What is DM Automation?

digital products passive income social media May 03, 2025

 Hi Queens, welcome back to the School of Soul: The Social Series. I’m Adeline Atlas, and today we’re diving into one of the most powerful tools for scaling your Instagram: DM Automation. If you’ve ever found yourself overwhelmed by the volume of DMs or wanted a smarter way to handle conversations with your followers, this is the perfect lesson for you.

What is DM Automation?
DM Automation is the process of setting up automated conversations within your Instagram DMs. Instead of manually replying to every single DM, you can automate responses to common questions, guide people through your offers, and even nurture leads, all while you sleep.
You create a flow, or a series of automated responses, based on specific triggers — and Instagram handles the rest.

How Does DM Automation Work?

Let’s break it down.

  1. Triggers:
    A trigger is something that activates the automation. For example, when someone messages you the word “freebie,” that could trigger a flow that automatically delivers a free resource.
    Another example might be setting up a trigger when someone comments on your post with a specific keyword.

  2. Flow:
    A flow is the actual series of automated responses that occur after a trigger is activated. For example, once someone asks for a freebie, your flow could be:

  • “Here’s your free guide!”

  • Followed by: “Do you want to learn more about how to launch your first product?”

  1. Actions:
    The actions that happen in the flow might include:

  • Sending them a link to a product

  • Offering a special discount code

  • Asking them to join a waitlist for an upcoming launch

Why Should You Use DM Automation?

  • Scale Your Conversations:
    With DM Automation, you can handle hundreds of DMs at once.

  • Save Time:
    You’re no longer spending hours answering repetitive questions.

  • Nurture Leads While You Sleep:
    Your DMs don’t have to stop when you log off. Your automated flows work for you 24/7.

  • Drive Sales Effortlessly:
    DM Automation helps you sell without constantly pushing sales. You guide followers naturally through your offers.

Step-by-Step to Set Up DM Automation

Let’s go through how you can set up DM automation on Instagram step-by-step.

  1. Choose Your Automation Tool:
    While Instagram doesn’t natively support this, third-party tools like ManyChat allow you to set up DM automation for your Instagram account.

  2. Set Up Triggers:
    For example, you could create a keyword-based trigger:

  • If someone DMs you “FREEBIE,” you could automatically send them a free resource, like a guide or checklist.

  1. Create the Flow:
    Inside ManyChat or your chosen automation tool, you’ll create a flow that includes your welcome message, follow-up questions, product links, etc. The key is to keep the flow conversational and personal.

  2. Add CTA (Call to Action):
    At the end of your flow, always include a CTA. It could be something like:

  • “Would you like to know more about my course?”

  • “Click below to grab a 10% discount on my mini-course.”

  1. Test the Flow:
    Before you let your automation go live, make sure to test it.

  • Trigger your keywords

  • Review the flow and make sure everything is working correctly

  • Check that the links work and the messages are clear

Best Practices for DM Automation

  • Personalize Your Flow:
    The more personal and conversational the automation feels, the better. Nobody wants to talk to a robot. Use your brand’s voice and keep it engaging.

  • Don’t Over-Automate:
    While it’s tempting to automate everything, you still want to keep that human touch. Sometimes, jumping into DMs yourself for personal follow-ups or to handle more complex queries is necessary.

  • Segment Your Audience:
    If you have a large audience, consider segmenting your flows. For example, you can have a different flow for new followers vs. those who have engaged with your content for a while.

     

Final Tip

DM Automation is your assistant in the digital world — working tirelessly, without getting tired or missing messages. The more strategically you set up your flows and triggers, the more you’ll be able to serve your audience and convert followers into loyal buyers. It’s not about replacing human connection — it’s about enhancing your ability to serve at scale.

💸 The Soul Social Vault

Everything you need to grow online — without burnout, gatekeeping, or guesswork.🗝
WHAT'S INSIDE
✔️ 200+ bite-size lessons on offers, sales, automation, branding
✔️ Step-by-step structure: beginner to advanced
✔️ Kajabi, Stan Store, and ManyChat training included
✔️ Learn how to price, sell, and scale your digital products
✔️ Bonus trainings, swipe files, and mini-masterclasses added monthly

FEATURED BOOKS

SOUL GAME

We all got tricked into mundane lives. Sold a story and told to chase the ‘dream.’ The problem? There is no pot of gold at the end of the rainbow if you follow the main conventional narrative.

So why don't people change? Obligations and reputations.

BUY NOW

Why Play

The game of life is no longer a level playing field. The old world system that promised fairness and guarantees has shifted, and we find ourselves in an era of uncertainty and rapid change.

BUY NOW

Digital Soul

In the era where your digital presence echoes across virtual realms, "Digital Soul" invites you on a journey to reclaim the essence of your true self.

BUY NOW