Contacts, leads and email capture
Everyone who talks to your automations becomes a contact, so you can see who is interested, who shared an email and who booked. This guide covers where contacts come from, how email capture works and how to keep the list organised.
Where contacts come from
A contact is created the first time someone interacts with one of your automations through a comment, a Story reply or a DM. Each contact records its source, so you can see which posts and automations bring people in. You can also add contacts by hand or import them from a CSV file.
Collect emails inside the DM
Create a Get more sales automation
Pick the posts and the keyword, then turn on the email step.
Write the ask
Tell people what they get for their email, for example the offer or the full guide.
Askenly confirms it
When someone replies with an email address, Askenly confirms it in the chat and saves it to their contact.
Follow up
Optionally enrol them in a short email sequence. It stops as soon as they click a link in an email.
Contact statuses
| Status | Use it for |
|---|---|
| Lead | Someone who interacted but hasn’t shown buying intent yet. |
| Qualified lead | Someone who tapped a button, passed follow to unlock or shared an email. |
| Opportunity | Someone you’re actively talking to about buying or booking. |
| Customer | Someone who bought or booked. |
Keep your contacts useful
- Add tags such as High intent or Consultation so you can filter quickly.
- Filter by source to see which automations bring the most leads.
- Import an existing list as CSV. Rows with an Instagram handle or email that already exists are skipped, so nothing is duplicated.
- Ask for consent before sending marketing emails to the addresses you collect.