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How to use the Inrō CRM?
How to use the Inrō CRM?

Using Inrō CRM to centralize Instagram leads, segment contacts, and create targeted campaigns for better engagement and insights.

Updated over 4 months ago

Introduction to Inrō CRM

The Inrō CRM is designed to centralise all your Instagram leads from ads, organic content, and influencer campaigns. It allows you to segment your leads based on their behaviour on Instagram and your CRM data. With seamless integration, you can enrich your own CRM or Customer Data Platform (CDP) with valuable insights from Inrō.

Elements of the CRM Interface

  1. Contacts Dashboard:

    • The Contacts Dashboard provides an overview of all your contacts in Inrō with critical information about them, including their username, name, email, phone number, and follower status.

      Contacts Interface Sample

  2. Search and Filter Contacts:

    • Use the Search Contacts bar to find specific contacts quickly or search keywords inside their Instagram bio.

    • Click Add Filter to apply various filters such as engagement type (comment, message, story mention), transaction type (appointment, payment link), automation status, and contact information (email, phone, follower count)

      Filters Example Image

  3. Segments:

    • Segments are dynamic lists that you can create for your contacts which get updated automatically based on the filter selected.

    • Create segments to manage and target specific groups of contacts with personalised campaigns and scenarios for different segments. Some popular segments are VIPs, Ambassadors, Recently Engaged etc.

      Segments Sample Image

  4. Contact Details:

    • Click on a contact to view detailed information, including their engagement history, which automation or campaign they are part of, and any notes or tags associated with them. This detailed view helps you better understand and manage each contact individually.

      Contact Details Example

Inrō Insider Tips

  • Regular Updates: Keep your contact information up-to-date to ensure accurate targeting and personalisation.

  • Use Segments: Leverage segmentation to create highly targeted campaigns. This increases the relevance of your messages and improves engagement rates.

  • Monitor Engagement: Regularly monitor engagement metrics for your contacts to understand which segments are most responsive. Adjust your strategies based on these insights.

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