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Mastering the Automation Suite

🤖 Automate Your Outreach & Follow-ups​

Messenger Organizer's Automation Suite is designed to save you hours of manual messaging. Whether you need to send bulk messages, schedule campaigns, or automatically reply when you're busy, this tutorial will show you how to set it up.

Setting Up Message Templates​

Message templates are the foundation of your automation. By creating reusable templates, you can send consistent messages quickly and efficiently.

  1. Open the Messenger Organizer Dashboard
    • Click the Messenger Organizer icon in your Chrome toolbar or access the full dashboard.
  2. Navigate to the "Templates" Section
    • In the left sidebar menu, click on Templates.
  3. Create a New Template
    • Click on the Add New button in the top right.
    • You can organize templates into Template Folders (e.g., "TS", "test", "Testing") for easy retrieval.
    • Write your message content. You can use Template Variables (like {name}) to automatically personalize the message for each lead.
    • You can also attach Images to your templates to make your automated messages more engaging.
  4. Save the Template
    • Once your message is ready, save it. It will appear in your "Template Messages" list, ready for quick replies or scheduled campaigns.

Scheduling Campaigns & Bulk Messaging​

You can pick a group of contacts by their Folder or Tags, choose a template, and have Messenger Organizer deliver your message to each contact individually, on schedule.

  1. Go to "Schedule Messages" or "IG Schedule Messages"
    • In the left sidebar, click on Schedule Messages (for Facebook) or IG Schedule Messages (for Instagram).
    • Click the Create a new campaign button at the top right.
  2. Configure Campaign Basics
    • Enter a Campaign Title.
    • Select the Template Folder and the specific Template you wish to send.
  3. Select Your Audience
    • Choose the primary Folders you want to target.
    • Use the Allow Folders and Exclude Folders dropdowns to refine your audience (e.g., include "New Leads" but exclude "Do Not Contact").
  4. Set the Timing and Options
    • Define the Campaign Starting Time (Date and time).
    • Configure Sending Options, Sending Interval, and Skip Safe Delay settings to control the pacing of your bulk messages.
    • You can toggle Auto Pause and select Skip duplicate sending? to ensure leads don't receive the same message twice.
  5. Start Campaign
    • Review your settings, click Save, and let the system handle the outreach!

Configuring Auto-Replies​

Auto-Replies ensure that when someone messages you and you aren't available, they still get a quick, professional response.

  1. Open the "Auto Responder"
    • Access the Auto Responder from the main Dashboard sidebar.
  2. Enable Auto Responder
    • Toggle the main Auto Responder switch to the ON position. Note that the system checks for new messages regularly (e.g., running every 5 minutes).
  3. Draft Your Message
    • Click the green + Add Template (or "Create First Template") button.
    • Set up the message you want to instantly send to anyone who messages you first.
  4. Save and Monitor
    • Your configured template will live in the Auto Responder Templates dashboard where you can easily toggle it off or edit the text. You can include images and personalize the message with merge tags.
  5. Enable the Auto Responder
    • Turn the system on. Now, if a lead reaches out while you're offline or busy, they'll instantly be taken care of.

Next Steps: After setting up your automations, you may want to learn how to organize your growing network! Check out Growing Your Network & Managing Groups.