Definition
A lead is a person who has shown interest in your product or service but has not bought yet: they asked the price, wanted a quote, asked about an appointment. On Instagram these people get lost in the inbox; collecting leads means moving them into a list and on to the next step.
How BixoChat collects them
- Form Builder: a form that starts on a word and asks its questions one at a time; every completed form is one lead.
- Automatic capture: with Save phone numbers and Save email addresses switched on in Lead Management, a phone number or email someone sends on its own in a DM is saved even without a form.
- Comment to DM: a DM to everyone who comments, pointing them to the form's word.
Everyone is listed in Lead Management; the Excel export takes a date range, runs in the background, and the file is downloaded there or on the Jobs page. There is no API or CRM sync.
DM leads versus lead ads
The lead forms in Meta's ad tools (lead ads) run on an ad budget. Collecting inside DMs works without ads, with people who already write to you; the two can run together. Details: Collecting leads in Instagram DMs.