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.

What This Integration Unlocks

Features you’ll enable

What You'll Need

Prerequisites before starting

Quick Path

Condensed steps for experienced users

First-Time Connection

Complete walkthrough (Steps 1-6)

Connecting Additional Accounts

For subsequent connections

Troubleshooting & FAQs

Common issues & fixes

🚀 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)	📝 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

🏢 Agencies & Marketers setting up for a client?

You need to be added as an Admin with full control on your client’s Business Manager. Being added as a “Partner” — which is what Meta’s own guidelines recommend — is not sufficient for the Embedded Signup process. See how to fix this before you begin.

One Page, One BM — no exceptions. Select exactly ONE Facebook Page and ONE Business Manager per Irelia account. Selecting multiple causes erratic behavior (e.g., Irelia responding from the wrong page or showing the wrong Instant Forms) and requires a full reset across every Irelia account linked to that Facebook profile. Already seeing issues? Jump to Troubleshooting.

⚡ Quick Path (Experienced Users)

Already comfortable with Meta integrations? Here’s the condensed version:

First-time connection
Subsequent connections

Irelia: Settings → Channels Configuration → Click “Connect Meta”
Meta: Log in → Select ONE Facebook Page → Select ONE Business Manager
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.

Access Channel Settings

Navigate to your Irelia settings page: 👉 https://irelia.ai/settings?menu=settings&settings_tab=generaleYou’ll see the Channels Configuration section.

Channels Configuration screen with Connect Meta button

Click 'Connect Meta'

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

If prompted, log in with your Facebook account that has admin access to your Page and Business Manager.

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.

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.

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.

Start the Connection

Go to your new Irelia account’s settings and click “Connect Meta” as before.

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.

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.

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

Page selection with previous and new page

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

Business Manager selection with previous and new BM

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.

Available Controls

Element	Function
🔵 Meta Instant Form toggle	Enable/disable automatic lead sync from your Meta campaigns
🔵 Meta Messenger toggle	Enable/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

To enable: Click the toggle so it turns blue
To disable: Click the toggle so it turns white

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:

Click the 🔄 reset icon next to “Meta Connected”
Confirm the reset
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.

To Add New Services

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

❓ Troubleshooting & FAQs

I don't see my Facebook Page or Business Manager during connection

Problem: During the Meta authorization flow, the Facebook Page or Business Manager you need doesn’t appear in the selection screen.Start here — quick fixes:

✅ Logged into the wrong Facebook account? — The selection screen only shows assets where your Facebook account has admin access. Make sure you’re logged into the correct account.
✅ You have the asset but it’s still not showing? — You likely don’t have the right permission level. Read on 👇

Facebook Page Not Showing

Access Level	Page Appears in Selection?
No role on the Page	❌ No
Partial roles (Moderator, Advertiser, Analyst, etc.)	❌ No
Admin ✅	✅ Yes — this is what you need

How to check: Meta Business Suite → Settings → Page Access → verify your role is listed as Admin.

Business Manager Not Showing

Access Level	BM Appears in Selection?
Partner (Meta’s recommendation for agencies)	❌ No
Partial access (Employee)	❌ No
Full control (Admin) ✅	✅ Yes — this is what you need

How to check: Meta Business Suite → Settings → People → find your name → verify your role is Admin with full control.

🏢 Most Common Cause: Agency / Marketer Connecting for a Client

This is by far the most frequent reason. If you’re a marketer or agency setting up Meta integration on behalf of a client, your client likely added you as a Partner on their Business Manager — which is exactly what Meta’s own guidelines recommend for agencies.The problem? Partner access is not enough for the connection process.Solution: Ask your client to add you (temporarily or permanently) as an Admin with full control on their Business Manager, and as an Admin on the Facebook Page you need to connect.Share the instructions below directly with your client:

📋 Instructions for Your Client

Open Business Settings

Go to Meta Business Suite and click the gear icon (⚙️) to open Business Settings

Invite People

In the left sidebar, click People, then click the blue “Invite People” button

Enter Email and Select Full Control

Enter the email address associated with your marketer/agency’s Facebook accountSelect “Full control” (Admin access) — this is critical, do not select “Partial access”

Assign Page Access

Assign the Facebook Page you want to connect and grant full control over it

Invite People dialog with full control selected

Send Invitation

Click “Send Invitation”

After Your Client Sends the Invitation

✅ Check your email and Facebook notifications for the invitation
✅ Accept the invitation
✅ Restart the Meta connection process from Step 1
✅ Your client’s Page and Business Manager should now appear in the selection screens

If you’re concerned about keeping elevated permissions long-term, you can ask your client to downgrade your access back to Partner / a lower role after the Meta setup is fully complete and working. The connection will continue to function.

Irelia is responding from the wrong Page or showing the wrong Instant Form

This typically happens when multiple Pages or multiple Business Managers were selected during the connection flow — either in this account or in another Irelia account that shares the same Facebook profile.Symptoms:

Irelia sends Messenger replies from a Page that doesn’t belong to this account
The Meta Instant Form module displays forms from the wrong Business Manager
Generally unpredictable behavior across connected accounts

Solution — full reset and reconnect:

Identify every Irelia account that was connected using the same Facebook profile
Reset the Meta connection in each one of them: go to Settings → Channels Configuration → click the 🔄 reset icon next to “Meta Connected” and confirm
Wait until all connections are removed before proceeding
Reconnect each account one by one, carefully following the correct procedure:
- First account: follow First-Time Connection (Steps 1–6) — select ONE Page and ONE BM
- Each subsequent account: follow Connecting Additional Accounts (Steps 1–6) — keep previous selections checked, add ONE new Page and ONE new BM

I want to connect a different Page to this Irelia account

Solution:

Click the reset icon to disconnect
Click “Connect Meta” again
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:

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)

Leads from Meta Instant Forms are not being contacted

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 you’re advertising.
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.
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 paolo”) 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 info@irelia.ai
Include: Screenshots of your configuration, the error message, and what you expected vs. what happened

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

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