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.
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.
To attach files or images to your Instagram message, click the paperclip icon at the bottom of the message box. 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.
To include an emoji in your message, click the smiley face icon at the bottom of the message box. 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.
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 popup 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.
You can add trigger links to your message by clicking the bolt sign. A pop up will appear, allowing you to select from your existing triggers in the CRM. Choose the desired trigger from the drop-down menu and select it to add it in your message.
To request payment from a customer, click the money icon next to the SMS template icon in the message box. A popup will appear, prompting you to fill in the necessary invoice details. Once completed, click 'Copy link and mark as sent' to finalise the process.
By clicking the 'tag' button, you can access and insert custom values into your messages. Using custom values allows you to personalise communications and enhance customer engagement.
To minimise 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 centralising 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.
