Please Note: You will need to have integrated Facebook and Instagram for this to work.
Click on the “+” symbol below the trigger to add an action.
Under Actions, select Instagram DM in the External Communications section of the Actions Menu or use the search feature. Upon selection, the Action setup menu will appear
(Optional) You can change the workflow builder display name of this action using the textbox below Action Name. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Action.
You also have the option to use a previously created template for this action
In the message drop you can select any of the custom values that apply to your specific needs (see below)
For Example, I selected the custom field Contact>First Name & Contact>Last Name; this will automatically populate the contact's First and Last name in the Messenger
Press Save Action in the bottom right corner
If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish
Be sure to test your Workflow to ensure it is set up correctly using the Test Workflow button next to the Publish toggle switch.
For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”
Your Workflow is set up and ready to go with the Instagram DM Workflow Action!
FAQs: Setting Up the Instagram DM Workflow Action
1. Why am I unable to send Instagram DMs to people who are commenting on my instagram posts?
For a business to send a DM to a contact, the contact has to send at-least one DM within last 24 hours. To reply to comments, use "Instagram Interactive Messenger" action from workflows and set the reply type as "Reply to comment via DM".
2. Why do I need to integrate Facebook and Instagram for this action to work?
The Instagram DM action relies on the integration between Facebook and Instagram to function properly. This integration allows your workflow to send direct messages via Instagram, leveraging Facebook’s platform for managing and automating communication.
3. How do I start a new workflow or edit an existing one?
To start a new workflow, navigate to your Workflow builder and select the option to create a new workflow. To edit an existing one, find the workflow you wish to modify and select the edit option. This will open the workflow for adjustments.
4. Where can I find information on setting up Workflow Triggers?
You can find detailed information on setting up Workflow Triggers in our dedicated articles on the subject. These resources provide step-by-step instructions and explanations for each type of trigger available.
5. How do I add the Instagram DM action to my workflow?
Click the “+” symbol below the trigger in your Workflow builder to add a new action. From the Actions Menu, either select Instagram DM from the External Communications section or use the search feature to find it.
6. Can I rename the Instagram DM action in the workflow builder?
Yes, you can rename the Instagram DM action by using the textbox below the Action Name in the Action setup menu. This name change is only for display purposes within the Workflow builder and does not affect the action’s functionality or content.
7. How do I use a previously created template for the Instagram DM action?
When setting up the Instagram DM action, you can choose to use a previously created template. This option is available in the Action setup menu and allows you to apply a pre-designed message format for your direct messages.
8. What custom values can I use in the Instagram DM message?
In the message dropdown, you can select custom values relevant to your contact, such as Contact>First Name, Contact>Last Name, etc. These values will be automatically populated in the message based on the contact’s information.