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How to Set Up Your IG DM System

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

Updated over 2 months 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

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