DM funnel and audience

How the private reply runs: welcome confirm, optional follow gate, optional lead capture, then your offer. Public replies on posts and Reels.

After a keyword matches, Send Link To Me does not drop the offer in one shot. It opens the chat first, then walks a short funnel.

Panel title: Audience Reply in DM. Lede: Welcome message, follower requirement, and optional name, email, or phone before the DM.

Order of messages

Welcome confirm. Always first. Opens the chat window.

They tap Yes, send it over.

If Only DM people who follow you is on, people who do not follow (or when Instagram blocks the check) get Visit Profile and I'm Following.

If you enabled lead fields (Growth+), the chat asks Name, then Email, then Phone, only for the toggles you turned on.

The offer DM lands: your template or inline message.

Welcome and confirm

Section: Welcome & Confirm Message.

Default text: Thanks for reaching out! Tap below and we will send your link in a DM.

Default button (not editable): Yes, send it over.

Leave the field blank to use the default. Custom text max 640 characters. Description: Always sent first so the chat window opens. After they tap Yes, send it over, we check follow (if on), then leads, then your link or DM.

Required Follower (all plans)

Switch: Only DM people who follow you.

Description: After they tap Yes, send it over, people who do not follow you get Visit Profile plus I'm Following. Same if Instagram blocks the follow check. Then we send leads and your offer.

Fixed copy (not editable in the editor):

Prompt: Tap Visit Profile to follow, then come back and tap I'm Following so we can send you the content.
Buttons: Visit Profile, I'm Following.
Nudge if they tap I'm Following too early: Please follow first with Visit Profile, then tap I'm Following again so we can send you the content.

Events can show Awaiting follow until they finish. Follow prompts do not count as a send.

Lead capture (Growth+)

Section: Lead capture. Toggles: Name, Email, Phone. All default off.

On Growth, Pro, or Scale: Ask for these after they tap Yes, send it over. If Required Follower is on, we ask after they follow. Then we send your link or DM.

On Free or Starter the toggles are disabled. Hint: Available on Growth and above.

Default prompts (not editable):

Field	Prompt
Name	Awesome! Just one more quick step. Please reply with your name.
Email	Thanks! Please reply with your email.
Email retry	That email does not look right. Please reply with a valid email.
Phone	Thanks! Please reply with your phone number.
Phone retry	That phone number does not look right. Please reply with a valid phone number.

Collected values appear on Contacts. Viewing and export work on every plan. Collection in the DM is Growth+.

Lead questions do not count as a send.

The offer (DM content)

Panel: DM content. Lede: The offer they get after they confirm. Follow prompt and lead questions can appear first if you turn those on.

Use template: Reuse a saved DM template. Select a template. Empty: No templates created yet.
Inline message: Write the DM just for this automation.

Formats: Text, Text + link (buttons) (Up to 3 link buttons), Media, Carousel (Up to 10 product cards). Media and carousel show Growth+ and Upgrade needed on Free and Starter. Gate body: Media DMs or Carousel DMs need Growth or higher. Free and Starter support text and text + link.

Create flows start inline. See Templates.

A successful final offer DM is what Billing counts as a send.

Public reply (post and Reel only)

Title: Public reply. Hidden on story and live.

Lede: Posted under the matching comment on this post or reel. One phrase is chosen at random.

Create and edit require at least one phrase. Error: Add at least one public reply phrase. Add more with Add a reply phrase, then Add. One phrase is picked at random at send time.

This public comment is not a send.