Hi [First Name],
Thanks for grabbing the chat marketing setup and plan checklists. Here is your download page, in case you need it again:
[Link To Your Download Page]
You will find two checklists there, each as a printable PDF and an editable Word file. Checklist 1 gets your accounts ready and connects your chat channels to an automation platform. Checklist 2 helps you plan what your chat marketing is for, before you build a single flow.
If you only have ten minutes today, run three quick checks, because they cause most of the mystery failures beginners hit later.
- Make sure your brand has a Facebook Business Page, not just a personal profile. Every Meta channel connection hangs off the Page.
- Make sure your Instagram account is a Professional account, Business or Creator, and that it is linked to that Page. DM automation only works on Professional accounts.
- In the Instagram app, find the setting that lets connected tools access your messages, under the messages section of your settings, and switch it on. If it is off, an automation platform can connect and still never receive a single message.
Then keep a second account handy, yours or a family member's, purely for testing. Once you connect a channel, send it a real message from that account and make sure it arrives. Test each channel separately: a working Instagram connection tells you nothing about Messenger.
Over the next few days I will send you a few short emails with the most useful ideas from the checklists, so every conversation you start can end with a subscriber.
Talk soon,
[Your Name]
[Your Brand]
P.S. Meta renames menus often. If a setting has moved, search the help pages for the feature name rather than clicking around blindly.
The Chat Funnels Profit Kit
