Summary

• Instagram comment to DM automation

• Keyword recognition

• Public comment replies

• Interactive Instagram DMs

• Buttons and quick replies

• Landing pages and link in bio pages

• Email and phone capture

• CRM contact creation

• SMS, email and WhatsApp delivery

• Agent notifications and follow-up tasks

• Click tracking

• Pipeline and tag management

1. What Stan Store and ManyChat are doing

The Stan Store workflow

1. Stan AutoDM
• The agent chooses one or more keywords.
• The follower comments or DMs the keyword.
• Stan sends a custom Instagram DM.
• The DM can link to a Stan product, private landing page or external URL.
• The automation can apply to selected posts or all posts.
• Stan can optionally post a public reply to the comment.

2. Stan lead capture page
• The follower opens a landing page.
• Name and email are required by Stan.
• Phone and other fields can be added.
• After submission, Stan can redirect the person to another URL or send a confirmation email containing the offer.

The ManyChat workflow

1. Someone comments “HOMES.”

2. ManyChat sends an opening Instagram DM.

3. The follower taps a button or quick reply.

4. That interaction opts them into the conversation and opens Instagram’s 24-hour messaging window.

5. ManyChat sends the link or asks additional questions.

6. A Data Collection block can ask for and store their email address or phone number.

2. The ListedOS alternative workflow

Instagram post → keyword comment → public reply → Instagram DM → follower confirms interest → open Listed link or complete ListedOS form → contact enters CRM → agent invites them to Listed → curated list is delivered → agent follows up personally

Workflow A: Immediate access list

Workflow B: Private or high value list

• Brokerage exclusives

• Coming soon properties

• Off market opportunities

• Sold property collections

• Highly curated niche lists

• Niche area or neighbourhood insights

3. Initial Instagram setup in ListedOS

Inside ListedOS

1. Go to Settings.

2. Select Integrations.

3. Find the Facebook–Instagram card.

4. Select Connect.

5. Sign in to the correct Facebook account.

6. Approve all requested permissions.

7. Select the appropriate Facebook Page and connected Instagram account.

8. Enable Facebook and Instagram messaging.

Inside Instagram

1. Open Settings and activity.

2. Go to Messages and story replies.

3. Open the message access settings.

4. Enable Allow access to connected tools.

4. ListedOS as a Stan Store Alternative

Create the main Instagram landing page

1. Go to Sites → Funnels.

2. Select New Funnel.

3. Choose From Blank.

4. Create one clean, mobile-first page.

5. Add buttons such as:
• Search homes with me
• This week’s featured list
• Victorian homes
• Waterfront properties
• Coming soon
• Book a real estate conversation

• A Listed referral or list link

• A ListedOS lead capture page

• A booking calendar

• Another specialized funnel page

Create the private list landing page

Get This Week’s Private [Niche] Property List

• First name

• Email address

• Mobile number

• Preferred contact method

• Requested list

1. Go to Settings → Custom Fields.

2. Choose Contact.

3. Select Create Field.

4. Name it Requested List.

5. Create another field called Instagram Campaign if desired.

Add the form

1. Inside the funnel page, add a form.

2. Choose an existing form through the Form Picker or create a new one.

3. Add the standard and custom fields.

4. Under the form’s advanced settings, configure the confirmation behaviour or redirect.

5. Redirect the follower to a thank-you page rather than directly to the list when a manual Listed invitation is required.

5. Exact comment to DM workflow

Create the workflow

1. Go to Automation → Workflows.

2. Select Create Workflow.

3. Either:
• Choose the Instagram Comment Automation recipe, or
• Select Start from Scratch.

Add the trigger

• Page Is: the agent’s Instagram account

• Post Type: Published Post or Custom Post

• Post Is: select the specific post or enter its URL

• Contains Phrase: HOMES

• Track First Level Comments Only: On

Add a public comment reply

• “Sent. Check your messages.”

• “It’s on the way. Look for my DM.”

• “Just sent it privately.”

• “You’ve got it. Check your inbox.”

Send the opening Instagram DM

• Reply Type: Reply to Comment via DM

• Message:

Hi {{contact.first_name}}, I’ve got the list for you. Tap below and I’ll send you the right access.

Send me the list

In the “Send me the list” branch

1. Add Contact Tag
• Instagram | List Requested

2. Update Contact Field
• Requested List = [Name of list]

3. Add another Instagram Interactive Messenger action.
• Reply Type: Reply to DM

Here it is. I created this collection personally and will keep it updated as properties change.

Open the list

This is one of my private lists. Tap below and tell me where to send your Listed invitation.

Get private access

Default timeout branch

• Add tag: Instagram | No Response

• End the workflow

6. Exact form submission workflow

Listed | Private List Request

Trigger

• Form Is: Private Listed List Request

Actions

1. Add Contact Tag
• Listed | Invite Needed

2. Assign to User
• Assign the contact to the relevant agent.

3. Add Task
• Task name: Invite {{contact.first_name}} to Listed
• Due: immediately or within the same business day.

4. Send Internal Notification
• Notify the agent by in-app notification, email or SMS.
• Include:
• Name
• Phone
• Email
• Requested List
• Instagram campaign

5. Send confirmation SMS

Hi {{contact.first_name}}, it’s [Agent Name]. I received your request for my [List Name] collection. I’m preparing your personal Listed access now. Watch for your invitation shortly.

1. Send confirmation email

Your private property list is being prepared

Hi {{contact.first_name}},

I received your request for my [List Name] collection. I’m preparing your personal Listed invitation so you can view the properties through me, save your favourites and keep the list available as it changes.

I’ll send your access shortly.

[Agent Name]

7. The manual Listed invitation step

1. The agent receives the ListedOS notification.

2. The agent opens Listed.

3. The agent adds the person using their phone number.

4. The agent issues the Listed invitation by tapping ‘invite’ and choosing messages , whatsApp or Telegram

5. The agent returns to ListedOS.

6. The agent applies the tag:

Listed | Invited

8. Exact delivery workflow

Listed | Invitation Completed

Trigger

• Event: Tag Added

• Tag: Listed | Invited

Actions

1. Send SMS

You’re invited, {{contact.first_name}}. Here is my private [List Name] collection in Listed: [Trigger Link]

Take your time looking through it. You can save anything you like and message me whenever you have a question.

1. Send email

Your [List Name] collection is ready

• Brief explanation of what is in the list

• The Listed link

• Instructions to save, share or comment

• A low-pressure invitation to reply with questions

1. Add tag
• Listed | List Delivered

2. Track the link
• Use a Trigger Link for the Listed URL.

3. Optional gentle reminder
• Wait one day.
• Check whether the trigger link was clicked.
• If it was not clicked, send one short SMS:

Just checking that your Listed invitation arrived properly. Let me know if you have any trouble opening it.

9. WhatsApp and Telegram

We recommend sending the invite to Listed manually from your app. You can receive an sms or push notification reminder to do this if it’s set up in your workflow.

The Private List Workflow

1. Tease the list on Instagram
“I’m releasing my top 10 [niche] properties this week. Comment HOMES and I’ll send you private access.”

2. ListedOS sends the Instagram message
The follower receives an automated DM inviting them to request the list.

3. Capture their contact information
For high value lists, send them to a simple ListedOS page that asks for their name, email address and phone number.

4. Invite them to Listed
The agent receives a task to add the person to Listed and issue their personal invitation.

5. Deliver the curated list
Once invited, ListedOS sends the list through text message and email and records whether the link was opened.

The Role of Instagram | ListedOS | Listed

Instagram supplies the audience. ListedOS turns the interaction into an owned relationship. Listed gives that relationship a private, useful place to continue to grow and flourish.