DM Templates
Templates let you save reusable DM messages that can be attached to any automation. Instead of rewriting the same message in every automation, create it once and reuse it everywhere.
Creating a template
1
Go to Templates
In the sidebar, click Templates.
2
Click "+ New Template"
Give the template a name (internal only) and write your message body.
3
Add personalization variables
Use {{first_name}} anywhere in the message body to insert the recipient's name at send time.
4
Save and attach
The template is now available in the automation builder's DM action dropdown.
Supported variables
| Variable | Replaced with | Example output |
|---|---|---|
| {{first_name}} | Recipient's Instagram first name | Hey Priya! |
| {{username}} | Recipient's @handle | @priya.creates |
If EngageDM can't retrieve a user's name (e.g. private account), the variable is replaced with an empty string, so write your messages to still make sense without the name.
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