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Before you start: what you need

A short checklist of what to have ready before you set up DM DESK.

Written steps, 7 steps
Written steps

Video being updated

The written steps below are current.

Start at step 1

Steps

  1. Pick a plan on dm-desk.com/pricing. There is no free trial. Pay monthly, or yearly to save 20%. Cancel anytime from Billing; your plan runs to the end of the period you paid for.
  2. Sign up with your business name, an email and a password of at least 8 characters.
  3. For Instagram, switch your account to a professional account (Business or Creator) and have its login ready.
  4. For website chat, make sure you, or whoever runs your site, can add one line of code, a WordPress plugin or a line in your Shopify theme.
  5. Have your menu, products or price list ready: on your website, as a PDF or as photos. If you use Shopify or Square, you connect it instead.
  6. Have your address, public phone number, opening hours and the answers to the questions customers ask most.
  7. Prefer help? Book a free setup call.

Good to know

  • Starter includes one channel: Instagram DMs or website chat. On Pro, the second channel is an add on. Growth includes both.
  • One Instagram account can be connected to one DM DESK business at a time.
  • Some website builders let you add code only on paid plans. Square Online, Wix and Squarespace have their own video.