Instagram DM Datasets + CTD CAPI in Workflows

Modified on Tue, 19 Aug at 8:35 AM

What’s New?

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).
In
Workflows
, the action formerly called
Facebook Conversion API
is now
Meta Conversion API
.
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.

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
.

Select assets
: Pick the
Facebook Page
and the
linked Instagram Account
for the ad’s Page.

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

Closes attribution gaps
for Instagram
Click-to-Direct campaigns
.
Captures conversations as events
and
sends them via CAPI
, improving reporting, optimisation and ROAS measurement.
Keeps
dataset management
inside Ad Manager while leveraging
automations
you already use.

Notes

In order to make this work effectively,
users have to do connect their Meta account under integration again and do the re-authorization as CTD CAPI requires new oauth scopes.
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
.