Instagram DMs let you connect with your audience straight away. By adding Instagram DM actions to your workflow, you can keep on top of follow-ups, nurture potential leads, and stay in consistent contact with your audience. This feature makes sure your contacts are kept informed about your products or services at the right time. Here's a step-by-step guide to help you get the most out of it.
To get started, click on the "+" icon and select Instagram DM in the Actions menu.
📌NOTE: To send a message to your contacts via Instagram using the Instagram action in your workflow, they should have messaged an Instagram page that is connected to the CRM within 24 hours before arriving at the event.
Templates
You can use a previously created template for your message by clicking on the Templates field and selecting the one you want from the available options.
Message
If you'd prefer to write your own message rather than use a template, type it in the Message field or use the AI tool. You can also insert specific custom values, such as the contact name, by clicking on the Custom Values (tag icon) option.
Add Attachment
To include attachments in your message, click the green Add Attachments button and select the files from your computer. Attachments are useful for sharing extra details, such as PDFs, images, or documents relevant to the conversation.
Add Files Through URL
You can also upload files from a URL by entering the link into the dedicated field and clicking the +Add button to include it.
Save Action
Once you've set up your message, attachments, and any other details, click Save Action to finalise your setup.
With Instagram DM actions configured, you're all set to keep in touch with your audience in a timely, meaningful way, whether that's a quick hello or a detailed update.