How to create a conversation form in Ad Manager

Task-specific steps

A Conversation Form is used with a Meta Engagement campaign whose conversion location is messaging. It presents a greeting and selectable questions when a person opens the ad's messaging experience.

1. 1Go to Marketing → Ad Manager, create or edit a Meta campaign, select Engagement, and use Messaging Apps as the conversion location.
2. 2In the Conversation Form selector, open the dropdown and choose Create Conversation Form.
3. 3Give the form a clear internal name that identifies the campaign, audience, and version.
4. 4Write a concise greeting that sets an accurate expectation for the conversation.
5. 5Add three to five common questions or quick replies and provide a useful automated response for each one.
6. 6Select only the messaging apps connected to the campaign, review the dynamic preview for each selected app, select Create, and ensure the saved form is attached to the ad.

Feature-specific checks

• The preview changes according to the messaging apps selected for the campaign.
• Test every quick reply, response, link, and handoff before publishing the ad.
• Monitor incoming conversations and assign a responsible person for questions the automated responses do not resolve.

Before you begin

“How to create a conversation form in Ad Manager” is part of the Conversations → Inbox Views area in Adaptive AI. Use All, Unread, Recent, Starred, Assigned to Me, and Mentions views. Campaign, advertising, social, affiliate, and reputation changes should be reviewed as a complete customer journey from creative and destination through attribution and follow-up. The objective is not merely to save a setting; it is to confirm the result works for the staff member or customer who will depend on it.

• Confirm the correct advertising, social, affiliate, or reputation account is connected with the permissions needed to publish or report.
• Define the audience, offer, destination, budget or commission rule, schedule, owner, and measurable success event.
• Prepare approved creative, final copy, working destination links, and tracking parameters before opening the publishing workflow.
• Use draft, preview, or the smallest controlled audience available while validating a new campaign or configuration.
• Review brand, platform, privacy, consent, disclosure, and customer-service requirements that apply to the channel.

Verify the result

After completing the instructions in this guide, use a controlled test before treating the setup as finished. A saved screen or success message confirms configuration, but only an end-to-end test confirms the business outcome.

1. 1Review the final preview for identity, copy, media, destination, schedule, audience, budget, and mobile presentation.
2. 2Publish or activate the smallest safe test and confirm the item reaches the intended account, placement, or affiliate destination.
3. 3Open every public link and verify the landing page, form, calendar, product, or tracked conversion completes successfully.
4. 4Confirm clicks, leads, replies, sales, commissions, or reviews appear under the expected campaign and contact records.
5. 5Compare platform reporting with the destination or payment record before scaling spend, audience size, or payout exposure.

Troubleshooting checklist

If the result differs from what you expected, preserve the current state and isolate one variable at a time. Start with the checks below before deleting the configuration or rebuilding it from scratch.

• Check account connection, role permissions, approval status, billing status, and policy notices when publishing is unavailable.
• Confirm audience filters, schedule, time zone, budget, and delivery status when an active item receives no traffic.
• Inspect the final URL, redirect chain, tracking parameters, form, and conversion action when clicks are present but results are missing.
• Reconnect expired accounts and refresh required permissions when media, pages, profiles, or reporting data disappear.
• Separate creative, delivery, destination, and follow-up problems so each layer can be tested without changing the others.

Best practices

• Use consistent campaign names and tracking parameters so performance can be compared across channels and reporting periods.
• Keep claims accurate, destination content aligned with the creative, and customer consent appropriate to the follow-up channel.
• Change one major variable at a time and record the date so performance changes have an interpretable cause.
• Set spending, commission, and publishing permissions according to responsibility rather than giving every user full control.
• Archive obsolete drafts and disconnected assets while preserving the reporting history needed for business decisions.