Complete step-by-step guide: Set up Recurring Notifications in Messenger easily!

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Recurring Notifications is a powerful initiated messaging capability on the messenger platform that makes a huge breakthrough to the 24-hour window restrictions among broadcasting. After customers have opted in, you can send messages actively to customers on a daily, weekly or monthly basis. This not only helps drive continuous engagement, but also efficiently increases customer retention rate and boost sales.

** Click HERE to learn more about the advantages and 6 must-known scenarios that recurring notifications can be applied to.

How Recurring Notifications works?

There are three main steps that you need to know about how it works:

Step 1: Set up topics and create opt-in request message
Step 2: Send out opt-in request and obtain opt-in permissions from customers
Step 3: Start broadcasting recurring notifications messages to customers

How Recurring Notifications works

How to set up Recurring Notifications?

Step 1. Set up topics and create opt-in request message

Tips: A topic can be considered as a message block that is exclusive for opt-in request messages.

**Click HERE to learn more about “Auto-reply block”

  • Click on “Recurring notifications” button on the chatbot toolbar
  • Click on “Create new topic” on the right-hand side to enter the topic-setting page
  • After entering the topic-setting page, look at the upper part of the page
  • Feel free to enter any topic names as this is only to help you distinguish different topics and it will not be seen by customers
  • Upload an image and type in your title for this opt-in request message

Tips: The content and words on the button are by default officially set be Meta, thus may not be changed.

Tips: The picture displayed in the preview window on the right-hand side shows how the message will look like afterwards.

Tips: Click on the “Preview in Messenger” button underneath the preview window to receive the opt-in request by yourself.

  • You may also add tags to the opt-in request block and set up success message to make the conversation more complete

Tips: A “Success message” is a block that will be triggered after customers have opted in. You can consider it to be a follow up message to reconfirm the subscription with the customers and can provide buttons to facilitate continuous conversations.

  • Click “Save” on the upper right of this page to finalise the setting of this topic

Step 2. Send out opt-in request and obtain opt-in permissions from customers

There are three ways for CHATISFY’s users to send out opt-in requests from the chatbot backstage.

A. Via Post reply

  • Proceed to Post reply page and create a new Post reply
  • Select “Recurring notifications” for auto message to let the system send out opt-in request to the customers automatically after they have commented under the target post (Every other setting remains the same as before)

B. Via link

  • Click on the preview icon on each topic in the recurring notifications page, copy the link shown in the box and send the link directly to the customers or generate a QR code for offline customers to scan.

C. Via Auto-reply

  • Add a “Recurring notifications” card in the block and draft your message as usual in the Auto-reply setting page.
  • Select a topic that you have created in advance and click “Confirm”
  • Click the “Save” icon before leaving the page
  • After creating the block with the opt-in request, you may link the block to any conversations by putting it in buttons. Together with your appealing content, it can boost customers’ interest to click, receive the opt-in request and then subscribe. It works just like all the other blocks and therefore provides users with larger flexibility to integrate recurring notifications into normal conversation flow.
  • Start accumulating your broadcast recipients with Recurring notifications and make your broadcasting more effective!

Step 3. Start broadcasting recurring notifications messages to customers

Tips: Decide whether to start sending recurring notifications messages to customers base on the number of subscribers and messages collected.

  • Click on “Broadcasts” button on the chatbot toolbar
  • Click on “Create a broadcast” on the right-hand side
  • Choose recurring notifications which is located on the right, and click on the “Create recurring notifications” button at the bottom
  • After entering the broadcast-setting page, follow the steps as usual as all settings remain the same with original broadcasting.

** Click HERE to learn more about “Broadcasts”

Tips: Kindly be aware that only one card is permitted for every recurring notifications message!

  • Craft your message and select the platform that you would like to send the message.

Tips: Be noted that the platform you choose here should be aligned with the platform you choose when setting up the specific topic.

  • Choose “All” if you want to send the messages to all the subscribers; choose “Targeting” if you would like to filter your contacts
  • If you choose “Targeting”, you can filter your contacts with different conditions like name, last interaction time, new subscribers or tags
  • After setting up the contacts, click to schedule the broadcast time or send out the message immediately