Often times when I first hop into a client’s ManyChat account, I’m met with a cluttered dashboard of unnamed flows, unlabeled triggers, and what feels like a digital junk drawer of automations.
I understand how this happens… you start creating flows, building new things and then suddenly you’ve got a messy dashboard with little to no organization. But a disorganized ManyChat account can lead to inefficiencies, duplicate work, and frustration for both you and your team.
Today I wanted to share a few ways to clean up and organize your ManyChat account for maximum efficiency.
Step 1: Make sure you’re labeling your automations
Consistent naming conventions are crucial for quickly finding and identifying your automations. Don’t just name your flow “New Flow” or “Test” – be specific about what each automation does.
Pro tip: create a labeling format so that you’re consistent across all of your automations.
Here’s a simple format I recommend:
[TRIGGER WORD] – [PURPOSE/PRODUCT/OFFER] – [KIND OF TRIGGER]
For example:
- [GROW] – [Free Guide Download] – [DM/Story Reply]
- [10X] – [Product Launch Sequence] – [Comment Reply]
- [LEARN] – [Registration Confirmation] – [DM/Story Reply]
This naming convention helps you instantly identify what each automation is for, what it’s sending someone to, and how it’s triggered.
Step 2: Label the triggers within your automation
Inside each flow, if you’re linking triggers to specific posts, rename the trigger to be the date of the post. This is especially important for complex flows with multiple entry points, that way you can quickly glance and see what content is sending them to this automation.
Step 3: Create folders to organize your flows
ManyChat allows you to group related flows together in folders. Use this feature to create a logical structure for your automations.
You can break down the folders by product, podcast, free guides, etc.
Some folder organization ideas:
- Lead Generation/Freebies
- Product-Specific Sequences (with subfolders for each product)
- Podcast Episodes
- Seasonal Promotions
Pro tip: Include an “Archive” folder where you can move old flows that you’re not using anymore but don’t want to delete.
Step 4: Create a place to organize your trigger words
Another major mistake I see businesses make is not keeping a running list of the triggers words that are live and being used.
Create a central document, spreadsheet, or Notion page that lists:
- All active trigger words/phrases
- A link to the flow/automation each it activates
- What the flow/automation sends people to
- When the automation was last updated
This prevents issues when you’re choosing new trigger words and eliminates confusion when multiple team members are working in the account.
Taking the time to organize your ManyChat account allows you to create systems that save you time, prevent errors, and set yourself and team up for success!
