About the Step Calculator:
This automation bolt-on gives you a fully pre-built DM workflow that lets prospects message you a keyword (like “step”) and automatically receive a lead magnet, a resource, or even a booking link — while capturing their details into your CRM. It’s pre-loaded, easy to edit, and can be live in minutes for Instagram or Facebook.
What You'll Learn from Implementing This System:
- How to trigger automations from DMs using specific keywords
- The difference between Instagram and Facebook automation flows
- How to personalise your replies with smart tags and contact fields
- Why exact-match phrases matter (and how to avoid trigger conflicts)
- How to track, tag, and organise leads for smarter follow-up
- Ways to duplicate and customise workflows for different offers or audiences
- How to review message history and contact info directly from your CRM