FAQs in this section
What is Vtiger Social's Instagram?
How is Instagram with Vtiger Social?
What are the Prerequisites For Using Instagram on Social?
How to link your Instagram account to your Facebook account on the Facebook page?
How do you link your Facebook account to your Instagram account?
How to set up your Instagram account in the Social module?
What are the sections of the Instagram page on Social?
What is the My Posts section on Instagram?
How to Compose a Post?
How to Comment on a Post?
Will you be able to Like a post on your Instagram page from the Social module?
What are Actions (For a Post)?
How to Create a Comment Stream for a post?
How to Reply to a Comment?
What are Actions (For a Comment or Reply)?
How to Add a Contact on Instagram?
How to Select a Contact on Instagram?
How to Add a Lead on Instagram?
How to Select a Lead on Instagram?
How to Add a Deal on Instagram?
How to Add a Case on Instagram?
How to View Contacts, Leads, Deals, and Cases on Instagram?
How to Delete a Comment or Reply on Instagram?
How to Schedule a Post on Instagram?
How to Reschedule a Post on Instagram?
How to Delete a Scheduled Post on Instagram?
What are Search Streams with Instagram on Vtiger Social?
What is Simultaneously Adding Channels under Search Streams with Instagram?
What is Managing your Account from Social Settings?
How to Add an Instagram Account?
How to Add Multiple Instagram Accounts?
How to Disconnect an Instagram Account?
How to Remove an Instagram Account?
What is Social Inbox with Instagram?
What is Automation with Instagram?
Table of Contents
You can trigger the creation of records when a user leaves a comment on your Instagram page.
With automation rules, you can automatically create contact, lead, and case records in the CRM.
How?
For instance, if you receive a comment that says, How do I buy this product?, you can assume this to be a lead for your business and create a lead record for the user.
Additionally, you can specify tags or keywords that must be present in the comment or reply. For instance, the tag is want to subscribe, and a user posts a comment that matches the tag. You can assume them to be a lead and trigger the creation of a lead record.
Follow these steps to add a rule:
With automation rules, you can automatically create contact, lead, and case records in the CRM.
How?
For instance, if you receive a comment that says, How do I buy this product?, you can assume this to be a lead for your business and create a lead record for the user.
Additionally, you can specify tags or keywords that must be present in the comment or reply. For instance, the tag is want to subscribe, and a user posts a comment that matches the tag. You can assume them to be a lead and trigger the creation of a lead record.
Follow these steps to add a rule:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Marketing.
- Look for Campaigns.
- Select Social. You will be directed to the Social module.
- Click Manage Accounts on the bottom left corner of the screen. You will be directed to the Social Settings window.
- Click Instagram under automation on the left-hand side.
- Click on +Add Rule.
- Enter or select the following information:
- Name - Provide a title for the rule.
- Select trigger - Choose when the record must be created (on receiving a comment).
- Contains Keywords - Enter the keywords that must be present in the comment.
- Choose action - Choose which record to create.
- Click Save.
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