It is necessary to set up the SendPulse funnel.
1) Basic settings
Check the Instagram channel in Chatbots: timezone, language, default UTM.
Create lists/segments and tags:
src_ig_dm,interest_focus,interest_sleep,interest_sport,lead_captured,hot_lead,need_human.Set variables:
user_email,user_phone,interest.
2) Triggers and keywords
Keywords: "price", "buy", "availability", "delivery", "wholesale", "partnership", "discount".
Triggers: first incoming, response to stories, mention.
3) Flow (minimum funnel)
Welcome (D0, ≤60 s):
Text: "Welcome! I am the brand assistant. I will help with the assortment, price, and delivery — what interests you?"
Buttons: "Assortment" / "Price and availability" / "Delivery and payment".Qualification → tags:
Question: "What are you looking for?" Options: "Focus", "Sleep", "Sport". Assign the correspondinginterest_*.Offer/benefits (3 bullets) + CTA: "Get an offer" / "Consultation".
Contact collection:
"Leave your email or phone — we will send a checklist + promo code -5%." → save to variables + taglead_captured.FAQ "Delivery/Payment": payment methods (Apple/Google Pay/card), terms, returns (briefly).
Wholesale/Partnership: form (name, city, phone/email) + tag
hot_lead+ alert to manager.Escalation to a human: button "Contact the manager" → tag
need_human.
4) Message series
D1: cases/reviews.
D3: responses to objections.
D5: bundle/limited offer.
D7: soft reactivation.
24+1 templates (HSM) — submit for approval in Meta.
5) Integrations and alerts
Telegram notification about
hot_lead(via integration/bot).CRM SendPulse or Google Sheets (webhook) — create lead card with tags and UTM.
Check that UTM passes in links to the site.
6) Analytics
Dashboard: dialogues, contact collection %, leads, "hot" leads, button CTR, clicks to the site.
Weekly auto-report to email (CSV + 5–10 lines of summary).
7) Test script (before release)
Write in IG DM with the keyword "price" → the correct branch opened.
Leave email → contact in the list, tag
lead_captured.Click "Wholesale/Partnership" → Telegram alert received, record appeared in CRM/Sheets.
After 24+ hours send HSM template → delivered/visible in logs.
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612 3 0 1 Hello, we can implement a bot with integrations, we regularly create similar bots for launch. The duration is indicated considering the time to receive materials, accesses, and possible delays from both sides in case of emergency power outages. We can discuss the price considering the urgency of the task.
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