How do I Automatically Send a Direct Message (DM)

Wish you could personally welcome every user in your app, but don’t have the time? This guide shows you how to effortlessly set up an automated DM to greet each user with a personal touch!

1. Create a New Zap

2. Set up the "Send DM" Action

3. Publish and Name your Zap

4. Test as a New User

5. Troubleshooting

Step 1: Create a New Zap

1. Open Zapier and click the + button on the left to create a new Zap.

2. Set the Trigger:

   • Trigger Event: Select “New Account Created” (this starts the automation when someone signs up).

   • Account: Choose your app (e.g., YourAppName.passion.io).

   • Click Continue.

3. Test the Trigger:

   • Click Test Trigger to generate sample user data.

   • Click Continue.

Step 2: Set Up the “Send DM” Action

1. Choose Action:

   • Select “Send DM to a User” (this is one of the new actions).

2. Configure the DM:

   • User ID: Click the + icon and select User ID from the trigger data.

   • Message: Write your welcome message. Example:
     “Welcome to [Your App Name]! 🎉 Get started here: [link]”

   • Add a Link (Optional):

     • Copy a link from your app (e.g., a tutorial page).

     • Paste it into the message.

3. Test the Action:

   • Click Test Action to send a test DM.

   • If successful, click Continue.

Step 3: Publish & Name Your Zap

• Name your Zap (e.g., “Welcome DM for New Users”).

• Click Publish to activate it.

Step 4: Test as a New User

1. Open an incognito/private browser window.

2. Create a test account in your app (use a secondary email or fake email if you don't have one available. e.g., test1@yourappname.com).

3. Check if the DM was sent:

   • In your app, look for a red notification dot in the inbox.

   • In Zapier, go to Zap History (clock icon on the left) to confirm the automation ran successfully.

Troubleshooting

• No DM Received?

  • Check Zap History for errors.

  • Ensure you selected Yes to “Unify DMs” in your app.

  • Verify the User ID in the Zap matches the test account.