Instagram Whatsapp Automation
Automatically deliver exclusive offers on WhatsApp as soon as someone submits your Instagram lead form. Follow up 24 hours later to maximize redemptions—no manual work needed.
Why This Workflow Matters
This workflow helps you make the most of every Instagram ad lead by responding at the perfect moment right after someone shows interest. Instead of sending offers manually or relying on email alone, your leads get their exclusive offer instantly on WhatsApp, where they’re more likely to see and act on it.
With an automatic reminder 24 hours later, you gently nudge anyone who hasn’t redeemed yet, increasing conversions without any extra effort from your team. It’s a simple way to turn more ad clicks into real customers.
How The Automation Works
- Trigger: IG lead form submitted
When someone fills out your Instagram lead form, this automation starts automatically. There’s no need to export or manually follow up.
2. ActiveCampaign Actions: Add tag, webhook
ActiveCampaign immediately tags the contact (for example, “IG Offer Lead”) so you can segment and track them.
At the same time, a webhook is fired to D7 WhatsApp API, sending the contact details needed to start a WhatsApp conversation.
3. WhatsApp Message Sent:
The contact receives a WhatsApp message like:
“Hi {{name}}, here’s your exclusive offer: {{offer_link}}.”
This puts the offer directly in their WhatsApp chat, making it easy to click and redeem.
4. Follow-Up Steps: Reminder after 24 hours
If they haven’t redeemed, you send a friendly reminder 24 hours later via WhatsApp (or as part of your automation). This keeps your brand top of mind and encourages more people to use their offer.
5. Goal / KPI: Offer redemption
The success of this workflow is measured by how many people actually redeem the offer. This helps you see the true impact of your Instagram ads and WhatsApp follow-up.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | Lead submits an Instagram lead form | Captures interest at the exact moment someone engages with your ad. |
| 2 | Contact is added to ActiveCampaign | Keeps all new leads organized in one place for tracking and nurturing. |
| 3 | A tag is added to the contact (e.g., IG Offer Lead) | Lets you segment, report, and run future campaigns to these specific offer leads. |
| 4 | Webhook sends contact data to D7 WhatsApp API | Instantly connects ActiveCampaign with WhatsApp for fast, automated messaging. |
| 5 | WhatsApp message is sent: “Hi {{name}}, here’s your exclusive offer: {{offer_link}}.” | Delivers the offer in a high-attention channel, increasing the chance of immediate redemption. |
| 6 | Lead clicks the offer link and can redeem the offer | Moves the lead closer to becoming a paying customer or booked appointment. |
| 7 | After 24 hours, a reminder message is triggered | Gently follows up with those who haven’t redeemed yet, improving overall conversion. |
| 8 | Offer redemptions are tracked as the main KPI | Shows how well your Instagram + WhatsApp funnel is converting leads into real results. |
Whatsapp Message Variations
Original:
Hi {{name}}, here’s your exclusive offer: {{offer_link}}.
Improved WhatsApp-template-friendly versions:
- Hi {{name}}, thanks for your interest! Here is your exclusive offer from Instagram: {{offer_link}}.
- Hi {{name}}, you unlocked a special offer. Tap here to view and redeem it now: {{offer_link}}.
- Hi {{name}}, your Instagram-only offer is ready. Open this link to get it before it expires: {{offer_link}}.
Who This Workflow is For
This workflow is ideal for businesses that run Instagram ad campaigns and rely on timely offers to convert leads, including:
- E-commerce brands offering discount codes, product bundles, or limited-time sales.
- Local businesses like salons, gyms, clinics, and spas sending welcome discounts or first-visit offers.
- Restaurants and cafés promoting coupons, meal deals, or reservation incentives.
- Online courses, coaches, and consultants sharing special enrollment offers or strategy session discounts.
- Real estate and property services sending exclusive listings, tour incentives, or consultation offers.
- Event organizers and venues promoting early-bird tickets or VIP upgrades to interested leads.
Any business that collects leads via Instagram ads and wants higher offer redemption without manual follow-up will benefit from this automation.
Integrate Now
Activate this Instagram Ads – Offer Delivery workflow today