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new

Ad Manager

Instagram DM Datasets + CTD CAPI in Workflows

šŸ‘€ Whatā€™s New?
  1. You can now
    create Instagram DM datasets in Ad Manager Settings > Meta > Conversions > Create new dataset > Goal Type: Instagram DM
    (alongside Lead Event & Funnel Event).
  2. In
    Workflows
    , the action formerly called
    Facebook Conversion API
    is now
    Meta Conversion API
    .
  3. The action adds
    Event Type = Instagram DM
    and updates required fields for CTD (Click-to-Direct) messaging attribution:
  • Connection Type
    : Integration or
    Ad Manager
  • Facebook Page
    selector
  • Instagram Account
    selector (accounts linked to the chosen Page)
  • Dataset ID
    (formerly ā€œPixel IDā€; shows dataset
    names
    when Connection Type = Ad Manager)
  • Facebook Event Name
    (defaults to
    LeadSubmitted
    )
  • Optional
    Value
    and
    Currency
  • Custom Mapping
    toggle with
    IGSID
    support for DM events
šŸ‘· How It Works
  • Create the dataset
    : In Ad Manager settings, go to
    Meta > Conversions > Create new dataset > Goal Type: Instagram DM
    . This will create tracking datasets for Instagram DM events and every time any one interacts with the click to direct ad to Instagram, the conversion will be recorded.
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  • Build your automation
    : In a Workflow, add
    Meta Conversion API
    as the action after selecting the apt trigger > choose
    Ad Manager
    (or Integration) > set
    Event Type = Instagram DM
    .
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  • Select assets
    : Pick the
    Facebook Page
    and the
    linked Instagram Account
    for the adā€™s Page.
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  • Attach the dataset
    : Choose the
    Dataset ID
    (list shows the dataset name that you created).
  • Map details
    : Keep
    LeadSubmitted
    or select the preferred event name, optionally send
    Value/Currency
    and if needed, enable
    Custom Mapping
    to pass
    IGSID
    for stronger attribution.
  • Publish
    : When a user starts a DM from your CTD ad, the Workflow sends the
    CAPI event
    to Meta using your IG DM dataset.
šŸŒŸ Why It Matters
  1. Closes attribution gaps
    for Instagram
    Click-to-Direct campaigns
    .
  2. Captures conversations as events
    and
    sends them via CAPI
    , improving reporting, optimisation and ROAS measurement.
  3. Keeps
    dataset management
    inside Ad Manager while leveraging
    automations
    you already use.
šŸ“ Notes
  1. In order to make this work effectively,
    users have to do connect their Meta account under integration again and do the re-authorisation as CTD CAPI requires new oauth scopes.
  2. UI changes in Workflows:
  • Action renamed to
    Meta Conversion API
    .
  • Pixel ID
    is changed to
    Dataset ID
    (shows dataset names when Connection Type = Ad Manager).
  • Instagram DM
    added to
    Event Type
    .
Helpful messages:
  • If no Page is connected: ā€œ
    No Facebook page connected, connect under Integrations settings of the sub-account
    .ā€
  • If the selected Page has no IG account: ā€œ
    No Instagram account associated with the selected page. Learn more
    ā€ (guide on click of Learn More: How to connect Instagram account with Facebook page.
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Help article
: How to send a Meta conversion API action for Ad Manager