Instagram Direct Messaging Integration

Connecting your Instagram account to your CRM system allows for effortless management of incoming Instagram messages directly from the conversation tab. Once set up, your Instagram account will be fully integrated and accessible within the platform.

? Important Note: Instagram messaging settings are only accessible for Instagram accounts that are linked to Facebook Pages, Meta Business Suite, Business Manager, or approved third-party applications. 

Sending Instagram Messages

When a message arrives, the CRM clearly indicates the source platform, which is particularly useful when handling communications across multiple channels. If a client has previously messaged your business on Instagram, you can reply through Instagram Messenger right within the contact's conversation. However, if there has been no prior communication via Instagram, sending a message through this platform will not be an option. 

Attaching Files to Instagram Messages

To add files or images to an Instagram message, simply click the paperclip icon located at the bottom of the message box. This will open a file explorer window where you can choose and upload the files or images you wish to send. Follow the prompts to attach your selected items. 

Adding Emojis to Your Instagram Messages

To include emojis in your Instagram messages, click the smiley face icon at the bottom of the message box. You can either search for specific emojis using the search bar or browse through the available categories. To add more than one emoji, repeat the process as needed. 

Using SMS Templates in Instagram Messages

You can incorporate SMS templates into your Instagram messages by clicking the paper icon at the bottom of the message box. A popup window will appear, allowing you to select from your pre-saved snippets in the CRM. Choose the template you wish to use and click 'Use Template' to add it to your message. 

Requesting Payments via Instagram Messages

To send a payment request through Instagram, click the money icon next to the SMS template icon within the message box. This will bring up a popup where you can fill out the invoice details. After completing the necessary fields, click 'Copy link and mark as sent' to finish the payment request. 

Utilizing Custom Values

By clicking the '+' icon, you can access custom values to personalize your messages. Adding custom values helps you tailor communications to individual clients, enhancing engagement and customer experience. 

Minimizing the Message Box

If you need to minimize the message box, click the icon in the upper right corner that resembles four corners. This action will collapse the message box, so be sure to send or save any draft messages before doing so to avoid losing your content. 

Streamlined Instagram Communication

Integrating Instagram with your CRM simplifies communication by consolidating all your Instagram messages within the conversation tab. This integration not only makes managing multiple channels easier but also enhances your interactions with clients through features like file attachments, emojis, SMS templates, and payment requests, providing a smooth and professional customer engagement experience.