Instagram DMs are a powerful way to connect with your audience instantly. By integrating Instagram DM actions into your workflow, you can streamline follow-ups, nurture potential leads, and maintain consistent communication with your audience. This feature ensures your contacts stay engaged and informed about your products or services at the right moments. Here’s a step-by-step guide to help you make the most 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 connected to your 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 prefer not to use a template and want to draft your message instead, you can type it in the Message field or use the AI tool. You can also select 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 can help provide additional details, such as PDFs, images, or documents relevant to the conversation.
Add Files Through URL #
Alternatively, you can upload files from a URL by entering its link into the dedicated field and clicking on the +Add button to include it.
Save Action #
Once you have configured the message, attachments, and other details, click on Save Action to finalize your setup.
Now that you’ve got the hang of Instagram DM actions, you’re ready to keep those connections alive and thriving. Whether you’re sending a quick “Hello!” or a detailed update, this workflow action helps you stay engaged with your audience.
Frequently Asked Questions #
What does the Instagram DM action do? #
It sends a direct message to a contact via Instagram as part of an automated workflow.
What is required for the message to send? #
The contact must have messaged an Instagram page connected to your CRM within 24 hours before reaching this event.
Can I personalize the message? #
Yes. You can use a template, type a custom message, use the AI tool, and insert custom values such as the contact name.
Can I attach files to the message? #
Yes. You can add attachments from your computer using the Add Attachments button, or include files by entering their URL and clicking +Add.
How do I add the Instagram DM action? #
Click the “+” icon and select Instagram DM from the Actions menu.
Do I need to save the action? #
Yes. After configuring the message, attachments, and other details, click Save Action to finalize the setup.
