Instagram DM Datasets + Meta CAPI in Workflows (CTD)

Create an Instagram DM dataset in Ad Manager, then send events from Workflows using Meta Conversion API with Event Type = Instagram DM (optionally include IGSID) for clean CTD attribution.

What’s New

• Instagram DM datasets you can create and select for CTD tracking

• Workflow action is now “Meta Conversion API” (previously “Facebook Conversion API”)

• Event Type added: Instagram DM

• Updated fields: Connection Type (Integration or Ad Manager), Facebook Page, Instagram Account, Dataset ID (formerly Pixel ID), Event Name, Value/Currency, Custom Mapping with IGSID support

Tips

• Name datasets clearly (e.g., “IG‑DM‑CTD — Main Funnel”) so they’re easy to find later.

• If your IG account doesn’t appear, link it to the Facebook Page, then refresh.

• Keep event names consistent across campaigns to simplify reporting.

How to Set It Up

Step 1
In Ad Manager, create a dataset: Settings → Meta → Conversions → Create new dataset → Goal Type = Instagram DM.

Step 2

• In Workflows, add Meta Conversion API where your “DM started” or “conversation created” logic belongs.

• Choose Connection Type = Ad Manager (recommended) or Integration.

• Select your Facebook Page and the linked Instagram Account used by the CTD ad.

• Pick the Dataset ID (you’ll see dataset names when using Ad Manager).

Step 3
Set Event Type = Instagram DM and keep Event Name or choose another.

Step 7
Toggle Custom Mapping if you want to include identifiers like IGSID for stronger attribution.

Step 8
Publish and test by triggering a DM from your CTD ad; verify the event in Meta.

Helpful messages you may see

• “No Facebook page connected” → Connect under Integrations in your Topline OS account.

• “No Instagram account associated with the selected page” → Link IG to the FB Page and retry.

Notes

• One‑time re‑authorization is required for the new CTD scopes.

• “Pixel ID” is now labeled “Dataset ID” in the action.

• Both Connection Types are supported; Ad Manager simplifies asset selection.

FAQ's

1. Do I still need a Pixel?

   • Use the Dataset ID tied to your Instagram DM dataset for CTD tracking in Workflows.
     

2. Can I use Integration instead of Ad Manager?

   • Yes. Ad Manager is simpler because it lists dataset names.

3. What if my IG account doesn’t show up?

   • Link your IG to the selected Facebook Page, then refresh assets.
     

4. Is IGSID required?

   • Optional, but recommended when available for stronger attribution.
     

5. Does this replace other datasets (like Lead)?

   • No. It adds an Instagram DM dataset alongside your existing options.