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Send a wedding planning checklist through Instagram DMs

Send couples a wedding planning timeline they can adapt.

By DM SparkPublished 3 min read

Updated

Quick answer

To send a wedding planning checklist through Instagram DMs, connect your Instagram Business or Creator account to DM Spark, create a post-comment Spark for CHECKLIST, and send a message with a link button. Send the checklist link; couples adapt the document to their own wedding.

When to use this automation

A wedding planning carousel can explain the first decisions couples need to make. Offer a timeline checklist that turns the advice into a practical next step, rather than sending a general services page.

  • TriggerA keyword comment on the selected Instagram post or reel.
  • KeywordCHECKLIST
  • DeliverySend the checklist link; couples adapt the document to their own wedding.

How to set it up in DM Spark

  1. Prepare the destination

    Prepare a timeline with lead-time assumptions, tasks, and space for the couple’s own dates. State whether it is a twelve-month or shorter planning schedule. Host it at a public URL and ensure the file is readable on a phone.

  2. Connect Instagram and create a Spark

    Sign in to DM Spark on the web and connect your Instagram Business or Creator account through Instagram’s login. From the dashboard, choose Create Spark, select the correct connected account, and give it a name that identifies the resource and campaign.

  3. Choose the trigger and scope

    Under When someone…, choose “comments on your posts”. Select only the post or reel promoting this resource. Leave Every post, including future posts off when other posts offer different resources.

  4. Add CHECKLIST as the keyword

    Add CHECKLIST in the keywords field. Choose With keywords rather than Every comment so unrelated replies do not receive this offer. Use the same word in your public invitation and avoid overlapping active keyword Sparks.

  5. Write the DM and add the link button

    Under Then, in their DMs, choose One message. Use this delivery text: “Here’s the twelve-month wedding planning checklist. Use the timeline as a starting point and adjust it to your venue and date.” Add a link button labeled “Get wedding checklist” and paste your destination URL. Send the checklist link; couples adapt the document to their own wedding. Check the message and button in the phone preview.

  6. Save, go live, and test

    Save the Spark and check that it is Live; if it is a draft or paused, choose Go live and complete any post selection. Request the checklist from a second account and verify the download includes the full twelve-month timeline and editable or printable format promised. Your own connected account’s comments do not trigger the Spark.

  7. Publish the invitation and check results

    Add the example invitation below to your caption and on-screen text once the test works. Review messages sent, people reached, and link clicks on the Spark. Use the destination platform’s reports to check outcomes beyond link clicks.

Caption and DM copy you can use

Adapt these examples to the resource you actually offer. Replace the example destination with your own tested URL in the link-button field.

  • Caption invitationComment CHECKLIST for my free twelve-month wedding planning timeline.
  • Automatic DMHere’s the twelve-month wedding planning checklist. Use the timeline as a starting point and adjust it to your venue and date.
  • Link button labelGet wedding checklist

What to check before promoting it

Keep the resource promise separate from a booking pitch. If you also want to offer consultations, add an optional second button instead of making the checklist button lead to a sales call. The Spark does not create personalized wedding timelines.

Request the checklist from a second account and verify the download includes the full twelve-month timeline and editable or printable format promised.

Choose a simple delivery or an optional sequence

This walkthrough uses One message to deliver the requested link directly. Ask, then send is also available on Free if you want an opening button before the link. Each outgoing DM counts toward your allowance.

On the Creator plan, a sequence can add email capture or an eligible reminder. For comment triggers, the person must tap or reply before another DM can be sent; clicking a website link alone does not count as that reply. Later messages must stay within Instagram’s allowed messaging window. See the Spark setup guide and email capture guide before adding those steps.

Questions

Can I also include a consultation link?

Yes. Add a clearly labeled second button, such as Book a consultation, while keeping the requested checklist easy to find.

Can I collect an email before sending it?

Yes, with a sequence on the Creator plan and the required reply or button gate after a comment. Explain the request clearly; email capture alone is not newsletter consent.

Can I set this up on DM Spark Free?

Yes. This setup uses One message, available on Free with 500 messages per calendar month and one connected account. The Creator plan adds custom sequences and email capture, with 25,000 included messages per billing period.

Why did my test not send a DM?

Check that the Spark is Live, Instagram is connected, the keyword is saved, and you have messages remaining. Use a new comment on a selected post from a second account; your own connected account’s comments do not trigger it. Check the Spark’s status for a connection or delivery issue before repeating the test.