Someone comments "WORKSHOP" on your Reel and wants to sign up. You could ask for their name, email and preferred days one DM at a time, or send one button that opens your form and collects it all at once.
Sending the form link and acting on the answers are two separate parts. This guide covers both.
Get your form link
Open the form's Summary tab and click Copy under Share Form. More on the link in Share your form link.
Open the link on your phone to check it loads. People don't need a Zorcha account to answer.
Keep the form short. For a consultation, an email address and one question about what the person needs is often enough.
Add the link to your DM
Write a short DM that says why you're asking. For example: Tell us a little about what you need, and we'll get back to you. Then add the form link as a button.
In an instant automation, such as DM from Comments, DM from Stories or Respond to all DMs:
In the DM block, click Add Link.
Enter a Button Title, such as Share details. Titles can be up to 20 characters.
Paste your form link into Button Link.
In Flow Builder (Pro, Ultimate and Business):
In a Send a DM step, click Add Message and pick Card with Images. Text blocks can't carry buttons; cards can.
Add a cover image and a line of text, then click Add Button and choose Open Link.
Fill in Button Title and Button Link the same way.
For the rest of the DM editor, such as extra messages and attachments, see Multi-Message DM Automation with PDF Library & Rich Blocks.
Act on the answers
A tap on the button only opens the form. You'll see answers once the person fills it in and submits.
Each submission is saved on the form's Submissions tab. It doesn't continue the Instagram conversation, so there's no follow-up DM when someone submits. To do something with each submission, such as adding it to your team's Google Sheet or sending it to your CRM, build a separate Flow Builder automation that starts with Submits a Form. See Use Form Submit as a Flow Builder trigger.
Match answers to the person
The form doesn't know which Instagram account opened it, so submissions arrive without an Instagram username. If you need to match an answer to a conversation, add a name or email question to the form.
If you'd rather save the email on the Instagram contact itself, ask for it in the DM instead: see Ask for an email address in an instant automation or Collect info in a Flow Builder DM. For where form answers are kept, see Where form answers live.
Test both parts
Trigger your automation from a second Instagram account and tap the button. Check the form opens.
Submit a test answer and check it appears on the form's Submissions tab.
If you built a Submits a Form flow, check its destination, such as your sheet, got the entry too.