The Ultimate Messenger Marketing Guide (with Winning Case Study Template)

by Josh Barney

Busy? Listen to this article instead:


Imagine a marketing medium that combines the immediacy and conversational style of a telephone call…

…the strategic, tactical and autonomous nature of email marketing…

…and the open rate of an advert in the cinema.

And you’re somewhere near the potential power of Messenger marketing.

Messenger marketing may have been around long enough for you to have heard about it, but it’s still in its infancy. Since its creation, how many times have you:

  1. Received a marketing email?
  2. Taken a sales call?
  3. Actually received any marketing communications via messenger?

I’m going to take a wild guess and say that the first two heavily outnumber the third.

social media posting planner

What is Messenger Marketing?  

If you’ve landed on this guide for tips, tricks and the winning strategy we put together for a client (the case study), skip down to the next heading. This section is to bring everybody else up to speed.

To put it simply, Facebook Messenger Marketing is an effective inbound and outbound strategy. You can navigate and chat with prospects (or customers) who have actively reached out to speak to you…

…and grow a messenger marketing list, which can be sent broadcast messages (more on this later).

Messenger marketing works by way of an automated chatbot. This AI allows you to create and direct conversations with your audience via a (fake) live-chat. They’re interactive, engaging and take on their own personalities.

When a bot is set-up it will take your audience through a flow (that should have multiple directions depending on your audience’s needs), that also responds to keywords. A good chatbot can act as both a live customer service agent, salesman and marketer.

messenger marketing chatbot flow

In addition to this, you can actually sell natively on the platform. This means, you can create a sales funnel within messenger.

It’s a real all-in-one platform, and somewhere you should be focussing time and effort to optimise.


Will Messenger Replace Email?

Messenger can send broadcasts to a ‘marketing list’, it can communicate, take payments, promote and capture future business, but…

…it isn’t a replacement for email.

Email is still a vital component of marketing, and has a few capabilities that aren’t present in Messenger Marketing.

messenger marketing

For starters, messenger is more intrusive than email. People are new to the concept of receiving marketing communications via messenger, and if it’s used even as little as once a fortnight, it could end up in mass unsubscribes. Email allows you to contact your list more regularly.

As well as this, an email list is (usually) easier to grow than a marketing messenger list, especially if you’re selling online.

Email is the go-to medium for receipts and official communications, meaning that people are a lot more likely to hand their address over during (and before) the buying process, and in exchange for lead magnets.

Facebook Messenger is a different beast altogether. In order for somebody to join your list, they must speak to you on Messenger. You cannot ask them for a contact address (like email), and you cannot capture it from online sales (without a drop-off in conversion).


What are the Capabilities?   

Facebook Messenger Marketing allows you to:

  • -Field questions/inquiries
  • -Deliver messages
  • -Broadcast promotions (at specific times)
  • -Create a sequence of messages (a flow)
  • -Automate live chat
  • -Deliver downloadable files
  • -Segment your list (via tags)
  • -Share links
  • -Natively host videos (so your audience can watch them)
  • -Send images
  • -Create a sales funnel
  • -Sell products natively
  • -Automate responses to keywords
  • -Create menus

…and so much more…

The number of people who want to communicate with businesses via messenger is on the rise. Facebook Messenger is fast becoming recognised as quicker and easier than telephone (there is no HOLD), and it allows a reader to go back over their conversation (meaning they never miss a thing).

messenger marketing

Messenger Marketing also has crazy-high open and click-through-rates. Don’t be surprised if your first campaign has OR’s in the high 80’s (some of you may even hit the upper 90’s), and your CTR’s are as mind-boggling as 50/60%+.


How Can You Grow Your List? 

Messenger Marketing is worthless unless you have a list. And the only way of getting people on your messenger marketing list, is by them contacting you.

You cannot send them any broadcast messages until they’ve sent you a message (or clicked on a menu option). Let’s look at a few different strategies that encourage people to do exactly that:


The Embedded Link

If you create or host any form of content, you can embed a hyperlink that takes users straight to messenger chat and your chatbot’s welcome message (which should be primed to initiate a message or action).

messenger marketing

Create a simple call to action that asks people to send you a message. This can be in-exchange for more information, to ask a question…just about anything, it doesn’t matter, as long as it drives them to your bot.

The hyperlink is simple to write, it is: FACEBOOK PAGE URL EXTENSION.

For example, our Facebook page can be found at, so, if we wanted to drive you to our bot we’d use the hyperlink

All you have to do is replace with

Our link is built into the following CTA, check it out (but don’t worry, you don’t need to send us a message unless you want to subscribe) THESE EMBEDDED LINKS REALLY WORK!


Growth Tools 

We use ManyChat to host ours and our clients’ chatbots. Within this service, (and about 95% of other chatbot softwares) you’ll find a tool called ‘Growth Tools’ (or something similar).

This feature helps to grow your list by creating calls-to-action and links away from Facebook (as well as increasing your chances of grabbing more messages on Facebook).

The external tools are widgets that are easy to place on any site. They come in the form of bars, slide-ins, modals, page takeovers, boxes and buttons. If you’d like to see one in action, check out, The Making of a ChatBot (hint: look at the top of the page).

messenger marketing growth tools

Within Growth Tools you’ll also find a section called ‘Other Growth Tools’. There are some seriously powerful tools hiding in there. These are my top 3 favourites:

  • -Customer Chat- Import your chatbot onto your website in the form of a ‘customer chat’ box. Many of you will have seen this already, but won’t have realised that anybody who speaks to these ‘customer chat’ boxes, automatically becomes subscribed to their messenger marketing list.
  • -Facebook Comments- add this feature to certain posts, so whenever somebody comments (on that particular post), a live chat is instantly opened. If your initial message is engaging and encourages a customer response, your list can grow rapidly.
  • -Landing Page- ManyChat also host landing pages, so there’s no need to build, design or develop a webpage. This is particularly useful for businesses who don’t have websites yet.


Facebook Ads 

Facebook allow you to configure ads that drive users straight to Messenger. When done correctly, this is the most effective way of growing your list.

Simply choose the ‘Messages’ objective when setting up your ads in Facebook Business Manager. Anybody who clicks on your CTA (when you use this objective), will be sent instantly to chat.

messenger marketing

If you haven’t set-up Facebook Business Manager yet, and are making the cardinal sin of hitting the ‘Boost Post’ button, follow these 5 Steps.

When you know how to create ads that drive people to messenger, you need to think about what you could do to make somebody speak to you first!

Could you offer a discount code to anybody who solves (a pretty easy) puzzle? Perhaps you could send out discount codes in response to certain keywords? Maybe you could offer a valuable lead magnet within messenger?

Whatever you choose to do, make sure you don’t instantly give them the desired results! They must communicate with you, either by typing a message or clicking a menu option.


How Can You Grow Your List? (Extended)

Before we move onto the case study (that I know you’re all gagging to copy and implement), I need to talk about growth from another perspective.

The fastest and easiest way to grow your list is to retain as many existing users as possible and add to them.  

Constantly generating new users for your list (just to replace unsubscribers) will be an extremely costly and time consuming task.

Facebook have made it incredibly easy for people to unsubscribe, so the last thing you want to do is annoy your list (all they have to do is type unsubscribe, or stop).

messenger marketing

As I mentioned earlier, messenger marketing is often seen as intrusive and if you overdo your broadcasts, you’ll lose the majority of your list.

It’s important that you offer VALUE in every broadcast and don’t send too many messages. In other words, only broadcast a message if it’s actually worth it.

Sending your list a message every week might sound great (especially with Messenger’s crazy-high open rates) , but it will actually cost you a lot in future marketing.

Nourish and nurture your messenger list. Do not treat them like your email marketing list.


Winning Case Study and Messenger Strategy Template

The guide (above) will put you in a strong position, but by coupling that knowledge with a winning campaign (like the case study below), you’ll have the power to use Messenger to explosive effects.

Use the framework of this case study to build your messenger list and further market your business…

A client approached us with a problem, they were holding excess stock of their water filter product. These filters are fitted to taps to ensure all running water is purified.

Our client wasn’t marketing or selling this product at all, in fact, they were just laying around in storage. And to top it all off, they hadn’t ever used messenger as a marketing medium.

So, we developed a messenger strategy that would grow their list, build awareness and collect leads for their sales team.


Step 1: The Ad 

As our client had a relatively small following on social, we decided to run ads.

messenger marketing facebook ad

We created a competition for FREE water filters. This generated lots of interest and was really simple for people to enter, all they’d have to do is speak to our client’s bot, and they’d be in with a chance.

(A filter is actually worth ???? so you can see why it created so much interest)

Our ads were set up with the ‘Messages’ objective, meaning that anybody with interest would be taken straight to Messenger.


Step 2: The Chat

Direct from the ad you’d be hit with this message from the bot:

messenger marketing ad

As soon as anybody hits that ‘Ready’ button, they’d be subscribed to our messenger marketing list…

…but, we could do better than that, we could use the competition to collect more information.

So, we captured the email and telephone numbers from everybody who entered.

ManyChat can bet set-up to read the email and telephone number of anybody who speaks to it, (via their Facebook profile information), this saves them having to type it in the box, all they have to do is confirm that they’d like to share it.


Step 3: The Deadline

When the competition deadline came around, we picked our winners and sent them the good news via email and Messenger.

But, we still had loads of other people who’d registered for the competition, and we knew they were interested in the water filter…

…so, we sent EVERYBODY who entered a runners-up message. It said that we were offering 5 water filters at a discounted price, and that this deal was only available to people who had entered the competition (a consolation prize).


Step 4: The Follow-Up

The runner-up broadcast returned stats of:

  • -99% Delivery Rate
  • -95% Open Rate
  • -40% Click Through Rate…

…all within the space of 1 hour.

Direct from this message we sold 12 more filters.

That’s not too bad considering the amount of time invested in the ads…

…but there was a much more exciting part…

We had tons of leads for our client’s sales team! Our Messenger campaign had handed them the email and telephone numbers of hot leads (these were people who wanted their product!) and from this, they were able to generate new business.


Case Study Summary

The bare bones, or template of this messenger campaign runs as follows:

  1. Competition promoted by Facebook ads with Messages Objective
  2. Call to interact with chatbot (on messenger)
  3. Collect additional contact information
  4. Finish competition
  5. Award winner
  6. Announce all non-winners as runners-up and offer them a discount or special offer via Messenger broadcast
  7. Gain sales direct from messenger (or landing page)
  8. Follow-up via other mediums (telephone if expensive purchase, email for lower commitment)


Messenger Marketing Conclusion

Messenger Marketing has been around for a little while now, but still, many of you have yet to adopt it as a serious communication/marketing medium.

The technology is scalable, automated, cheap and works 24/7. Why wouldn’t you want it?

Combine the tips from our guide with the strategy in our case study, and you’ll see just how powerful messenger marketing can be.

What do you think about messenger marketing? Have you already built a bot? What are you doing to grow your list? Leave a comment, we’d love to hear your opinion!

social media posting planner

Josh is the Founder of We Imagine Media, an award-winning content marketer, best selling author and creator of the He creates and strategises content, sharing the most successful tactics with his lovely audience. He hates writing in the third person, follow him on the social links so he can get back to writing as himself.

3 Responses

Leave a Reply

Your email address will not be published. Required fields are marked *

The 3 Pillars of Business

FREE 3-Part Video Training

You are agreeing to our Terms and Conditions