Instagram Direct Messaging

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.

Attaching Files to Instagram Messages

To attach files or images to your Instagram message, click the three-dot icon at the bottom of the message box and select 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.

Adding Emojis to Instagram Messages

To include an emoji in your message, click the smiley face icon inside the additional options. 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.

Using SMS Templates 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.

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.

Utilizing Custom Values

By clicking the “{…}” button, you can access and insert custom values into your messages. Using custom values allows you to personalize communications and enhance customer engagement.

Collapsing the Message Box

To minimize the message box, click the icon located in the top right corner, resembling four corners. This will collapse the message box and discard any unsent content, so ensure that you send or save your message before closing.

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.