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Introduction
In this guide, we explore the essential steps to set up a seamless Instagram opt-in flow using a chatbot. This process ensures that users who comment on your post are engaged through a structured, interactive message sequence, ultimately leading them to a coupon and a purchase. We will cover the critical elements, limitations, and best practices to maximize engagement and conversion.
Key Elements for the Opt-In Flow
When designing your chatbot sequence, keep these three core elements in mind:
Single Text Block: Use only one message for the initial opt-in to avoid delivery issues.
No Variables: Avoid variables in the message, as they can cause failures in message delivery.
Interactivity: Incorporate a button to prompt user action, such as claiming a coupon.
Important: The flow must be manual—auto-continue is not supported. The user interaction with the button triggers the next step.
Step-by-Step Setup
1. Create a New Subflow
Navigate to your chatbot platform and:
Action  | Description  | 
|---|---|
Click  | "New Subflow" in the top right corner  | 
Name  | "Instagram Flow"  | 
Confirm  | Hit "Create"  | 
2. Design the Initial Message
Within this subflow:
Use a send message block.
Write a clear, engaging message, e.g.:
"We’re excited to see you! Press the button below to claim your 50% coupon."
Add a button labeled "Claim Coupon".
3. Connect the Button to the Next Step
Link the button to a follow-up message that provides the coupon code:
Action  | Description  | 
|---|---|
Hover  | Over the button circle  | 
Drag  | To a new send message block  | 
In this message:
"Great! Your coupon code is SUMMER50OFF. Use it at checkout within 48 hours to get 50% off."
Include a button to redirect users to your shop:
Button Label  | Action  | 
|---|---|
Shop Now  | Open Website (enter your shop URL)  | 
You can also add a tag to track users who click the button, enabling follow-up messages later.
Best Practices & Limitations
Single Message Block: Only one initial message is allowed to prevent delivery issues.
No Variables: Keep messages static; avoid dynamic content in the initial message.
Interactivity: Use buttons for user engagement; avoid open-ended responses.
Manual Progression: The flow advances only when the user clicks the button.
Follow-up: Use tags or additional flows to monitor conversions and send follow-up messages.
Finalizing & Publishing
Once your flow is complete:
Review all steps.
Click Publish to activate the flow.
Set up a trigger to monitor comments on your Instagram post, e.g., comments containing the keyword "seal".
Next Step: In the following tutorial, learn how to configure comment triggers to automatically initiate this flow.
Summary Table
Step  | Action  | Key Point  | 
|---|---|---|
1  | Create new subflow  | Name it appropriately  | 
2  | Design initial message  | Clear CTA with button  | 
3  | Connect button  | To coupon code message & shop link  | 
4  | Add tags  | For follow-up tracking  | 
5  | Publish  | Make the flow live  | 
6  | Set comment trigger  | Automate initiation  | 
Conclusion
Implementing a well-structured Instagram opt-in flow enhances user engagement and boosts conversions. By adhering to platform limitations—using a single message block, avoiding variables, and incorporating interactive buttons—you ensure reliable delivery and a smooth user experience. Proper setup of triggers and follow-up actions further maximizes your campaign's success.