So, you’ve just signed up for ChatGenie and activated your Mini App. Great, so what’s next?

The ChatGenie platform was created so you can customize and optimize your entire online store. While it may be tempting to leave the templated messages and keep the customizations to a minimum, it’s important to create the perfect online store for your brand: that includes thoughtful copy and consistent tone for your messaging, well-suited cart settings, synchronized campaigns and promos, easy store accessibility throughout all channels, and customer awareness and brand visibility. While ChatGenie helps you reach your customers on Messenger, Instagram, Viber, and GCash, it’s up to you to make the experience as seamless and approachable as possible!

What do you do now?

Step 1: Configure your Greeting and Welcome Message 

Start by going to your ChatGenie Dashboard. Visit the General Store Manager, click on Mini App Settings, and configure your store’s Greeting and Welcome Message. These can be anything you want them to be! You can use a simple greeting or use the same tone as your social media posts to create a friendlier welcome to your customer. We suggest the latter so your customer can really feel like it’s talking to your brand. To set your Messenger Greeting, edit the Greeting field in the Mini App Settings.

To set your Welcome Message, edit the Welcome Message field in the Mini App Settings.

You might already be using Facebook’s automated messaging features. So your greetings aren’t redundant, we recommend removing them and incorporating them into your Welcome Message and Greeting instead. For a personal touch, we’ve already added tags to greet your customers directly so make sure to avoid editing the templated tags like {{user_full_name}}, and <user_name>.

For your Instagram Greeting, configure your Welcome Message by going to the General Store Manager, under Sales Channel Settings, and clicking the Instagram tab. In case the option to edit is not available, click on Unsubscribe first and then edit the fields.

Step 2: Configure your Cart Settings

Now, it’s time to set up your Cart Settings. Configuring your cart settings makes it easier for your customers to check out items from your store and will have a great impact on their experience. Settings like free shipping amount and minimum transaction spent can be configured in this section as well as promos and coupons.

Configure your shop’s promotions in the Promos section of your dashboard. You can add types of promotions like freebies with purchases, this can be specified to certain products or amounts spent. Upon check out, once the system recognizes this amount, they will automatically get the freebie. To do this, click on the Add button to add a promo. Product freebies can be configured in the Product section. Go to your selected product and choose what product to add as a freebie.

You can also program certain promo codes in Coupon section of your dashboard. Just tap the Add button to create coupon codes that you can give to your customers or to a certain customer category. Coupon codes can be set as an Absolute Discount (ex. P50 off every order) or a Percentage-based Discount (ex. 50% off) with a minimum spend. Coupon validity can be configured by its applicable payment method, usage limit, and time active.

Step 3: Sharing Mini App link to direct customers to your store:

There are plenty of ways to share your ChatGenie Mini App online stores.

Messenger Ref Link:

For the Messenger Ref Link, get the Syntax for Facebook Messenger:

<m.me_link>?ref=<payload>

Here’s a sample:

m.me/111343391466674?ref=CG_MINI_APP_GENERAL_ADS:QXBwLTU5NDU=:ECOMMERCEB2C

You can also use http://bit.ly to shorten the link. You can get the payload in the Mini App Settings under the General Store Manager.

Facebook will use the Facebook page username to create your 'http://m.me ' link. Without one, it will generate a string of random numbers. To get your http://m.me link, simply copy the latter part of your Facebook URL. For example, if the Facebook page is http://www.facebook.com/ChatGenie, the http://m.me link should be m.me/ChatGenie. If you don't have a username yet, Facebook will use a random string of numbers for your username which will also be used for your http://m.me link like http://facebook.com/111343391466674.  

To create an easier way for your customers to find your http://m.me link, you have to create a username for your Facebook page. Just go to Facebook.com and navigate to your Facebook page and click the About section in the sidebar on the left. There, you’ll see Create Page @username in the General section. Click on it and you’ll be prompted to create a username. After you’ve created your new username you can easily access your http://m.me link on: http://m.me/[username].

Viber Ref Link:

Start with getting the Syntax for Viber:

viber://pa?chatURI=<viber_uri>

When creating a Viber bot, you will be asked to create a Viber URI, simply replace the <viber_uri> in the syntax with your own Viber URI. For more information on how to create a Viber bot, follow this link: [Viber] How to Set Up Your Viber Online Store

Here’s a sample:

viber://pa?chatURI=favoriscents

Instagram Ref Link:

Again, start by getting the syntax for Instagram:

http://ig.me/m/<ig_username>

Simply replace <ig_username> with your Instagram page username.

Sample:

http://ig.me/m/plainsandprints

Product Links:

You can also share direct links to your products in-store. Simply go to the Products section in the dashboard and click on Share Product Link.

Step 4: Edit the Call to Action Button on Facebook

Click on this link to see the video tutorial on how to edit the Call to Action button on your Facebook Page to route visitors directly to your Mini App:

All you need to do is provide the Messenger Ref Link on the link bar. From your Facebook Page, go to Page Settings > Messaging and scroll down to see the Messenger URL.

Another way to do this and also be able to track the clicks and orders coming from your Call To Action button is by adding it to the Referral section. To do this, simply follow these steps (or watch the linked video here):

1. Copy the Payload Setting from your ChatGenie Dashboard.
2. Name the Referral Link for you to easily identify the link that we will create.
3. Paste the Payload Setting on the Referral Link section
4. Click Add to save the link.
5. Copy the link created, go to your Facebook Page and click the blue Edit button or add a button if you have not configured it yet.
6. Select from the options available depending on what fits your store, paste the link that we copied, and click Save.
7. Your customers can now click your new button and simultaneously track the clicks and orders from that button on the ChatGenie Dashboard!

Step 5: Create customer awareness with Facebook Ads and more

Now that you’ve prepared your ChatGenie Mini App online store, you are ready to sell inside the world’s biggest apps! However, it is also vital that your customers know they can order directly through your messages. Visibility is everything when it comes to online selling. Make sure your customers can see how easy it is to order on your Mini App. One great idea to increase exposure to your online store and brand? Facebook Ads! You can watch this video to learn how to set up Facebook Ads leading to your Mini-App online store: How to Setup Facebook Ads Leading to Your Mini App online store - YouTube

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