follow-up
  21. Campaign analytics
  22. Android and iOS mobile app

Q: How can I get more subscribers to my SMS marketing campaigns?

A: The lifeblood of any SMS marketing program is in the subscriber list growth strategy. Here are 16 ways to get more subscribers to your text message marketing campaigns:

  1. Give SMS subscribers VIP access
  2. Collect phone numbers in Instagram automatically
  3. Opt-in SMS subscribers with a magic keyword
  4. Run a contest or giveaway via SMS
  5. Promote SMS opt-in across social media
  6. Use a website pop-up to invite SMS opt-ins
  7. Convert email subscribers to SMS subscribers
  8. Invite Facebook Page fans to get SMS updates
  9. Run Facebook Ads powered by a chatbot with automatic SMS opt-in
  10. Promote SMS opt-in on signs, posters, business cards and more

For the complete guide on 16 ways to get more subscribers, check How to Get More SMS Subscribers: +15 Irresistible SMS Opt-in Strategies to Grow Your List.

Q: Are there hacks to being successful in SMS marketing?

A:  Yes! Let’s get to it:

  • SMS keyword opt-in
  • Upload customer audience list
  • Get opt-in from web chat
  • Get opt-in from Facebook chat
  • Post a sign in a store or office
  • Incentivize a website popup
  • Mass text contacts with an SMS blaster
  • Schedule SMS blasts in advance
  • Drip SMS campaigns
  • Trigger live agent notifications

Ready to dive in? Check out our full guide to SMS marketing hacks.

Q: What is an SMS keyword?

A: An SMS keyword is a term or phrase that individuals type into their cellphones to a phone number or an SMS shortcode. These SMS keywords are utilized to connect with your company through a particular text messaging campaign and a dedicated phone number or 5-6 digit shortcode (e.g., 12121) that corresponds to it.

Q: How can I create an SMS keyword campaign?

A: Use Customers.ai’s platform for all your SMS marketing campaign needs.

Step 1: Activate SMS tools

Once you’re in your Customers.ai account, navigate to the menu on the left-hand side, and click on SMS. 

Then click on the “Activate SMS” button to get a free phone number to start sending SMS messages to your customers and prospects.

This requires upgrading to the PRO version or another subscription plan.

Step 2: Create a keyword to let people opt-in to SMS updates

Follow these SMS keyword tips, and you’ll be in good shape. Choose a keyword that is:

  • Specific to your SMS marketing campaign
  • Easy to remember
  • Simple to spell
  • Has as few characters as possible

Step 3: Add text and media content widgets to the SMS opt-in confirmation message

You can add both text (SMS) and rich media (MMS) to your Customers.ai SMS keyword campaign by clicking the plus sign and selecting your preferred content widgets.

Q: What is an SMS drip campaign?

A: Drip campaigns are intended to get in touch with the customer at the correct time with a specific message. Drip campaigns are good such as welcome sentiments, happy birthday wishes, order confirmations, and status updates—they’re good for your company while you focus on other things.

Q: Should SMS marketing replace another marketing campaign?

A: SMS marketing should not replace another marketing campaign, but can be used in conjunction with other campaigns to improve results. When done correctly, SMS marketing provides an immediate and personal connection with customers that can help increase conversions and sales. tips on SMS marketing, check out our blog!

For more guides, tips, hacks, and more on SMS marketing, check out our entire blog section on SMS Marketing.

The post 10 Instant SMS Marketing Examples to Stay in Touch with Customers via Text appeared first on Customers.ai.

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How to Get More SMS Subscribers: +15 Irresistible SMS Opt-in Strategies to Grow Your List https://customers.ai/blog/how-to-get-more-sms-subscribers https://customers.ai/blog/how-to-get-more-sms-subscribers#respond Thu, 12 Mar 2020 05:56:00 +0000 https://customers.ai/?p=13531 What would you do to have a never-ending pipeline of your best leads on speed dial?  Or better yet, just […]

The post How to Get More SMS Subscribers: +15 Irresistible SMS Opt-in Strategies to Grow Your List appeared first on Customers.ai.

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What would you do to have a never-ending pipeline of your best leads on speed dial? 

Or better yet, just a quick text message away.

Turns out, customers want that, too. 

In 2020, $10.8 Billion in sales converted from SMS over the holiday season. Want a piece of that holiday pie?

Customers overwhelmingly would rather communicate with brands via text than anywhere else.

openmarket research sms marketing statistics

Text message marketing and SMS updates from businesses, survey data shows, is more convenient, unobtrusive, more personal and one less thing to remember.

openmarket infographic on text message with brands

Do you want to establish that level of trust and visibility between your leads and your brand?

Today I’m going to show you how to get more SMS subscribers signed up for updates from your business.

From the strategic to the actionable, use these methods to grow your SMS opt-in list from zero to 60,000 — fast.

16 Ways to Get More SMS Subscribers

How can you get more SMS subscribers?

Here are 16 ways to grow a list of text marketing contacts:

  1. Give SMS subscribers VIP access
  2. Collect phone numbers in Instagram automatically
  3. Opt-in SMS subscribers with a magic keyword
  4. Run a contest or giveaway via SMS
  5. Promote SMS opt-in across social media
  6. Use a website pop-up to invite SMS opt-ins
  7. Convert email subscribers to SMS subscribers
  8. Invite Facebook Page fans to get SMS updates
  9. Run Facebook Ads powered by a chatbot with automatic SMS opt-in
  10. Promote SMS opt-in on signs, posters, business cards and more
  11. Convert web chat leads to SMS subscribers
  12. Keep SMS messages short and clear
  13. Segment SMS audiences by interest
  14. Jump into convos live when a personal touch is needed
  15. Track SMS campaign performance metrics and optimize
  16. Choose the right SMS marketing platform

Let’s dig into each SMS-subscriber-growth strategy and the tools a business can use to execute them.

1. Give SMS subscribers VIP access

Successful brands are authentic, transparent, and — I have to say it — provide a ton of value to customers.

This is certainly true in SMS marketing.

In order for receiving your SMS updates to make sense to your customers, there has to be awesome in it for them.

sms subscribers red carpet treatment

Some ways to offer red carpet value that translate to how to get more SMS subscribers include:

  • Giving them VIP treatment 
  • Sending early access to sales
  • Sending rewards and special offers
  • Giving exclusive behind-the-scenes looks
  • Being instantly available to them

Remember, SMS subscribers are giving you one of their most intimate levels of access: their personal mobile phone number.

So you should expect to give them the same.

Be clear about the exclusive value of SMS updates and you will attract high-quality contacts to your text message marketing contacts.

You’ll find that your SMS subscribers are your most engaged leads and customers, people who want to have a personal connection with your business.

2. Collect phone numbers in Instagram automatically

Instagram’s massive audience of 1 billion monthly active users — 90% of which follow a business on Instagram! — are highly engaged with the posts, Stories, Reels, Live stream and content formats that Instagram offers.

🚩 But you don’t own your audience data on Instagram.

🚩 Your businesses Instagram content relies on the whims of the Instagram algo to ever see audience eyeballs.

🚩 And you can’t reach out to Instagram fans on-demand.

Thankfully you can convert your Instagram fans into SMS subscribers with Customers.ai.

Step 1: Create an Instagram chat starter, like a comment guard or DM autoresponder.

create instagram chat starter

Step 2: Write the autoresponder for the chat starter. Don’t forget to ask your audience to subscribe to your text message updates using the SMS opt-in widget.

See how the Instagram DM convo will go in the preview:

And just like that you can turn Instagram convos into SMS contacts.

3. Opt-in SMS subscribers with a magic keyword

The normal call to action is to sign up for email updates in exchange for a discount code for your first order, or a free consultation, or a free download. 

But the norm has gotten old.

SMS marketing has a better opt-in mechanism called the keyword opt-in.

“Text ‘MAGIC’ to (YOUR PHONE NUMBER HERE) to join the VIP list for exclusive first access.”

I know. The chills.

how to get more sms subscribers with with keyword opt in

To create a magic SMS keyword for your own business, use the keyword opt-in tool, one of your new favorite SMS marketing tools.

4. Run a contest or giveaway via SMS

Running a short-term contest is one of those growth hacking strategies you find on everyone’s list of how to get more SMS subscribers.

They work! But they can’t run forever.

Consider a contest or giveaway something you can do every year to every quarter, attached to holidays, anniversaries and special occasions. 

In the case of how to get more SMS subscribers, folks enter by texting the magic keyword to your SMS phone number or short code.

Keep in mind these tips for contests and giveaways that generate the most leads:

  • Create urgency 
  • Use a partner to cross-promote
  • Have a low bar to entry
  • Don’t forget a really sweet prize

Build in urgency, leverage partner networks and make the process for entry very simple to generate a spike in the size of your SMS subscriber list. 

5. Promote your SMS updates across social media

Cross-promotion is the name of the game when launching new channels and promoting multiple touch points with customers.

Use your social media content including video intros, blog posts, Twitter, Facebook, Instagram marketing and more to promote the SMS subscriber updates.

6. Use a pop-up on your website to invite SMS opt-ins

I’ll go out on a limb here and guess that you have pop-ups on your website.

Consider updating your pop-up offer with an SMS opt-in invitation.

how to get more sms subscribers with website popups

When properly timed and with a valuable incentive offer, website pop-ups can go to work for you, generating new SMS subscribers.

7. Convert your email list to SMS subscribers

SMS messages average +90% open rates and +30% response rates.

How’s that compare to your email marketing engagement rates?

Thought so.

Send an email marketing campaign promoting the advantages of VIP SMS updates. Point email subscribers to magic keyword opt-in.

how to get more sms subscribers from email subscribers

You can also add SMS opt-in as a CTA in email signatures across the company.

8. Invite Facebook Page fans to get SMS updates

Cross-promoting any initiative or offer across social media channels is a no brainer.

But there’s something extra special about a Facebook Page that allows a business to generate leads or SMS subscribers.

That’s a free Facebook Messenger bot.

Facebook Messenger bots can be connected to a Facebook Page via the Send Message call to action button. 

When you connect the call-to-action Send Message button from a Facebook Page to a Messenger bot, you can add an SMS opt-in widget that creates a new SMS contact from people chatting with your Facebook page.

how to get more sms subscribers from facebook fans

Learn all about how to get more leads from Facebook for free on Facebook with the Page Welcomer in this video tutorial.

Learn about how to build a Facebook Messenger bot while you’re at it.

9. Run Facebook Ads to a bot with automatic SMS opt-in 

Facebook’s ecosystem is rich with opportunity for reaching a target audience.

The Facebook Ads system, in particular, connects to users across many of today’s most popular online platforms including Instagram, Facebook, Marketplace, and Facebook Audience Network for mobile advertising, 

Marketers find the cost per lead acquisition (CPA) on the Facebook network to be among the lowest of all ad networks.

But there’s a way to ensure even lower CPA with Facebook Ads using the Facebook click-to-Messenger ad.

Facebook click-to-Messenger ads send ad audiences to the Facebook Messenger chat app rather than a website landing page.

What you can do with Facebook Messenger as the ad landing page is set up a bot that has an interactive conversation with the ad audience.

And what’s really cool, is you can ask people to sign up for SMS updates in a very low friction way.

Facebook has a phone number on file for most of its users.

Because Facebook has that phone number on file, a Messenger bot can ask a lead for a phone number and automatically populate that phone number in a quick reply button.

how to get more sms subscribers from facebook ads

This reduces the effort required to submit a phone number and sign up for SMS updates.

Just add a quick question with phone number opt-in widget to any Facebook bot conversation flow from a Facebook Ad.

sms opt in chatbot widget

10. Promote SMS opt-in on signs, posters, business cards and more

Location, location, location applies to marketing promotions.

Use all your prime real estate, from events to brick-and-mortar stores and offices to promote a campaign to get more SMS subscribers.

how to get more sms subscribers from in-store signs

When it comes to generating SMS subscribers from a physical location or in-person meeting make sure to:

  • Put the value of subscribing to SMS updates front-and-center
  • Incentivize SMS opt-in with a prize, discount or rewards
  • Use a magic keyword to make subscribing easy
  • Be super clear about what the customer can expect in SMS updates, from types of messages to frequency
  • Promise and deliver loads of value from subscribing to the text message VIP club

11. Convert web chat leads to SMS subscribers

Turn your website into a lead generation machine by turning web chat into an automated path to SMS subscription.

Web chat has been shown to increase average order value, increase conversions, build loyalty among customers.

When customers can get in touch with a business to receive real-time answers to their questions, the business can reduce bottlenecks to conversion.

This leads to higher customer satisfaction. 

And web chat is a convenient way for your customers to get in touch with you.

Did you know that someone that chats on your website is 10X more likely to convert?

Web chat engagement is not something to overlook.

And you can generate SMS subscribers from web chat using a bot and an opt-in widget.

Here’s what that SMS opt-in widget looks like in web chat to a visitor on your site:

how to get more sms subscribers from web chat

And here’s what that setup looks like when you’re creating the SMS opt-in web chat flow in a chat marketing platform like Customers.ai.

web chat sms opt in widget

12. Keep SMS messages short and clear

Text message marketing messages are generally shorter than other messaging channels. 

Consider the way you send text messages — usually only a line or 3 mobile phone widths per message.

Match the native preferences of the SMS message by keeping messages on the short side with a very clear call to action.

You may want to use an image to communicate, as well as a link to learn more or visit a more detailed offer page.

It’s also a must to be really clear to subscribers about what to expect.

Rules for SMS marketing in the U.S. requires:

  • Providing a link to Terms and Conditions
  • Setting expectations about how often the audience gets SMS updates
  • Making opt-out easy

SMS performance increases with clear expectations of the types of messages the audience will receive. 

This in turn will create fewer unsubscribers to your SMS marketing list, which in turn, grows your SMS subscribers faster.

13. Segment SMS audiences by interest

Executing any marketing growth strategy results in unsubscribes, there’s no avoiding it.

And unsubscribes are not a bad thing, themselves. 

Unsubscribes ensure that people get the messages that matter to them and marketers reach leads and customers who are highly engaged.

But it’s also important for marketers to recognize that not everyone on a list is interested in the same thing. Not everyone is at the same point of their customer journey.

It’s important to segment marketing audiences by meaningful criteria so that messaging can be very relevant and very valuable. And, as a result, very effective.

Learn how to segment an audience for SMS campaigns in our chat marketing video tutorial. 

14. Jump into convos live when a personal touch is needed

I’m subscribed to SMS updates from an online jeweler who sends me updates on new product lines.

One day I received a message about some amethyst jewelry and that message called me an Aquarius.

Knowing full well that this SMS message was automated, I decided to reply to see what would happen. 

What happened delighted me.

sms marketing live chat takeover

It turns out that I wasn’t talking into the void of a faceless SMS inbox.

The team at Aurate had live people jump in to respond to subscribers when a real human response was appropriate.

How did they do it?

With an SMS marketing feature called live operator takeover.

Does live operator takeover mean that someone has to be sitting in front of their computer all day long waiting for messages to come in that need a reply?

Thankfully, we have automated lead alerts to let us know when someone needs to talk.

Using chat marketing mobile app alerts or browser notifications or email alerts and a unified multi-channel chatbot inbox, a business can effectively manage all customer communications happening across messaging apps.

Customers who feel valued and listened to are infinitely more likely to stay subscribed.

15. Track SMS campaign performance metrics and optimize

Every activity in business requires analysis and optimization.

Reviewing performance metrics leads to a better understanding of what customers need and how well the business is servicing those needs.

SMS marketing that indicate performance include:

  • SMS subscriber list growth
  • Unsubscribe rates over time and by campaign
  • Read rate and response rate
  • Offer redemption rate 

View SMS campaign metrics using chatbot analytics to have the data required to make actionable decisions and optimizations. 

16. Choose the right SMS marketing platform

There are so many strategies and tools that an SMS marketer will rely on to make sure they deliver value to the customers trusting them to send updates to their text message app.

The growth-minded marketer will need an SMS platform that performs at the highest level when it comes to:

  • Lead growth tools like magic keyword opt-ins and multi-channel opt-ins
  • Visual conversation flow builders that require little time to set up or investment to understand
  • A dedicated phone number to send and receive SMS messages
  • A powerful SMS blaster to send automated messages
  • Sophisticated audience segmentation tools
  • Chat marketing analytics tools and visual reports that support testing and performance optimization
  • A manageable inbox with advanced features for customer service teams
  • Convenient mobile apps to see and respond to all conversations when on the go
  • Flexible options for live chat takeover with smart notifications for follow-up
  • Connections to other business applications to send and update contact databases, including integrations with CRMs, shopping cart systems and more

Customers.ai has developed a complete SMS marketing platform that supports businesses in lead generation, engagement, and customer support.

Take a look at all the tools in Customers.ai’s multi-channel chatbot platform by getting started with Customers.ai for free.

How to Get More SMS Subscribers: Important Next Steps

Frequently Asked Questions about How to Get More SMS Subscribers

Q: How can I encourage more people to subscribe to my SMS list?

A: There are several strategies you can implement to increase your SMS subscriber count:

  • Promote your SMS list on various marketing channels, such as your website, social media, and email newsletters.
  • Incentivize subscriptions by offering exclusive discounts, promotions, or valuable content to those who sign up.
  • Use compelling call-to-actions that clearly communicate the benefits of subscribing to your SMS list.
  • Run contests or giveaways that require participants to subscribe to your SMS list for entry.
  • Partner with influencers or complementary brands to cross-promote your SMS list.

Q: How often should I send SMS messages to my subscribers?

A: Finding the right frequency for sending SMS messages is crucial to maintaining a positive user experience. It’s generally recommended to strike a balance between staying top-of-mind and avoiding message fatigue. Here are some guidelines:

  • Start with a lower frequency, such as one to two messages per month, and gradually increase it based on your subscribers’ response and engagement.
  • Segment your SMS list and tailor your messaging based on subscriber preferences and interests.
  • Monitor your unsubscribe rate and adjust your frequency if it exceeds an acceptable threshold.
  • Send timely and relevant messages, such as flash sales, limited-time offers, or important updates.

Q: What are some best practices for SMS marketing campaigns?

A: To maximize the effectiveness of your SMS marketing campaigns, consider the following best practices:

  • Keep your messages concise, clear, and personalized to resonate with your subscribers.
  • Include a strong call-to-action that prompts subscribers to take the desired action.
  • Ensure your messages comply with legal requirements, such as obtaining proper consent and providing opt-out options.
  • Test different strategies, such as varying your message content, timing, and incentives, to identify what works best for your audience.
  • Analyze your campaign results and make data-driven optimizations to improve your future SMS marketing efforts.

Q: How can I create compelling SMS content to engage my subscribers?

A: Creating engaging SMS content requires careful consideration. Here are some tips to help you:

  • Keep your messages short and to the point, focusing on delivering value or conveying important information.
  • Use a conversational tone and personalize the messages whenever possible.
  • Incorporate compelling visuals, such as emojis or images, to make your messages visually appealing.
  • Create a sense of urgency by including time-limited offers or exclusive promotions.
  • Segment your audience and tailor your content based on their preferences, demographics, or past behaviors.

Q: How can I reduce subscriber churn in my SMS marketing campaigns?

A: Subscriber churn refers to the rate at which subscribers opt out or stop engaging with your SMS messages. To reduce churn, consider the following strategies:

  • Regularly provide valuable content or exclusive offers to keep subscribers interested and engaged.
  • Implement a preference center where subscribers can customize the types of messages they receive.
  • Monitor engagement metrics, such as open rates and click-through rates, and identify subscribers who show signs of disengagement.
  • Segment your subscribers and send targeted messages based on their preferences and behaviors.
  • Occasionally survey your subscribers to gather feedback and understand their needs better.

Q: Are there any legal considerations I should keep in mind for SMS marketing?

A: Yes, it’s crucial to comply with legal requirements when engaging in SMS marketing. Here are some key considerations:

  • Obtain proper consent from subscribers before adding them to your SMS list.
  • Provide clear and concise information about what subscribers can expect when they opt in to receive your messages.
  • Include instructions on how to opt out of receiving SMS messages, and honor unsubscribe requests promptly.
  • Keep records of consent and opt-in information for compliance purposes.
  • Familiarize yourself with relevant laws and regulations governing SMS marketing in your jurisdiction, such as the Telephone Consumer Protection Act (TCPA) in the United States.

The post How to Get More SMS Subscribers: +15 Irresistible SMS Opt-in Strategies to Grow Your List appeared first on Customers.ai.

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Reader’s Choice Best of 2019: Top 10 Blog Posts & What They Tell Us About Marketing in 2020 https://customers.ai/blog/top-blog-posts-of-2019 https://customers.ai/blog/top-blog-posts-of-2019#comments Thu, 09 Jan 2020 17:42:12 +0000 https://customers.ai/?p=11583 There were over 80 new blog posts on Customers.ai’s growth marketing and chatbots blog in 2019.  We packed pages full […]

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There were over 80 new blog posts on Customers.ai’s growth marketing and chatbots blog in 2019. 

We packed pages full of surprisingly effective Facebook advertising hacks, critical marketing lessons (some learned the hard way), digital agency growth strategies, major marketing industry news updates, and tactical tips to take advantage of a shifting growth marketing landscape.

As we swing into 2020’s bright and exciting new lead generation tactics, we’re saying “thank you, next” to the stories that the top blog posts of last year tell; reminding ourselves what’s in the rear view to plot a smart course ahead.

This list of Customers.ai’s top blog posts of 2019 were all voted on by you, by your page views, and are served up in order of most views this year. 

Naturally, they’re quasi-chronologically ordered; posts published earlier in the year got more eyes by the end of the year. So here are the top 10 posts of 2019, with a splash of bonus posts too good to leave out.

Let’s get to it.

1. Why Facebook Messenger Banned My Page & What I’m Doing About It

Customers.ai founder and CEO Larry Kim is a mad-scientist marketer of unicorn proportions, testing theories from fake news on Facebook to unexpected ad targeting.

But when Larry’s Messenger bot was banned by Facebook? That was a new one for all of us on Customers.ai’s marketing team.

While Larry could have brushed that incident under the rug to keep it out of the public eye, he put it out there for the whole Facebook and chat marketing community to read: a cautionary tale of what can happen when your Facebook Messenger block rate falls outside the range of Facebook’s tolerance. 

Most importantly, Larry turns a donkey situation into unicorn learning moment with actionable analysis of what caused the Facebook Messenger marketing faux pas and how to assess and maintain your own low block rate while building chatbots.

These lessons become especially important when, later this year, the writing was on the wall for Facebook marketers, a perfect segue to post #2 of the year…

2. OFFICIAL: Facebook News Feed is Dead

Facebook shuffled the deck with a big reorganization in early 2019. At the heart of the leadership changes?

A focus on Facebook’s private messaging platforms.

From the News Feed algorithm demoting content from brands, to major organizational changes, and the official stamp of Zuckerberg’s F8 2019 talk — Facebook made a massive shift in the direction of privacy and messaging in 2019.

3. Facebook Announces It’s Merging Messenger, WhatsApp and Instagram

January 2019, New York Times broke the story that Facebook was planning to integrate its three messaging services: WhatsApp, Instagram and Facebook Messenger.

As it was told to NYT sources involved with the project, the three messaging apps would still work individually, but WhatsApp users could message Instagram users who could message Messenger users and so on — something that’s not currently possible

Facebook later confirmed the news, saying it was early days but an important step for both encryption and privacy (ding ding ding, there’s that magic word again!) and for Facebook’s ability to catch up to online sales marketplaces like eBay.

What the Facebook message app integration means for businesses and marketers is a streamlined ability to reach a huge majority of chat app users from one management platform like Customers.ai! 

Believe us, we can’t wait to hear more updates as this story unfolds in 2020.

4. 27 Facebook Messenger Statistics That Will Change the Way You Think About Marketing

Statistics are key when planning a data-backed marketing strategy.

At the top of Customers.ai’s 2019 charts is a powerful roundup of Facebook Messenger marketing statistics to inform smart 2020 strategy.

Don’t miss these Instagram, WhatsApp and Facebook Messenger stats that will help you evolve your customer communication, reduce your cost per lead, and execute high ROI campaigns in 2020.

5. 12 Magnetic Ways to Generate Leads with Your Facebook Bot

Is growing leads at the top of your list of marketing goals in 2020?

*Raises hand.*

One tactical shift could drive +25% higher leads YoY or even QoQ.

There are more than 8 built-in lead magnet tools in Customers.ai’s chat marketing platform. This post outlines how to use each, strategically.

By moving your traffic-driving efforts from your website landing pages to your Messenger lead magnets, you’ll see what instant lead capture and automated lead qualification, lead notification and lead nurturing can do for your marketing metrics.

6. How to Create a Facebook Messenger Funnel That Drives Conversions [VIDEO]

Where post #5 drives top-of-funnel leads to your Messenger bot, this popular post of 2019 covers how to nurture those leads to conversions, aka paying customers.

Use the step-by-step marketing funnels here — taught by none other than Facebook Messenger’s own Albert Rios — to go from first hello to happy customer.

And don’t forget to re-engage customers to repeat customer and upsells!

7. How to Start a Chatbot Agency: The 5-Step Process for Launching a Successful Chatbot Marketing Agency

I’m going to go ahead and call it: 2019 was the year of the chatbot marketing agency.

There was a blossoming of training, community, and support of chat marketing agencies.

Established marketing agencies expanded and differentiated with chatbot services. New agencies were born out of the opportunity to launch and grow offerings in the new technical marketing space.

In fact, Customers.ai hosted an 8-session live virtual summit on strategies for accelerating marketing agency growth.

And this post, “How to Start a Chatbot Agency”, gave a step-by-step process for ramping up high-margin chatbot services, answering many of the questions agency owners will face along the way.

8. 18 Chatbot Marketing Tactics That Will Drive Sales in Any Industry

If you’re just getting started with chat and messaging as a marketing channel, get these battle-tested, industry-specific playbooks for chatbot marketing.

  • Marketing agencies
  • Lead generation
  • Automotive
  • Beauty, health and wellness
  • Community
  • Contests
  • Dental
  • Gyms and trainers
  • Real estate

… and a whole lot more.

9. How to Use a Messenger Chatbot for a Facebook Group

We discovered a load of searches are happening every day asking how to mass message members of a Facebook Group in Facebook Messenger.

We hear it asked a lot from our Customers.ai Island Facebook Group community, too.

That’s why we documented the best way to use a Messenger chatbot to stay in touch with your Facebook Group.

10. 25 WordPress Digital Marketing Plugins Every Marketer Needs

Rounding out the top 10 most read posts on the Customers.ai blog in 2019 is this exceptionally handy roundup of the very best digital marketing plugins for WordPress.

With more than 50,000 thousand publicly available WordPress plugins, a tip or two will help you make the right choice when you’re equipping your site with marketing features and functions.

11. How to Leverage Instagram for Business in 2020

One of the marketing channels that had Larry bullish in 2019 was Instagram.

Not only are users flocking to Instagram in exponential droves, but they’re also super engaged with purchasing power. In fact, 83% of Instagram’s billion monthly active users say that they discover new products or services on the platform.

Time to update playbooks for leveraging Instagram for business in the new year. 

This 9-chapter guide to Instagram for business covers everything from an optimal bio to bots, IG Stories and IGTV, influencers and advertising on the second most popular social network.

2020: The Year of the Unicorn!

Hope your 2019 was as action-packed as ours. If not, well, 2020, here we come.

Thanks for being one of our cherished chatbot blog readers. Liked this post? Subscribe to the blog for updates in your inbox! 

Cheers to learning, sharing, creating, and blowing marketing metrics out of the park in 2020!

Important Next Steps

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Chatbots for B2B: How to Launch a Facebook Bot for B2B Lead Gen in 15 Minutes https://customers.ai/blog/b2b-chatbot-tutorial https://customers.ai/blog/b2b-chatbot-tutorial#comments Wed, 18 Sep 2019 15:57:17 +0000 https://customers.ai/?p=10129 That feeling when your discover new lead gen tools and tactics for your B2B marketing. B2B (that’s business-to-business) marketers have […]

The post Chatbots for B2B: How to Launch a Facebook Bot for B2B Lead Gen in 15 Minutes appeared first on Customers.ai.

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That feeling when your discover new lead gen tools and tactics for your B2B marketing.

B2B (that’s business-to-business) marketers have a seismic new tool for boosting awareness, acquiring new leads, nurturing relationships and, at the end of the day, selling more.

Slash cost per lead (CPA) and quadruple lead volume?

I jest you not; thank you, bots.

free-chatbot-marketing-platform-Customers.ai-1

In this post, you’ll learn the top-to-bottom of funnel methods of using a Facebook Messenger bot that supports B2B marketing objectives:

Here we go, bb.

3 B2B Lead Generation Chatbot Examples You Can Copy Today

When you’re marketing to an audience of business folks, you typically have a few powerful offers in your funnel like:

  • Content marketing: Connect prospects with your content, often aimed at securing an email address in order to regularly deliver helpful content to deepen brand affinity and strengthen the relationship.
  • Webinars: Host a public event to educate and showcase your unique solutions and answer audience questions in an interactive, scalable format.
  • Meetings or demos: Host a meeting with an individual or team to pitch your offering, demonstrate its value, and help your business and your prospect evaluate if a partnership is a good fit.

When you use a chatbot to help your prospects sign up for your content updates, register for your webinars or book meetings, that’s less things that you, or you know, a person, needs to do.

And you can use Customers.ai to build bots to do all the above and more.

How?

If you have the skills to build an email campaign in your favorite email marketing platform or a landing page using a web page content builder, you can use Customers.ai’s coding free chatbot building and Facebook Ads tools.

We’ll do step-by-step tutorials on how to execute, but first, the real-life B2B bot examples.

Content Marketing and Facebook Ads

Content marketing is a classic B2B inbound marketing technique.

Step 1: Get into the head of your customer, publish content that helps them learn what they need to achieve their goals, do more with less effort, and live a better life.

Step 2: Use excellent content marketing as a magnet for growing your lead list.

Invite readers to sign up for your content updates by capturing their email address.

Step 3: Add targeted ad spend to the equation to boost the reach of top-performing content.

If you’ve got a B2B content marketing engine roaring, brilliant. You can add gas with a Facebook Messenger bot and Facebook Ads.

Customers.ai runs Facebook click-to-Messenger ads to promote top-performing unicorn blog content to remarketing audiences.

messenger ad preview

Here’s why the Facebook ad type with a click-to-Messenger objective works so well:

  • Facebook Messenger ads provide businesses with instant lead capture. When someone clicks the “send message” button from the ad and hits the “get started” button in Messenger, the business automatically receives the person’s name, location, language, and gender.
  • Facebook Messenger is not only a lead capture channel, it’s also a channel where a business can send follow-up messaging to its audience.
  • A business can invite the person to sign up for email updates (a blog feed or newsletter, for example) by collecting their email address in a very low-friction sort of way; because Facebook has all its users’ email address, it can be auto-populated in Messenger in a one-tap button. (I’ll show you more in the how-to tools section on Chatbot Forms).
  • The email collected can be automatically sent to the email marketing platform with a Zapier integration and zam, a B2B bot turns a blog post and Facebook ads into a growing email marketing asset.

Get the full 411 in the guide including a step-by-step how-to in How to Promote Your Blog Posts with Facebook Messenger Ads.

A B2B chatbot funnel like this is really simple to set up using Customers.ai. It all comes down to creating the post-click Facebook ad experience (what the user sees after clicking the “send message” button and saying hi to your B2B bot) within Customers.ai.

B2B chatbot tools needed (jump on to these tools below):

Signing Up Webinar Registrations

Webinars are a time-tested B2B marketing activity because they give businesses a way to offer training and education to decision-making teams in a scalable way.

What a B2B chatbot adds to the webinar registration equation is:

  • Fewer steps to sign up …
  • Resulting in higher registration rates and
  • More visible event notification reminders …
  • Resulting in higher attendance rates

Customers.ai uses our chatbot to sign people up for upcoming webinars. You can experience a registration via chatbot yourself here.

webinar registration demo

Using a chatbot form instead of a web form, we’ve removed a couple steps from the registration flow (first and last name, and easier email capture).

It’s lifted our results an average of 40% and resulted in a higher attendance rate.

Customers.ai webinar results

Have budget to promote the webinar with ad spend? Click-to-Messenger ads offer the lost CPA of any digital ad available (93% lower CPA).

Here’s why chatbots are a next-level optimization for B2B businesses running webinar marketing campaigns:

  • Chatbot forms are more engaging and interactive. The interactivity makes chatbots less likely to be abandoned than a web form, and if the user doesn’t complete the form, the bot can even nudge them for free within the first 24 hours.
  • A Facebook bot form is smarter than a web form. Facebook automatically gives the business a user’s name, and it makes it really easy for the user to provide their email with a pre-populated email button. This means less steps to sign up for a webinar, which typically increases conversions.
  • When people sign up for a webinar via chatbot, the business can send event reminders through the Facebook bot. These reminders give businesses a second channel (next to email) to send a reminder, increasingly the likelihood that the user will attend the event.
  • The email collected can be automatically sent to the webinar platform with a Zapier integration, a priceless efficiency for the business.

The all-in-one guide to How to Do Webinar Sign-ups with a Messenger Chatbot with step-by-step how-to.

A B2B chatbot webinar registration form can be set up in just a few steps using Customers.ai. It all comes down to creating the registration form in the bot builder and connecting this form to your webinar platform with an integration.

B2B chatbot tools needed (jump on to these tools below):

Booking Meetings/Scheduling Demos with SQLs

B2B marketers can enrich the sales team’s calendar with meetings with SQLs using a Facebook Messenger bot.

A lead-qualifying, meeting booking B2B chatbot is the secret to how Cat Howell (Facebook Ad Hacks founder) scaled her marketing agency to 6-figures a month.

cat howell agency lead funnel overview

Here’s how a B2B chatbot does the heavy lifting to scale up scheduling meetings with qualified leads:

  • Use entry points to your bot (like embedded on your website, in your Facebook posts and ads) to create new Messenger bot contacts.
  • Use the bot to ask lead qualifying questions of your new contacts. Design a “decision tree” that ultimately matches leads with the appropriate offer based on their needs, customer journey, or budget.
  • Use the bot to give sales qualified leads a link to book a meeting on the sales team’s calendar.

You can experience Cat Howell’s lead qualifying bot example in Messenger here. Customers.ai’s even turned that B2B chatbot funnel into a chatbot template you can copy.

Here’s why chatbots are poised to up your game for B2B marketers in the business of generating meetings and demos for sales:

  • Facebook chatbots have multiple entry points — a fancy way of saying, your leads may end up chatting with your Messenger bot in any of many convenient ways, whether browsing your site via SEO discovery or through a targeted ad.
  • A chatbot can strike up a conversation with a prospect, a conversations are infinitely more engaging than a static web form. The chatbot can have a 2-way conversation in which it learns about the person that’s talking to it. This makes a B2B chatbot a scalable support staff for a sales team.
  • As people answer a series of lead qualifying questions (what are you looking for, what’s your experience, what’s your budget, when are you looking to start) the chatbot is programmed to provide them with the best fit offer your business provides (a free on-demand webinar, an invitation to a Facebook group, a link to an affiliate partner, or the almighty link to a calendar.)

Read how to execute this exact B2B chatbot funnel in How to Scale Your Business & Schedule Meetings with a Lead-Qualifying Facebook Messenger Bot.

The tools you’ll need to create a SQL meeting scheduling B2B bot funnel include:

Easy-to-Use Chatbot Tools for Building B2B Bots in 15 Minutes

Now you know the B2B chatbots you want to build, here are the tools in Customers.ai you’ll use to build them.

Chatbot Form Builder

In the B2B chatbot examples above we saw how chatbots can qualify leads in interactive chat forms.

One of the big advantages of chatbots is that conversations are interactive and more engaging than other lead gen tools like web forms.

Where it’s easy to click away from a web page or decide not to submit info, a B2B chatbot collects info as part of a conversation, making it much less likely to be abandoned by prospects.

Don’t forget the other key advantage: Facebook Messenger already provides a lot of the contact info a business needs to capture:

  • First and last name
  • Email address
  • Phone number

… And the chatbot makes it easy for a business to collect email and phone number using Customers.ai chatbot forms and pre-populated buttons.

When you create a Customers.ai chatbot form and require an email or phone number validation, your prospect can submit these fields with one tap.

In this real-estate bot example, see how easy it is for potential sellers to give you their property and contact info by testing out a chatbot form here.

  • Step 1: Go to the Customers.ai Bot Builder.
  • Step 2: Create a new dialogue to contain your chatbot form.
  • Step 3: Add the content widget called “Form”.
  • Step 4: Add the questions your bot will ask, marking any key fields as conversions if you want to track conversions in bot analytics.
  • Step 5: Use the “email” or “phone number” validation type if you want Facebook Messenger to pop that answer into the conversation for the user to tap and provide.

This B2B bot funnel will take less than 10 minutes to build.

Facebook Post Auto-Responders (Comment Guards)

Another great option for earning new Messenger contacts is Comment Guard. This Customers.ai feature lets you create autoresponders that automatically messages users who comment specific posts.

For example, users who commented on Larry Kim’s post below (left) were automatically sent a message relevant to that post (right).

comment guard example

If a user clicks a button in one of these messages or otherwise responds, they’re automatically added as a contact.

If have a Facebook post that’s racking up solid engagement metrics on, this is an excellent way to grow your Messenger contact list and create new leads at the top of your B2B marketing funnel.

Want to see a comment guard in action? Give one a spin by commenting on this Facebook post. A chatbot will greet you with a prompt.

To set up a comment guard in Customers.ai follow these simple steps:

Step 1: Create Your Autoresponder Funnel

Step 2: Create Your Comment Guard

Select the post to guard from the drop down selector:

Step 3: Craft a Greeting for the Autoresponder

Step 4: Choose your frequency cap.

Read the full tutorial on how to set up comment guard Facebook post autoresponders here.

Running Click-to-Messenger Facebook Ads

Click-to-Messenger Ads appear in users’ news feeds, much like standard impression- or click-based ads.

The main difference is that instead of directing users to visit a website or like a page, the call to action button instructs them to contact the business via Facebook Messenger.

After clicking this CTA, the user will receive a message from the brand in the Messenger interface. Test it for yourself by clicking the ad above.

When you’re setting up a click-to-Messenger ad with a Customers.ai bot, follow these video tutorials:

Part 1:

Part 2:

Step 1: Create the ad in Facebook Ads Manager, choosing the placements, audience targeting, budget, schedule, and ad creative as you do.

Step 2: Use the Customers.ai Bot Builder to create the bot response AFTER the user initially interacts with the opt-in message you’ll create in the next step.

Step 3: Use the Customers.ai Facebook Click-to-Messenger ad builder to create the initial bot response after someone taps the “Send Message” CTA button from the ad. Pick the bot dialogue created in Step 2 as the follow-up response.

Step 4: Automatically sync your Facebook bot flow to your Facebook ad created in Step 1 by picking the ad from a drop-down selector.

I’m going to go ahead and say it. Facebook bots are the most exciting technology to hit the digital ad scene in the last 5 years.

There is nothing else that comes close to the interactivity, ability for story-telling, and (as of this writing) best in class CPA, as you see with bot-powered click-to-Messenger ads.

Adding the Chatbot to Your Website

Did you know that chat on your website can increase conversions and grow your lead list?

When you use a Customers.ai Facebook bot for your site chat, it does.

Everyone who messages you on your website becomes a contact in your database you can send future messages to.

Businesses get all the advantages of Facebook bots that we’ve previously discussed like instant lead capture and the ability to collect email and phone number with friction-free buttons. You can answer the questions of your site visitors at critical points in their buyer’s journey with automated FAQs.

Here’s how to set up a Customers.ai bot on your site — there are a couple options.

If you’re running a WordPress website, get yourself the free and easy WP-Chatbot plugin by Customers.ai.

It’s a WordPress chatbot plugin that you customize for your business. Not too much more description needed here…

Option 2 is going to work for everyone, regardless of what platform your site or application is built on. That’s trusty Google Tag Manager.

Simply create the chatbot dialogue in Customers.ai’s bot builder that will greet your page visitor, and then go to Customers.ai Lead Magnets to create the copy-and-pasteable code to paste into your Google Tag Manager.

Yep, it’s that easy.

Full-on tutorial for installing a chatbot via Google Tag Manager is available here.

Integrating User Info to Your Other Business Apps

As you integrate B2B chatbots into the marketing mix, you’re going to want to connect Customers.ai to other applications you use for your marketing stack.

Take these common uses for example:

  • Send a lead from website chat into your CRM solution for someone to follow up with.
  • Automatically send webinar registration data from the chatbot to a webinar platform.
  • Automatically send new email subscribers to an email platform.

Customers.ai is an official Zapier integration partner and you can fire up zaps that connect Customers.ai to your other systems from within Customers.ai.

Step 1: Create the bot that collects an email address.

Step 2: Set up a new Zap via Customers.ai Marketing Automations.

Step 3: Add the Zapier connection widget to the dialogue from Step 1 to trigger the Zap.

For the detailed step-by-step guide, head over to Getting Started with Customers.ai + Zapier Chatbot Integrations.

Setting Up Hot Lead Alerts from Your Bot

One red-hot B2B feature of a Facebook bot is the ability to receive an email alert when a hot lead is talking to your bot.

Step 1: Just add the email widget to any Customers.ai bot dialogue when it signifies a hot lead.

Step 2: Set up the reply-to email.

Add the email address of the person or team who will receive this alert (typically a sales team or sales person) in the to line, an email subject, and then the email body.

There aren’t any other steps … except for your sales team receiving the alert when a prospect is on the line looking to talk.

How to Get an Email Alert When a Hot Lead Is Talking to Your Bot has some extra pointers for how and where you may want to use the hot lead alert B2B bot feature.

Give the hot lead alert bot a spin here.

How to Nurture MOFU Leads for Engagement and Conversion Using Messenger Bots

At this point you’re a B2B marketing power house with a butt-kicking bot sidekick.

You’re acquiring new top of funnel leads, and you have the skills to qualify them, and send that lead info off to the next step of the funnel, whether on to a sales person or an email list or an event.

Still, we’re not done yet, B2B friends. There’s more you can do at the middle of the funnel to deepen your customer relationship and send your messaging to contacts using your chatbot.

In fact, there are 2 big tactics here for B2B communications:

  1. Drip campaigns (free)
  2. Sponsored messages (paid)

Creating Drip Campaigns with a B2B Bot

Drip campaigns are a great way to keep your contacts engaged with content that’s relevant to their stage in the buying process.

If you’ve ever used drip campaigns for email, Messenger campaigns follow a similar setup. You can use them to send a series of messages to your subscribers, timed out at specific intervals.

HubSpot, for example, used this type of campaign to engage users who’d signed up for a four-day webinar series.

The first message thanked users for their interest and gave an overview of the series.

Then, the day before the event, the company sent a reminder message encouraging users to add workshops to their calendars.

During the event, they sent a new message each day with a link to the latest video, along with a summary of what it included.

chatbot event drip campaign

After the workshop series ended, they followed up with a survey asking for feedback.

This is an extremely effective way to prevent keep users engaged — and you can use the same strategy with the Customers.ai Chatbot Builder.

Each of the messages you send will include a page from your chatbot. This means that before you create your drip sequence, you’ll need to create new pages with all of the content you want to include.

The best way to do this (and keep the process organized) is to create a new group for each drip campaign. To create a drip campaign to promote an event your business is hosting, you could create a new group for all of the content related to that event.

Then, you could add these pages into a drip sequence. Select Drip Campaigns from the left menu and click “New Campaign.”

what is a chatbot - drip campaigns

From there, creating your campaign is as easy as selecting each page from a drop-down list:

what is a chatbot - drip campaign setup

Then, set the time delay between each of your messages. For example, you might choose to send your first message a few seconds after a user opts into a campaign, then send follow-up messages each following day.

These campaigns can include as many pages as you want, with time delays ranging from one minute to one month.

These campaigns are a great way to stay on users’ radars and make sure they don’t fall out of your sales funnel — without requiring you or your team to manually contact each of your leads.

Drip campaigns with Facebook chatbots are free to run within 24 hours of the last time someone contacted your bot.

For the complete guide, look to How to Do Drip Campaigns in Facebook Messenger.

Send Follow-Up Messages with Sponsored Messages

Which brings us to Sponsored Messages, Facebook’s provided method for reaching Messenger bot contacts outside of the 24-hour window.

If it’s been more than 24 hours since a contact has talked to your bot, you can pay to send a message to these folks using the Facebook ad called Sponsored Messages.

A business with an existing Messenger contact list uses the Sponsored Messages ad to connect with contacts to offer promotions, business updates, and announcements.

To create a Facebook Sponsored Messages ad campaign in Customers.ai follow these steps:

Step 1: Create a new campaign in Advertising > Promo Blaster in Customers.ai.

Step 2: Choose the custom audience of your Messenger contacts from the drop-down menu.

Step 3: Set up the ad creative as a question with quick reply buttons. Add an image if you want. Give the campaign a budget.

Step 4: Set the start and end date of the campaign, then hit “Send” to run the Facebook Sponsored Messages ad campaign.

Our guide How to Create Facebook Sponsored Messages Ads: What They Are, When to Use Them & Performance Tips has more detailed info and best practices for optimizing this ad type.

B2B Chatbots: Your Businesses Best New Marketing Tool

What do you think of all that B2B jazz?

Chatbots that increase content marketing reach, deepen customer relationships, grow email lists, make lead capture interactive and easier, integrate seamlessly with other business applications, and give businesses another channel for communicating with customers and leads.

Get yourself a B2B chatbot today. Get Customers.ai free and start building awesome bot funnels.

Facebook Messenger Templates

Important Next Steps

The post Chatbots for B2B: How to Launch a Facebook Bot for B2B Lead Gen in 15 Minutes appeared first on Customers.ai.

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The Complete Guide to Facebook Messenger Chatbots for Ecommerce & How to Build Your Own Sales Bot https://customers.ai/blog/ecommerce-chatbot-guide https://customers.ai/blog/ecommerce-chatbot-guide#respond Tue, 03 Sep 2019 13:00:45 +0000 https://customers.ai/?p=9978 37% of Americans say they’d buy something from a chatbot. So for the holiday shopping season in 2017, LEGO introduced […]

The post The Complete Guide to Facebook Messenger Chatbots for Ecommerce & How to Build Your Own Sales Bot appeared first on Customers.ai.

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37% of Americans say they’d buy something from a chatbot.

So for the holiday shopping season in 2017, LEGO introduced shoppers to Ralph.

Unlike an ill-placed LEGO brick under the unassuming toe, Ralph was a hit with shoppers.

Shoppers weren’t the only fans. LEGO pulled in nearly 2X higher average order value with Ralph on their side.

So who is Ralph?! Press play to see Ralph’s moves.

Ralph is a Facebook Messenger bot, a virtual personal shopper for any one looking for the perfect gift for a little builder friend or family.

And Ralph posts some seriously impressive marketing metrics:

  • 3.4X higher return on ad spend for click-to-Messenger ads (compared to ads that linked to the LEGO website)
  • 71% lower cost per purchase when clicking through to the Messenger experience
  • 1.9X higher value for website purchases made from click-to-Messenger ads

You can use Customers.ai to create Facebook Messenger bots like LEGO and other online stores to drive leads, traffic and sales, too.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Leveraging Chatbots for Stellar Ecommerce Return

Ecommerce businesses need a constant supply of engaged shoppers who will purchase … and buy again.

In this definitive guide to ecommerce chatbots, you’ll learn:

Part 1. How to Showcase Products in a Facebook Chatbot

The Customers.ai Chatbot Builder comes with several pre-built templates you can use as a starting point for your chatbot.

This includes an ecommerce chatbot template, which you can try for yourself here!

ecommerce-bot

Using this template, you can create product galleries to showcase products and surface products that match their needs.

When a user engages with your bot, they can browse your products without ever leaving the Messenger app.

First, they can choose the category of product they’re shopping for.

Then, after selecting a category, they can scroll through individual product listings.

These listings can include photos, descriptions, and even links to the corresponding product pages on your ecommerce site.

This makes for extremely mobile-friendly shopping, and can help speed up the process of getting your shoppers to the right products.

The key to a beautifully visual product showcase is the Customers.ai gallery widget using the chatbot builder. (Brand new to building bots? Start with the 5-minute guide to chatbot building.)

build a chatbot gallery widget

From the chatbot builder, create a group for your product galleries or bot funnel, name the dialogue (in the screenshot above it’s “Headphones”) and then:

  1. Add the gallery widget.
  2. Add a product photo to the widget.
  3. Give this gallery tile a name.
  4. Add text description (optional).
  5. Include a link that the user will see (optional).
  6. Add a CTA button that links to the product page where they can purchase (optional and recommended).

Add more items to the gallery that viewers can see by swiping.

When a user finds a product they like, they can head straight to your site to learn more — and ideally, make a purchase.

Plus, these links open directly within the Messenger app. So if a shopper changes their mind after visiting your site, they can keep engaging with your chatbot until they find another option

This is what the above bot dialogue looks like in Messenger:

product gallery chatbot

Congratulations! You’ve designed your first key element of a shopping bot.

Part 2. How to Create a Product Recommendation Facebook Chatbot

Now that you’ve got the bot building basics, let’s step it up a notch.

You can make browsing your products even more engaging by creating funnels that walk shoppers through the process.

Ask a series of questions to help them arrive at the exact product they are looking for. This is how LEGO jumped AOV 1.9X — by giving shoppers confidence that they found exactly what they were looking for.

Another example of the guided question strategy for product recommendations is Shop Spring’s product recommendation Facebook chatbot:

shop-spring-chatbot
From How to Use Facebook Messenger to Sell More E-Commerce Products via NeilPatel.com

First, Shop Spring’s ecommerce bot asks whether they’re looking for men’s women’s items or men’s items, as well as which product category they’d like to browse.

Once the shopper indicates that they’re shoe shopping, it offers a few sub-categories to narrow down the options, and asks for a general price range.

Based on this information, it delivers a product carousel with all of the items that match that description, along with links to the product pages for each.

This makes shopping with the company on Messenger a fast, easy, and convenient process — and makes it all the more likely that their customers will take advantage of this channel.

And replicating this experience is easy with the Customers.ai Chatbot Builder.

how to connect buttons to next dialogue
  1. Use the Quick Question widget to provide answers with quick replies or Text widget to use buttons as the user responses. In the screenshot above we’re using a Text widget.
  2. Add an answer button that shoppers will click to view the product category they’re shopping for.
  3. Give the button a label.
  4. Select the follow-up dialogue from the drop down menu of all your dialogues.
  5. Optional: Tag users who click this button. You can use tags (or in the case of Quick Question replies, attributes) to segment audiences later.

With this guided flow you’ve created, users will move through your workflow, so the next step is to build out pages for each of them. This is done in the same way — using Text widgets, Quick Question widgets and Gallery widgets.

If a user selects “Women’s,” for example, the next logical step might be to offer a list of sub-categories, like Tops, Pants, Shoes, and Accessories.

You can repeat the same process as many times in a funnel, or for additional categories, to complete the series of questions that leads to the perfect product they’re looking for.

When a user has given you enough information to narrow down their options, you use the product gallery widget to showcase what you have to offer.

Part 3. How to Connect with Shoppers with a Messenger Bot

With your bot set to showcase your products and provide personalized product recommendations, you’re ready to build your Messenger contact list.

There are four ways you can make this happen.

1. Click-to-Messenger Ads

Facebook Click-to-Messenger ads appear in users’ news feeds and across the Instagram, Messenger, Audience Network and Facebook apps family like any other Facebook Ads campaign.

But instead of instructing those users to immediately visit your website and make a purchase, a Click-to-Messenger CTA connects people with your business in Facebook Messenger.

After clicking the CTA, they’ll receive an automated bot message from your page.

jasper click to messenger ad

In your ecommerce bot ad, have a clear call-to-action that the user can take.

For example, you might include a link to your store, along with a discount code for 20% off a purchase.

It doesn’t matter what, exactly you ask recipients to do, though — the important thing is that they engage in some way.

Because as soon as they do, they’ll be added to your list of Messenger contacts, and you can continue sending them messaging in Messenger.

This approach is particularly effective if you use custom audiences to target your ads to users who’ve already engaged with your website, your Facebook page, or a customer audience list of emails.

facebook custom audience

Convert your warm prospects list who are familiar with your brand into Messenger contacts who are much more likely to click your CTA and engage in Messenger.

You can also use the lookalike audience option to target users who have similar interests or demographics to your existing customer base.

This way, you can expand your Messenger contact list, but still focus on users who are more likely than the average person to be interested in connecting with your brand.

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2. Free Facebook Comment Guard

Customers.ai’s Comment Guard feature is another easy and effective way to turn engaged commenters into Messenger contacts.

This feature lets you automatically message all of the users who comment on a specific post on your business’s Facebook page. It turns your Facebook fans into Messenger contacts you can message.

For example, Natural Gear Camouflage added a Comment Guard to this Facebook post, offering a 20% off coupon to anyone who commented on it.

natural gear camo

Then, every user who commented automatically received the following message:

natural gear camo comment guard bot reply

In this example, they required the user to reply “Yes” to see the answer to the question posed in their post.

This is an extremely easy thing to ask of their shoppers, and one that most users will be willing to do.

And that’s important — because much like with Click-to-Messenger ads, every user who responds to that first message is automatically added to your Messenger contact list.

Once they’re on your list, you can continue communicating with them beyond simply responding to their comments on your page’s posts — and work on turning those engaged commenters into loyal customers.

3. Website Chat Widget

Website chat widgets are a great way to convert your ecommerce website’s visitors into Messenger contacts.

Many shoppers are already accustomed to using live chat widgets on the ecommerce sites they buy from, like this one from Lincoln Davies Building Supply Company:

lincoln davies building supply website chatbot

But chat widgets don’t necessarily need to be staffed by live support agents. You can use chatbots to offer your customer 24/7 answers and support.

And if you create your widget using the Messenger interface, every visitor who interacts with your chatbot will be added as a contact on the platform.

You can continue sending information and updates even they leave your site, with the goal of ultimately bringing them back for a purchase.

Read all about how to set up a website chatbot via WordPress chatbot plugin or embed a chatbot on your site with Google Tag Manager.

4. Links to Bots & QR Codes

Every Customers.ai dialogue you create has a direct URL link that will plop the user straight into a particular bot conversation.

You can copy the link to any bot dialogue easily in the bot builder:

copy link to bot

If your brand has a physical retail space, you can turn a link into a QR codes that’s easy to scan while a customer is in the store — an excellent way to convert foot traffic into online connections.

When a customer scans yours (whether from an in-store display, a checkout screen, or a window flyer), they’ll automatically be connected as a contact.

Use a free QR code builder tool, we like QRCode Monkey, paste the bot link in, and save the QR code it generates.

Customers.ai welcome dialogue qr-code

Scan that code with a mobile app or click the image to be dropped into Customers.ai’s bot welcome dialogue.

Encouraging shoppers to scan your code while visiting your store is an excellent way to get them engaged with your brand and stay in touch after they leave.

Part 4. How to Segment Your List for Advanced Personalization

Segmenting your audience based their interests is a smart move on any marketing channel, and Facebook Messenger is no exception.

And creating audience segments is a breeze with custom attributes in Customers.ai.

Chatbots are naturally interactive, making it easy to ask users questions that help tailor the content you send to them over time.

These questions might be based on product interest, location, or even brand awareness.

The important part is that they’re able to be answered with multiple-choice questions, and will help you personalize your Messenger ads and copy to different subsets of shoppers.

Remember the tags and attributes we saved to customer profiles in Part 1 and Part 2?

Use the Audience builder in Customers.ai to create a custom audience segment using these filters:

filter audience attributes

If you’re a clothing retailer and sell items for both men and women, you might start by asking shoppers which products they’re looking for.

Then, you can save their answer as an attribute (in this case, “CLOTHING-TYPE”) for later targeting.

Custom audiences in Customers.ai can be synced to your Facebook Ads Manager, by the way. This gives you the power to do remarketing (see Part 5 on Sponsored Messages) with Facebook Ads to your Messenger audiences.

If you were running a promotion solely for women’s clothing, for example, it would make sense to only announce it to shoppers who’ve indicated interest in that category in the past.

This way, you avoid annoying the rest of your list with offers that aren’t relevant to them, and can focus on creating hyper-focused campaigns tailored to individual segments of your audience.

Part 5. How to Announce Promotions & Sales Using Customers.ai Sponsored Messages

The Promo Blaster, Customers.ai’s Facebook Sponsored Messages ad tool, allows you to send follow-up messages to your Facebook Messenger contacts.

The concept is similar to that of email blasts, but with higher engagement.

Plus, since users can respond to Messenger content, they allow for two-way conversations — another significant benefit the channel has over email.

You can use these promo blasts to make announcements, share offers, and let shoppers know about new promotions and products.

Here’s a recent Sponsored Message ad promo blaster Customers.ai ran as delivered in Messenger:

sponsored messages ad

For example, let’s say you’re a shoe retailer, and you decide to run a promotion on women’s winter boots.

Go to Customers.ai’s “Advertising” tools in the left menu (a Customers.ai PRO Unicorn feature) and select “Promo Blaster”:

facebook advertising promo blaster

Give your campaign a name, and select the audience of Customers.ai contacts to send this promo message to. It goes to all contacts by default.

sponsored messages ad pick audience

Then set up the actual ad, or what the audience will see in Messenger.

The ad creative will be a question with quick reply buttons. Including an image is optional.

Text copy is limited to 125 characters, so be clear and to the point.

facebook sponsored messages ad creative

Your user’s response will be saved to an attribute called “Messenger_Ad_#” where # equals the number of Promo Blaster ads you’ve created.

Finish the ad up by determining your budget and schedule:

set sponsored messages budget

Select the period of time for the sponsored messages campaign to run.

schedule sponsored messages campaign

To launch the ad, click “Send” and the campaign will sync to your Facebook Ads account. Once your ad has been reviewed and approved, your messages will begin reaching users and driving engagement and traffic.

Your Messenger contacts will see something like this on their home screens when they receive the message:

messenger notification of sponsored message

Then, after opening the Messenger app, they’ll see your message and CTA.

From here, they can choose to browse your products, visit your site immediately to make a purchase, or respond to start engaging with your chatbot.

This makes for a much more interactive experience than any email blast. And it’s shown to get 10X higher clicks than other Facebook ad types.

Part 6. How to Remarket to Abandoned Cart Shoppers Using Facebook Click-to-Messenger Ads

We’ve reached the last juicy tactic of ecommerce chatbot marketing: re-engaging abandoned cart shoppers to complete their purchases.

For this tactic, you’ll need some advanced Facebook pixel set up, and maybe the help of a developer to set up in-page events.

The basics of how this works (expanded instructions we like are here):

  • The Facebook ad pixel tracks actions by users on your site, a few standard, plus any more events you add.
  • One standard event that the pixel tracks is page views. Good stuff when you can see who reached your product pages.
  • Add tracking for anyone who clicks an “add to cart” button.
  • Add tracking for anyone who visits the “thank you” completed purchase page.

Then create your Facebook custom audience of people who added items to cart but did not complete the purchase as:

  • Include: Traffic that meets the following conditions: Event = AddToCart
  • Exclude: Traffic that meets the following conditions: Event = Purchase
How to Track Shopping Cart Abandonment with Facebook Ads

It’s advanced Facebook ad pixel kung fu for ecommerce, but worth it.

Using the abandoned cart targeted ad strategy and a Facebook bot offering a promotional coupon:

Swoosh — nothing but net.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Drive More Sales with Facebook Messenger Chatbots!

Now you’re ready to start using Facebook Messenger chatbots to make more sales on your ecommerce site.

There’s more slick strategies where this guide to ecomm marketing and advertising came from …

The post The Complete Guide to Facebook Messenger Chatbots for Ecommerce & How to Build Your Own Sales Bot appeared first on Customers.ai.

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How to Fire Up Your Instagram & Facebook Ads Funnels at Customers.ai’s Free Ads Virtual Summit on Sept. 12! https://customers.ai/blog/instagram-facebook-ads-summit https://customers.ai/blog/instagram-facebook-ads-summit#respond Tue, 27 Aug 2019 05:53:12 +0000 https://customers.ai/?p=9871 Instagram and Facebook advertising strategies are moving at the speed of light. ✔️Machine learning algorithms. ✔️Automated campaign bidding strategies. ✔️Dynamic […]

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Instagram and Facebook advertising strategies are moving at the speed of light.

✔Machine learning algorithms.

✔Automated campaign bidding strategies.

✔Dynamic creative advertising tools.

✔Engaging new channels including Instagram and Messenger.

Have you taken the time and gotten the training to get your campaigns up to speed?

instagram messenger facebook ads funnel

Save Your Seat at the Instagram & Facebook Ads Virtual Summit

If you’re like me, you spend so much time in the trenches of your marketing campaigns that it’s challenging to find time to learn new channels, adapt new strategies to your products and services, and experiment with creative and audience targeting strategies.

This is why the smartest way to level-up your Instagram and Facebook ads intel is to devote a dedicated day to training and education.

Join Customers.ai on Sept. 12 for a free, virtual summit focused on the next generation of ad tactics used to scale winning campaigns across the Facebook family of apps today.

You’ll learn:

  • Full-Funnel Audience Targeting & Remarketing Tactics with Kristina Simonson of WordStream
  • Transforming Ad Engagement Using Messenger Bots with Virginia Nussey of Customers.ai
  • Proven Framework for High-Profit, Scalable Facebooks Ads with Samir ElKamouny of Facebook agency partner Fetch & Funnel
  • Advanced Facebook Pixel Tactics for Audience Targeting & Performance Insights with Kevin Ho of Wishpond
  • Instagram Ads & Story Ads Formulas with Moody Nashawaty of award-winning performance agency MuteSix
  • Campaign Budget Optimization (CBO) Strategies and Algorithm Hacks with the godfather of Facebook Ads Tim Burd of AdLeaks
  • Agency Growth Strategies Using Instagram & Facebook with Larry Kim of Customers.ai

These sessions will be broadcast live and include live audience Q&A so you can get your questions answered by the experts.

Join more than 10,000 brands, advertisers, and agency marketing professionals along with Customers.ai and event sponsors WordStream, Wishpond, Tim Burd, MuteSix, and Growth Marketing Conference for what’s trending to be the world’s largest online conference dedicated to scaling strategies for Instagram, Facebook and Messenger.

Get your free ticket to the Instagram & Facebook Ads Virtual Summit happening live Sept. 12, 2019.

Limited spots are available and admission is free for a limited time.

Instagram-Facebook-Ads-Summit-Partners-Sept2019

Important Next Steps

  • Assess your own Instagram and Facebook ad campaigns to identify your blind spots and growth opportunities.
  • Review the summit agenda to see which sessions will help you fill in the gaps and level up your Facebook and Instagram ad profitability.
  • Save your seat for the live summit on Sept. 12, 2019 by registering for free now.

The post How to Fire Up Your Instagram & Facebook Ads Funnels at Customers.ai’s Free Ads Virtual Summit on Sept. 12! appeared first on Customers.ai.

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How to Create Facebook Sponsored Messages Ads: What They Are, When to Use Them & Performance Tips https://customers.ai/blog/facebook-sponsored-messages-ads https://customers.ai/blog/facebook-sponsored-messages-ads#comments Thu, 25 Jul 2019 17:00:40 +0000 https://customers.ai/?p=9301 With Sponsored Messages, Facebook advertisers can reach Messenger contacts with promotions for a business. In this article, you’ll learn: Facebook […]

The post How to Create Facebook Sponsored Messages Ads: What They Are, When to Use Them & Performance Tips appeared first on Customers.ai.

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With Sponsored Messages, Facebook advertisers can reach Messenger contacts with promotions for a business.

In this article, you’ll learn:

Facebook has a lot of advertising options for brands, and that list of options just keeps growing.

Now, one of their newest ad formats is also one of their most effective: Sponsored Messages.

Here you’ll become acquainted with Facebook Sponsored Messages Ads, what they are, when to use them, how to create them, and Customers.ai’s tips for success.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Upgrade from a free chatbot in Customers.ai to the PRO version to run Sponsored Messages ads with automated replies. 

What Are Facebook Sponsored Messages?

What are Facebook Sponsored messages?

Sponsored Messages are a Facebook ad objective that let businesses send promotions to existing Facebook Messenger contacts.

There’s a Facebook Messenger policy that businesses cannot send promotional messages to contacts outside of the first 24-hours of a user’s last contact ‒ unless they are sent as sponsored messages. Messenger marketers call this the 24+1 rule.

So, a business with an existing Messenger contact list uses the Sponsored Messages ad to reach out to contacts with offers, promotions, business updates, and announcements.   

jaspers facebook sponsored message ad

Sponsored Messages ads are unique in that unlike the vast majority of Facebook ads (including Click-to-Messenger ads), they don’t appear in users’ news feeds.

Instead, they only appear within the Facebook Messenger mobile app.

When to Use Facebook Sponsored Messages Ads

The caveat to Sponsored Messages ads is that you can only use Sponsored Messages to target users you’ve already had conversations with via Messenger.

This makes the format perfect for targeted re-engagement, and for keeping your existing contacts up-to-speed with your brand.

As an added bonus, Sponsored Messages aren’t subject to Facebook’s standard “24+1” rule. Again, this Facebook policy states that once a user engages with your chatbot, you can send as many messages as you want for the next 24 hours.

Once that 24 hours is up, you can send one more follow-up — and then that’s it, until the user either responds or otherwise engages with your chatbot.

But with Sponsored Messages, a business can send any message outside the 24-hour time frame.

You can send promotional messages and other content at any time, and bring back users who might otherwise fall out of your sales funnel.

How to Create a Facebook Sponsored Messages Campaign

Creating your first Facebook Sponsored Messages campaign is simple.

Here is how to create a Facebook Sponsored Messages ad campaign with Customers.ai:

  1. Create a new campaign in Advertising > Promo Blaster in Customers.ai.
  2. Choose the custom audience of your Messenger contacts from the drop-down menu.
  3. Set up the ad creative as a question with quick reply buttons. Add an image if you want.
  4. Give the campaign a budget.
  5. Set the start and end date of the campaign, then hit “Send” to run the Facebook Sponsored Messages ad campaign.

You will need to have your Customers.ai account and your Facebook Ads account connected, which you do in Settings > Advertising.

Let’s look at each step in closer detail.

First, open Customers.ai and navigate to the Advertising tool called Promo Blaster. This is a Customers.ai PRO Unicorn feature. Click “New Promo Blaster.”

facebook advertising promo blaster

Give your campaign a name, and select an audience of Customers.ai contacts to send this promo message to. By default, it will go to an audience of all your contacts.

sponsored messages ad pick audience

Next we’ll set up the actual ad, or what your audience will see.

Set up the ad creative as a question with quick reply buttons. Using an image is optional.

Text copy is limited to 125 characters, so you’ll have to be succinct.

With the quick responses, you get to give users options for responding to your message.

For example, if you’re using your ad to drive event registration, include a quick reply button that takes them to a follow-up dialogue that let’s them register for the event.

facebook sponsored messages ad creative

By default, the user’s response will be saved to an attribute called “Messenger_Ad_#” where # equals the number of Promo Blaster ads you’ve created.

Learn more about using Messenger marketing audience attributes here.

Next, you’ll need to determine your budget and schedule.

If you’re new to Sponsored Messages, it’s a good idea to make your initial campaign a test campaign with a relatively low budget. Facebook’s general rule of thumb is to expect 1000 impressions for $30. So, consider the size of your audience when you’re choosing your budget.

You can choose to budget by day or for the life of your campaign.

set sponsored messages budget

Finally, you’ll choose the period of time for this sponsored messages campaign to run.

Note that Facebook is going to decide who in your audience and when someone may or may not get your message. We recommend giving a large scheduling window if you want your full audience to be reached.

schedule sponsored messages campaign

Finally, click “Send” to publish your campaign to Facebook Ads. Once your ad has been reviewed and approved, your messages will begin reaching users and getting them to re-engage with your company.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

How to Build a Contact List for Facebook Sponsored Messages

With Sponsored Messages, your potential audience is automatically narrowed down to users who’ve already engaged with your brand or bot in Messenger.

This means they’re not designed to reach new users but rather to reengage your existing leads. Check out the Facebook Messenger marketing funnel to see where Sponsored Messages live in the consideration and remarketing part of the funnel.

This hyper-focus on existing contacts is a strategic advantage for businesses. This WordStream study found that conversion rates actually increase the more times a user sees ads from a brand.

conversion rate ad impression

With Sponsored Messages, you can increase your ability to connect with users who are already familiar with your business and may be ready to convert.

Given that Facebook advertisers will reach users who’ve already engaged with you on Facebook Messenger, the first step in launching an effective Sponsored Messages campaign is building a list of contacts.

So with that in mind, here are six great ways you can start growing your list today:

1. Set Up a Facebook Post Autoresponder

Facebook post autoresponders, or Customers.ai Comment Guards, let you automatically message users who comment on your Page’s posts.

This is an excellent way to convert your followers from commenters into contacts.

Users who are actively commenting on your posts are already engaged with your brand, and can make an excellent audience for future content.

2. Use Click-to-Messenger Ads for New Cold Audiences

Click-to-Messenger ads were one of Facebook’s first offerings in terms of Messenger advertising, and they’re still one of the best.

They appear in users’ news feeds, but instead of linking to your company’s website, the CTA encourages users to contact your Page via Messenger.

The biggest advantage of this approach is that it lets you target Custom Audiences, or users who’ve already engaged with you on other channels.

This way, you can focus on connecting with potential customers that are familiar with your brand, with the goal of reaching them in a way that’s more engaging than ever.

You can also use Lookalike Audiences to expand your reach to users who are similar to your existing list.

3. Use Click-to-Messenger Ads and a Coupon Lead Magnet to Convert Messenger Contacts from Website Visitors or Other Warm Audiences

This is a strategy for creating Messenger contacts from people who have engaged with you on other channels, like on your website or as Facebook Page fans.

One of the best ways to do this is by creating an ad set that uses a coupon as a lead magnet.

For example, let’s say you decide to offer users a 20% discount code that they have to claim in the Messenger platform.

warm audience messenger ad

When a user clicks the “Send Message” CTA, you could automatically respond with a message confirming the coupon, then requiring them to click to redeem it.

warm audience messenger ad follow

As soon as they click this button, they’ll become a Messenger contact for your brand — and a potential recipient for Sponsored Messages in the future.

4. Create a Landing Page Lead Magnet

In addition to Facebook, you can also collect Messenger contacts on your company’s website with Messenger-focused landing pages.

With this pages, the CTA button directs users to connect with your brand in Messenger.

messenger landing page

For more information on this approach, you can check out our step-by-step tutorial on Messenger landing pages here.

5. Embed Messenger Chat on Your Website Landing Page Forms

Another way to convert your website visitors into Messenger contacts is to add a chatbot widget to your website.

For example, you may have noticed this Messenger window on the Customers.ai home page:

When you add a chatbot to your site, all visitors who engage with it will automatically be added as Facebook Messenger contacts.

This way, you can continue reaching them even after they leave your website — and move them closer to becoming a lead for your business.

Take a look at our guide on how to add a chatbot to your website for information and a step-by-step walkthrough for adding the Messenger chatbot widget to your site.

6. Create Chatbot Scan Codes

If you interact with customers in-person on a regular basis, either in a retail store or at brand events, QR codes are a great way to take these offline conversations online.

To find your Page’s QR code, open the Facebook Messenger app, select the “People” tab, and click “My Code.”

Your screen should show something like this:

facebook scan code

If you click “Scan Code,” you can take a photo of the image above and you’ll automatically be connected as a Customers.ai contact.

You can use the same approach during your interactions with customers.

Encourage them to scan your Facebook scan code to stay in touch, and they’ll instantly be added to your list.

Read all of Customers.ai’s chatbot lead magnet strategies here.

3 Tips for Top-Performing Sponsored Messages

Launching a Sponsored Messages campaign is easy. But after you create your first campaign, there a few extra steps you can take to boost your performance.

1. Monitor and adjust your bids as needed.

Facebook Sponsored Messages work on an impression-based auction, meaning that you’ll pay for each time a user sees your ad

By default, your bid will be set to the recommended amount. This varies by country, but in the US, the recommended bid is $30 per 1,000 impressions.

After you publish your Promo Blaster campaign, you’ll see it in synced to your Facebook Ads Manager.

If you want more control over your spending, you can adjust your bids within the “Budget Optimization” section of your campaign’s main tab in Ads Manager.

facebook sponsored message ad budget

Here, you can set daily budgets, change your bid strategy, and decide whether to have your ads delivered on a standard schedule, or accelerate delivery to get results as fast as possible.

If you’re promoting a short-term sale, for example, this is a great way to make sure your ads are delivered while users still have plenty of time to take advantage of it.

2. Tailor ads to specific audience segments.

By default, your audience for a Promo Blaster Facebook Sponsored Messages campaign is all of your contacts in Messenger.

You can focus your campaigns by filtering your Audience targeting based on custom audiences in Customers.ai which you can create based on every possible user attribute.

Facebook automatically gives businesses system attributes like locale, gender, language.

In chatbot conversations you can ask your contacts questions like what they’re interested in, what type of products they need, and what their budget is — attributes that are saved to their user profile and can be used to create custom audiences in Customers.ai with.

Advertisers can also layer Facebook Ads audience filters for interests, behaviors, and even past interactions with your Facebook Page by editing the ad in Facebook Ads Manager.

facebook sponsored messages ad audience

If you’re launching a campaign that’s only relevant to a specific segment of your audience, this is a great way to make sure you’re spending your budget on those specific users.

The more targeted your audience, the more likely you are to see the results you want from each of your campaigns.

3. Experiment with different ad copy and content.

Unlike other Facebook ad campaign types, you can’t choose from multiple placements within Facebook’s site or app. Instead, you’re using Messenger messages for your placement.

This means you have specific creative elements to use and you can look for ways to make the most of the space.

Create variations of each ad, and experiment with different images (or even no images at all!)

Much like any other ad format, it will take some trial and error to see what your audience responds to — but once you figure it out, the potential results are well worth the time it takes to test.

Join Today’s Webinar with Larry Kim!

Or Register for the Free Replay

Learn all about NEW 100% Meta-Approved Automation Tools from Customers.ai with a spotlight on features to 10X Instagram & Facebook Engagement and turn social media into a revenue driver for your business.

Important Next Steps

Want to reach your leads with promotional offers outside the 24+1 rule?

Want to get your audience more engaged with your brand?

It’s time to create your first Sponsored Messages campaign! Check out the Sponsored Message ads included in this list of the best Facebook Messenger ad examples of all-time to get the creative juices flowing!

The post How to Create Facebook Sponsored Messages Ads: What They Are, When to Use Them & Performance Tips appeared first on Customers.ai.

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Getting Started with Customers.ai + Zapier Chatbot Integrations: How to Use Customers.ai’s Zapier Integration Features https://customers.ai/blog/zapier-facebook-chatbot-integration-tutorial https://customers.ai/blog/zapier-facebook-chatbot-integration-tutorial#comments Wed, 10 Jul 2019 08:00:23 +0000 https://customers.ai/?p=9135 Automated integration is my marketing love language. Save time across the business by eliminating data entry. Gain efficiencies so you […]

The post Getting Started with Customers.ai + Zapier Chatbot Integrations: How to Use Customers.ai’s Zapier Integration Features appeared first on Customers.ai.

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Automated integration is my marketing love language.

  • Save time across the business by eliminating data entry.
  • Gain efficiencies so you can focus on the creative, strategic, and high-impact.
  • Fire up your marketing automation engine. Get people into those nurture flows!

Here are just a few real-life chatbot integrations that might change your life:

  • Send a new lead from website chat into your CRM solution for your team to follow up with.
  • Do webinar signups in the chatbot and automatically send registration data from the chatbot to the webinar platform.
  • Grow an email list with the chatbot and automatically send the new subscribers to the email platform.
  • Vend a coupon code from your ecommerce platform to someone chatting with your bot from a Facebook click-to-Messenger ad.

Today I’m going to show you how to connect your chatbot to your other business apps using Zapier connections and Customers.ai, an official Zapier Integration Partner.

Here’s our agenda:

Jump to any of the sections above with the links or read on for the full tour!

Sign up for Customers.ai PRO to access Zapier integrations with your chatbots.

Just getting started with chatbot building and Customers.ai? Start with guide to building a chatbot for free in 5 minutes.

free-chatbot-marketing-platform-Customers.ai-1

Get started with Customers.ai’s free chatbot tools and build powerful marketing bots today.

What are marketing integrations?

An integrated marketing stack is all the rage these days.

What is an integrated marketing stack?

It means that your different marketing apps are interconnected, and data is sent between them as needed.

You can’t talk about integration without talking about marketing automation technologies.

Automation means that software is *automatically* doing a lot of the heavy lifting based on the rules you program.

Integrating your marketing and sales apps means automatically connecting your data sources so you can achieve next-level personalization that leads to more dollars in the bank:

  • Segment audiences
  • Personalize messaging
  • Customize offers
  • Qualify, nurture and sell
  • Re-engage and retain customers

You probably have integration in place on your business website right now.

If there’s a form on your website, your website content management system (CMS) is integrated with another platform so new leads are automatically sent there (email, CRM, spreadsheet, wherever).

You know what I’m talking about.

What is Zapier?

The next character in the chatbot integration world to introduce here is Zapier.

What is Zapier?

Zapier is an integration hub.

They call themselves the glue of the internet.

Zapier lives to serve as the intermediary for integrations.

Zapier is connected to more than 1,500 web applications, including a lot of marketing apps, like Customers.ai.

Using Zapier, we create zaps. A zap in its simplest form is action → trigger.

What are chatbot integrations?

Marrying Customers.ai + Zapier introduces a power couple that will mean more to you than Queen Bey and Jay-Z.

No disrespect.

What are chatbot integrations?

Chatbot integrations:

  • Connect a Customers.ai chatbot
  • To your other business apps with Zapier chatbot connections
  • Using premade formulas or by creating your own

For example:

  • Action: I submit my email address to Customers.ai
  • Trigger: MailChimp subscribes me to an email list

Or a little more involved:

  • Action: I enter a contest in Customers.ai
  • Trigger: Google Sheets sends a promo code to Customers.ai
  • Trigger: Customers.ai returns the promo code to me

Side note: For the sake of being comprehensive in this guide to chatbot marketing integration, there is another way to connect a Customers.ai bot to other business apps besides using Zapier and apps like it (IFTTT, Integromat, Automate.io …).

You can also use webhooks. Dive in if you want to learn more about Customers.ai webhooks here.

Popular integrations with Customers.ai

Customers.ai is an official Zapier Integration Partner.

The upshot is that there are formulas or template zaps that are ready to go.

Here are some popular Zapier integrations with Customers.ai you will find ready to launch:

  • Register in Zoom from Customers.ai contacts
  • Register in GoToWebinar from Customers.ai contacts
  • Send Slack messages (channel or direct) for Customers.ai contacts
  • Subscribe to MailChimp from Customers.ai contact
  • Add to ActiveCampaign automations from Customers.ai contacts
  • Create Infusionsoft contacts from Customers.ai contacts
  • Create Salesforce leads from Customers.ai contacts
  • Create HubSpot CRM contacts from Customers.ai contacts
  • Create ConvertKit subscribers from Customers.ai contacts
  • Create ClickFunnels contact profiles from Customers.ai contacts
  • Create Drip contacts from Customers.ai contacts
  • Create Copper CRM leads from Customers.ai contacts
  • Create Sendlane contacts from Customers.ai contacts
  • Create Sendpulse contacts from Customers.ai contacts
  • Send SMS from Customers.ai leads
  • Send emails using Gmail to Customers.ai contacts
  • Create rows in Google Sheets for Customers.ai contacts

Now we’ve covered all the why, what and where questions.

Let’s get to the how-to!

How to set up a Zapier connection in Customers.ai

If you’re creating a chatbot integration for the first time …

Or if you’d like to see how it’s done …

I recommend watching this Zapier + Customers.ai demo by none other than the chatbot integration king himself, Customers.ai Sr. Product Manager Dan Golder.

Presenting: The World’s Greatest Customers.ai + Zapier Integration Demo

Caveat: When Dan recorded this demo, Customers.ai was in “invite” mode in Zapier. Today you won’t search for Customers.ai in early access apps. Just find Customers.ai as a trigger app or action app through a regular search.

If your learning style is more reader than watcher, then I’ve got the tutorial for you.

Together, we’re going to create this chatbot with Gmail integration.

In just a few steps we’ll use the Customers.ai + Zapier chatbot integration to send you an email so you can see the integration go full-circle.

Jump ahead with the links above or read on for the full walk-through.

Step 1: Create the bot to collect the email address

If you’re new to the Customers.ai chatbot builder, your first step starts with this guide: how to build a chatbot in 5 minutes.

You’re going to use a quick question widget or form widget to ask your reader for their email address.

What’s the difference between the quick question widget and the form widget?

Two things: 1. Forms can have multiple questions strung together in one widget. 2. Only forms can include fields marked as conversions reported in bot analytics.

Along with the email address, ask any other questions you need from this particular campaign. But remember, first and last name come automatically as a Facebook system variable (no need to ask, you’ve already got this info as part of their Facebook Messenger contact).

Step 2: Connect Zapier and Customers.ai

In Customers.ai, use the left-hand nav to go to Marketing Automation > Zapier:

Copy your API to your clipboard and select the Zap template you’re using:

You’ll need to create a Zapier account or log into Zapier if you aren’t logged in already.

The rest is pretty easy, these Zap template are basically fill in the blank from here!

Choose the trigger:

Connect your Customers.ai account:

Paste your API key and continue:

Continue again to confirm the account you want to use:

Confirm you’re using the connection widget trigger:

Zapier will pull a couple of sample contacts for you to finish up the setup with live data. Pick one of the samples:

Choose your action:

Connect the app for the action:

Since we’re using Gmail for our action, you’ll grant Zapier permission to access Gmail. Save and continue:

For this Customers.ai-Gmail Zap we’ll compose our email.

If you want to include a Customers.ai contact attribute like the person’s name or, I dunno, favorite ice cream flavor, use the “+” icon and select from all your Facebook Messenger attributes to include in the email content.

Now turn that puppy on!

Step 3: Add the Zapier connection widget to the dialogue from Step 1 to trigger the Zap

Now that your Zap is live, you’ll add a Zapier connection widget to the chatbot dialogue where it goes (probably after your form or at the end of the dialogue).

You can pick the Zap you created from a drop-down of all your Zaps.

Finally, go ahead and give it a test. Use the blue “Test Dialogue” button and witness your zaps fire away.

Here’s the glorious chatbot integration we just built.

zapier-chatbot-integration-demo

Connecting your businesses systems so they automatically send data back and forth is a beautiful thing.

So tell me, did we just make a love connection?!

Important Next Steps

The post Getting Started with Customers.ai + Zapier Chatbot Integrations: How to Use Customers.ai’s Zapier Integration Features appeared first on Customers.ai.

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Facebook Messenger Email Notification: How to Get an Email Alert When a Hot Lead Is Talking to Your Bot https://customers.ai/blog/facebook-messenger-email-notifications/ https://customers.ai/blog/facebook-messenger-email-notifications/#respond Tue, 02 Jul 2019 13:00:32 +0000 https://customers.ai/?p=8947 Today I’m going to show you how to send yourself an email alert when there’s a hot lead talking to […]

The post Facebook Messenger Email Notification: How to Get an Email Alert When a Hot Lead Is Talking to Your Bot appeared first on Customers.ai.

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Today I’m going to show you how to send yourself an email alert when there’s a hot lead talking to your Facebook bot.

Harsh truth: Visitors to your website are abandoning your sales funnel before you have a chance to capture their lead info or answer their questions.

Wouldn’t it be nice to know that when someone is on your site, looking at your offerings, and has a question, when they ping your bot, your bot immediately pings you?

That’s what you can do with the email widget in Customers.ai PRO in 1 step. So. Easy!

We’ll go over:

  1. The 1 Step Process for Facebook Messenger Email Notifications
  2. Customizing Your Facebook Messenger Email Notifications
  3. When to Set Specific Triggers for your Facebook Messenger Email Notification: A Few Primo Messenger Funnels
    • Send yourself an email alert when a lead fills out a form.
    • Send yourself an email alert when a lead asks for a human.
    • Send yourself an email alert when a lead qualifies themselves as high value because they chat with a bot on a specific page.

Get started with Customers.ai’s free chatbot platform then upgrade to PRO for advanced features like the email alert. Here we go!

See Who Is On Your Site Right Now!

Turn anonymous visitors into genuine contacts.

Try it Free, No Credit Card Required

The 1 Step Process for Facebook Messenger Email Notifications: Add the email widget to any dialogue when it signifies a hot lead #boom

Just add the Customers.ai PRO email widget feature to any dialogue you’ve created.

The user will be interacting on the bot, business as usual, and when he or she reaches a certain point, Customers.ai will send you an email to the email address you’ve indicated with the message you designed!

This is what you’ll see when the hot lead dings your bot. You’ve got mail!

Here’s a quick rundown of how exactly to do it:

In Customers.ai’s Bot Builder, find the dialogue for which you want to add an email alert. Find the spot in the dialogue where the email notification should go and select Add Widget.

Select the “email widget.” It’s a PRO feature, so make sure you have a Customers.ai PRO account.

Set up the reply-to email.

You can pick any email address you prefer. If there will be multiple people receiving these notifications, then it’s best to add an email address that can be easily accessed by an admin or manager.

Next, you’ll add your email address in the to line, an email subject, and then the email body.

This is so easy it hurts.

The rest is up to you to decide when you want those emails coming at ya and what you want them to contain.

So. Check this. You can try this bot out yourself by clicking on this link. Click or tap and experience the power!

Customizing Your Facebook Messenger Email Notifications

So, what if you want to spice things up a bit?

Also easy.

(Bonus tip: Nothing in this tutorial is going to be “hard,” “advanced,” or “difficult.” Just so ya know.)

When creating your dialogue, you’ll ask for the user’s name, email, or any other important information.

For example, this bot sequence includes a quick question on the user’s mood — donkey or unicorn.

When you create these answers, be sure to save them to a specific attribute.

Then, in order to include the lead’s information in the email, you will customize your email body by adding those attributes.

  • Name: {{first name}} {{last name}}
  • Email: {{EMAIL}}
  • Mood: {{MOOD}}

Customers.ai will draw from those pre-saved attributes when it populates the message with the correct information.

The double curly brackets are ways to define attributes in the email body. Don’t worry about hunting-and-pecking on your keyboard for the curly brackets. Instead, just click the little pointy bracket icon in the email widget and select the correct attribute from your list.

That will drop it into your email body, and you’re set.

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When to Set Specific Triggers for your Facebook Messenger Email Notification

There are plenty of occasions when you might want to set up email notifications on your Messenger bot sequences.

Here are some specific email alert triggers that may be useful in your sales funnels:

Send yourself an email alert when a lead fills out a form.

This involves adding the email widget as explained above.

Send yourself an email alert when a lead asks for a human.

In some cases, you may want to receive an email notification when a lead requests to speak with a human.

For this bot, we’ve set up a Q&A trigger.

To create a Q&A trigger, go to the Bot Builder, and then Q&A.

In this case, we’ve created a Q&A bot that allows the user to request to speak with a “hooman.”

If any user types “hooman,” then they will receive the dialogue.

The dialogue starts off with a qualification question to make sure that the user actually wants to interact with someone live.

Next, the bot will get the user’s email address.

Once the email address is confirmed, the bot finds out whether to take the conversation to live chat or email.

The final question the bot asks is for anything that the user would like to ask about.

You may want your bot to have fewer (or more) qualifying questions. We’ve added a series of questions in this bot, because you don’t want to invite too many email alerts from leads who didn’t intend to ping you.

At this point, you’ll receive the email notification.

Just like that, presto, you’ve got the email alert in your inbox.

Make sure to include a note to the user that their request has been acknowledged.

Boom. That’s it.

If you were creating this bot for real business purposes, you may want to pick a Q&A trigger such as

  • Human
  • Help
  • Live
  • Operator
  • Talk to someone real
  • Real person

Want to give this bot a try?

We’ve got you covered. Check it out and see how it works now.

Send yourself an email alert when a lead qualifies themselves as high value because they chat with a bot on a specific page.

Another possible scenario for programming an email alert is when a lead is on a specific page of your website — a page that could indicate high-value and conversion-ready.

Instead of setting up a certain point for the bot to activate in the dialogue, you would instead set the bot up on a specific page of your website.

Why would you want to do this?

In some industries, especially high-ticket agencies for example, coaxing a potential client through the final states of the conversion process is a really good idea. It prevents the dreaded shopping cart abandonment, which is the bugaboo of the ecommerce industry.

The simple fix to persuading tire-kickers and assuring skittish buyers is to give them the opportunity to get their questions answered with a real human.

So, on a given page of your website, you may want to embed a specific bot dialogue funnel with an email notification.

Where might you want to set up an email notification on your website? Checkout pages and prices pages are often a good spot.

You can do this using Google Tag Manager (GTM).

Check out the five-minute video to installing your chat widget through Google Tag Manager or read the guide.

The tutorial above shows you how to add the website widget to your whole site. You’ll want to mix this up a little bit by embedding a specific dialogue to certain pages of your site.

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Facebook Messenger Email Notification: Get Them Where You Need Them

As if chatbots weren’t versatile and powerful enough, email notifications make them even more so.

Setting up Facebook Messenger email notifications is so simple that you can add them anywhere you need them, in any type of dialogue.

Don’t get too carried away, though! The point of Messenger chatbots is to automate a lot of time-consuming and labor-intensive tasks.

So, what should you do next?

Important Next Steps

  • Upgrade your Instagram and Facebook with 100% Meta-approved comment and DM automation to grow your audience, engagement and sales. InstaChamp is free for Creators this week!
  • Join the Customers.ai Facebook group to get and give help on chatbot marketing. We have over 40,000 members and counting.
  • Do yourself a favor by signing up for Customers.ai blog updates. We only send the most actionable and high-impact marketing tactics to your inbox.

The post Facebook Messenger Email Notification: How to Get an Email Alert When a Hot Lead Is Talking to Your Bot appeared first on Customers.ai.

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What’s a Chat Blast Anyway? Chatbot Marketing Basics [2023 Update] https://customers.ai/blog/2018/12/what-is-a-chat-blast https://customers.ai/blog/2018/12/what-is-a-chat-blast#comments Mon, 10 Jun 2019 17:00:58 +0000 https://customers.ai/?p=6000 Today I’m going to tell you about a new marketing tactic that’s going to get you more traffic. Over the […]

The post What’s a Chat Blast Anyway? Chatbot Marketing Basics [2023 Update] appeared first on Customers.ai.

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Today I’m going to tell you about a new marketing tactic that’s going to get you more traffic.

Over the last week, Customers.ai’s generated over 40,000 sessions using this tactic:

If you’ve ever sent an email campaign, or run a PPC campaign, or promoted a blog post, you’ve been in the hot seat for generating targeted traffic.

It’s 2019 and it’s time to add a new tactic to your marketing Swiss Army knife: chatbot marketing with chat blasting in Facebook Messenger using Customers.ai.

What’s chat blasting? Chat blasting is a top-of-funnel lead generation tactic for messaging reach and customer engagement, similar to email blasting, but in chat.

Basically, with a chat blast:

  • You send messages to contacts on your list.
  • Messages drive traffic to your site or your conversion funnels.
  • Messages are sent in the Facebook Messenger chat app with push notifications.
  • Messages can be organic (free) or paid (Facebook Ads).

Good chat blasts:

  • Tap into psychological principles of persuasion like curiosity, urgency, likability, consistency and social proof.
  • Offer visually exciting and conversationally interactive messaging.
  • Utilize list segmentation tools and message personalization to increase reader engagement.
  • Offer users a clear way to unsubscribe from automatic messaging.

In this guide you’ll learn:

This is part 1 of the Chat Blast Master series. See also: all about audiences and list building, advanced engagement tactics, and the chatbot analytics and reporting deep dive.

If you like keeping up with the latest strategies and tactics in digital marketing, sign up for chat updates from Customers.ai, where we always keep the freshest chatbot marketing tactics on your radar.

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Who should use chat blasts in their marketing?

If you’re doing internet marketing, you should add chat blasting to your marketing mix.

Chat blasting is a new tactic, but it’s also familiar because you use the same strategies for engagement and list building as you do for content, email, ads and social.

You’re probably doing email marketing today to drive traffic to blog posts and promote deals and offers.

You’ve got an email marketing platform you use to manage your campaigns, to:

  • Build your contact lists
  • Create the email content
  • Send email blasts
  • Manage unsubscribes
  • Create list segments
  • Automate email sequences and 
  • Review campaign reporting

You do this for Facebook Messenger campaigns using Customers.ai’s Facebook Messenger marketing platform.

When you send an email blast, you send a message to your email contact list. The average open rate in email is 20% and click-through rate is 4%.

When you publish a Facebook post, you publish content to your Facebook wall which your followers might see in their Facebook News Feed. The average reach is 1% of followers.

When you send a chat blast, you send a message to your contacts in Facebook Messenger. The average open rate in Messenger is 80%. Response rate can reach 20% to 30%.

So who should send chat blasts? Any business or marketing professional looking for engagement, reach and traffic.

Who can receive chat blasts?

A Facebook page can send automated messages through Customers.ai to anyone who first messages the business page.

Like email marketing, you’ll build your list with a variety of tactics and entry points:

messenger conversation entry point

Facebook lists a number of entry points that make someone enter a Facebook page’s Messenger contacts, and they all start with someone messaging the page.

That initial contact might be on your Facebook page or post, or via your website chat, or with a checkbox opt-in.

Look for the all about audiences chapter in the Chat Blast Master series. We’ll cover contacts in detail, how to create audiences using system and custom variables, and how to get new contacts.

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How to send a chat blast

In order to send a chat blast, you first need to build a chatbot.

Read “How to Build a Chatbot for Facebook Messenger in 5 Minutes” and see how to use the chatbot builder to design the content with images, text, GIFs, and other content widgets.

It’s key that when building chatbots for blasting, don’t forget to include an unsubscribe message in your chatbot. Read more here.

The tutorial “How to Chat Blast Your Facebook Messenger Contacts is a step-by-step guide on how to build your chat page, create the blast and blast it.

This guide goes into depth on the chat blasting settings.

After you’ve used the chatbot builder to create the content to blast, head to “Chat Blaster” under the “Old features” tools in the Customers.ai platform.

Click the “Create Chat Blast” button to load up your chat blast.

The first thing you’ll select after naming your chat blast is the Channel to send the blast to. 

(More on Facebook Messenger audiences in Customers.ai here.)

Remember the marketing engagement rule of thumb: The more you segment your audience, the higher the engagement and response rate you’ll see.

Next, you’ll pick the dialogue to blast from a drop-down of all your dialogues:

You’ll choose the category or type of blast you’re about to send: promotional message, notification/update:

You may naturally be wondering what’s the difference between these two or how do I know if the message I’m sending is promotional?

The difference is in the intent and language of the message you’re blasting.

What’s a non-promotional chat blast?

A non-promotional chat blast:

  • Doesn’t promote a product or service.
  • Doesn’t refer to pricing or cost, not even to say something is free.
  • Doesn’t offer a deal, discount our coupon.

Some examples of a non-promotional chatbot marketing blast include:

  • Sending updates or reminders for an event.
  • Helping people manage the productivity of their businesses or related activities.
  • Informing people about recent or important events.
  • Providing information in categories such as sports, finance, business, real estate, weather, traffic, politics, government, non-profit organizations, religion, celebrities, and entertainment.

What’s a promotional chat blast?

A promotional chat blast is a marketing tactic intended to sell a product or service.  

Facebook gives this example of promotional content in a Messenger blast:

facebooks example of promotional content in messages

Examples of promotional blasts include:

  • Informing people of a sale or discount offer on a product or service
  • Introducing a new product, service or offering
  • Favorably comparing your product or service to competitors

What message can I send using 1-time Notification tag?

Facebook’s 1-Time Notification feature allows your page to request permission to send users a follow up message after the 24-hour messaging window has ended. Once a user opts in for the 1-time notification, you reserve the right to send them one promotional message within the next 365 days.

Finally, to send the chat blast, you’ll pick when to send it out. 

Setting a future time or time based on the recipient’s time zone is an advanced scheduling feature available in Customers.ai Startup.

So schedule the chat blast to send immediately or pick the time of the chat blast.

See what’s possible with chat blasting. Join Customers.ai’s +50K Facebook Messenger subscribers and sign up for chat blast with tutorials, news and Facebook marketing strategies each week.

What’s an unsubscribe message?

The unsubscribe message for a chat blast is a short description of how a recipient can opt-out of automated messaging.

It should be as simple as including this line of text at the end of your text field or quick question: “Type ‘stop’ to unsubscribe any time.”

Let your contacts know that they control the messaging they receive and that they can turn off messages from the business.

Including the unsubscribe message in your chat blasts will help you maintain high chat blast engagement rates and low block rates.

When someone types “stop” to your bot, then Customers.ai’s unsubscribe process kicks in and that individual can confirm that they want to opt-out.

How to check chat blast reports

Stay tuned for the in-depth look at chat blast reporting metrics to pay attention to in a future article in the Chat Blast Master series, but in the meantime, here are the basics.

From the same Chat Blaster section of Customers.ai, you’ll see statistics from your chat blasts.

Right from here you’ll see how many contacts were sent the blast, and the number of responses received. Click on a specific Chat Blast campaign to view a detailed report.  

The read rate is the open rate — what percent of everyone who was sent the blast read it.

The response rate is like the click-through rate — what percent of everyone who was sent the blast took an action, whether clicking on a button or sending a reply.

We share 9 tips for getting top-tier engagement with your Facebook Messenger chat blasts and you’ll also want to check out an upcoming article in the Chat Blast Master series on using psychological principles of persuasion in your chat blasts.

That’s it for this overview on what the heck is a chat blast and why you’ll be adding them to your marketing mix in 2019. 

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What is a Chat Blast: Important Next Steps

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