Automation Cards in Reflys

A card is a multimedia block that can be used in Reflys automations to present visual information and initiate an action. A card usually contains

  • Image
  • Title
  • Subtitle (optional)
  • One or more buttons, up to 3 (e.g., open a link, move to the next step)

You can add a card to any trigger in Instagram and Messenger and also combine it with other blocks: Message, Delay, Text, Data Collection, Video, Audio, and Products. This guide takes you step-by-step from your first click to publishing and testing.

  • Cards can be used in flows triggered by any Instagram or Messenger channel (e.g., Keyword Trigger, Story Reply, Post Comment, Inbox DM, etc.).
  • It is possible to edit each card individually, making it easy to speed up building similar layouts.

Before You Start

  • Make sure you are logged in with your Reflys account.
  • Make sure that you have at least one connected channel (Instagram or Messenger).
  • Choose what content should be displayed (an image, title, or subtitle) and the button actions (e.g., a URL to open or jumping to another step in the flow).

Step 1: In Reflys Dashboard, go to Automations → Add Automation

  1. Click Add Automations > Start from Scratch
Automation Cards in Reflys
Start Automation Cards from Scratch

Step 2: Select Channel

Open Channels and choose a trigger within Instagram or Messenger and ensure it is connected.

Automation Channels

Step 3: Create a Flow from a Trigger

Cards can be added to any Instagram or Messenger trigger. Common examples:

  • Instagram: Keyword Trigger, Story Reply Trigger, Comment Trigger, DM Trigger, Clicks a Referral Link
    Messenger    : Keyword Trigger, Post Comment Trigger, Inbox Trigger, Clicks a Referral Link
  • Choose an automation trigger to create a flow.
Create Flow from Trigger

Step 4: Add a Card Block

  1. In the flow builder canvas, click + Add Block.
  2. From the block library, choose Card.
  3. A new Card node appears on the canvas.
Add Card Block

Step 5: Configure Image, Title & Subtitle

Within the Card block editor:

  1. Image/Picture: Upload or select the image you want to show. Use a clear, high‑resolution visual.
  2. Title: Add a concise, compelling title (e.g., product name, offer headline).
  3. Subtitle (optional): Add a short description, benefit, or callout.
Configure Automation Cards

Tips

  • Keep titles short and action‑oriented (40–60 characters works well).
  • Use subtitles to add one strong benefit or detail—avoid long paragraphs.
  • Choose images with high quality.

Step 6: Add Buttons (and choose actions)

Buttons encourage the user to take the next step. You can add one or more buttons to a card.

  1. In the Card block, click Add Button.
  2. Enter the Button Label (e.g., View Details, Buy Now, Learn More).
  3. Choose a Button Action, such as:
  • Open URL/Link: Send users to a website, product page, or signup form. Paste a valid URL.
  • Go to Step/Continue Flow: Connect this button to the next step in your automation.
  • Trigger another Flow (if available): Route users to a different automation
  • .Save your changes.
Add Buttons in Automation Cards

Step 7: Connect the Card with Other Blocks

Cards play nicely with other content blocks. You can create a richer sequence by connecting the Card to:

  • Message: Add a short intro message before the card.
  • Delay: Pause for a few seconds before the next step to feel natural.
  • Text: Provide additional details after the card.
  • Data Collection: Ask for name, email, or any custom field after a button click.
  • Video/Audio: Follow up the card with a quick product demo or voice note.
  • Products: Link the card to a Products block to show pricing, variants, or checkout links.

How to connect blocks

  1. On the canvas, drag the connector from the Card block to the next block (e.g., Message, Delay, Text, Data Collection, Video, Audio, Products).
  2. If a button should lead somewhere specific, open the Button Action and select Go to Step → choose the target block.
  3. Repeat for additional paths/buttons.
Connect the Automation Cards with Other Blocks

Example (Instagram DM flow)

  • Message: “Got it! Here’s today’s special.”
  • Card: Image + Title “Summer Hoodie” + Subtitle “Soft. Breathable. Limited.” + Buttons: View Details (to Products), Ask a Question (to Live Chat/Message)
  • Delay: 2–3 seconds
  • Text: “Need sizing help? Tap Ask a Question.”

Step 8: Save, Preview & Test

  1. Click Save in the top‑right (or the flow toolbar).
  2. Use Preview to send a test to your Instagram/Messenger connected account.
  3. On your phone, interact with the flow:
  • Confirm the image displays clearly.
  • Tap each button to verify actions (URLs, next steps).
  • Ensure follow‑up blocks (Message, Data Collection, Products, etc.) trigger correctly.
Enable the Automation Cards in Reflys

Testing checklist

  • All actions are marked by clear labels and valid buttons.
  • Links are opened successfully in in-app browsers.
  • There are no dead ends (all paths lead to an additional step or to an exit).

Step 9: Publish/Enable the Automation

  1. Make sure your trigger settings (keywords, story responses, comments, and so on) are configured and you have saved the given changes.
  2. Click Set Live to make the automation live.
Preview of Automation Cards in Reflys

Example Templates You Can Recreate

1. Product Showcase Card

  • Image of product + Title Glow Serum + Subtitle Vitamin C 20 percent off today
  • Buy Now (click link that opens page to the product), More Info (text block with FAQs)

2. Menu/Services Card

  • Image of service -> Title “Free Consult” -> Subtitle “Book in 2 minutes”
  • Buttons: Book Now (Link to booking), Ask a Question (Send question—Message—Data Collection)

3. Lead Magnet Card

  • Design: Ebook cover -> Title: DM Playbook -> Subtitle > Grab the free guide
  • Buttons: Download Guide (Data Collection; alternatively, Send Guide to email)

 

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