How to Set Up Your IG DM System

Turn every Instagram comment, DM, and story reply into an automated lead funnel.

Written by Buildernaut

Updated over a week ago

Why this matters!

Your Instagram inbox is your new sales funnel. With the right DM system:

Every comment, story reply, or DM becomes a captured lead.
Messages auto-fire with links, offers, and follow-ups.
You save hours, while your pipeline fills itself.

Step 1 - Integration

Convert Instagram to a Business Account.
Connect IG + FB inside Meta Business Suite.
In OS → Settings → Integrations, connect Facebook & Instagram.
✅ Test by sending yourself a DM, and checking it comes into your OS inbox.

Step 2 - Workflow

Go to Automations → IG Comments & DMs Template
Pick trigger type(s):
- Comment on Post
- Customer Reply DM with keyword
Add actions: send DM, tag contact, update pipeline stage.
Publish & test from your IG account.

Step 3 - Messages

Write a 3-part DM sequence:
1. First auto-reply (deliver value or freebie).
2. Bump-up message within 24 hours if no action taken.
3. Final CTA (book call, download guide, join challenge).
Save messages inside OS → Messaging → Snippets/Templates.
Keep it short, clear, and aligned with your brand voice.
Optional: Collect Name, Email & Phone Number through messages or form.

IG DM Example:

Smart move! 🔥 Love it.

Want me to send you access?

Tap below to get instant access 👇

(Must be on mobile to view 📲)

Step 4 - Link in Bio

Go to Sites → Funnel Builder → Templates → LinkOS
Add your key CTAs (Booking Page, Freebie, Offer).
Sync your links with the same ones used in DM flows.
Test: DM automation should match your Link In Bio offers.

Step 5 - Social Planner

Open Social Planner in OS.
Connect Instagram + Facebook.
Schedule 7+ days of posts with CTA keywords (“Comment START for my script”).
Add at least one Story with a trigger keyword prompt.

Use this Social Planner Bulk Posting Template: OS Social Planner Template

Resources

Demo Video (Insert OS training link)
Prebuilt DM Templates (CSV/Notion link)
Link In Bio Template (Canva/OS template link)

Case Study

“After setting this up, we booked 15 calls in a week—without replying manually. Every comment was a captured lead.”

Pro Tips

Keep all follow-ups inside the 24-hour DM rule.
Always stack your DM triggers with content (stories + posts).
Use buttons inside DMs to qualify leads (“Book Call”, “Learn More”).

Related Articles

How to Integrate Your Facebook and Instagram
IG Comments & DMs Automation
Social Planner