Tutorial: turn Click-to-WhatsApp ads into leads

🎯 Goal

People who tap your ad get an instant reply matched to the ad, answer two quick questions, and land with a salesperson in minutes.

🧰 What you need

• A Facebook/Instagram ad with the WhatsApp (Send message) destination, pointing to your MeAPI number
• Agents for sales (optional teams)

Step 1: the ad welcome flow

Automation → Templates → Click-to-WhatsApp ad welcome (or New chatbot). Click the Trigger card → Click-to-WhatsApp ad. Leave Only these ad IDs empty for all ads, or enter one ad’s ID for an ad-specific flow.

Step 2: welcome and qualify

1. Reply buttons: Hi {{first_name}}! 👋 Thanks for your interest in our Diwali gift boxes. Who are they for? → Family, Office / clients.
2. Office / clients → Ask question “How many boxes roughly?” → quantity (A number).
3. Set / remove tag ad-lead, plus corporate on that branch.

Step 3: hand over fast

Business hours check → open: Assign → Team: Sales → Send message Great! Someone from our sales team will reply in a few minutes. → Set chat status Open. closed: We'll reply first thing at 10 am. Here's our catalogue meanwhile: + a Document message with your catalogue PDF.

Step 4: nobody replied? Follow up automatically

Automation → New rule (rules run alongside other flows). On the Trigger card pick Not answered, Unanswered for (minutes) 15, and under Only if… add Contact tag ad-lead. Steps: Notify agent Everyone online ⏰ Ad lead waiting 15 min: {{name}} and Send message Sorry for the wait — someone will be with you shortly 🙏.

SSharma Sweets✓

Hi! I saw your Diwali gift box ad.

Hi Neha! 👋 Thanks for your interest in our Diwali gift boxes. Who are they for?

FamilyOffice / clients

Message

An ad click, answered instantly.

Step 5: measure

Analytics → Click-to-WhatsApp ads lists people who started chats from ads. Each chat shows View ad in the contact panel. Compare the leads per ad with your ad spend in Meta Ads Manager.

Note

Chats that start from a Click-to-WhatsApp ad get Meta’s free entry-point window: when you reply within 24 hours, Meta doesn’t charge for marketing, utility, authentication or service messages while that window is open. Meta’s pricing page sets how long it lasts.

What’s next

Triggers →Ad, no-reply and more.Analytics →Ad chats and response times.