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August 18th, 2025

New

Social Media

Instagram DM Datasets + CTD CAPI in Workflows

👀 What’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 “Pixel ID”; 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

👷 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 ad’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.

🌟 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.

📝 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: “No Facebook page connected, connect under Integrations settings of the sub-account.”

  • If the selected Page has no IG account: “No Instagram account associated with the selected page. Learn more” (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

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