How To Set Up A Direct Message Template

Setting up a Direct Message Template will help automate the initial interactions that a new lead has with your business when they come in via a Facebook Ad.

It will automatically greet them and guide them through a series of qualification questions, before they qualify or disqualify them, and send the appropriate messages for each scenario.

This guide will show you how to set this up.

Getting Started

1. Navigate to your Ad settings, in your Ads Manager dashboard.
2. Set the Call To Action to "Send Message" and click "Create".
3. Click the "Welcome Message" dropdown.
4. Add a welcome message. This is the first message the lead will receive when they interact with your direct message ad.
5. Click the "Questions" dropdown.
6. Add the first qualifying question and click the "insert personalization" button. Use the recipient's first name to personalize the message.
7. Configure your questions, qualification, and disqualification options.
8. Configure your "Completion" and "Disqualification" messages.
9. Add the link to your privacy policy in the "Privacy Policy URL" field.
10. In the "Advanced" tab, give your Direct Message Template a name, so that you can easily reference it later. 
11. Test that everything works correctly by clicking "Preview In Messenger". Make any necessary changes by revisiting the previous steps.
12. Click "Save and finish".