Playbook Β· Agencies
How an agency can run comment-to-DM campaigns for clients
Agencies live and die by results they can show, and comment-to-DM campaigns produce a clean line from a post to a captured lead. This playbook covers how to run these campaigns across several client accounts, keep each one tidy and on-brand, and report on the numbers that renew a retainer β matched comments, DMs sent, clicks and leads, broken down per account.
Playbook
What this guide covers
Keep every client account separate
Connect each clientβs Instagram account under its own workspace so campaigns, contacts and analytics never mix. Team members get roles that match their job, and you can invite a client to view results without handing over the keys to everything else.
Reuse what works with templates
Once a lead-magnet or booking campaign performs for one client, save the structure as a template and adapt the copy for the next account. You ship faster, keep quality consistent, and spend your time on strategy rather than rebuilding the same flow from scratch.
Report on leads, not vanity metrics
Client reports show the funnel per account β comments matched, DMs delivered, links clicked and emails captured β so a monthly update is a real number of leads, not a screenshot of likes. That is the story that keeps a retainer alive through a slow month.
Key takeaways
- One workspace per client keeps data and access cleanly separated.
- Templates turn a winning campaign into a repeatable service.
- Per-account funnel reports make renewals an easy conversation.
How it works
Three steps from comment to lead
- 01
Choose a post and keyword
Pick any reel or post and the words that should trigger a reply β like 'guide' or 'price'.
- 02
Add your message and offer
Write the DM, then attach a link, PDF, coupon code or booking page. Preview it on a phone as you go.
- 03
CommentTap sends it β and tracks it
Every match gets an instant DM. Clicks, emails and leads show up in your analytics automatically.
FAQ
Questions, answered
- Can I manage several client accounts from one login?
- Yes. Switch between client workspaces from a single account, and each workspace keeps its own campaigns, contacts, team members and analytics.
- Can clients see their own results?
- You can invite a client with a view of their workspace, or export a per-account report as a CSV to include in your monthly update.
- Is this approach compliant enough for client work?
- Campaigns reply only to people who comment or message first and respect frequency limits, which keeps client accounts within Instagramβs expectations for automated replies.