DM Funnel Examples: 5 Flows That Convert

Copy these 5 DM funnel examples for lead magnets, affiliate links, coaching calls, e-commerce, and email capture. Step-by-step flows with templates.

Avery Rivers
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DM Funnel Examples: 5 Flows That Convert

What Are the Best DM Funnel Examples?

The best DM funnel examples follow a simple pattern: trigger word, instant delivery, one qualifier question, and a follow-up. Whether you’re delivering lead magnets, sending affiliate links, or booking coaching calls, the structure stays the same. The difference is in the messaging and the offer.

Below are 5 DM funnel flows you can copy and customize for your business today.

TL;DR

  • Lead Magnet Funnel: Comment “GUIDE” → Auto-DM with PDF → Ask one qualifier → Follow-up with related offer
  • Affiliate Link Funnel: Comment “LINK” → Instant product link → Ask what they’re looking for → Send personalized recommendations
  • Discovery Call Funnel: Comment “CALL” → Calendly link → Pre-qualify with 2-3 questions → Confirm booking
  • E-commerce Funnel: Comment product keyword → Send product page → Ask sizing/preference → Follow-up with discount
  • Email Capture Funnel: Comment “FREE” → Ask for email → Deliver to inbox → Continue conversation in DMs

Before diving into examples, understand why DM funnels work better than traditional “link in bio” strategies.

MetricLink-in-BioDM Funnel
Click rate1-3%10-25%
Opt-in rate~20%Up to 85%
Response speedDepends on userInstant
Conversation depthNoneMulti-step

School of Bots, the agency that popularized DM funnels, reports their clients see opt-in rates jump from 20% to 85% when switching from bio links to DM automation (schoolofbots.co, January 2026).

The reason is simple: DMs feel personal. Instead of sending someone to a cold landing page, you’re starting a conversation inside an app they already trust.

Now let’s look at the specific flows.


Example 1: Lead Magnet Delivery Funnel

Best for: Course creators, coaches, content creators building an email list

Trigger: “GUIDE”, “FREE”, “CHECKLIST”, or similar

The Flow

Step 1: Post CTA Your Reel or Story says: “Comment ‘GUIDE’ and I’ll DM you my free content calendar template.”

Step 2: Instant Auto-Reply

Hey! Thanks for commenting. Here's your free content calendar template:

[LINK TO PDF/GOOGLE DOC]

Quick question: Are you creating content for a personal brand or a business account?

Step 3: Segment Response Based on their answer, you can:

  • Tag them in your CRM
  • Send a more relevant follow-up
  • Offer a related paid product

Step 4: Follow-Up (24 hours later)

Did you get a chance to check out the template?

If you want help filling it out, I have a quick video walkthrough here: [LINK]

Why This Works

The qualifier question (“personal brand or business?”) does two things:

  1. Segments your audience for future offers
  2. Keeps the conversation going, which signals to Instagram that the DM is valuable

Learn how to set this up step-by-step in our comment-to-DM automation guide.


Best for: Amazon influencers, LTK creators, product reviewers

Trigger: “LINK”, product name, or “WHERE”

The Flow

Step 1: Post CTA In your product review Reel: “Comment ‘LINK’ and I’ll send you the Amazon link.”

Step 2: Instant Auto-Reply

Here's the [Product Name] link:

[AFFILIATE LINK]

Are you looking for [specific use case] or something else? I might have a better recommendation for you.

Step 3: Personalized Recommendation If they respond, send a personalized follow-up:

For [their use case], I'd actually recommend this one instead:

[DIFFERENT AFFILIATE LINK]

It's what I personally use.

Step 4: Soft Upsell

If you want to see my full list of recommendations, I put together a guide here:

[LINK TO STOREFRONT OR LANDING PAGE]

Why This Works

Affiliates who use DM automation report higher conversion rates because:

  • Links arrive instantly (no hunting in bio)
  • The conversation adds trust
  • Personalized recommendations feel genuine, not salesy

For more on affiliate automation, see our guide on Instagram DM automation for Amazon influencers.


Example 3: Discovery Call Booking Funnel

Best for: Coaches, consultants, service providers

Trigger: “CALL”, “BOOK”, “COACHING”, or similar

The Flow

Step 1: Post CTA Your Story says: “Ready to work together? Comment ‘CALL’ and I’ll send you my calendar.”

Step 2: Pre-Qualification Question

Hey! Before I send my calendar, quick question:

What's the #1 thing you want help with right now?

This filters out tire-kickers and gives you context before the call.

Step 3: Send Calendar Link

Perfect, I can definitely help with that. Here's my calendar:

[CALENDLY LINK]

Book any time that works. Looking forward to chatting!

Step 4: Confirmation Follow-Up After they book:

Got your booking! Before our call, could you fill out this quick form so I can prep?

[INTAKE FORM LINK]

Talk soon!

Why This Works

Coaches who use DM funnels for discovery calls report:

  • Higher show rates (because of the pre-call conversation)
  • Better-qualified leads (the qualifier question filters)
  • More booked calls overall (lower friction than bio link)

For a deeper dive, check out our guide on qualifying Instagram leads for discovery calls.


Example 4: E-commerce Product Funnel

Best for: Shopify store owners, DTC brands, product-based businesses

Trigger: Product keywords like “DRESS”, “BAG”, or “PRICE”

The Flow

Step 1: Post CTA Your product Reel shows multiple items: “Comment which one you want and I’ll send the link.”

Step 2: Product Delivery

Here's the link to [Product Name]:

[PRODUCT PAGE LINK]

What size are you looking at? I can check availability.

Step 3: Availability/Sizing Help

Great choice! The [size] is in stock.

If you order in the next 24 hours, use code INSTA10 for 10% off.

Step 4: Abandoned Cart Follow-Up If they don’t purchase within 48 hours:

Hey, just checking in! Did you have any questions about the [product]?

Happy to help if you need sizing advice or want to see it styled differently.

Why This Works

E-commerce brands see higher conversion from DM funnels because:

  • Questions get answered immediately (no waiting for email support)
  • The discount code creates urgency
  • Follow-ups recover abandoned carts

For more e-commerce strategies, see our Instagram automation for Shopify guide.


Example 5: Email Capture Funnel

Best for: Newsletter creators, list builders, content creators

Trigger: “FREE”, “SUBSCRIBE”, “LIST”, or similar

The Flow

Step 1: Post CTA Your post says: “I send weekly marketing tips. Comment ‘FREE’ to get on the list.”

Step 2: Email Request

Awesome! Drop your email below and I'll add you to my weekly newsletter.

(I send one email every Tuesday with actionable tips. No spam, promise.)

Step 3: Confirmation After they send their email:

Got it! Check your inbox for a welcome email.

While you're here, what's the #1 thing you're struggling with right now? I might have a resource that helps.

Step 4: Resource Delivery

I actually have a free guide on exactly that:

[LINK TO LEAD MAGNET]

Let me know what you think!

Why This Works

This funnel captures emails AND starts a conversation. Benefits:

  • Email goes directly to your list (no landing page friction)
  • The conversation continues in DMs
  • You learn what your audience needs

For detailed setup, check our guide on collecting emails through Instagram DMs.


DM Funnel Best Practices

Regardless of which funnel you choose, follow these rules:

Keep Messages Short

  • First message: 2-3 sentences max
  • Include the link early
  • One question per message

Sound Human

  • Use contractions (“I’ll” not “I will”)
  • Add personality
  • Avoid corporate language

Time Your Follow-Ups

  • First follow-up: 24 hours
  • Second follow-up: 48-72 hours
  • No more than 2-3 follow-ups total

Include an Exit

Always give people a way to stop messages:

(Reply STOP if you don't want any more messages from me.)

Track What Works

Monitor these metrics:

  • Trigger rate: How many comments you get per post
  • Reply rate: How many people respond to your first message
  • Conversion rate: How many complete your desired action

Common DM Funnel Mistakes

Mistake 1: Burying the link If your link appears after 3 messages, most people will drop off. Deliver value first.

Mistake 2: Too many options “Reply 1 for X, 2 for Y, 3 for Z” feels robotic. Keep it to one clear action.

Mistake 3: No qualifier question A single question segments your audience and keeps the conversation alive.

Mistake 4: Generic follow-ups “Just checking in!” adds no value. Always include a reason to reply.

Mistake 5: Never following up One follow-up can lift conversions significantly. Don’t skip it.


FAQ

How many DM funnels should I run at once?

Start with one. Get it working, measure results, then add more. Running too many funnels at once dilutes your messaging and makes testing impossible.

What’s the best trigger word?

Simple, specific words work best: LINK, GUIDE, FREE, CALL. Avoid clever or misspelled words that people might type incorrectly.

How quickly should I respond?

Instantly. Automation handles this. Manual responses should happen within 15 minutes during active hours. The faster the reply, the higher the conversion.

Will DM funnels get my account banned?

Not if you use Meta’s official API. Tools like CreatorFlow use Instagram’s approved automation methods. Avoid third-party bots that scrape or use unofficial access.

Can I use DM funnels with a small following?

Yes. DM funnels often work better on smaller accounts because the conversations feel more personal. Start with lead magnets or affiliate links and scale from there.


Get Started

Pick one funnel from the examples above. Set it up this week using CreatorFlow’s comment-to-DM automation. Test it on a few posts. Measure your results. Then iterate.

The best DM funnel is the one you actually use consistently.


Sources

  • School of Bots case studies and methodology (schoolofbots.co, accessed January 2026)
  • Instagram DM funnel benchmarks from creator marketing platforms (various sources, January 2026)
Avery Rivers

Avery Rivers

Content Strategist at CreatorFlow

Avery Rivers helps creators turn Instagram conversations into conversions. With a background in content marketing and automation, Avery writes actionable guides on DM automation, creator growth strategies, and monetization tactics that actually work.

Follow along on Instagram at @creatorflow.so for automation tips.

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