Ultimate Guide

Ultimate Facebook Messenger for Business Guide

By November 29, 2018 June 24th, 2020 No Comments
Ultimate Facebook Messenger for Business Guide

It’s right to be hesitant when adding more channels for contacting your business. Adding Facebook Messenger means another place to manage user experience right? Right, but you’ll be surprised to find that there is not too much management involved, compared to the rewards. This is one of the channels we can recommend for almost anyone and say with confidence, you should be using Facebook Messenger for business.

This post is designed to help you with your research, we’re going to be answering questions like:

What is Facebook Messenger?

Why Use Facebook Messenger for Business?

Getting Started With Facebook Messenger for Business

Generating Facebook Messenger Leads

Customer Support Through Facebook Messenger

Further Reading

What is Facebook Messenger?

Facebook Messenger is the messaging part of the Facebook social network. Facebook Messenger is available both as a website for your desktop and as an app for your phone. The Facebook Messenger app was redesigned in 2019 and has three sections.

This is the Facebook Messenger app interface
The Facebook Messenger App Interface

By creating three main panels, chats, people and discover, Facebook has simplified the app interface to quickly provide the key messaging functionality people are looking for in a messaging app. The chats panel helps find current chats. The people panel helps start new chats. And the discover panel helps to find businesses and games on Facebook Messenger.

Although Facebook released a completely redesigned app in early 2019, they’re pushing Facebook Messenger development even further with a few exciting business messaging related announcements at Facebook F8:

We’re are not going to go very deep into what makes Facebook Messenger special as others have covered this in great depth. Let’s discuss why Facebook Messenger makes sense for business.

Why Use Facebook Messenger for Business?

How many users does Facebook Messenger have?
How many users does Facebook Messenger have?

It’s easy to recommend Facebook Messenger because of the colossal audience available on it. In May 2017 Facebook announced reaching 1.2 Billion monthly active users on Facebook Messenger. According to the latest Q4 2019 data, Facebook has since grown to 2.5 billion monthly active users and 1.66┬ábillion daily active users!

Considering using messaging apps for your business? Facebook Messenger should be first on your list. You can be sure that Messenger will keep growing and trying to keep users engaged. The Messenger team continuously tries new features like a Snapchat Stories clone, group video chat, and even games to keep the platform growing.

Not convinced?

Consider that messaging is a familiar and authentic experience for an entire generation of people. For millennials, some of the most exciting and the most devastating moments in their lives happened over a messaging app. Messaging apps is a place where millennials are highly engaged.

The majority say that being able to message a business helps them feel more confident about the brand. 76% in Brazil. 79% in India. 66% in the UK. 69% in the US.

And it’s not just millennials – being able to send a message to a business gives peace of mind. A global survey found people feel more confident about a business when they can message it. That consumer confidence will make it easier to acquire new customers. And so far we are just talking about passive factors. When we include an active approach, using just the tools Facebook provides in-house, adopting Facebook Messenger for your business becomes a no-brainer.

Where Is Facebook Messenger Popular?

In the United States, the top 5 apps most popular apps are Facebook, Facebook Messenger, Instagram, Twitter, and Snapchat. But what if you are outside the United States?

If you or your customers are outside the United States, consider the penetration Messenger in your countries of interest. There isn’t a way to find real-time data about the most popular messaging app in each country but there is a relatively good proxy, the Play Store Top Charts. We deserve a high five because we checked every country for you.

Facebook Messenger is the top free communication app in: Afghanistan, Algeria, Australia, Bangladesh, Belize, Bulgaria, Cambodia, Canada, Central African Republic, Cyprus, Denmark, Estonia, Greenland, Guinea, Guinea-Bissau, Hungary, Iceland, Ivory Coast, Liberia, Lithuania, Madagascar, Mongolia, Nepal, New Zealand, Norway, Palestine, Philippines, Poland, Slovakia, Slovenia, Sweden and the United States. To our surprise, we also found that Facebook Messenger Lite is the most popular messaging app in 3 countries: Fiji, Georgia, and Tunisia.

So if you are your potential customers are in any of those countries, Facebook Messenger is for you.

How Many People Message Businesses
How Often Do People Message Businesses?

According to Facebook’s own research, (take that with a grain of salt) after surveying 14 countries they found messaging a business to be popular already. Of the people surveyed 67% stated they are looking to message businesses more in the future and on average they would rank messaging a business as their 2nd choice out of 9 forms of communication. In addition, surveys in Brazil, India, the UK and the US showed that 85%, 74% 61% and 61% of people respectively, have messaged a business in the last 3 months.

Now that you have an understanding of Facebook Messenger in your geography it is time to consider what you’d like to achieve and the best way of setting everything up.

How Do Consumers Use Facebook Messenger?

Why Do People Message Businesses on Facebook?
Reasons For Messaging Businesses on Facebook

The first question you should ask yourself is what are people already trying to do when they message you on Facebook. The graphic above shows 6 popular reasons for people messaging a business on Facebook. This is a good starting point, but you should really just perform an experiment. Before adopting any strategies or tools install the Facebook Customer Chat Plugin on your website and analyze the messages your website visitors send you.

Facebook Messenger for B2C & B2B Companies

Using Facebook Messenger for a B2C business is likely a no-brainer. You’ll be able to chat with your customers and you’ll never lose touch because, unlike web chat, you can always message them back. In fact, if you’re running a B2C business you can skip to the next section.

With B2B companies things are a little bit different. Our own client list suggests using Facebook Messenger in a B2B company is less popular. In talking to these customers we understand why. If your B2B company is designed to serve enterprise level customers, you may find they have Facebook blocked. Thus your prospective customers won’t even be able to sign in to Facebook Messenger to send you a message.

On the flip side, we do have B2B customers using Facebook Messenger together with the Facebook Customer Chat Plugin and are seeing immense results especially when it comes to lead generation.

Getting Started With Facebook Messenger

Ready to take the plunge? If so, get a few basic things out of the way first. You’ll need to set up a Facebook Page if you don’t already have one. Don’t be surprised if there is already a page for your business and you don’t own it. Make sure to search for it and don’t worry you can claim it back.

I won’t be going into detail on making a Facebook page -here is a guide provided by Facebook. A few things you should pay extra attention to:

  • Facebook Page Name
  • User Name
  • Profile Picture

Your page name and username are important because they are painful to change. You can apply to Facebook for a Page Name change, is sometimes approved but it usually takes too long.

We’ve created pages for clients we’ve found creating the perfect username the first time is vital. Facebook will likely not allow you to make a username until they see some activity on your page. In our case, we usually create the page, add a profile picture and cover photo, add the page to our Facebook Business Manager, connect the Rocketbots app and we generally see that in about 48 hours Facebook allows us to make a username.

On one occasion, we had to delete and remake a customer’s Facebook Page. We remade the page with the same name, but Facebook never allowed us to add a username to this new page.

Once your page is ready all you need to do it activate messages by going to Messages by going to Settings > General. After activating you will see a send message button to the right of your Facebook Page.

Using Facebook Messenger For Business

Now that you’re all set up and ready with your Facebook page you’re prepared to leverage that page as a tool for your business. Below, we’re going to discuss how you can optimize your usage of Facebook and Facebook Messenger for lead generation, marketing, and customer service.

Generate Leads Using Facebook Messenger

We’re calling this lead generation because adding a contact has a similar to result to someone filling out a contact form, you’re able to message them back. We’ve also heard this referred to as user or audience acquisition, the right terminology if you plan to use the contacts for marketing rather than sales efforts.

Facebook is rich with lead generation methods. Below we’ll discuss lead generation techniques using search, links, messenger codes, advertising, the customer chat plugin and responding to comments.

Facebook Messenger Lead Generation Using Search

The Facebook platform is a microcosm of the internet. Users can search for your company and find your company Facebook page. To get the best out of these visitors make sure to set the button on your Facebook page to encourage your visitors to send a message. In a way this is like having Facebook Messenger for Business Page.

This image illustrates how you can go into Facebook and add a send messages button to your Facebook page.
Set Your Facebook Page to Use The Send Message Button

Remember, just like Google a Facebook user can search and find you based on the content you post. Make to reuse the content you already have on your website by posting it on Facebook to maximize the amount of people that find your page through search.

Facebook Messenger Lead Generation Using Links & Messenger Codes

Direct links to your Facebook page messenger conversation can convert existing site traffic into Facebook Messenger contacts. Facebook has even provided a way to add references to the URL. By using different references in different places so you can track which links are generating the most leads.

This image hows how to add a reference to the end of an m.me link.
Adding a Reference to an m.me Link.

Messenger Codes are like QR codes specific to Facebook Messenger. They can be customized to send a reference when scanned just like links.

Rocketbots Facebook Messenger Code
Rocketbots Facebook Messenger Code

You can generate a generic Messenger Code inside Facebook Inbox, to add a reference you’ll need to use Facebook’s API. We’ve made it easy to create a Messenger Code on the Rocketbots platform.

Facebook Lead Generation Using Advertising

Facebook has created as exciting list of ways you can pump your Facebook Messenger full of brand new leads every day, if you’re willing to spend a little money that is. Below we’re going to discuss Ads in Messenger Inbox and Send to Messenger Ads.

Ads In Messenger Inbox are a way to create Facebook Messenger leads by targeting people who already have Facebook Messenger open. When it comes to ads this seems to us one of the least intrusive ways of getting leads as the conversation continues right in the same screen.

What do Ads in Facebook Messenger look like?
Ads In Facebook Messenger Inbox

Setting up an ad like this is very easy, you’re going to want to switch your ad placements to automatic to manual, then limit your campaign to Facebook Messenger Inbox Ads only.

Send to Messenger Ads are unusual because they skip your landing page. Usually collecting leads requires a user to click on the ad, view your landing page then fill out a contact form. We’ve created a step to by guide to creating Click to Messenger Ads and detailed how we created 4,240 Facebook Messenger leads for about $400USD.

This image shows a send to messenger ad with the resulting facebook messenger conversation right next to it.
Send to Messenger Ad

With Send to Messenger Ads, you can maximize your ad spend by completely removing the landing page part of your funnel. If you’ve got a 50% churn rate on your landing page, then you can likely double the number of leads you get with this method.

Facebook Messenger Lead Generation With Web Plugin

Facebook Web Plugin
Facebook Web Plugin

Facebook Messenger Web Plugins come in 3 variations: Message Us, Send to Messenger & Checkbox Plugin. They are available with either a Facebook blue or white background.

The Message Us plugin is just a button. When clicked the Message Us plugin sends the user to Messenger.com on Desktop or to the Facebook Messenger app when on mobile. This is our least favorite plugin because the visitor is sent away from your website and they still have a message to you first.

The Send to Messenger Plugin looks very similar but acts differently. Rather than sending the user to Messenger, it allows the user to opt-in to opening the conversation without sending a message and without leaving your website. This is a great plugin to use if you are primarily intending to use this channel for broadcasting messages to your users.

Facebook Check Box Plugin
Facebook Check Box Plugin

You should consider using the Check Box Plugin if you are building an app or have a website built in-house. The Check Box plugin allows users to opt-in to opening the Facebook Messenger conversation by clicking a checkbox. If you have built a contact form for your website you may want to include a Checkbox plugin while simultaneously asking for their name and email. That way you get the best of both worlds.

For technical information on installing Facebook Web plugins, check here.

Facebook Messenger Lead Generation With Customer Chat Plugin

The Facebook Customer Chat plugin is our favorite way to convert website visitors into leads. It’s basically just Facebook Messenger Business or Facebook Business chat, whatever you want to call it.

When a web visitor first loads the page the chat plugin is closed by default. Visitors just see the Facebook Messenger bubble floating in the corner. We find most users click on the bubble and open the chat, automatically sends an event and the conversation is open. Now we can talk to this visitor anytime we want. It doesn’t lead to user away from the website and it’s unobtrusive so visitors can keep browsing or send you a message.

If you’re curious to read more about the ways Facebook Customer Chat can transform your business. If you’re looking for a quick way of installing the Facebook Customer Chat Plugin with Google Tag Manager, we’ve made it easy to do with Rocketbots.

Prompt Facebook Page Visitors To Send You A Message

Another way of gaining additional Facebook Messenger leads is to prompt your Facebook page visitors to message you. When you turn this setting on, a chat box will open once somebody visits your Facebook Page. Once they message you for the first time, you’ll be able to message them back to qualify them and continue the process.

This image shows how you can go into your Facebook Page settings and prompt people to send you messages on your Facebook page.
Prompt People To Send Messages

To turn this setting on, you’ll need to go to your Facebook Page settings. Navigate to the Messaging Page settings, then turn Prompt people to send messages on. Once you turned this setting on, everyone who views your Facebook page will see the message.

What prompting people to send a message will look like on your Facebook page
Prompt People To Send Messages

Facebook Messenger Lead Generation On Your Facebook Page Comments

Are you sometimes annoyed by the comments people leave on your Facebook page? Why not turn them into leads?

The image shows the button you need to click in order to respond to a Facebook comment privately.
Turn Comments Into Leads By Pressing Send Message

Click message, and you’ll be able to message that person directly to their Facebook Messenger. This is one of the rare occasions where Facebook permits you to message an individual first. A fantastic way to give an unsatisfied person the attention they need and turn them into a lead for the future.

Generate Facebook Messenger Leads Using Send Message Posts

When we first created this guide, there was only one way to create a post that asked people to send you a message, using a send to messenger ad. However, in 2019, we discovered a new way to do this. You can now create a regular Facebook post where the call to action is the send messages button.

When creating a post, you’ll need to select three dots next to the posting options.

To create a send message post use the 3 dots next to your post options.
Creating a Send Messages Post

Then you’ll be able to select the Get Messages goal.

To create a send messages post use the send message goal.
Creating a Send Messages Post

After you create a post with the create messages goal, you’ll see that your post viewers will be able to press the Send Message button to send you a message.

This is what a send message post looks like on your page.
Creating a Send Messages Post

Facebook Lead Generation With Customer Matching

Customer Matching is currently in Limited Beta and is only available to United States based companies. This Facebook API allows you to send a list of mobile phone numbers to Facebook. If Facebook is able to find that this number on Facebook account, the user will be sent an opt-in request through Facebook Messenger. Once the user accepts you will be able to message them.

Facebook Messenger for Customer Service

It’s an interesting proposition. If you’re looking to implement a chat on your website eventually it’s going to cost you money. Companies usually charge by the number of agents or the number of users that can be logged in at the same. Did you know you can achieve most of what those platforms are offering and more for free? You heard me right, you can get a customer service suite and a free Facebook web chat for your website.

Facebook Pages Inbox

After you’ve created your Facebook page you will be able to access the Facebook Pages Inbox, which exists both on desktop web and as the Pages Manager app. This is a completely free and rather powerful conversation tool.

Facebook Pages Inbox

The toolset you get by using Facebook Manager Inbox certainly rivals any free customer service platform and a bunch of paid ones too. It is basically a Facebook Business Chat. You can respond to messages from Facebook, WhatsApp, and Instagram, combine this with the Facebook Customer Chat Plugin discussed above and you’ve got yourself three major apps and a website chat.

The tools to manage these conversations are also comprehensive. You’ll be able to assign contacts to any person who has edit access to your Facebook page. And although there are no tickets per se. By using labels, notes, and the mark as done function, you’ll be able to track issues and share what’s happening in real time with your entire team. But you’re going to need more than an Inbox to reduce your workload and provide a good experience.

Messenger Greeting

What does Facebook Greeting Message look like?
Facebook Greeting Message

The first thing you’re going to want to do is set up your Messenger Greeting, this will be shown to users when they first try to connect to your page in the Facebook Messenger app. But it won’t be shown on the Facebook Customer Chat Plugin. This is an opportunity for you to set expectations from your users and prompt them to interact with you in a certain way.

To set your Facebook Messenger Greeting go to your page settings, navigate to the messaging section & scroll to the bottom. There you will be able to turn on your greeting message, write it up and personalize it with the users Facebook name.

Instant Replies

What do Facebook Instant Replies look like?
Facebook Instant Reply

Instant replies are another way to manage customer expectations. In situations where users don’t have the opportunity to see the greeting message, they will receive a response from instant replies as soon as they send a message to you. Once again you can personalize this message by using their Facebook name.

In order to turn this feature on, go to your page’s settings and under messaging you will find a section called Response Assistant. There you will find Send instant replies to anyone who messages your page. Turn it on, personalize your message and you’re off to the races.

Away Message

Schedule an Away Message on Facebook Messenger
Away Message Scheduler

Your Greeting Message and Instant Replies will likely give some sort of indication as to how long the user must wait. But that does create a problem because like us, you are likely not available to reply quickly 24/7. This is what the away message is for. You can schedule a specific message to be sent outside your working hours. This way you won’t be giving users false hope that you will reply to them in 1 to 2 minutes when in reality you won’t be back till Monday.

You can set up the away message by going to your page’s settings and under messaging you will find a section called Response Assistant. Turn Stay responsive when you can’t get to your computer or phone on. Then you will be able to write your message with personalization and schedule when it will fire.

Is That Everything You Can Do With Facebook Messenger?

Not even close, we are going to be updating this article on a regular basis. Notice we did not talk about chatbots or any other apps that you can connect to your page that allow you to market, sell & support even better & all over Facebook.

Do You Have Any Examples of Facebook Messenger Campaigns?

We’re glad you asked because we’ve built a companion article to this piece. In our blog post about the top Facebook Messenger campaigns, we assemble all the most creative and interesting Facebook Messenger campaigns. We also update the article frequently. Take a look and maybe you’ll be inspired for your own campaign.

Ultimate Facebook Messenger for Business Guide


Iaroslav is the Chief Operating Officer at Respond.io overseeing growth and operations. He is a graduate of the MBA program at the Chinese University of Hong Kong and his previous roles include positions at Kodak Alaris, Xaxis & Light Reaction.

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