Every step it takes
The automation as it opens on your canvas. Each line is a way through it; the labels say which answer takes it.
DM with keyword
Contains: offer, newsletter, join
Capture email / phone
Happy to send it over! What’s your email address?
Saved (Capture email / phone)
Capture email / phone
And your phone number, for the important updates only?
Saved (Capture email / phone)
Add / remove tag
Add lead
Invalid answer (Capture email / phone)
Send message
No problem, the email is enough. Thanks!
Send message
Thanks, there! You’re on the list ✅
Add / remove tag
Add lead
What happens, step by step
A keyword DM (offer, newsletter, join) asks for the email address, then optionally the phone number. Everyone who answers is tagged "lead", ready for a segment and broadcasts.
- 1
DM with keyword
It starts when someone sends you a message containing offer, newsletter or join.
- 2
Capture email / phone
They are asked for their email address: “Happy to send it over! What’s your email address?” It is saved to the contact.
- 3
Capture email / phone
After: Saved
They are asked for their phone number: “And your phone number, for the important updates only?” It is saved to the contact.
- 4
Add / remove tag
After: Saved
They get the tag “lead”, so you can find them later.
- 5
Send message
After: Invalid answer
They get the message “No problem, the email is enough. Thanks!”
- 6
Send message
They get the message “Thanks, there! You’re on the list ✅”.
- 7
Add / remove tag
They get the tag “lead”, so you can find them later.
More in Leads & sales
- Leads & sales+1Product finder quizTwo quick questions, then a gallery that fits their answers. See how it works
- Leads & sales+1Booking requestAsk for the preferred day and time, notify you and hand over. See how it works
- Leads & sales+4Order statusLook an order up in Shopify, fall back to your own API. See how it works
Turn comments into conversations.
Private beta: join the waitlist, invited accounts start on the Free plan. 14-day Pro trial. Hosted in the EU.