The Send a DM step in Zorcha supports six message formats that help you create more engaging and personalized Instagram automations.
Each format is designed for a different purpose, whether you're delivering a resource, showcasing products, sharing a voice note, or guiding users toward a specific action.
How to Access DM Formats
Log in to your Zorcha dashboard.
Go to Automations from the left-hand sidebar.
Open an existing automation or create a new one.
On the right-hand side, scroll to Step 3: Send a DM.
Click Add Message.
You'll see all six DM formats available to build your message.
From here, simply select the DM format you want to use and configure it as needed.
Different Types of DM Formats
Given below are the types of DM formats available in Zorcha for you to create a DM message for an automation:
1. Text
Text is the default DM format in Zorcha.
It allows you to send plain text messages along with emojis and is best suited for conversational messages, follow-ups, reminders, and questions.
2. Audio
The Audio format lets you send a voice note directly inside Instagram DMs.
Recipients can listen to the audio message without leaving Instagram.
3. File / Guide
The File format allows you to attach a PDF directly inside the DM.
Recipients see a file card containing the document name and a preview of the first page, which they can open without leaving Instagram.
Note: Direct PDF delivery inside Instagram DMs is exclusive to Zorcha.
4. Media
Media lets you attach a single image or video inside the DM.
The visual content appears as an expandable image or playable video.
5. Card with Image
A card with an image combines three elements into a single card:
An image
A text description
A button
This format works well when you want to promote one offer and encourage a single action.
6. Card Carousel
Card Carousel displays multiple swipeable cards inside a single DM.
Each card can have its own:
Image
Text
Button
Users can swipe through the cards without leaving the conversation.
Additional Features
1. Add Button
The Add Button feature lets you include a clickable call-to-action below your message.
Examples include:
Get the Guide
Book a Call
Shop Now
Learn More
Button taps can be tracked and used in subsequent automation steps.
2. Add Message
Add Message allows you to combine multiple DM formats within a single Send a DM step.
For example, you can send:
A text message
A PDF guide
A follow-up message
A button
All of these can be delivered together in one DM instead of creating separate steps.
Note:
All these features are present only for the Ultimate Plan User.
FAQs
1. Can I use more than one DM format in a single step?
Yes. Use Add Message to stack multiple formats within the same Send a DM step.
2. Can I send PDFs inside Instagram DMs?
Yes. Zorcha allows you to attach PDFs directly inside Instagram DMs using the File / Guide format.
3. What is the difference between Card with Image and Card Carousel?
A Card with Image contains one image, one text block, and one button.
A Card Carousel contains multiple swipeable cards, each with its own image, text, and button.
4. Can I add buttons to my messages?
Yes. The Add Button feature allows you to include clickable CTA buttons within your DM automations.
5. Which DM format should I use for lead magnets?
The File / Guide format is ideal for delivering lead magnets such as PDFs, templates, checklists, and e-books.
6. Which format is best for showcasing multiple products?
The Card Carousel format is best for displaying multiple products or offers within a single DM.

