🔹Social Manager - Instagram Template Automation

How to create an automation in Social Manager to trigger an Instagram template when receiving comments on a post

If you want an explanation about the different Message Templates, check the following article:

Creating an Instagram Template

In the upper right corner, you can find the 'Message Templates' option. By clicking it you can create and/or edit existing templates.

Settings dropdown menu.

Message Settings

For this example, a text is being created followed by two buttons, one that redirects the Lead to a link, and another that does not redirect. The title was set and the 'Instagram button template' option was checked. When finished, click 'Save changes'.

Configuring template message.

Creating an Automation for a Post

It is possible to create an automation that works for just one post; to do this, simply click the robot icon on the post, as illustrated in the image below.

Post in Social Manager.

Editing Automation

In the 'Direct Message' selector field choose the desired template, and then, in the text field below, put a default message in case it is not possible to send that template — like a backup message. Save the changes with the 'Published' option active and it's finished.

Editing automation.

The specific Social Manager automation runs only once per Lead, for each post.

Receiving Message with Button

When a comment is posted on the relevant post, the Instagram template will be sent. It will appear similarly in the Lead's direct message as follows:

Message Template.