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Quick and simple instalation guide

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Essential requirements

MBot is a Mgento 2 module that allows your customers to connect their Facebook Messenger to your shop. This lets you in turn send them automatic order notifications and marketing messages. This leads to a handful of essential requirements you have to meet to use MBot.

  • You need to have a Facebook account
  • Also a public Facebook fanpage linked to it
  • On top of that Magento 2.1 or higher

How does it work?

The module utilizes a handful of integrations:

  • The Magento module. You need to install it in your Magento 2 store - it will send messages via your fanpage
  • Shop. It manages licensing and connects your store to Facebook and your fanpages to specific store views
  • Our Facebook app. Used to send messages
  • Your fanpage. It will deliver messages to your customers via FB Messenger

Once installed, the module will add a “Send to Messenger” button or a checkbox to your website. It will let you set up where it appears (e.g. Thank you page, Product Page, Cart Page, Customer Account Page, Login / Registration Page).

The button will let your customers integrate their FB accounts with MBot and your store. From the moment they do that, the module will start sending Facebook messages based on your settings.

How to install MBot?

The module can be installed using composer. This ensures you always download the newest version and can easily update it. To install it:

  • Add our Composer repository to your website: ccomposer config repositories.magently composer https://repo.magently.com
  • Execute: composer require magently/mb-magento2
  • Next, follow the steps of the Magento module installation, depending on your workflow. You will definitely need bin/ magento setup:upgrade

After the module is installed, it needs to be activated. To do that, go to the admin panel:

Stores -> Configuration -> Magently MB tab -> Module Configuration

Fill the form and click „Register module”. This operation will create your MBot Shop account that you will be able to use to connect your Facebook Page to the Store View.

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After choosing a correct fanpage, click Assign; if done correctly you will see a success message.

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Now, the module is activated and in working order. It still needs to be configured further but if you have any trouble at this point contact hello@magently.com for support.

Setup

The module has 4 different options for sending messages:

  • Sending a special Order Summary message, which is based on a Messenger template
  • Sending order status message when order status changes
  • Sending a message with a voucher
  • Sending messages about an abandoned cart

Setup Summary Messages

To enable Summary Messages, go to Magently MB -> Assign statuses. In the Order Summary Message, change the „Summary Message enabled” field to „Yes”. From now on, everyone who has connected their Messenger account will receive order summary upon placing an order. Notice - the summary template is on Facebook’s side, so it’s not possible to customize it.

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You can configure actions on the same page. If enabled, a message will go to a buyer upon changing to a specific status. There is also a set of shortcodes you can use, e.g. order_id, customer_firstname, customer_lastname.
You can also see what the message sent to Messenger will look like.

Setup Voucher Messages

In the Voucher Messages tab, you can set up special messages. The Voucher Message sends a discount code to your customer. You can choose which status will trigger the message and select under what conditions the message is sent:

  • Every time - the voucher will be sent every time;
  • Once in X days (X days have passed since the last voucher was sent) - how many days must have passed since the last voucher was sent;
  • When a customer spends X in total - how much the customer must spend in your store to receive the voucher (orders that are paid are counted)
  • When an order is for X or more products - when the order has more than the specified number of products;
  • When an order is for X or more - when the order amount is equal to or greater than X
  • Order is made for X-th time - e.g. every third order

Sending a voucher involves sending a button (so-called postback button) to the customer, preferably with the question "Do you want to receive the voucher?" (Voucher question field).

If your customer clicks on the button (Yes, I want to receive the voucher) (voucher button label field), the store will generate and send the voucher.

In the "Voucher message content" field, you can enter your message that will be sent with the voucher (don't forget to use the {{voucher_code}} variable, otherwise, the customer will not see the voucher)

You need to create a proper Cart Price Rules with auto coupon generation (Coupon -> Specific Coupon, "Use auto- generation" checkbox). Then, a "Choose rule for voucher" option will be available in Cart Price Rules.

Setup Abandoned Cart Message

In the Abandoned Cart messages section, you can enable sending messages about abandoned cart with the possibility of its recovery.

A message will be sent if the customer abandons the cart. You can choose the time after which the message is going to be sent (minutes, hours, days (maximum 7 days)), and what the content of the message would be. Use the variable "{{abandoned_cart_link}}" to share the link to recover the cart.

This message will be sent if an abandoned customer who leaves the shopping cart will be connected to a messenger (see connection types below).

Setup Messenger Button

In the Messenger Button Configuration section, you have the option of configuring the subpages of your store to display the "Send To Messenger" button or the "Checkbox plugin" checkbox. By default, the module supports the display of the "Send To Messenger" button or the "Checkbox Plugin" checkbox on the following pages:

  • customer panel home page;
  • order success page (success page, thank you page)
  • cart page;
  • customer login page
  • customer registration page
  • product page

Note - the checkbox plugin works only with forms, therefore it is not available for Customer Account Page and Checkout Success Page pages.

After enabling the button on a given page, you can choose (Button Type field) what type of button should be displayed, and then you can configure its appearance.

The module allows you to connect 4 different "entities" with a messenger:

  • customer account;
  • order
  • cart
  • guest session

The module recognizes itself what should be connected when the button is clicked or the checkbox selected. For example, if a customer is logged in, his account will be automatically linked. If he is not logged in and has created a cart, his cart will be connected.
The module also converts connections, i.e. a guest in the store will connect his account (initially it will be with the session). Then he will add something to the cart (the connection will be transferred to the cart) and then place the order (the connection will be transferred to the order and again to the guest's session). If he logs in, his customer account will also be linked.

Making sure MBot works properly

The “Send to Messenger” button for your customers is visible on the Customer Account Page and on the Order Success Page. If a customer uses AdBlock (or a similar ad blocker) and/or Tracking Protection - it will not show up. In such case, they will be asked to disable them in order to see it. In the current version of the module, only logged in users can connect to FB.

If you experience any problems, you can enable debug mode in Module Configuration -> Debug. When enabled, all module operations will be saved to the var/magently_mb.log file. If in doubt, please send it to Magently.

Need assistance?

Leave your email bellow and our team will contact you to help you install MBot in your shop.
We will only use your email to contact you about the extension.