DM lead generation
An email and a phone number, asked for in the chat.
Copy this flow
Open the template in your workspace, change the words to yours and publish when it looks right. It's free to start.
More recipes
An email and a phone number, asked for in the chat.
A comment with your word gets your link in their DMs.
Pazarlama5 dk okumaA personal brand that sells is a reputation for solving one problem, plus an easy path to buy. Positioning, content pillars, honest proof, an offer ladder and the conversations that turn attention into income.
Üreticiler6 dk okumaA post goes viral when Instagram tests it on non-followers and they watch, like and send it. How to be eligible, hold attention, make posts people send, and what to do in the 48 hours after a post takes off.
Pazarlama6 dk okumaAsk for the email inside a DM the follower started: they comment a keyword, get something useful, and get more by email. The flow, the lead magnets that work, and the consent rules to respect.
The full guide
Answer every story reply and mention with the guide, code or link that goes with the story, tag the person and follow up before the window closes.
Stories are where your most engaged followers talk back. They reply with an emoji, ask "how much?", or share your post to their own story and tag you. Each of those is a person raising a hand, and each lasts about as long as the story does. Answered by hand, most of them get a late "thanks!" or nothing at all. A story flow answers every reply and every mention in the chat it opened, sends the guide, the code or the link that goes with that story, tags the person so you know what they wanted, and follows up while the window is still open. This guide builds the flow step by step, from the story you post to the second message that turns a reply into a lead.
| Step | What happens | Built with |
|---|---|---|
| 1. The story | You post a story with a clear ask: "Reply GUIDE" or "Tag me to get 10% off" | |
| 2. The reply or mention | A follower replies or tags you | The story reply trigger, or Thank story mentions |
| 3. The answer | Your offer arrives in the chat, with a tag | Send DM and Tag contact |
| 4. The next step | A question with buttons, or an email ask | Buttons, Ask a question |
| 5. The follow-up | A second message before the window closes | A wait step and Send DM |
Open Automations and search the gallery for "story". There are six templates: Story reply DM, Generate leads with Stories, Thank people who share you in their Story, Get more collabs from Story replies, Give coupons in Stories and Answer Story replies with AI.

Generate leads with Stories sends your offer in a DM when someone replies to a story and tags them as a hot lead. Story reply DM is the simplest version: one DM whenever someone replies to your story or tags you in theirs.

The quick setup for story replies asks for the words to listen for and the DM that goes back, with a live preview of the story on the right.

Keyword matching works the same way as in DMs: contains, equals, starts with or a pattern, with Catch typos for small misspellings.
When someone shares your post to their story and tags you, it is free reach and a warm lead at once. Open Automations, Story mentions and turn on Thank story mentions.

Each mention gets a heart reaction and a thank-you DM. Add a one-time code from your code list, and every person who shares you gets their own code, the same one if they share you again, so a "tag us for 10% off" story cannot leak to a coupon site.
The offer starts the conversation; one question keeps it going. Right after the guide or the code, send a question with two or three buttons:
Each tap is saved on the contact, so your next message can fit. A tap is also a reply, which opens the 24-hour window again on Instagram.
For a guide, a checklist or a free lesson, ask for the email with an Ask a question step set to the email answer type. An answer that does not look like an email gets a friendly retry; a skip button lets people move on. Send the address to your email tool with the Add to CRM or email list step, and deliver the guide in the chat right away.
A story reply arrives as a DM, so Instagram's 24-hour window applies: a business can message the person freely for 24 hours after their last message, and not after that until they write again. Time your follow-up inside it:

Some stories invite questions no keyword can predict: "Does this work for sensitive skin?", "Do you ship to Canada?". On a paid plan, the Answer Story replies with AI template answers them on your own OpenAI, Anthropic, Google Gemini or Azure OpenAI key. Use the AI agent step when the answers must come from your own material: add your shipping page, your product pages or a short text with the facts under Sources, and the agent answers from them. When the answer is not there, or the person asks for a human, the agent takes its other path, which you connect to Notify the team, so nobody gets a guess.
A skincare brand posts a story of a three-step morning routine with "Reply ROUTINE for the full guide".
The brand learns the skin type of every follower who replied, and the follow-up message reaches them while the chat is still open.
A story flow works best as a habit, not a one-off. A simple week:
Each ask has its own word and its own tag, so by Sunday you know who wants the checklist, who asked a question and who is ready to buy.
Keep each reply under 300 characters, put the promised thing first and end with something easy to answer.
Open each story automation's Activity tab to see how many replies it answered and where runs stopped. Compare the tags in Audience week by week: the story whose tag grows fastest is the format to repeat. The Automations tab of Analytics shows runs and how many finished for each automation, side by side.
| Template | Use it for |
|---|---|
| Story reply DM | One answer for every reply or mention |
| Generate leads with Stories | An offer plus a hot-lead tag |
| Thank people who share you in their Story | Turning shares into thank-you DMs |
| Get more collabs from Story replies | Collaboration requests that arrive as story replies |
| Give coupons in Stories | A coupon for a story promotion |
| Answer Story replies with AI | Open questions answered on your own AI key |
Yes. Give each story its own word, such as GUIDE or CODE, and each word its own automation.
Yes. Switch the automation off, or run it on a schedule that ends when the campaign does.
Yes. Tag the contact with the story's offer, and filter Audience by that tag. Export the list as CSV when you want it in a spreadsheet.
Setting up my first automation was easier than I expected. The whole dashboard feels really intuitive.
I used to spend way too much time answering the same Instagram questions. This makes things a lot simpler.
Love having everything in one place. It's made keeping up with customer messages much less stressful.
Honestly, the setup was pretty straightforward. Took me a little time to figure out the flows, but it's been smooth since.
Really handy for managing messages across different accounts. The interface is clean and easy to get around.
We're a small team, so anything that saves us time is a win. This has been genuinely useful.
We get so many repetitive questions through Instagram. Having those handled automatically makes a huge difference.
Getting everything connected was surprisingly simple. I really like how the automation builder works.
Clean interface, useful features, and no unnecessary complexity. Exactly what I was looking for.
The workflow builder is quite flexible. It took some experimenting, but now it fits our process really well.
I like how easy it is to organise customer conversations. Everything feels much more manageable now.
Simple to navigate and surprisingly powerful once you start building automations.
Managing Instagram messages used to take up a big part of my day. This has helped me get that time back.
The automation setup makes sense even if you're not particularly technical. That's a big plus for me.
I run a small online shop, and answering DMs was getting overwhelming. This makes things so much easier.
Really like the way everything is organised. The automations are easy to adjust when we need to.
Finally, a dashboard that doesn't feel complicated. I found what I needed without digging through endless menus.
Being able to manage conversations and automations together is really convenient for our team.
Pretty straightforward to get started. I especially like being able to see how the flows are organised.
We've tried a few different tools, and this one feels refreshingly simple to work with.
The dashboard is easy to understand, and creating an automation doesn't take much effort.
Nice to have our customer conversations organised without constantly switching between platforms.
I appreciate how simple the interface is. Even the more advanced settings are easy to find.
The automation features are useful, especially when you're dealing with similar customer questions every day.
The interface feels organised and easy to follow. Setting up basic workflows was very straightforward.
I like being able to manage everything from one dashboard. It makes our daily routine a lot easier.
Creating automated replies is really convenient. The dashboard is also much easier to navigate than I expected.
We needed a better way to handle incoming messages, and this fits nicely into our workflow.
The interface is clean, and managing different conversation flows feels straightforward.
I like that I can make changes to our automations without having to start everything from scratch.
This is really helpful for our Instagram shop. We can focus on orders instead of answering the same questions all day.
Easy to set up and practical for everyday use. The automation builder is my favourite part.
I manage messages for a few business pages, and having everything organised makes my day much easier.
The dashboard feels modern without being confusing. Getting started was pretty quick.
Really convenient for handling customer enquiries. I especially like how easy it is to manage automated responses.
It helps us keep conversations organised and respond to common questions without doing everything manually.
I wasn't sure how difficult setting up the flows would be, but the process was actually quite simple.
Super useful for a small business like ours. The dashboard makes managing customer messages much easier.
I like the simplicity. Everything I need for managing our conversations is easy to access.
Setting up automated replies was pretty painless. It's a practical tool for handling everyday customer messages.
What they get
Mentions and replies are people raising their hand. Instead of a heart and a forgotten thank-you, each one gets a DM that turns the moment into a lead.
The recipe
What to have ready, then the steps from an empty workspace to a live flow.
Ingredients
Yöntem
Perde arkasında
This is how the flow is set up in the builder, and the platform rules it plays by.
In the builder
Good to know
Make it yours
Change the word and the message, and the same steps do something else for you.