Inquiries received via Facebook or Instagram can be responded to right from within LeadLoop.
To reply, click the Facebook or Instagram icon that appears beneath a Lead in Expanded View.
If Facebook or Instagram are “Disabled”
If the Facebook Messenger or Instagram Direct Message (DM) contact options are marked “disabled” in LeadLoop, one of two things is occuring:
- The lead arrived to you from somewhere other than Facebook or Instagram.
- The lead arrived to you via Facebook or Instagram, but wasn’t responded to within 7 days. This is a time limit imposed by Facebook (Meta, Inc.), not by LeadLoop.
If unavailable or disabled, the Facebook or Instagram logos will have a muted or opaque appearance. When enabled, they'll appear vibrant.
'New Customer' Not Necessary for Contact via Facebook or Instagram
Not every DM you receive via social media will be a valid lead and it is often necessary to get additional information before determining if an inquiry should enter your Pipeline.
Thus it’s also not necessary to “Create a Customer” before responding to inquiries from Facebook or Instagram.
You can simply respond to get more information, then Create a Customer when or if you determine the Inquiry is a valid lead.
Creating a Customer enters the lead and all of its contact information and history into your Pipeline for further follow up.
Best Practices
- Prioritize responding to leads acquired via Facebook or Instagram, as those apps disallow direct message responses after 7 days.
