manychat-build-steps.md
wiki/content/freebie/manychat-build-steps.md · last modified May 14
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ManyChat flow — build steps

This builds the auto-DM funnel for comment "NUMBERS" on @gotauts post. Six steps, ~25 min wall clock.

Step 0 — Prereqs

  • @gotauts Instagram account is connected to a Facebook Page (ManyChat requires this; takes 2 min in IG settings if not already done).
  • Tally form URL ready (from tally-form-copy.md).
  • Daily Numbers Tracker URL ready (from numbers-tracker-template.md).
  • Telegram channel link: https://t.me/gustavsgotauts.

Step 1 — Sign up + connect Instagram (5 min)

  1. Go to https://manychat.comSign up free.
  2. Choose Instagram as the channel.
  3. Authenticate the Facebook account that owns @gotauts's connected Page.
  4. Grant ManyChat the requested permissions (manage messages + comments).
  5. Confirm @gotauts shows up under "Connected accounts".

Step 2 — Create the Comment Trigger (5 min)

  1. Left sidebar → AutomationTriggers.
  2. + New TriggerInstagramUser comments on your post.
  3. Trigger name: NUMBERS funnel
  4. Posts to monitor: select All posts (so this trigger applies to the H1 carousel and every future one without per-post wiring).
  5. Conditions:
  6. Comment contains: NUMBERS (case-insensitive — toggle OFF case sensitivity)
  7. Reply only to top-level comments (toggle ON if available, otherwise leave default)
  8. Action: Send DM → choose "Open new flow" → name flow: NUMBERS-DM-funnel
  9. Save trigger.

In the flow editor for NUMBERS-DM-funnel:

Node 1: "Welcome DM" - Type: Send Message - Wait before sending: 30 seconds (avoids Meta's auto-reply spam flag) - Message body: ``` Hey 🙏 thanks for commenting NUMBERS.

Here is the 3-question read on your bottleneck:

Once you submit, I will DM the exact tracker I run my $1M+ months on, plus the row that matters most for your specific situation.

Takes 30 seconds. Real numbers, no fluff. `` - Replacewith your actual Tally URL from Step 6 oftally-form-copy.md. - Append?ig_id={{ig_user_id}}to the Tally URL so we can identify the lead in webhook payload. Final URL example:https://tally.so/r/abc123?ig_id={{ig_user_id}}- (ManyChat exposes` as a built-in variable.)}


Step 4 — Build Node 2 (Wait for webhook + branch) (5 min)

ManyChat free tier supports incoming webhooks via the External Request feature. We use Tally's webhook to set custom fields on the contact.

Node 2: "Wait for Tally submission" - Type: Smart Delay (built-in) → set delay to 7 days max (timeout fallback) - After delay, branch: - If contact has custom field q2_bottleneck set → go to Node 3 (deliver tracker) - Else → go to Node 5 (no-submit follow-up DM)

We'll create the q2_bottleneck custom field in Step 5 (webhook receiver).


Step 5 — Configure incoming webhook from Tally (5 min)

  1. ManyChat → left sidebar → SettingsInstalled AppsWebhooks+ Add Webhook.
  2. Name: Tally NUMBERS submit
  3. Copy the Webhook URL ManyChat generates (looks like https://api.manychat.com/fb/webhook/...).
  4. Map fields: in the webhook config, map Tally's payload fields to ManyChat custom fields:
  5. data.fields[0].value → Custom field q1_journey
  6. data.fields[1].value → Custom field q2_bottleneck
  7. data.fields[2].value → Custom field q3_email
  8. URL param ig_id → identifies the contact
  9. Now go back to Tally → your form → IntegrationsWebhooks → paste the ManyChat webhook URL.
  10. Test: submit the Tally form once with junk data. ManyChat contact for the test IG account should now show q1/q2/q3 custom fields populated.

Step 6 — Build Node 3 (Deliver tracker) (5 min)

Node 3: "Tracker delivery DM" - Type: Send Message - Message body (uses ManyChat custom field interpolation): ``` Got it. Your bottleneck looks like {{q2_bottleneck}}.

Here is the tracker I run my $1M+ months on:

The row that matters most for you: {{row_for_bottleneck}}.

2-minute Loom showing how I read it daily:

If you want to go deeper, the Telegram is here: https://t.me/gustavsgotauts `` - Replacewith the Notion public URL. - Replacewith Gustavs's Loom URL once recorded. **For tonight, if Loom isn't ready, drop the entire2-minute Loom...line — better silence than a broken link.** -}interpolates the lead's actual answer. -` is a custom field we set in Node 4 below.}


Step 7 — Build Node 4 (Bottleneck → row mapping)

Before Node 3 fires, set the row_for_bottleneck field based on q2_bottleneck answer.

Node 4 (insert before Node 3): "Map bottleneck to tracker row" - Type: ActionSet Custom Field - Conditional logic (if/else): - If q2_bottleneck contains Cashflow → set row_for_bottleneck = Revenue minus all spend, weekly running balance - If q2_bottleneck contains ROAS → set row_for_bottleneck = ROAS column, day over day - If q2_bottleneck contains Team → set row_for_bottleneck = (no row — the Telegram team thread covers this) - If q2_bottleneck contains Product → set row_for_bottleneck = Cost per ATC vs ROAS — if both are bad it is the product - If q2_bottleneck contains Mindset → set row_for_bottleneck = (no row — Telegram for the discipline thread) - Else → set row_for_bottleneck = (let me reply manually)


Step 8 — Build Node 5 (No-submit follow-up, optional Phase 1)

Node 5: "7-day follow-up if no submit" - Type: Send Message - Triggered after Node 2's 7-day timeout if q2_bottleneck is still empty. - Message body: ``` Hey, just checking in.

The tracker is still here if you want it:

If now is not the moment, no worries. The Telegram is open if you want the daily numbers without filling anything out: https://t.me/gustavsgotauts ``` - Closes the flow after this message.

This is technically Phase 1 polish — fine to skip tonight and add later this week.


Step 9 — Set the flow live + connect to trigger (1 min)

  1. Top-right of flow editor → Publish.
  2. Go back to the trigger from Step 2 → confirm it points at the now-published flow.
  3. Toggle the trigger ON.

The funnel is now live. Any "NUMBERS" comment on any @gotauts post fires the flow.


Verification checklist

  • [ ] @gotauts IG connected to a Page; Page connected to ManyChat
  • [ ] Trigger active for "NUMBERS" comments on all posts
  • [ ] Node 1 DM has the right Tally URL + ?ig_id={{ig_user_id}} param
  • [ ] Tally webhook fires on submit; ManyChat custom fields populate
  • [ ] Node 4 maps every bottleneck answer to a row
  • [ ] Node 3 DM has tracker URL + Telegram URL (Loom optional)
  • [ ] Test comment "NUMBERS" from a secondary IG account walks the full funnel in <8 minutes wall clock

If the smoke test fails at any node, that's where the bug is — fix in place, re-test from the comment.

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