Facebook channel

A Facebook channel associates conversations with a Facebook account "page". Conversations for this channel use Facebook's messenger system, and the conversations are associated with the associated Facebook page. When viewing the account's Facebook page, clicking the Message button begins a Medallia Conversations conversation.

Facebook web page with a conversation in the Messenger window

Below are the properties that configure a Facebook channel. For additional information about setting up a Facebook channel, see

Facebook properties

Category
Facebook
Channel name
(required) Unique name of the channel. For usability, make the name descriptive and include the category in the name to differentiate the channel from similar channels.

For example, here are two channels for Orion Retail: one for SMS and one for Facebook:

Two channels: the name of one ends with SMS and the other with FB

Channel description
Text description of the purpose of the channel. Mention any restrictions like blackout dates and availability windows.
Availability windows

Availability windows identify when the channel is available to send feed-based invitations. Use the availability windows to pause the channel during times when people might not be receptive to the invitation, such as on weekends or at night. Note, this does not affect feedless surveys, which can be taken at any time.

The day and time are based on the respondent's timezone, as specified in the timezone information included in the raw invitation provided by the company, and processed by the import specification. See Import specifications for details about the import process.

When a window opens, messages are sent at random times within the next hour; they do not all go at at the opening of the window.

Important: Select a window that is greater than 1 hour/60 minutes. Selecting a window that is less than 1 hour can cause invitations to be sent during the restricted window.
Tip: Use availability windows for channels that contact or push the conversation to respondents. For passive channels — like web pages or social media — use them as needed by your company.

This example disables the channel on weekends, and between the hours of 7:00 p.m. and 9:00 a.m.

Availability windows for weekdays only

Blackout dates

Blackout dates are specific days of a year when the channel does not send feed-based invitations. Use the dates to pause invitations to the channel on days when respondents might not be receptive, such as holidays. Messages scheduled to be sent on blackout dates are sent after the blackout expires. Note, this does not affect feedless surveys, which can be taken at any time.

Tip: Use availability windows for channels that contact or push the conversation to respondents. For passive channels — like web pages or social media — use them as needed by your company.

This example disables the channel on the U.S. holidays of the Fourth of July and Thanksgiving in 2018.

Three blackout dates in year 2018

Opt-out keywords
Words or phrases respondents may send requesting their intention to opt-out of receiving future conversations from the company, on all channels. After receiving the opt-out instruction, the channel sends a message to the respondent acknowledging the request.
Note: A channel must have at least one opt-out keyword. The default keyword is 'stop'.

Each entry may be a single word, such as 'stop', or a multi-word phrase such as 'opt me out'. The text is case-insensitive: 'stop', 'STOP', and 'Stop' are all recognized when the word is 'stop'.

Two Opt-out keyword phrases: 'stop' and 'Opt Me Out'

Opt-out message
Text message to send to the respondent after the channel receives an Opt-out keyword from the respondent.
Auth
Facebook account settings necessary to access the Facebook page.
Page ID
Identification code of the Facebook page associated with this channel.
App ID
Identification code of your company's Medallia Conversations instance.
Secret
Leave this empty, undefined.
Token
Token code for authenticating the application when communicating with Facebook.
Payload of 'Get Started Button'
Leave this empty, undefined.
Enable bot sharing
When the Facebook page allows more than one app or bot to access the page, turn this feature on to allow Medallia Conversations to take control of the conversation. When enabled, the Medallia Conversations bot is the secondary receiver for handover purposes.
Persistent menu
A Facebook persistent menu presents buttons that always display at the bottom of the Messenger panel, and which each triggers a different conversation. Respondents can click a button at any time to initiate the associated conversation. There can be up to five buttons on the menu, in priority order from highest priority (top) to lowest.
Type

Type of menu item:

  • postback — Start the conversation identified by the Payload Text or Conversation ID. For Payload Text the value is the Keyword of the target conversation.

    Restriction: Either a Paylod Text or Suvery GUID is required, but not both.
  • web_url — Opens a web view showing the web page of the URL in he Payload Text.

Title
Label of the menu item.
(Payload) Text
Data associated with the Type option; the meaning depends on the Type selection.
Conversation ID
ID of the conversation to trigger. The ID is shown in the Conversation editor.

Default Conversation Throttle

The conversation throttle limits how many Default conversation messages, for a specific Conversation, can be sent to the same recipient within a time window. This prevents infinite "ping-pong" loops with auto-responders or answering machines, thereby reducing accidental spam, controlling costs, and protecting customer trust.

For example, by default Medallia Conversations sends no more than 3 Default Conversations to the same recipient with a 90-second time period. Instead of making a 4th attempt, the recipient is blocked for 24 hours from receiving a Default Conversation. After 24 hours, Medallia Conversations again tries to send default Conversations to the recipient.

To view a list of the blocked recipients, see Blocked Records.

Maximum number of Default Conversations
Maximum number of Default Conversations (unrecognized or fallback replies) that can be sent to a recipient within the configured Time Window. Once this limit is reached, no further default replies are sent to that recipient until the Reset Time expires.

Min: 1; max 10,000; default: 3.

Time window (seconds)
The time period during which the system counts the number of Default Conversations sent. If the threshold is reached within this period, the recipient is temporarily blocked from receiving additional default conversations until the Reset Time elapses.

Min: 0.0036 seconds; max: 86,400 seconds (24 hours); default: 90 seconds.

Reset time (hours)
How long a recipient remains blocked from receiving default messages after exceeding the Default Conversations Threshold within the Time window. The counter resets at the end of this period, allowing the recipient to receive default replies again.

Min: 0.0167 hours (1 min); 720 hours (30 days); default: 24 hours.

Channel settings

Channel settings are advanced, custom channel configuration options. Each setting is a key/value pair.

Channel setting where Key is 'my_key' and Value is 'some_value'

Advanced channel configurations

These are the available advanced settings.

Channel settingChannelDescription
MAX_MESSAGE_LENGTHCustom and FacebookMaximum length of a message before splitting it into multiple messages. A split message appears as two (or more) messages in the channel display. By default, the message is split when there are more than 320 characters. Change this setting to increase the limit up to 1024 characters.
SPREAD_SCHEDULE_TIME_WINDOW_IN_MINUTES
 All channel types except WebChat.Instead of immediately sending all invitations, randomly send them all during the count of minutes specified by the value, such as 10 minutes.
ENABLE_USER_SYNCSlack (only)Set to true to sync the user info from the Slack workspace. This helps trigger surveys by user email when the Slack user ID is not known.