This guide will walk you through setting up the Instagram DM workflow action in Advisor's Growth.
Important Note: Ensure your Facebook and Instagram accounts are integrated before setting this up.
Step 1: Create or Edit a Workflow
Start by creating a new workflow or editing an existing one.
Step 2: Set Up Workflow Triggers
Add the necessary triggers to initiate the workflow. For detailed instructions on setting up triggers, check out our dedicated resources.
Step 3: Add the Instagram DM Action
Click the "+" symbol beneath the trigger to add a new action.
From the Actions menu, go to External Communications and select Instagram DM, or use the search bar to find it. This will open the action setup menu.
(Optional) You can customize the display name of the action within the workflow builder by editing the Action Name. This is only for display purposes and does not affect the action's functionality.
You also have the option to use a pre-created template for the message.
In the message field, you can select custom values based on your needs. For instance, using custom fields like Contact>First Name and Contact>Last Name will automatically insert the contact's name into the message.
Click Save Action at the bottom right when you're done.
Step 4: Finalize and Save the Workflow
After completing the setup, click Save in the top-right corner.
If you're ready to activate the workflow, switch the toggle to Publish.
Make sure to test your workflow using the Test Workflow button to ensure everything functions correctly. For detailed testing guidance, refer to our article on testing workflows.
Now your workflow is all set to use the Instagram DM action!
FAQs: Instagram DM Workflow Action
1. Why can’t I send DMs to people commenting on my Instagram posts?
To send a DM to a contact, they must have messaged you at least once in the past 24 hours. If you're looking to reply to comments via DM, use the Instagram Interactive Messenger action and set it to "Reply to comment via DM."
2. Why do I need Facebook and Instagram integration for this action?
This action works by utilizing the connection between Facebook and Instagram, allowing Advisor's Growth to automate direct messaging on Instagram through Facebook's platform.
3. How do I create or edit a workflow?
Navigate to the Workflow builder, where you can either create a new workflow or select an existing one for editing.
4. Where can I find more information on Workflow Triggers?
Our dedicated articles provide comprehensive guides on setting up Workflow Triggers. Feel free to explore them for more details.
5. How do I add the Instagram DM action?
Simply click the "+" under the trigger, then select Instagram DM from the External Communications section of the Actions menu.
6. Can I rename the Instagram DM action?
Yes, you can customize the display name in the Action setup menu. This change only affects how the action is labeled in the workflow builder.
7. Can I use a pre-designed message template for Instagram DMs?
Absolutely! You can choose a pre-created template during the action setup to streamline your message formatting.
8. What custom values can be used in the Instagram DM message?
Custom values like Contact>First Name or Contact>Last Name can be selected from the message dropdown to personalize the message for each recipient. These values automatically populate based on the contact’s details.
