By Repli Team · June 5, 2026 · Lead Generation
Quick Answer
Plan a short Instagram DM qualification questionnaire, review captured answers and choose a personal next step without assuming automatic scoring or CRM sync.
Qualification is your decision about whether an inquiry fits your service. A configured questionnaire can collect answers, but it cannot establish a sale, promise suitability or replace your judgment. This tutorial focuses on question design and review; the lead-generation product page covers capabilities and access.
Step 1: Define a review criterion
Choose criteria relevant to the actual offer: requested service, intended timing and any genuine service-area constraint. Avoid asking for sensitive details you do not need. Write down how a person will review the answers before automating their collection.
Step 2: Choose the supported entry point
Configure an eligible lead-collection rule rather than assuming a static link reply is a questionnaire. A selected-post comment can receive a permitted private reply, but continued ordinary questions need an eligible conversation. A person’s reply, not your outgoing link, opens the standard messaging window.
Step 3: Write one question at a time
An illustrative sequence is:
- “Which service are you interested in?”
- “When are you hoping to start?”
- “Is there a detail our staff should consider?”
- “If you would like a response by email, what address should we use for this inquiry?”
Configure the actual supported questions. Sequential lead collection waits for the person’s answer; do not promise completion or keep asking after they stop replying. See current lead-collection access rather than advertising a free questionnaire tier.
Step 4: Test and read back the answers
- Trigger the configured flow from a separate account.
- Complete the questions one at a time.
- Open the captured lead record and verify each answer.
- Try an incomplete conversation and confirm you can distinguish it from a completed one.
- Correct unclear questions before expanding scope.
Do not treat a comment, link click or unanswered question as a finished application.
Step 5: Review fit manually
Compare the answers with your written criteria. For example, a service request that your staff handles can receive the relevant information page; an unusual request needs personal discussion. “Ready to review,” “needs clarification” and “outside our current service” are suggested human judgments, not claims of native automatic scoring, branching or agent routing.
Step 6: Choose the next step
Share a real service page or booking link where appropriate. Staff or the booking service confirms availability separately. Pause automation using available controls when responding personally from Instagram; this is not a shared Instagram team-assignment CRM.
Step 7: Handle exported information responsibly
Review captured records and use available export controls when needed. An export does not synchronize contacts and deals into an external CRM, and Instagram lead records are not the WhatsApp CRM. Explain why you ask for contact information; a supplied address is not consent for unrelated campaigns.
Frequently Asked Questions
Can I add a question to a static response?
You can invite a reply, but collecting successive stored answers requires the separately configured lead-collection capability.
Will Repli score and route every inquiry?
This guide does not establish native scoring or shared agent routing. Review the answers yourself.
Does qualification mean the person booked or paid?
No. Verify those outcomes separately in the responsible system.