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 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

1. What counts as a trigger event?A trigger event occurs when a user taps your Click-to-WhatsApp ad or Facebook Page CTA and sends a WhatsApp message on mobile.
2. What happens if I reply after 24 hours?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.
3. Can I mix template and non-template messages?Yes, free-form messages are allowed within the 24-hour customer service window. After that, only template messages are permitted.
4. How are charges handled?Messages sent within the 72-hour free entry-point window incur no additional fees. After the window expires, standard WhatsApp conversation charges apply.
5. Can I filter messages by Ad or Post ID?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.