<aside> 💡 You can add a Send message button to your Facebook or Instagram ads that will open a conversation thread in your WhatsApp channel connected to charles. This allows customers to communicate with your business on WhatsApp after clicking the button on your ad.

</aside>

📝 Step-by-step guide

1. Connect your WhatsApp number to your Facebook Page

It is important to Connect your WhatsApp account to your Facebook Page and make yourself the admin of your Page. The WhatsApp number should be the same one you have integrated into charles.

2. Go to Ad creation within Ads Manager and choose your ad objective

Meta is gradually introducing a set of six campaign objectives in Ads Manager: awareness, traffic, engagement, leads, app promotion, and sales. You can create ads that click to WhatsApp with engagement, traffic or sales objectives but there may be restrictions in some geographies. If your goal is Engagement, please click on Create a New Campaign, select Engagement, and click on Continue.

Screenshot 2022-11-15 at 13.45.26.png

3. Set the Conversion Location and Ad Type

The conversion location should be Messaging apps and the ****Ad type ****has to be set up as Click to message.

Screenshot 2022-11-15 at 13.55.44.png

4. Go ahead and select the Messaging Apps

Scrolling down to the Messaging Apps section, please deselect Messenger and Instagram and select WhatsApp number from the drop-down menu. Make sure again this is the same phone number you have integrated into charles.

Screenshot 2022-11-15 at 14.04.14.png

5. Change the Placements criteria to “Manual Placements”

The default option will be Advantage+ placements. Please change it to Manual Placements to avoid potential error messages from Meta.

Screenshot 2022-11-15 at 14.19.44.png

6. Set “Link clicks” as optimization for ad delivery

This is one of the most essential steps. The optimization for ad delivery will be shown as “Conversations” by default. Please change it to Link Clicks to move forward and be able to publish your ad.

Screenshot 2022-11-15 at 14.24.39.png

7. All set! You are now ready to create your first ad 🥳