> ## Documentation Index
> Fetch the complete documentation index at: https://docs.connectly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Click to WhatsApp Ads (CTWA) Setup Guide

> Learn how to set up Click to WhatsApp ad campaigns using Connectly — from linking your Facebook Page to building automated conversation flows.

Click to WhatsApp Ads (CTWA) convert ad traffic from Instagram and Facebook into WhatsApp conversations, letting businesses engage with customers faster and in a more personalized way.

This guide walks you through the full setup process, from initial configuration to campaign activation.

## Common Use Cases

CTWA works across a wide range of business objectives. In every case, it helps you grow your audience by capturing the phone numbers of previously unknown users.

| Use Case                     | Example Prompt                                            |
| ---------------------------- | --------------------------------------------------------- |
| **Lead capture**             | "Want to know more? Start a chat with us!"                |
| **Customer support**         | "Need help? Our team is just a message away."             |
| **Collect feedback**         | "Tell us how we did in 2 quick messages."                 |
| **Re-engage inactive users** | "We miss you! Let's chat and get you a special offer."    |
| **Product inquiries**        | "Ask us anything about our new collection."               |
| **Discounts & promos**       | "Click to get your limited-time coupon in chat!"          |
| **Book appointments**        | "Book your consultation in just a message!"               |
| **Insurance verification**   | "Unsure if your plan is accepted? Message us to confirm." |
| **Course sign-ups**          | "Ready to start learning? Talk to our advisor now."       |

***

## Before You Begin

Make sure you have the following in place before setting up your CTWA campaign:

<CardGroup cols={3}>
  <Card title="WhatsApp Number" icon="whatsapp">
    An active WhatsApp number connected to Connectly
  </Card>

  <Card title="Meta Ads Manager" icon="meta">
    An active Meta Ads Manager account
  </Card>

  <Card title="Facebook Page" icon="facebook">
    A Facebook Business Page for your brand
  </Card>
</CardGroup>

***

## Step 1: Connect Your Facebook Page to WhatsApp Business

<Steps>
  <Step title="Open your Facebook Business Page settings">
    Click your profile picture in the top-right corner, then go to **Settings & Privacy → Settings**.
  </Step>

  <Step title="Link your WhatsApp number">
    In the left menu under **Permissions**, select **Linked Accounts**, then click **WhatsApp**.
  </Step>

  <Step title="Verify your number">
    Select your country code, enter your WhatsApp Business phone number, and click **Send WhatsApp Code**. Enter the confirmation code you receive and click **Confirm**.
  </Step>
</Steps>

<Note>
  If you have an existing number and want to connect a new one, select **Connect another number**. See [Meta's official guidelines](https://www.facebook.com/business/help/4631406400243963) for details.
</Note>

***

## Step 2: Create the Ad Campaign in Meta Ads Manager

The setup steps vary slightly depending on your campaign objective. In all cases, **WhatsApp must be selected as the message destination**.

<Tabs>
  <Tab title="Traffic, Engagement or Sales">
    <Steps>
      <Step title="Start a new campaign">
        Go to Ads Manager and click **+ Create**. Select **Traffic**, **Engagement**, or **Sales** as your objective, then click **Continue**.
      </Step>

      <Step title="Name your campaign">
        Enter a campaign name, review the details, and click **Next**.
      </Step>

      <Step title="Set the conversion destination">
        In the **Conversion** section, select **Message destinations**. Choose the relevant Facebook Page and check the box next to **WhatsApp**.
      </Step>

      <Step title="Set your performance goal">
        A default goal is set based on your objective. If you selected Engagement, choose your goal from the dropdown.
      </Step>

      <Step title="Set up the message template">
        Complete the ad setup until you reach the **Message template** section. Choose **Create new** or **Use existing**. You can use the **Start conversation** template to suggest prompts for customers. Edit and save it.
      </Step>

      <Step title="Publish">
        Complete the rest of your ad and click **Publish** when ready.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Leads">
    <Steps>
      <Step title="Start a new campaign">
        Go to Ads Manager and click **+ Create**. Select **Leads** as your objective, then click **Continue**.
      </Step>

      <Step title="Name your campaign">
        Enter a campaign name, review the details, and click **Next**.
      </Step>

      <Step title="Set the conversion destination">
        In the **Conversion** section, select **WhatsApp**. The performance goal defaults to **Maximize number of conversations**.
      </Step>

      <Step title="Choose your Facebook Page">
        Select the relevant Facebook Page and review the remaining ad set details, then click **Next**.
      </Step>

      <Step title="Set up the message template">
        Complete the ad setup until you reach the **Message template** section. Choose **Create new** or **Use existing**. Edit and save it.
      </Step>

      <Step title="Publish">
        Complete the rest of your ad and click **Publish** when ready.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Awareness">
    <Steps>
      <Step title="Start a new campaign">
        Go to Ads Manager and click **+ Create**. Select **Awareness** as your objective, then click **Continue**.
      </Step>

      <Step title="Name your campaign">
        Enter a campaign name, review the details, and click **Next**. Review the ad set details and click **Next** again.
      </Step>

      <Step title="Set the destination">
        Complete the ad setup until the **Destination** section. Select **Messaging apps**, then choose **WhatsApp**.
      </Step>

      <Step title="Set up the message template">
        In the **Message template** section, choose **Create new** or **Use existing**. You can use the **Start conversation** template to suggest prompts. Edit and save it.
      </Step>

      <Step title="Publish">
        Complete the rest of your ad and click **Publish** when ready.
      </Step>
    </Steps>
  </Tab>
</Tabs>

<Info>
  See [Meta's official guidelines](https://www.facebook.com/business/help/447934475640650?id=371525583593535) for full details on creating Click to WhatsApp ads in Ads Manager.
</Info>

### Auto-Populated Message Templates

When a user clicks your ad, a conversation opens in WhatsApp with a pre-configured template message. This message is set up in your **Meta Ads Manager account** under the Message Template section of the ad, and it determines how the conversation starts.

There are two types of customer actions you can configure:

<CardGroup cols={2}>
  <Card title="Pre-filled Message" icon="message">
    A customizable first message that is automatically pre-filled for the user when they open the chat. The user can edit it before sending.
  </Card>

  <Card title="Frequently Asked Questions" icon="circle-question">
    Up to 5 suggested questions the user can tap to start the conversation. No automated response is needed — you can build a customized flow for each option in Connectly's FlowBuilder.
  </Card>
</CardGroup>

Both template types can be saved for reuse in future campaigns. See [Meta's guidelines on pre-filled messages](https://web.facebook.com/business/help/687252309996046) for more detail.

***

## Step 3: Build the Customer Journey in Connectly

Create the campaign flow that triggers when users message your business through the ad.

<Warning>
  Input variables are not supported in CTWA flows because the user is unknown at the time of contact. You can use **output variables** to collect information from users during the conversation.
</Warning>

<Steps>
  <Step title="Create a new Inbound Flow">
    Log in to your [Connectly account](https://app.connectly.ai/), click **Create a new campaign** in the top-left corner, and select **Inbound Flow**.
  </Step>

  <Step title="Start with an 'If Customer Replies' node">
    Always begin the flow with an **If Customer Replies** node.

    * If your ad uses a **pre-filled message or FAQs**, add an **If Customer Replies** node for each option with the corresponding regex pattern.
    * Also add an extra **If Customer Replies** node **without** a regex pattern to capture free-text responses.
    * Build the appropriate response flow for each branch.

    You can use any message type or node (time delays, Sofia AI takeover, etc.) to create the best experience.
  </Step>

  <Step title="Save and approve the flow">
    When the flow is complete, click **Save** to approve it, then click **Next**.
  </Step>
</Steps>

### Link the Ad to the Campaign

After approving the flow, you'll be taken to the **Audience** step.

<Steps>
  <Step title="Select the CTWA option">
    Choose **Click to WhatsApp** and enter the corresponding **Ad ID(s)**. You can add up to 50 Ad IDs.
  </Step>

  <Step title="Enable performance metrics">
    Check the box to automatically receive performance metrics in your Ads Manager.
  </Step>

  <Step title="Confirm the campaign">
    Click **Next**, review the campaign details, and click **Confirm**.
  </Step>
</Steps>

<Note>
  The **Ad ID** is a unique identifier assigned to each ad in Meta Ads Manager. Follow [Meta's guidelines](https://www.facebook.com/business/help/2534657046763437) to find your Ad ID — it's visible in the Ads Manager table view.
</Note>

***

## Step 4: Track Campaign and Ad Performance

You can monitor performance from two places: Connectly's Analytics dashboard and Meta Ads Manager.

<CardGroup cols={2}>
  <Card title="Connectly Analytics" icon="chart-line">
    From the Analytics dashboard, select a timeframe and campaign name, then click **Send Report** to access:

    * User phone numbers (generated leads)
    * Message delivery rates (sent, delivered, read)
    * Customer opt-outs
    * Button and link clicks
    * Output variable values
  </Card>

  <Card title="Meta Ads Manager" icon="meta">
    See [Meta's reporting guide](https://www.facebook.com/business/help/318580098318734?id=369013183583436) for full instructions. Available metrics include:

    * Amount spent on the ad
    * Impressions (total times the ad was displayed)
    * Reach (unique users who saw the ad)
    * Ad clicks
  </Card>
</CardGroup>

### Recommended Reporting Template

Combine both data sources for a complete view of your CTWA campaign performance:

| Metric                          | Source     | Formula                                  |
| ------------------------------- | ---------- | ---------------------------------------- |
| Ad Spend                        | Meta       | —                                        |
| Reach                           | Meta       | —                                        |
| Impressions                     | Meta       | —                                        |
| CPM (Cost per Mille)            | Calculated | (Ad Spend / Impressions) × 1,000         |
| Conversations Started           | Meta       | —                                        |
| CPR (Cost per Result)           | Calculated | Ad Spend / Conversations Started         |
| Ad Clicks                       | Meta       | —                                        |
| CTR (Click-Through Rate)        | Calculated | (Total Clicks / Total Impressions) × 100 |
| Cost per Click                  | Calculated | Ad Spend / Total Ad Clicks               |
| # Conversations (messages sent) | Connectly  | —                                        |
| Cost per Conversation           | Calculated | Ad Spend / # Conversations               |