Automations and forms

Create automated journeys and collect information.

How to archive or delete a formTake a form out of use without deleting it, or delete it with its responses when you no longer need them.How to check whether someone follows your account in an Instagram automationUse the Follows your account? step to take different paths depending on whether the person follows your Instagram account.How to create an automationBuild an automation in the editor: choose how it starts, add the steps in the right order and activate it when it is complete.How to create and publish a formBuild a form, confirm what it collects and publish it when you are ready to receive responses.How to message people who comment on InstagramUse the Message people who comment assistant to send a private message, and a public reply if you want, to people who comment on your posts.How to monitor and fix an automationFollow each automation activity in the list, review its runs in History and fix the step with the problem without stopping the active version.How to review and work with form responsesReview each response, connect it to the correct lead and decide the follow-up it needs.How to set up a comment automation for your next postEnter when you will post and activate the automation. ProleadSync links it to the first post or reel you publish from that time, within the next 24 hours.How to test a comment automation on InstagramTry the automation exactly as it is in the editor, from another Instagram account, without posting replies or counting towards Results. The test ends on its own.How to use buttons, quick replies and attachments in Instagram messagesIn the automation editor, add buttons, quick replies and files to Instagram messages and decide what happens when the person taps.