How to Connect Meta Messenger & Instant Forms to Irelia.ai
đ This guide covers: Meta Instant Forms (for lead campaigns) & Facebook Messenger (for automated conversations). A step-by-step guide for marketers to integrate Facebook Business Manager and Facebook Pages with Irelia.ai.Table of Contents
- đ What This Integration Unlocks â Features youâll enable
- â What Youâll Need â Prerequisites before starting
- ⥠Quick Path â Condensed steps for experienced users
- đ First-Time Connection â Complete walkthrough (Steps 1-6)
- đ Connecting Additional Accounts â For subsequent connections
- â Troubleshooting & FAQs â Common issues & fixes
đ What This Integration Unlocks
Connecting your Meta assets to Irelia.ai opens up powerful automation capabilities for your marketing:| Asset Connected | What You Can Do |
|---|---|
| Business Manager (BM) | đ Access Meta Instant Forms and automatically send WhatsApp templates to leads captured from your Meta ad campaigns |
| Facebook Page | đŹ Let Irelia handle Messenger conversations â both inbound (when prospects message you first) and outbound (auto-reply in DMs when someone comments specific keywords on your posts) |
â What Youâll Need
Make sure you have:- Admin access to the Facebook Page you want to connect
- Admin access to the Business Manager that runs your lead campaigns
- A Facebook account that has permissions to both assets above
⥠Quick Path (Experienced Users)
Already comfortable with Meta integrations? Hereâs the condensed version: First-time connection:- Irelia: Settings â Channels Configuration â Click âConnect Metaâ
- Meta: Log in â Select ONE Facebook Page â Select ONE Business Manager
- Irelia: Enable desired services with toggles
- Irelia: Settings â Channels Configuration â Click âConnect Metaâ
- Meta: Click âEdit previous settingsâ â Keep existing selections checked â Add ONE new Page â Add ONE new BM
- Irelia: Enable desired services with toggles
đ Connecting Meta for the First Time
Follow these steps if this is your first time connecting Meta assets to any Irelia account using your Facebook profile.Step 1: Access Channel Settings
Navigate to your Irelia settings page: đ https://irelia.ai/settings?menu=settings&settings_tab=generale Youâll see the Channels Configuration section. [SCREENSHOT 1.1: Initial Channels Configuration screen showing the âConnect Metaâ button â Show the interface with WhatsApp connected and the blue âCollega Metaâ / âConnect Metaâ button]Step 2: Click âConnect Metaâ
Click the blue âConnect Metaâ button. A new browser tab will open with Metaâs authorization flow.Step 3: Log In with Facebook
If prompted, log in with your Facebook account that has admin access to your Page and Business Manager. [SCREENSHOT 1.2: Facebook login screen]Step 4: Select Your Facebook Page
Youâll be asked to choose which Facebook Page to connect. â ď¸ CRITICAL: Select ONE and ONLY ONE Facebook Page Do not select multiple pages. Pick only the single page you want to use with this specific Irelia account. [SCREENSHOT 1.3: Facebook Page selection screen with emphasis on selecting only one page]Step 5: Select Your Business Manager
Next, youâll choose which Business Manager to connect. â ď¸ CRITICAL: Select ONE and ONLY ONE Business Manager Just like with the Page, select only the single BM that contains the ad accounts and Instant Forms you want to use. [SCREENSHOT 1.4: Business Manager selection screen]Step 6: Confirm & Complete
Review your selections and click Continue or Done to complete the authorization. â Thatâs it! Youâll be redirected back to Irelia.đ Connecting Additional Accounts
If youâre connecting a second (or subsequent) Irelia account using the same Facebook profile, follow this process.Step 1: Start the Connection
Go to your new Irelia accountâs settings and click âConnect Metaâ as before.Step 2: Recognize the Reconnection Screen
Since youâve connected before, Meta will show you a different screen asking if you want to reconnect with your previous settings. [SCREENSHOT 2.1: âReconnect to Irelia?â screen showing the âEdit previous settingsâ link â This screen shows the option to reconnect with existing settings or edit them]Step 3: Click âEdit Previous Settingsâ
Do NOT click âReconnectâ â this would use your old settings. Instead, click the blue link that says âEdit previous settingsâ đŻ This is the key step! Clicking this link allows you to add new assets while keeping your previous connections intact.Step 4: Add ONE More Facebook Page
Youâll see your previously selected Page(s) already checked. â ď¸ CRITICAL: Leave existing selections checked AND add ONE (and only one) NEW Facebook Page- â Keep the previously selected page(s) checked
- â Add checkmark to ONE new page for this Irelia account
- â Do NOT uncheck previously selected pages
- â Do NOT select multiple new pages
Step 5: Add ONE More Business Manager
Same rule applies for Business Manager: â ď¸ CRITICAL: Keep existing BM(s) selected AND add ONE (and only one) NEW Business Manager [SCREENSHOT 2.3: BM selection with previous BM checked + adding one new BM]Step 6: Confirm & Complete
Finish the authorization process. â Done! Your new Irelia account is now connected to its own Page and BM.âď¸ Managing Your Meta Services
After successful connection, youâll be redirected to the Channels Configuration screen where you can manage your Meta services. [SCREENSHOT 3.1: Channels Configuration showing âMeta Connectedâ with toggle switches for Meta Instant Form and Meta Messenger]Available Controls
| Element | Function |
|---|---|
| đľ Meta Instant Form toggle | Enable/disable automatic lead sync from your Meta campaigns |
| đľ Meta Messenger toggle | Enable/disable Ireliaâs ability to handle Messenger conversations |
| đ Reset icon (next to âMeta Connectedâ) | Disconnect current Meta connection and start fresh |
How to Enable/Disable Services
- To enable: Click the toggle so it turns blue
- To disable: Click the toggle so it turns white
How to Reset Your Connection
If you need to start over with a completely new connection:- Click the đ reset icon next to âMeta Connectedâ
- Confirm the reset
- Click âConnect Metaâ again to set up a new connection
â Adding New Meta Services
The Irelia team continuously adds new Meta integration capabilities. When new services become available, youâll see an âAdd missing Meta serviceâ button. [SCREENSHOT 4.1: Channels Configuration showing the âAdd missing Meta serviceâ button]To Add New Services
- Click the blue âAdd missing Meta serviceâ button
- Follow the same Meta authorization flow
- Grant permissions for the new service
- Return to Irelia and enable the new service with its toggle
â Troubleshooting & FAQs
âI donât see my Facebook Page during connectionâ
Solution: Make sure your Facebook account has admin access to the Page. Check your Page roles in Meta Business Suite â Settings â Page Access.âI accidentally selected multiple Pages/BMsâ
Solution: Use the reset icon đ in Irelia to clear the connection, then start over. Remember: one and only one of each!âI want to connect a different Page to this Irelia accountâ
Solution:- Click the reset icon to disconnect
- Click âConnect Metaâ again
- Select your new Page and BM
âThe Messenger toggle isnât workingâ
Solution: Ensure your Facebook Page has Messenger enabled. Go to your Page Settings â Messaging and make sure messaging is turned on.âMy Instant Forms arenât syncingâ
Solution:- Verify the form is attached to an active campaign
- Check that the BM you connected contains the ad account running the campaign
- Make sure the Meta Instant Form toggle is enabled (blue)
âLeads from Meta Instant Forms are not being contactedâ
Possible causes and solutions:- Wrong phone number prefix: Leads may be entering their phone number without the correct country code, or with an incorrect format.
- Fix: If possible, set a default country prefix in your Meta form based on the country where youâre advertising.
- Missing phone number field: Your Instant Form doesnât include a phone number field.
- Fix: Edit your form in Meta Ads Manager and add a phone number field.
- Non-standard Meta fields: Irelia pulls data from Metaâs default fields (name and phone number). If youâre using custom fields, Irelia wonât recognize them.
- Fix: Use Metaâs standard Name and Phone Number fields in your Instant Form. Irelia uses the name for personalization (e.g., âHi 1}â) and the phone number to send messages.
đ Quick Checklist
Use this checklist for every connection:Essential Setup
- Navigated to Irelia Settings â Channels Configuration
- Clicked âConnect Metaâ
- Logged in with Facebook (if needed)
- Selected ONE Facebook Page only
- Selected ONE Business Manager only
- Completed the authorization
- Enabled desired services with toggles
Verification
- Confirmed âMeta Connectedâ status appears
- Tested your integration
đ Need Help?
Irelia.ai Support:- Contact support in the WhatsApp priority support group or send an email to [email protected]
- Include: Screenshots of your configuration, the error message, and what you expected vs. what happened

