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How to Connect Meta Messenger & Instant Forms to Irelia.ai

📍 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


🚀 What This Integration Unlocks

Connecting your Meta assets to Irelia.ai opens up powerful automation capabilities for your marketing:
Asset ConnectedWhat You Can Do
Business Manager (BM)📝 Access Meta Instant Forms and automatically send WhatsApp templates to leads captured from your Meta ad campaigns
Facebook Page💬 Let Irelia handle Messenger conversations — both inbound (when prospects message you first) and outbound (auto-reply in DMs when someone comments specific keywords on your posts)

✅ What You’ll 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
⚠️ Important: You’ll need to select assets you have admin permissions for. If you don’t see your Page or BM during the connection process, check your permissions in Meta Business Suite.

⚡ Quick Path (Experienced Users)

Already comfortable with Meta integrations? Here’s the condensed version: First-time connection:
  1. Irelia: Settings → Channels Configuration → Click “Connect Meta”
  2. Meta: Log in → Select ONE Facebook Page → Select ONE Business Manager
  3. Irelia: Enable desired services with toggles
Subsequent connections (same Facebook profile):
  1. Irelia: Settings → Channels Configuration → Click “Connect Meta”
  2. Meta: Click “Edit previous settings” → Keep existing selections checked → Add ONE new Page → Add ONE new BM
  3. Irelia: Enable desired services with toggles
⏱️ Setup time: ~1-2 minutes Need more detail? Continue with the full guide below.

🔌 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: 👉 https://irelia.ai/settings?menu=settings&settings_tab=generale You’ll see the Channels Configuration section. [SCREENSHOT 1.1: Initial Channels Configuration screen showing the “Connect Meta” button — Show the interface with WhatsApp connected and the blue “Collega Meta” / “Connect Meta” button]

Step 2: Click “Connect Meta”

Click the blue “Connect Meta” button. A new browser tab will open with Meta’s 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

You’ll be asked to choose which Facebook Page to connect. ⚠️ 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, you’ll choose which Business Manager to connect. ⚠️ 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. ✅ That’s it! You’ll be redirected back to Irelia.

🔄 Connecting Additional Accounts

If you’re 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 account’s settings and click “Connect Meta” as before.

Step 2: Recognize the Reconnection Screen

Since you’ve connected before, Meta will show you a different screen asking if you want to reconnect with your previous settings. [SCREENSHOT 2.1: “Reconnect to Irelia?” screen showing the “Edit previous settings” link — This screen shows the option to reconnect with existing settings or edit them]

Step 3: Click “Edit Previous Settings”

Do NOT click “Reconnect” — this would use your old settings. Instead, click the blue link that says “Edit previous settings” 🎯 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

You’ll see your previously selected Page(s) already checked. ⚠️ CRITICAL: Leave existing selections checked AND add ONE (and only one) NEW Facebook Page
  • ✅ Keep the previously selected page(s) checked
  • ✅ Add checkmark to ONE new page for this Irelia account
  • ❌ Do NOT uncheck previously selected pages
  • ❌ Do NOT select multiple new pages
[SCREENSHOT 2.2: Page selection with previous page checked + adding one new page]

Step 5: Add ONE More Business Manager

Same rule applies for Business Manager: ⚠️ 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. ✅ Done! Your new Irelia account is now connected to its own Page and BM.

⚙️ Managing Your Meta Services

After successful connection, you’ll be redirected to the Channels Configuration screen where you can manage your Meta services. [SCREENSHOT 3.1: Channels Configuration showing “Meta Connected” with toggle switches for Meta Instant Form and Meta Messenger]

Available Controls

ElementFunction
🔵 Meta Instant Form toggleEnable/disable automatic lead sync from your Meta campaigns
🔵 Meta Messenger toggleEnable/disable Irelia’s ability to handle Messenger conversations
🔄 Reset icon (next to “Meta Connected”)Disconnect current Meta connection and start fresh

How to Enable/Disable Services

  1. To enable: Click the toggle so it turns blue
  2. To disable: Click the toggle so it turns white
💡 Tip: Disable Meta Messenger if you want to handle Facebook conversations manually instead of through Irelia.

How to Reset Your Connection

If you need to start over with a completely new connection:
  1. Click the 🔄 reset icon next to “Meta Connected”
  2. Confirm the reset
  3. Click “Connect Meta” again to set up a new connection

➕ Adding New Meta Services

The Irelia team continuously adds new Meta integration capabilities. When new services become available, you’ll see an “Add missing Meta service” button. [SCREENSHOT 4.1: Channels Configuration showing the “Add missing Meta service” button]

To Add New Services

  1. Click the blue “Add missing Meta service” button
  2. Follow the same Meta authorization flow
  3. Grant permissions for the new service
  4. Return to Irelia and enable the new service with its toggle

❓ Troubleshooting & FAQs

”I don’t see my Facebook Page during connection”

Solution: Make sure your Facebook account has admin access to the Page. Check your Page roles in Meta Business Suite → Settings → Page Access.

”I accidentally selected multiple Pages/BMs”

Solution: Use the reset icon 🔄 in Irelia to clear the connection, then start over. Remember: one and only one of each!

”I want to connect a different Page to this Irelia account”

Solution:
  1. Click the reset icon to disconnect
  2. Click “Connect Meta” again
  3. Select your new Page and BM

”The Messenger toggle isn’t working”

Solution: Ensure your Facebook Page has Messenger enabled. Go to your Page Settings → Messaging and make sure messaging is turned on.

”My Instant Forms aren’t syncing”

Solution:
  1. Verify the form is attached to an active campaign
  2. Check that the BM you connected contains the ad account running the campaign
  3. Make sure the Meta Instant Form toggle is enabled (blue)

“Leads from Meta Instant Forms are not being contacted”

Possible causes and solutions:
  1. 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 you’re advertising.
  2. Missing phone number field: Your Instant Form doesn’t include a phone number field.
    • Fix: Edit your form in Meta Ads Manager and add a phone number field.
  3. Non-standard Meta fields: Irelia pulls data from Meta’s default fields (name and phone number). If you’re using custom fields, Irelia won’t recognize them.
    • Fix: Use Meta’s standard Name and Phone Number fields in your Instant Form. Irelia uses the name for personalization (e.g., “Hi 1}”) and the phone number to send messages.

📝 Quick Checklist

Use this checklist for every connection:

Essential Setup

  • Navigated to Irelia Settings → Channels Configuration
  • Clicked “Connect Meta”
  • 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 “Meta Connected” status appears
  • Tested your integration
✅ All checked? You’re good to go!

🆘 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