Playbook · Agencies
How an agency can run comment-to-DM campaigns for clients
By Michał Kołnierzak · Updated November 7, 2026
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 — matched comments, DMs sent, clicks and leads, broken down per account.
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Playbook
What this guide covers
How do agencies keep client accounts separate?
Connect every client’s Instagram profile to one workspace. Each profile has its own campaigns, leads and data controller, and you can assign brand voice, files, landing pages, integrations and API keys to one client or share them with all. The profile switcher narrows campaigns, the Inbox, leads and analytics to a single client.
Can you reuse a winning campaign for another client?
Once a lead-magnet or booking campaign performs for one client, duplicate it to the next client’s profile and adapt the copy. Materials assigned to the first client don’t carry over, so nothing reaches another client’s audience. You ship faster and spend your time on strategy rather than rebuilding the same flow from scratch.
What should you report to clients?
Client reports show the funnel per account — comments matched, DMs sent, links clicked and emails captured — 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, one profile per client: each client’s leads and materials stay separate.
- Duplicating to another profile turns a winning campaign into a repeatable service.
- Per-account funnel reports make renewals an easy conversation.
How it works
How comment-to-DM automation works
- 01
Choose a post and keyword
Pick a post or Reel and a word like “guide” or “price”.
- 02
Add your message and offer
Write the DM and attach a link, PDF, coupon or booking page.
- 03
CommentTap sends it — and tracks it
Every match gets a DM right away. Clicks and leads land in your stats.
FAQ
Questions, answered
- Can I manage several client accounts from one login?
- Yes. All client profiles live in one workspace, and the profile switcher shows one client’s campaigns, leads and analytics. Your plan sets how many profiles you can connect.
- Can clients see their own results?
- Export their profile’s leads as a CSV for your monthly update, or connect a Google Sheet or webhook for their profile only. An API key limited to a profile gives access to that client’s data alone.
- 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 Instagram’s expectations for automated replies.