New to Messenger? #

Messenger is a very powerful email system. As they say, with such great power comes great responsibility.  Or in this case, great understanding of the system.

To give you a basic understanding of how the Messenger works, see the illustration below.

The important thing to understand, is that when Contacts sign up on your subscription form, they receive a “tag” based on their selection of lists they wish to be part of. When sending your email or text, on Step 3, you will want to search for contacts based on the Contacts > Tags field. From there you can select the group(s) you wish to address this message to.

Introduction to Actions #

Actions are inside of a funnel and they are what happens after something else happens. We are going to explain some of the actions available and you may have different ones depending on the package you have installed.

Send email:

This action will trigger an email to be sent to the contacts in your funnel list. You can include HTML, you can use texts, you can use shortcodes from some integrations.

Admin notification:

When you include this, an email will be sent to the email address you set in the setup of the funnel. This could be used to notify when someone has completed a course, or when someone fills out a request form.

Apply tag:

A tag will be applied to each contact in the funnel who has navigated through the funnel to this step. If this step is conditional, the contact will only be tagged if the criteria are met.

Remove tag:

When you include this action, a tag will be removed to each contact in the funnel who has navigated through the funnel to this step. If this step is conditional, the contact will only be tagged if the criteria are met.

Add note:

This action allows you to include any message about the contact in your funnel. The information set in this action shows up under the notes tab in each contact that meets the criteria in this step. The contact will have no clue what you have entered so you can include any notes that you will would be useful for the staff to know about.

Delay timer:

This action allows you to set a specific amount of time before the next step in a funnel is triggered. You are also allowed to choose how the next step runs in relation to the amount of delay.

There are many different sorts of timing you can do, from minutes to months from now. You can also choose to run it immediately or at a specific time. If you choose a specific time then you can choose if you want to run it in your timezone or the contact’s timezone.

The timing will be stored in UTC 0 time, so if you are looking elsewhere and it looks weird, first do the timezone converting before changing it.

Create deal:

If you have the sales pipeline addon, this will create a deal with the contact. You can have as many deals as you want and assign as many deals to single contacts as your want.

Date timer:

If you want something to happen at a very specific date and time then you can use this.

There are some conditional controls that this action adds to your workflow.

• What date is important to the next step in the funnel (workflow)
• What happens if that specific date and time has passed

If the date has passed variables:

•  Pass-Through – continue in a linear flow to the next step
• Skip to Step – you can progress the contact down the funnel to a distinct step but you can not move the contact up the funnel
• Stop Funnel – you can completely remove the contact from this funnel.

Field timer:

You can set an action on a very specific date and time that is mapped from a specific field. This field can be populated in forms and then used as a test for the next step. There are some conditional controls that this action adds to your workflow.

• What date is important to the next step in the funnel (workflow)
• Run the next step before or after the specific date
• When happens if the specific date and time has passed

There are many variables:

wait at least (before, after)

time (minutes, hours, days, weeks, months)

run (immediately, a specific time)

If the date has passed variables:

• pass-through – continue in a linear flow to the next step
• skip to step – progress the contact down the funnel to a distinct step but you can not move the contact up the funnel
• Stop Funnel – you can completely remove the contact from this funnel.

Advanced timer:

You can set an action based on a general date and time such as “next Tuesday”. You can use this to run funnels that are repetitive or based on a specific day, week, or month.

If the date has passed variables:

• pass-through – continue in a linear flow to the next step
• skip to step – progress the contact down the funnel to a distinct step but you can not move the contact up the funnel
• Stop Funnel – you can completely remove the contact from this funnel.

Apply owner:

This action allows you to assign a new or different owner to the contact who is at this point in the funnel. Selecting more than one owner will create a round-robin type of funnel.

Create user:

This action will create users within your WordPress app. You have the option to set the user role in this step.

NOTE: This will not change the user role that is already assigned to a registered user, it will add the new role in addition to the role the user currently has. This action is based on the user’s email and will search the wp_user table before creating a second user.

Edit meta:

This action allows you to update any metadata that is attached to a contact or user profile.

Webhook:

Messenger provides webhooks that you can use to communicate with other software or instances where Messenger is located on another website.

Send SMS:

This action allows you to send one-way text messages to contacts in your funnel.

Introduction to Benchmarks #

Benchmarks are inside of a funnel and are staple points that a contact can jump to if certain things happen. We are going to explain some of the actions available and you may have different ones depending on what package you have.

Web form:

This is the default form that Messenger has. If you create a form it can only be used in the funnel it’s created in.

The form can be placed on your site using many different ways.

User created:

This runs whenever a new user is created. The creation of the user can be triggered by other plugins or the core WordPress user creation.

Creating a contact via a form or adding a contact to Messenger does not automatically create a user for your WordPress site.

In order to create a user you must use the Create User action.

Email confirmed:

This runs when a contact has confirmed their email address by clicking on the confirmation link in your email. There are 3 ways to confirm an email address.

Link click:

This runs when a link in an email is clicked and redirects the user to a URL that you have setup.

For example, if you want to know if a contact has clicked on a link to signup for a course you are running, you can include this in a funnel and if a contact does click then you can tag them.

In this example, we are saying we want to redirect someone to example.com. We are going to copy the link that Messenger tells us to copy and put it into an email.

When someone (who gets the email) clicks on that link, they will be put into the funnel where this link click benchmark is, and will get redirected to the site.

There are many ways this could be used, did you want the contact’s to not get anymore emails after clicking that link, did you want to offer them a discount by email, did you want to email them a link to your calendar to book a call? All of these can be done because they will happen next in the funnel.

You can see a report of how many people have clicked the link, by going into the report for the funnel.

What’s the difference between this and a superlink? If you want a contact to continue to go through a process after clicking the link, like for example offering 10% discount by email, then you should have it as a benchmark in a funnel. If you don’t care what the contact does after clicking on the link then do the link as a superlink.

Tag applied:

This runs when any specified tags is added to a contact.

Why would you want this? If you have a module that can apply tags, you can use them together. The module tag a contact when a specific item is bought, then you can use Messenger to send emails to cross-sell or upsell other things you offer, or tips to better use the item, or ask for a review.

Tag removed:

This runs when any specified tags is removed from a contact.

Why would you want this? If a paying member doesn’t renew then the funnel can send them an email to see if anything is wrong or if there is a reason they aren’t renewing, which will help with retention.

Page visited:

You need to have the advanced features extension to use this.

With this you can select when a contact visits a certain page, and when they do, the rest of the funnel continues.

For example, if you are offering a special event and you want to know who visits the page but doesn’t sign up. That you can target them with emails to see why they haven’t signed up yet and find out what’s holding them back.

Webhook listener:

You need to have the advanced feature extension to use this.

Want to bring in something from another website to Messenger using webhook? Using the webhook listener you can do so. You can even map fields from the other site into Messenger.