UChat Official

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.