The Opt-In step is where you write the first thing a prospect receives. For comment, story, and ad triggers, this is the DM that arrives after they engage, along with a button they tap to start the sales conversation.
Cloziq calls this the opt-in message, because tapping its button is how the prospect opts in to hearing from your agent. It is a different thing from your sales agent's own opening message, which is the first line the agent itself says once the conversation is underway. See Building your sales flow for that one.
The opt-in message and button
- Message: the opt-in DM, up to 640 characters. Keep it short and inviting, in your own voice. (The limit comes from Instagram: a message delivered with a tappable button caps out at 640.)
- Opt-In Button: the label on the button, like "Connect" or "Send it." Keep it snappy; short labels read best on a phone. Leave it blank and it says "Connect".
Here is the important mechanic: the prospect has to tap the button before the sales conversation starts. The tap is their opt-in. If they type a reply instead of tapping, Cloziq keeps their message safely on the record, but the agent politely waits for the tap. So the button is not decoration; it is the door.
And do not worry about people who wander off: if the same person triggers the initiative again later, the opt-in message goes out again and every opt-in button in the thread keeps working, old and new. Whichever one they tap, they land in the same live conversation.
One honest caveat about desktop
Instagram's desktop website does not show DM buttons at all; phones and the Instagram apps show them fine. Most of your audience lives on their phone so this rarely matters, but if you are testing from a desktop browser and see no button, that is Instagram, not your setup.
Replying to the comment too
For comment triggers, you can also turn on auto reply to their comments, so Cloziq posts a public reply under the comment (something like "Sent you a message! Check it out!"). This nudges people to check their DMs and looks natural to everyone else reading the comments. You can add up to 3 variations and Cloziq rotates them.
Some triggers make the opt-in message optional
If your trigger is a DM keyword, a story reply, or Reply to Ad, the opt-in message is optional, and the step is labelled that way. In all three the person already messaged you, so you can let your agent take it from there, or set an opt-in message if you want a consistent first line. If you do include one, they still tap to connect; if you skip it, the conversation just begins.
The comment triggers still require an opt-in message, since there is no DM thread until Cloziq starts one.
One pairing rule applies everywhere: if you write an opt-in message you also need a button label, and vice versa. Set both or leave both empty. Publishing without one of them stops with "Add both an opt-in message and a button label, or leave both empty."
Tips
- Make the button text feel like a payoff, not a chore. "Get the guide" beats "Submit."
- A warm, human opening gets more taps than a salesy one. You are asking for a tap, not a purchase.
- If lots of people comment but few tap, rework the message and button first; that is the biggest lever in the whole flow.