Workflow Trigger: Click to WhatsApp Ads

Instant communication is key to engaging high-intent leads. The Click-to-WhatsApp Ads and Facebook Page Call-to-Action (CTA) workflow trigger offers a seamless way to turn ad clicks into immediate conversations. This powerful feature allows businesses to automate their response, assign leads, and trigger follow-up actions as soon as a user reaches out. By automating this process, businesses can increase engagement, improve customer service efficiency, and boost their return on investment (ROI) for ad campaigns.


Important: This workflow trigger activates when a customer using an Android or iOS device messages you via A Click-to-WhatsApp Ad or A Facebook Page Call-to-Action (CTA) button

Key Features & Benefits

  1. Instant Lead Engagement:

    As soon as a prospect clicks on a Click-to-WhatsApp ad or CTA button on a Facebook page and sends a message, the workflow is triggered. This allows businesses to respond immediately when interest is at its peak, ensuring that the lead is not lost due to delays.

  2. Cost-Efficient Messaging:

    If you respond to the message within 24 hours, you unlock a 72-hour free messaging window, where all communications—whether template or free-form—are free of charge. This is a cost-saving benefit for businesses that want to engage leads without incurring additional costs.

  3. Seamless Automation:

    The workflow can be further customized by adding filters like Ad ID, Post ID, or URL to control automation more granularly. Once a lead is captured, the system can automatically tag the lead, assign them to a specific pipeline stage, or initiate follow-up actions without manual intervention.

  4. Efficient Follow-Up:

    Follow-ups are automatically triggered, ensuring that no lead is forgotten and that timely responses continue to nurture the customer journey.

How to Set It Up

1. Navigate to Tools & Reporting > Automation on the left > Workflows at the top, and select + Create Workflow > Start from Scratch

2. Select Add New Trigger and choose the Click-to-WhatsApp Ads option.

3. (Optional) Add filters to narrow down the automation to a specific Ad ID, Post ID, or URL for more targeted engagement.

4. Save the trigger and then select the desired actions, such as sending a message, assigning a pipeline stage, or firing a webhook.

5. Review your setup and activate the workflow.

Free Entry-Point Conversation Rules

  • The free 72-hour messaging window opens when a user taps your ad or page CTA on mobile (Android/iOS) and messages you.
  • You must respond within 24 hours to activate the free messaging window - no template fees, unlimited sends.
  • Once the 72-hour window expires, the normal messaging charges apply unless a paid template is used.

FAQ

Question: What counts as a trigger event?

Answer: A trigger event occurs when a user taps your Click-to-WhatsApp ad or Facebook Page CTA and sends a WhatsApp message on mobile.

Question: What happens if I reply after 24 hours?

Answer: If you reply after 24 hours, the free messaging window will not open, and you must use a paid template to re-engage the customer.

Question: Can I mix template and non-template messages?

Answer: Yes, free-form messages are allowed within the 24-hour customer service window. After that, only template messages are permitted.

Question: How are charges handled?

Answer: Messages sent within the 72-hour free entry-point window incur no additional fees. After the window expires, standard WhatsApp conversation charges apply.

Question: Can I filter messages by Ad or Post ID?

Answer: Yes, you can filter the workflow based on specific Ad IDs, Post IDs, or URLs for more precise control over which ads or posts trigger the workflow.

Question: What happens if a user doesn't message within 24 hours after tapping the ad or CTA?

Answer: If the user doesn't message within 24 hours after tapping the ad or CTA, the 72-hour free messaging window will not be activated. You would need to use a paid template to engage the customer.

Question: What happens if I use an automated bot to reply?

Answer: As long as the automated reply is sent through the workflow within 24 hours of the lead's message, it counts as a valid response and will trigger the 72-hour free window. This is a great way to ensure you always capture the cost-saving benefit.

Question: Can I use a URL to trigger a specific automation?

Answer: Yes. In the trigger settings, you can add a filter for a specific URL. This is useful if you have multiple ads or pages leading to WhatsApp and want different automated responses for each.