Collecting leads 📋

💡 Worth knowing: this feature requires a Pro plan subscription.

1️⃣ Create a lead form 🛠️

To start collecting leads, the first thing you need is a form of your own.

Where: Lead collection menu > Lead forms > click Add
Page layout: Enter the main title of the page, and the description that sits underneath it.
Consent items: Add the consent wording you need in order to use the data for marketing. Default templates are provided — edit them and they are ready to use.

Write the thank-you message that appears on the web page once a customer has finished submitting the lead form.

This is where you decide what to ask the customer for.

Press Add to add as many fields as you need
For each field, set its label and its input type — text, phone number, and so on

You can send an Instagram DM automatically, the moment a lead is submitted.

Useful for: Sending a discount coupon, or something useful like a PDF, straight away as a thank-you for the lead.
How to set it up: Exactly the same as setting up an ordinary Auto DM.

Once the form is built, it is time to connect it to a button in your Instagram DM.

Copy the shortcode: After you save the lead form, a shortcode appears in the list. Copy it. 📋
Add the button: When you set up the Auto DM, choose the ‘button’ template.
Connect it: Paste the shortcode into the button’s content field, on its own.

The shortcode is not shown on the mobile web. You can only see it on the desktop web.

Now, when a follower taps the button in the DM, the lead form page opens straight away! 🚀

The prospect information you worked to gather is there to look at, and to take out, whenever you want.

Where to look: The Lead list menu shows the data as it comes in, in real time.
Export: You can download it as a CSV file. 📥

Use the downloaded file to load the leads into another platform, or put them straight to work in SMS and email marketing. 📧📱