In this section we will explain how to use Instagram Messenger for Businesses in your payever account and how you can start selling via Instagram Messenger. You will learn how to:
1. Register an account
2. Create a product that you can sell in multiple sales channels
3. Connect to Instagram
4. Install payment options and set up your checkout
5. Install the Message App
6. Create a message bubble in your Online-Shop
7. Start a chat and sell your products via Instagram
Step 1: Register an account.
Step 2: Create a Product/Synchronize a product.
1. Create a product.
Read here to find out more about how to create products in the Products App.
2. How to import my products from different channels / to different channels.
You can also import existing products from other sales channels, so you will not need to create them each manually in your payever account again. You can import products from multiple channels:
- Google Shopping
- payever Products API
- CVS Import
- and of course with your online store via our plugins and integrations to:
3. How to synchronize my products with different channels.
Read here to find out more about how to connect your products with multiple sales channels.
Step 3: Set up Facebook and Instagram in payever.
You can immediately start selling your products using Instagram without installing Facebook (You however still will need a Facebook business account to login and connect to payever later on). However if you want to synchronize products from your Facebook Marketplace to payever Products, you will need to include this step. If you don't want to synchronize products from Facebook you can skip this part and continue with 2. Install Instagram.
1. Install Facebook.
To integrate Facebook, you first need to open the Connect App. To do this, either click on the Connect icon (+) in the Business Apps tile, or also on Open further down in the Connect tile.
Select the Products tab from the left navigation list and install Facebook by clicking Install.
Then click on Open. After clicking on Connect, you will need to enter your login data and connect your merchant account with your payever account. If you do not have a merchant account yet, you can also create one under "Create New Account".
It is important that you give full access to catalogs and to the selected account. If you have successfully connected your account, confirm the full synchronization access by setting the switch to active.
2. Install Instagram.
Go again to the payever Connect App and select the Messaging tab from the left navigation list and install Instagram Messenger by clicking Install.
Then click on Open. To link your Instagram Messenger with payever, you will also need a Facebook Business Account. Click Connect and enter your Facebook login details if not already logged in.
Step 4: Set up payment options and your Checkout.
You can read here on how to install payment options and set up your Checkout.
Step 5: Set up channels and target your customers.
In this section you will learn how to set up channels for Instagram Messenger in order to communicate via payever Message and Instagram Messenger to your customers. This will include:
- Set up a new channel
- Set up a message bubble in your Online-Shop
- Choose the message box style
- Chat with your customers directly
- Send your customers products with payment links
You first need to open the Message App. To do this, click on Message in the Business Apps tile.
Set up a new Channel.
Setting up a channel is the first step you will need to take in order to make customers aware of your messaging tool. After setting up a new channel you can generate a code that will implement a notification bubble/box into your Webshop. This is how it works: There are 3 different channels, a live channel, a public channel and a visitor channel.
With the private and public channel you can directly communicate with your employees or staff members that also use your payever Account. When you set up a private channel you will be the only one who can send messages to the chat. There will be no one who can reply. When you create a public channel you will be able to directly communicate with one of your chosen members.
The integration channel is the main and most important channel. When setting up a integration channel, you make sure that the chat channel is connected to a specific Webshop. Customers who are visiting your Webshop will be able to access a message bubble/box and redirected to Instagram Messenger and shown the chat that you previously set up.
This is how you do it:
Click on the + Symbol in the channel tab on the bottom and select Channel.
Then give your new channel a name. You can optionally add a photo or logo of your Webshop.
Then choose Integration Channel and click on Create.
Set up a message bubble in your Online-Shop.
This function allows you to place an interactive contact bubble in your Online-Shop that customers can click on. They will be then redirected to the communication channel that you chose and where they can send you questions. These communication channels can for example be Instagram Messenger, Facebook Messenger or WhatsApp. This tool is especially in handy when customers have questions around product details and do not want to send an e-mail inquiry.
In order to install the tool, you will need to first choose the style of bubble and afterwards generate the code for a chosen channel/number and implement this code into your shopsystem backend.
1. Choose the style of bubble you want to place on your Webshop.
This is the box style bubble that your customers will see on their Website. In order to implement this message bubble, you will need to click on the + symbol in the bottom right and click on Apps.
You cannot see the Apps? -Make sure that your apps are activated and connected. To do this click to the message symbol on the top right and choose Connect Apps. Then switch on your channels.
Now click on Instagram Messenger and choose the Design you want to have displayed on your Webshop.
2. Generate a code
In order to show this message bubble on your Webshop you will need to generate a code that needs to be implemented in your shopsystem backend. Please be aware that depending on your specific shopsystem, there will be different actions to perform. Basic programming skills are needed for this procedure.
Click the message symbol on the top right navigation bar. Then choose Setup Communication and select bubble.
For the text bubble you can select between payever branding and customized branding. With customized branding you can edit text and layout additional to background color and text color.
When you scroll down to the Embed tab you will find the Channel field and the code that needs to be implemented in your shopsystem backend. In the field Channel you can choose the chat channel that the button on your website will ultimately be connected to.
Once you have selected your channel, copy the code and click on done. You will need to implement the code into your shopsystem. This will require some basic programming skills.
After you have successfully implemented the code, you will be able to see the quick access message bubble on your webpage.
The customer can now click on the bubble and the bubble styles you chose earlier will be displayed. From payever Message and the subsequent channel, you can write any text message and it will be displayed here.
There are two different ways the customer can get in contact with you.
1. When he accesses your website on his mobile phone - he will be redirected to the Instagram Messenger App on his phone, asking for permission to open.
2. When he accesses your website via a laptop - he will be redirected to the Instagram Webpage and the chat will automatically open (or asked to login if not already)
Step 6: Start a chat and sell your products via Instagram Messeger
Open the Message App. To do this, click on the Message icon in the Business Apps tile.
You will now see an overview of all your chats and folders in the left navigation bar. You can create as many folders as you want and also manage them via this tool. In payever Message you can communicate via Instagram Messenger, Facebook Messenger as well as via WhatsApp. You can identify the channel by the icon that appears in the name field on the right. You will know that it is an Instagram Chat, if there is the typical camera logo on the right. If it is the typical phone with speech balloon - it is a WhatsApp chat. If it is the lightning bolt icon that you know from Facebook - it is a Facebook Messenger chat. Tap on a chat and start your conversation.
Start chatting with your customers
When an interested customer is texting you via Instagram Messenger, you can directly answer in payever Message. You can set up automated answers or reply individually. In this example the customer used his Instagram Web-Login to ask the Online Shop about a product.
You will have the overview of all conversations in your Message App. From here, you can not only reply text messages but also send media or direct payment links if a customer wants to buy something.
Start selling with Instagram Messenger
The function Product allows you to select an individual product or several products from your catalogue and subsequently send an individual payment link, directed to the target customer. Just click on the + Symbol in the bottom right corner. Then click on Product.
Then click the product that the customer wants to buy and on press on Add.
The customer will now receive a payment link via the chat. How this looks from the customers perspective can be seen below on the left. He can simply click on this link and will then be redirected to the Checkout you created before. Make sure to check if you have installed all payment methods that you want to offer to your customers. Here you can check out our payment methods collections and the subsequent manuals.
Let your customers pay in your Checkout via the payment link
The customer can now click on the link and he will be redirected to the checkout. This is especially handy for customers that prefer to pay via their mobile phone. Here you can see the Checkout that we modified earlier in Step 4.
He will be asked to enter an e-mail and address.
After filling out his personal data he can choose from the payment methods that you implemented earlier in Step 4. You can read here, how to implement payment methods. Depending on your Shopsystem, this will take up different actions.
8. Which Functions can I use with Instagram Messenger that will benefit my business and communication with customers?
With the help of the Instagram Messenger App, you can easily get in touch with your customers and introduce products and services.
Direct messaging offers the 1-to-1 attention today’s customers seek, helping generate possible upsells. Messaging customers though direct direct messages in Instagram drives more brand awareness.
Messaging and live commerce have been emerging as go-to channels for shoppers seeking new interactive ways to shop online.
Instagram Messenger improves your social customer care and response rate. Customers value quick responses when they message brands on social media and payever Message x Instagram Messenger gives customers a way to reach out to brands on their terms.
You have the ability to create automated responses. In addition to welcome messages and follow-up messages for requested products, you can also send automated out-of-office messages that inform customers when they can expect a response.
You can also send individual Coupons for selected customers and start customer loyalty programs.
Other features include sending coded images and photos or videos and setting up multiple communication channels.
Through payever Message, you can decide how your customer should contact you. We have implemented the features of the message bubble for this.