Workflow templates / Marketing & re-engagement
Track click-to-chat ad conversions
Ads get credit for the leads they bring, so Meta optimizes for real customers.
Works with: Click-to-chat ads, Knowledge for AI to read
How it works
- The ad source is saved on the contact
- The lead is marked engaged and qualified by the AI
- A lead conversion is reported to Meta
Steps in the workflow: Trigger, Set contact field, Set contact field, Set contact field, Change stage, AI, Report conversion, Internal note.
Who it is for
Brands running click-to-WhatsApp ads.
Good to know
- Does it report revenue?
- No: add a Purchase conversion where the sale value is known.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.