Reachlee DocsCampaigns
Send a DM sequence to a group of your contacts, from picking the audience to reading the results.
Automations reply when someone comments or messages you. Campaigns start the conversation: you pick who gets it and build the sequence of DMs on a canvas.
Pick who gets it
In Campaigns → New campaign, start from a template or a blank canvas, then choose the audience in the left pane: all contacts, specific folders or segments, or people you hand-picked on the Contacts page. "Don't send to" excludes folders or segments.
Build the sequence
Every card on the canvas is one step. Click a card's text to edit it in place; use Add next step under a branch to continue the flow. Steps you can use:
- Send message with up to three buttons that open a link or continue the flow.
- Ask a question with quick-reply answers that branch the flow and are saved against the contact. With Understand typed replies on, Reachlee AI maps a free-text answer to one of your options.
- Ask for an email or phone, saved to the contact, with one retry if the reply isn't one.
- Send a link with a tracked button; branch on Clicked or Not clicked after a delay.
- Send a photo, video or voice note, or share one of your posts.
- Like their message, wait for a reply, wait a fixed time, add to a folder, opt out.
- Ask for a follow: people who already follow you skip it; everyone else gets the ask and the follow is checked when they say they did.
- Contact filter and A/B split to branch, and Reachlee AI steps: a yes/no judgement about the person, a message written from your knowledge base, or handing the chat over to Reachlee AI.
- Email me when someone reaches a step, and Add to Google Sheet.
Send or schedule
Send campaign sends now; the arrow next to it schedules a time. Meta only lets a business DM someone within 24 hours of that person's last message, so people reachable right now get it immediately and the rest get it when they next message you, for as long as you keep the campaign open. Skip recently reached leaves out anyone another campaign messaged in the last few hours, and Stop on reply ends someone's sequence as soon as they answer.
Test it first
Open Preview, switch to Test, and send the whole sequence to one reachable contact (your own account works well). Test sends don't count in results.
Read the results
The campaign's Results page shows who was reachable, who started, replied and clicked, every recipient's current step, and the Answers tab with everything your questions collected, downloadable as CSV.
Good to know
- A person opted out of your messages is never included.
- Buttons and quick replies render in the Instagram app; on instagram.com people see plain text, so typing a button's label works like tapping it.
- Deleting a campaign that is still sending isn't allowed; stop it first. On the list you can select several campaigns to move, stop or delete them together.