DM funnels & brand approval
Arm the DM before the post exists, and hold a sponsored post until the brand says yes.
How it works
Auto-DM funnel: in the composer, switch on Reply to comments with a DM, choose a trigger word (or any comment), write the DM, and add an optional link and public reply. It is saved switched off and pins itself to the post the instant it publishes, so the very first comment already gets its DM, with no need to find the new post in Auto-DMs afterwards. The Free plan runs one automation at a time: if another is already running, the funnel is pinned but left off and you are told. What it earns shows up in the Post Report.
Brand deal: link the post to a Deal Desk deliverable (deals that are Signed, Filming or Posted). That switches the Paid partnership label on. When the post goes live the deliverable is ticked off with the real post attached, ready for the brand’s report, and you are told when the last deliverable is live. A deliverable of more than one (a "×2") is linked but not ticked by a single post, and the deal’s stage is always yours to move.
Brand approval: switch on Needs the brand’s approval and you get a private link that needs no login. The brand sees the post exactly as it will publish (media, caption, tags, the paid-partnership label, the first comment) and taps Approve or Request changes, with a note. The hold is real: an unapproved post is not sent, whether on schedule or from Publish now. A post that is due but unapproved goes On hold and publishes on the next pass after approval. You are notified of every answer, and once when a due post is being held.
Editing the caption, media or options sends an approved post back for approval; changing the time does not. Send back for approval re-opens the same link after you make the changes a brand asked for, and New link replaces it (the old one stops working). Links expire a week after the post’s time, or two weeks for an undated draft. The link is the only credential, so treat it like a password: anyone holding it can answer for the brand.
How it flows
Set it up
- 1
Arm a funnel
In the composer, open Auto-DM funnel, switch it on, and set the trigger word and the DM.
- 2
Link the deal
Open Brand deal & approval and pick the deal and the deliverable this post is.
- 3
Ask for approval
Switch on Needs the brand’s approval, save the post, and send the link that was copied to your clipboard.
- 4
Follow the answer
The Queue row shows Awaiting, Approved or Changes requested, and the brand’s note if they left one.
Tips to get the most out of it
- Send the approval link at least a day before the scheduled time. A due but unapproved post waits, and goes out as soon as the brand approves.
- If the brand asks for a change, make it, then use Send back for approval on that row so they get a fresh answer button on the same link.