Direct Message - Instagram

This function enables you to send a direct message via Instagram to a contact. To begin, simply click the + icon and choose the Instagram DM option. This action allows you to promptly engage with potential leads, ensuring they remain interested in your offerings and don’t slip away unnoticed.

To utilize this feature for sending messages through Instagram, ensure that the contact has interacted with your connected Instagram page within the last 24 hours before reaching the designated event in your workflow. 

Predefined Templates

If you have pre-made templates available, you can select one by clicking on the Templates field. This allows you to choose from the existing templates stored in your CRM, streamlining the messaging process. 

Crafting a Message

Prefer to compose your message on the spot? You can type it directly into the Message field. For personalized touches, use the Custom Values feature to insert specific details, like the recipient’s name. 

Attaching Files

To include an attachment, click the Add Attachment button (green) and select the desired file from your device.

Uploading Files via URL

You also have the option to upload files directly from a URL. Simply input the link into the designated field and hit the +Add button to incorporate it.