Integrating your Instagram account with your account enables seamless access to incoming Instagram messages directly within the conversation tab. Once the integration is completed, your Instagram account will be fully connected and appear within the platform.
Please Note: Instagram messaging connection settings are only available for Instagram accounts connected to Facebook Pages, Meta Business Suite, Business Manager, and third-party apps.
Creating Instagram Messages #
When you receive a message notification, the CRM indicates the platform from which the message originated, which is especially helpful when managing multiple integrated communication channels.
If a client has previously contacted your business through Instagram, you can respond via Instagram Messenger directly within the contact conversation. However, if the client has not communicated with you through Instagram before, the option to send an Instagram message will not be available.
Adding Emojis to Instagram Messages #
To include an emoji in your message, click the smiley face icon when composing a message. You can search for specific emojis using the search bar or browse through different categories. To add multiple emojis, simply repeat the process for each one.
Attaching Files to Instagram Messages #
To attach files or images to your Instagram message, click the paperclip icon. This action will open a file explorer window, allowing you to select and upload the desired files or images. Follow the prompts to complete the attachment process.
Using Snippets in Instagram Messages #
You can also leverage SMS templates within your Instagram messages. To do so, click the paper icon at the bottom of the message box. A pop-up will appear, allowing you to select from your existing snippets in the CRM. Choose the desired template from the dropdown menu and click ‘Use Template’ to insert it into your message.
Using Trigger Links #
Trigger Links allow you to automate actions when a contact clicks a specific link. By adding a trigger link to your messages, you can track engagement and trigger targeted workflows based on a contact’s behavior.
Utilizing Custom Values #
By clicking the tag icon, you can access and insert custom values into your messages. Using custom values allows you to personalize communications and enhance customer engagement.
Requesting Payment via Instagram Message #
To request payment from a customer, click the money icon inside the additional options in the message box. A pop-up will appear, prompting you to fill in the necessary invoice details. Once completed, click ‘Copy link and mark as sent’ to finalize the process.
Activating the AI Bot #
Enable the AI Bot to automate conversations and provide instant responses to customer inquiries. The AI Bot helps streamline communication, reduce response times, and deliver consistent support across all chat interactions.
Adjusting the Message Box #
To maximize or minimize the message box, click the icons located in the top right corner. This will expand or contract the message box and retain any unsent content so you can revisit the message later.
Integrating Instagram streamlines communication by centralizing your Instagram messages within the conversation tab. This integration not only allows you to manage multiple communication channels efficiently but also provides various features like file attachment, emoji inclusion, SMS template usage, and payment requests directly through Instagram messages. These tools enhance your ability to engage with clients, offering a seamless and professional customer experience.
Frequently Asked Questions #
What do I need to connect Instagram messaging to the CRM? #
Instagram messaging connection settings are only available for Instagram accounts connected to Facebook Pages, Meta Business Suite, Business Manager, and third-party apps.
Why can’t I send an Instagram message to a contact? #
You can only send an Instagram message if the client has previously contacted your business through Instagram. If they have never reached out via Instagram, the option to send a message will not be available.
How do I attach files or images to an Instagram message? #
Click the paperclip icon to open a file explorer window, then select and upload the files or images you want to send.
Can I use saved templates in Instagram messages? #
Yes. Click the paper icon at the bottom of the message box, select a snippet from your existing CRM templates, and click ‘Use Template’ to insert it.
How do I request a payment through Instagram? #
Click the money icon inside the additional options in the message box, fill in the invoice details, then click ‘Copy link and mark as sent’ to finalize the request.
Can I automate responses to Instagram messages? #
Yes. Enable the AI Bot to automate conversations and provide instant responses, helping reduce response times and deliver consistent support across chat interactions.
