This training shows how to automate lead capture from social interactions—like IG/FB comments, story replies, or DMs—using CTA keywords. Leads are tagged, scored, messaged, and funneled into follow-up sequences or DM challenges that drive conversions. With smart branching by platform and post type, you’ll turn every social interaction into a sales opportunity.
Click Here To Set Up 👆
SOP
SOP
1. Navigate to "Automations".
2. Open "3 | Scaling Pack 🏛️ | Advanced".
3. Select "04 | IG x FB Comments & DM’s 🎨".
4. What This Automation Does
This automation allows you to:
✅ Run multiple CTAs, posts, stories, and ads at scale
✅ Capture & nurture leads automatically
✅ Engage followers and convert them into sales
5. Review the Three Trigger Types
✔️ Instagram Comment on Post
✔️ Facebook Comment on Post
✔️ Customer Replied
6. Instagram Comment Trigger
This trigger activates when someone comments with your CTA keyword on an IG post.
💡 Pro Tip: You can target specific posts, story replies, or ads for hyper-focused engagement.
7. Facebook Comment Trigger
Works the same way—when a lead comments with a CTA keyword* the system takes action.
8. Customer Reply Trigger (DMs)
This kicks in when a lead responds via Instagram or Facebook DMs, allowing direct conversation follow-ups. Select the appropriate channel.
9. Contact Tagging & Engagement Score
✔️ New leads are tagged & assigned engagement points for tracking.
10. Review Branch Conditions
Each platform has its own dedicated automation branch:
✔️ Instagram Engagement
✔️ Facebook Engagement
✔️ DM Challenges & Replies
11. Reviewing IG Branches
📌 Engage across IG Comments, Stories, Past Posts & Ads
12. Filtering Leads by Entry Point
The system identifies trigger brought them in.
13. Running Multiple Post Branches
✔️ Different CTAs
✔️ Unique responses & actions
✔️ Custom message sequences
14. First Two Post Branches: Comment → DM → Lead Pipeline
✔️ Auto-replies to the comment
✔️ Sends a DM with your CTA asset
✔️ Adds the lead to your pipeline
15. Third Post Branch: Collecting Contact Info
✔️ Starts with a comment reply
✔️ Sends a DM with the CTA
✔️ Asks for name, email, and phone number
✔️ Updates their contact profile for future follow-up
16. Create contacts through DMs
Collect their name, email and phone number to grow your contact lists.
17. Auto-Follow Up & Final CTA
They get a final CTA message & are tagged for trigger the auto-follow up automation.
18. IG Story Reply Branch
✔️ If someone replies to a Story with your CTA, the system auto-responds with the asset or starts a DM conversation.
19. Engaging with Older Posts
✔️ Have a hot post that keeps getting traction? This branch continues engaging new commenters.
20. IG Ads Engagement
✔️ Follows the same process as IG posts, but with tracking for conversions and custom ad messaging.
21. The DM Challenge & Replies Branch: The Ultimate Engagement Strategy
What is the DM Challenge? A 5-day interactive challenge inside DMs to:
✔️ Provide value with resources & education
✔️ Engage contacts daily with assets, quizzes & questions
✔️ Convert them into paying customers
22. 💡 Check out pre-made challenge examples for inspiration.
23. Kicking Off the DM Challenge
✔️ Auto-replies to the initial comment
✔️ Sends a challenge invitation message
24. Collecting Contact Information
✔️ Captures name, email & phone number through DM responses.
25. Running the 5-Day DM Challenge
✔️ Sends daily messages with:
📌 Resources, quizzes, & engagement hooks
📌 Links to offers or next steps
26. Handling Non-Responses
✔️ If a lead doesn’t engage, send a message bump to bring them back in.
27. Important DM Window Rule!
⏳ If a contact doesn’t respond within 24 hours, automated DMs will fail.
✔️ Keep the challenge engaging to encourage daily replies.
28. Full 5-Day DM Sequence Execution
✔️ Nurtures the lead through five days of structured messaging.
29. Final CTA: Convert the Lead
✔️ Wraps up the challenge with a direct offer & thank-you message.
30. Facebook Post Engagement Branch
Automating Facebook Comment Replies
✔️ Works exactly like Instagram, but for Facebook posts.