Trainer’s Note: This course features video clips/tutorials from webinar sessions on Live Chat, Chatbots, and CRM in E-Commerce course. Each video clip comes with text contents, links to relevant tools, and other training materials that will help you understand primarily the use of Messenger Chatbot, HubSpot CRM, and Live Chat for eCommerce websites.

Copyright Notice: Unauthorized distribution, copying, or reuse on any part of the entire contents of this tutorial is strictly prohibited. Violators will be sued for copyright violation. Existing trainees and students who also violate this copyright notice will have their access revoked permanently with no refund.

Data Privacy Notice: The learning materials below, like the tutorial videos and clips, show personal information either in the CRM or in the Chatbot platform. We didn’t censor these frames so you can see how exactly it looks like. Please observe caution by NOT taking screenshots and/or sharing of such information to anyone.


Digital marketing can be frustrating.

Competition can be relentless.

Customers, for instance, are constantly bombarded with ads that they now habitually ignore. A smart freelancer or business owner should find ways to keep up with their competitors. One that is not saturated like Chatbot Marketing.

Chatbot Marketing, Messenger Automation, or simply Chat Marketing can help you reach and nurture leads or prospects in every stage of their Buyer’s Journey. Provided that you employ the best practices in Chatbot Marketing, you can always leverage this channel as part of your Digital Marketing strategy.

Before, Messenger was simply a way to keep in touch with family and friends. Now, with over 1.3 billion monthly active users, it is one of the most effective online platforms for branding development and customer engagement. It provides customers with real-time support through Live Chat and Chatbots for any eCommerce business.

Chat Marketing for Omni-Channel

Messenger, or Chatbot for this matter, can reach leads and prospects anytime. With a Chatbot integrated into your Facebook Page, it makes them feel as if you are always ready to cater to their inquiries or needs.

The landscape actually changed in late 2019 with the advent of “Chat Marketing”.

If implemented correctly, this new communication channel can improve your marketing and sales. It can boost conversions while lowering your marketing costs. This is because you are able to connect with your target buyers not just on Facebook Messenger, but also through Email and SMS right on a single platform. Hence, the name “Chat Marketing”.

Messenger Chatbot, HubSpot CRM, and Live Chat in E-Commerce

It is very likely that you have interacted with a Messenger Chatbot without even realizing it. That’s because some Chatbots are very well-designed that messages sent look native or fluid, and not intrusive or annoying. Also, such Chatbots may already have personal information collected about you, that the Chatbot “owner” stored in a Customer Relationship Management or CRM platform. That is with your consent, of course!

Wondering how to create your own?

Freelancers, entrepreneurs, or MSMEs like you have the potential to build your own Chatbot or Live Chat feature integrated to your eCommerce-centric website. It’s very easy to do. And to improve your digital marketing strategy, you can use a CRM platform like HubSpot as well.

In the tutorial video below, I will do a step-by-step demonstration on how to configure and activate a chatbot platform for your Facebook Page. I will show you how to install a template, with no programming required. And of course, I’ll teach you how to integrate a Chatbot on your E-Commerce website.

This tutorial will cover the following topics:

  • Creation of Saved Replies on Facebook Messenger
  • Configuring ManyChat settings (Opt-in, team members)
  • How to install a Template (settings) and configure it
  • How to activate ManyChat.

Watch the full video below.

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In the demo below, I use ManyChat. You can signup for a ManyChat account here.

Password: tw_livechat


Mastermind Session

For the participants of the eCommerce and Digital Marketing Bootcamp + Mastermind program, I embedded the recorded video from the Batch 1 session below. I also made the video available for viewing for anyone taking this Live Chat, Chatbots, and CRM in E-Commerce course independently.

Batch 1 Mastermind Session focused on the latest Messenger policy changes and how to do Messenger Marketing correctly this 2020.

Topics include:

  1. 24+1 Rule
  2. One-Time Notifications
  3. Omni-Channel (Messenger + SMS + Email)
  4. Broadcasting messages CORRECTLY

In this video, I also shared a quick demo for the integration between a Messenger Chatbot and HubSpot CRM. Learn the best practices in using Messenger when sending messages through HubSpot CRM for different use cases, like for (1) Support and Services-related inquiries, or for (2) Sales and Marketing-related services.

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Password: mastermind_chatbot

Relevant Links:


For questions and clarifications, feel free to comment below.

The Resource Person: Bert Padilla is a Certified E-Commerce Trainer. He’s also an online entrepreneur operating TekWorx.Digital. In 2018, he started sharing his online expertise as Trainer and Resource Person for one of the programs of the government’s Department of Information and Communications Technology or DICT. Inspired to help more and more Filipinos through digital trainings, Bert launched TekWorx.Training in early 2019.

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