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October 8, 2020

Create Offer Signup Software Within Manychat

You’ve just finished creating your coupon flow. Good job! If you haven’t yet, go back and create the coupon first as this next flow won’t be of use to you unless you actually have something people can sign up for.

Before you distribute your coupon..

You might want to think a little bit farther beyond just messaging them on Facebook because you might want to go omnichannel and message them through email or phone too.

This next flow is going to help us accomplish the following:

  • Set greeting
  • Get email signup
  • Get phone signup
  • Prevent double signups
  • Remind every 24 hours
  • Proceed to coupon flow

Before we start, let’s get an understanding of how people will access this flow and where this flow will lead to.

We are going to let people access this flow by typing a specific message to you on Facebook Messenger.

We are also going to set up a way to let people access this flow if they click on a specific link (that only you will have access to and can distribute).

So basically, they have to know the secret message or get the link from you in order to sign up for your offer.

Later on, we can also talk about how people can sign up for this offer on your website or how they can sign up via your Facebook ad.

Those will all be entry points into this signup flow. You will have multiple opportunities to get people to sign up for your offer. The more signups you have, the more people that see your offer. The more people that see your offer, the more people will visit your restaurant.

At the end of the signup flow, we will send the person to a welcome message where they can see the coupon right away.

Why do we send them to a welcome flow and don’t send them straight to the coupon flow? I explain why here.

Now that we know the beginning and end of this flow, let’s get right into it and start building out our flow. You should already have your {Offer Name} Signup flow setup from the prerequisites section of setting up this restaurant marketing funnel.

If you haven’t created the Signup Flow yet, go ahead and create it now. Then go into the flow and let’s start building!

  1. Check if coupon is turned on or off
  2. Set greeting w/ excitement

No matter how someone enters your signup flow, you always want to greet them with excitement and happiness, just like you would at your restaurant.

So, the very first message we will be sending them is an exciting question such as:

Ready to get your {Offer Name} Offer, {First Name}?

The reason it is exciting for them is because they just learned about the offer and took action to move forward to getting the offer.

Immediately after they see this first question, we want to do two things:

  1. Tag the person as someone who viewed the offer
  2. Record all the information that Facebook already gives us about the person. This is one of the many strengths of using Facebook Ads with Facebook Messenger.

Both of these can be done in an Actions box. So let’s click on the open gray circle next to the “Next Step” text in this message box. Drag it to an open area, then release your click. This will open some options for possible next steps.

Choose Actions and you should see a panel open on the left side of the screen that will let you choose what actions to take.

The first action we want to take is to tag the person as someone who viewed the offer. So let’s click on +Actions, then choose Add Tag. Find your {Offer Name} Viewed tag for this specific offer and select it.  

You should see that your Actions box is populated with the {Offer Name} Viewed tag.

In the same actions box, we want to record all the data about the person that Facebook currently makes available to us, including the person’s first name, last name and time that they viewed the offer.

So add a Google Sheets Actions to the same Actions box and let’s record some data to your Google Sheets Restaurant CRM.

Right when you add the Google Sheets actions, you will be prompted to choose how you want to update Google Sheets (by inserting a new row or updating a new row.) You want to choose Update Row here because the person could already be in your CRM and we want to match their previous activity to this offer’s activity.

After you choose Update Row, you will see a screen that will ask you choose your Google Sheets and how to match or write data to it.

You can see the settings that I put below:

After you finish with this action box, verify that both actions are in the action box.

Next, we want to help the person start signing up.

  1. Set email signup

After they person gets the initial Ready message, we want to give them options to move on. Let’s create two quick reply responses so they can continue the conversation.

Let’s create 2 options: “Yes, ready!” and “Remind Me Later”

Let’s go ahead and give them these options by creating a quick reply button for each response.

For the “Remind Me Later” quick response, let’s do the usual and continue it towards the {Offer Name} Reminder flow for this offer.

For the “Yes, ready!” quick response, let’s bring them to the next part of this which to get their email address. Don’t worry, we will get the person’s phone number later.

Continue the flow from the initial message and start a new message box.

In this message box, we want the ask for the person’s email address but also record their response so that we have their email address on record.

Manychat will help us record the person’s email address once they respond with it when we use a User Input message.

In this message box, add a User Input message by choosing it near the bottom of the message editor:

When a new message box shows up, you can type in my email-asking template:

We send you a unique coupon via email that only YOU can use.

What email address would you like us to send your unique coupon to?

While you’re editing the message, you can also see an extra options panel that lets you choose what type of reply you expect.

Choose Email for reply type, then make sure the Save Email to System Field is ticked green.

Scroll down in the same options box. You will see an option that will let the user retry entering their email address if they originally entered it in the wrong format.

This really helps with data validation and ensures that your emails will send and the requester will receive it.


Then you can delete the original message that was added by default when you added the message box.

Again, the main purpose of using this User Input message is to get and record the person’s email address. We’ve already set it up to record in Manychat, but we also want the data in our Google Sheets.

So let’s set up a Google Sheet action following the person’s response.

Set up the Google Sheet action to Update a Row for your Google Sheets Restaurant CRM. Match the MCID to the User Id, and write the email address for the person’s main email field and the email column for this specific offer.

Why do we have two email fields? Some people use different email addresses for different things (personal, business, school, spam). We want as many touch points with them as possible so we want to record them all.

Save your Google Sheets action.

Once the email address from the user response is set to write into the correct Google Sheets columns, let’s move on!

  1. Confirmation

After the person enters their email address, it would be best if we confirmed their signup with them. Let’s continue the conversation with a thank you message.

Thank you! Let me get your coupon for you…

After that I like to say that I am back from getting the coupon and have sent the coupon to their email address.

Got it! The coupon is on its way to your email inbox.

And just in case you want to use it right NOW…

We have to follow through with what we promise. It is part of our brand afterall.

So let’s make sure that we actually do send them an email with the coupon in it.

And it looks like we’re teeing up a message to show the coupon now. So let’s do it!

Continue the flow with a new message. Let’s go ahead and get the coupon for the customer by continuing the flow to a new flow: the Welcome Flow.

  1. Welcome

Even though this is a different flow, I am going to include it in this section because it is technically part of the signup process. When someone signs up for something, they should get it immediately after they fulfill the necessary steps in order to claim it.

Once they claim it, you want to present the coupon to them. But we don’t want this to go straight into the coupon flow either.

If it goes straight into the coupon flow, they could see something like..

Let me get that coupon for you…

Coming up…

You have already used this coupon.

  1. Set phone signup

Happens if they want phone reminders. If you want this to be your primary contact method, you can switch this flow from email to phone.

  1. Prevent double signups

So we have an email signup process which enables us to collect email addresses, distribute coupons via the email address and also send reminders about the offer to the email address.

What if we have the email address for this person already? What if they used this coupon already?

We want to make sure that we put in the conditions needed so that people can’t sign up for the coupon again or get the coupon again.

And if they did sign up for the coupon again, we want to say different things to people depending on which coupon stage they are in (viewed, claimed, validated, expired, etc).

The very first place we want to put a condition in is just before we ask for their email address. We want to send a different message to the person depending on if we have their email address.

If we do have their email address, we will say that we have their email address from previous records. Then we will ask if they want to use the same email. It’s very similar to when your phone or internet company repeats your contact information back to you (they have it on record)!

If we don’t have their email address, then we will continue the flow as normal.

So just before we ask the person for their email address, which is right after we ask them if they’re ready to claim the coupon, let’s set up a condition to check if we have the person’s email address.

Click and hold the open gray circle next to the “Yes, ready!” quick reply button. Release it in an empty area to open up the possible next steps. Choose Conditions.

Add a condition for checking if email has any value.

If the email does have value (meaning there is something in their email address field), then that means we have their email address. 

If we have their email address, we want to tell them that we have it already and ask them if they want to use the same email address that we have on record.

If they do, then we can continue with the signup by showing them which email address we have on file and having them confirm it.

Then we will continue with the flow.

If the email does not have value (meaning there is nothing in their email address field), then that means we don’t have their email address.

In this situation, we would continue the signup process as normal (what we already built).

So click and hold the red circle then drag it towards the next message we already have. The red circle represents the condition that we don’t have their email address. So let’s drag it towards the signup message that we have already.

For the open green circle, let’s continue on to a different signup message:

We send you a unique coupon via email that only YOU can use.

We have your email from a previous signup: {{email|fallback:””}}

Would you like us to use the above email address?

Put that as the next message. If they confirm that is the correct email, they will click yes and we will continue the conversation to our original Thank You message.

If they say the email is wrong, then we will send a message with a user input asking them for the email address they want to use.

After they input their email address, they will overwrite the email address in their Manychat profile. We will also input a Google Sheets actions to write over the email address for that person in our CRM.

After they finish this signup process, they will continue on the Thank You message that we originally wrote.

We also want different messages to appear based on what stage of the current coupon they are in.

For example, if they claimed this coupon before but let it expire, we can send them a message telling them that their coupon has expired. Then I will give you a couple options on how you want to handle expired coupons.

You can either renew the offer for them or you can tell them to view your other offers.

Also, if they validated the coupon already, you definitely want to let them know that and tell them that they can stay tuned for future coupons.

Those are all the conditions we need to prevent double signups and personalize the experience for each person!

Next up, my favorite part – the reminders!

  1. Remind every 24 hours

We want to set reminders after almost every message in the every flow.

It’s no different here and I would emphasize it even more in this conversation. Getting the email address of any of your new or existing customers is invaluable for your business. So follow up here is crucial And we know that the better follow up we have, the more it will feed into traffic and sales!

The very first reminder we want to place is right after they see the welcome message of “Ready to get Your {Offer Name}, {First Name}?

Sometimes, people click on your ad/link entrypoint, but they dont check Messenger after they do.

So we want to put in a reminder just in case they forgot about us already.

The second and third reminders should go after each email signup ask.

Once you have placed those reminders, we’re done with this signup flow!

  1. In Conclusion

Getting the contact information from any of your new or existing customers is invaluable to your business.

Once you build up a database of 1000 people from a previous offer, you can promote your new offers to those 1000 people so you don’t have to start from scratch like the first time.

If you have a signup flow like the one I showed you how to build above, you can be getting 50 emails a day, converting to 15,000 for the year.

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Wilson Muh


Wilson Muh

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