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Workflow Trigger: Click to WhatsApp Ads

The Click to WhatsApp Ads workflow trigger starts a workflow when a user messages you after clicking a Click-to-WhatsApp ad or a Facebook Page Call-to-Action (CTA) on mobile.

Updated over 2 months ago

Who This Is For / When to Use Use this trigger if you run Click-to-WhatsApp ads or Facebook Page CTAs and want to automatically respond, route, or follow up the moment a high-intent lead messages you.


What Triggers This Workflow

This workflow trigger activates when all of the following are true:

  • The user is on Android or iOS.

  • The user clicks a Click-to-WhatsApp Ad or a Facebook Page CTA.

  • The user sends a WhatsApp message.

When the trigger fires, the contact is immediately enrolled in the workflow.


Key Features and Benefits

Instant Lead Engagement

  • The workflow runs the moment the message is received.

  • This ensures immediate engagement while intent is highest.

Cost-Efficient Messaging Window

  • Replying within 24 hours opens a 72-hour free entry-point window.

  • During this window, all WhatsApp messages (template or free-form) are free.

Granular Automation Control

  • You can filter by Ad ID, Post ID, or URL.

  • This allows different automations per campaign or creative.

Automated Follow-Up

  • Actions such as tagging, pipeline updates, assignments, or webhooks can run automatically.

  • No manual intervention is required after setup.


How to Set Up the Click to WhatsApp Ads Trigger

Step 1: Create a New Workflow

  1. Go to Automations in the left menu.

  2. Select Workflows.

  3. Click + Create Workflow.

  4. Choose Start from Scratch.


Step 2: Add the Click to WhatsApp Ads Trigger

  1. Click Add New Trigger.

  2. Select Click to WhatsApp Ads from the trigger list.

  3. Confirm the trigger name if needed.


Step 3: (Optional) Add Trigger Filters

Use filters if you want the workflow to fire only for specific ads or posts.

Available filters include:

  • Ad ID

  • Post ID

  • URL

  1. Click Add filters.

  2. Select the filter type.

  3. Enter the matching value.


Step 4: Add Workflow Actions

After saving the trigger, add actions such as:

  • Send WhatsApp message

  • Assign contact to a user

  • Update pipeline stage

  • Apply tags

  • Fire a webhook

You can branch logic using conditions if needed.


Step 5: Review and Activate

  • Review the trigger and actions.

  • Publish and activate the workflow.

Once active, new WhatsApp messages from ads or CTAs will automatically start the workflow.


Free Entry-Point Conversation Rules

  • The 72-hour free messaging window opens when the user messages you after clicking the ad or CTA.

  • You must respond within 24 hours to activate the free window.

  • During the 72-hour window:

    • Unlimited messages are allowed.

    • No template fees apply.

  • After 72 hours:

    • Normal WhatsApp conversation charges apply.

    • Paid templates are required to re-engage.


Common Issues and Fixes

Workflow Did Not Trigger

  • Confirm the message came from a Click-to-WhatsApp Ad or Facebook CTA.

  • Confirm the user messaged from Android or iOS.

  • Check that filters (Ad ID, Post ID, URL) match correctly.

Free Messaging Window Did Not Open

  • Verify a reply was sent within 24 hours.

  • Automated replies count as valid responses if sent within the window.


FAQ

What counts as a trigger event?

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

What happens if I reply after 24 hours?

If you reply after 24 hours, the free messaging window does not open and a paid template is required to re-engage.

Can I mix template and non-template messages?

Yes. Free-form messages are allowed within the 24-hour service window. After that, only template messages are permitted.

How are charges handled?

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

Can I filter messages by Ad ID or Post ID?

Yes. You can filter the trigger using Ad ID, Post ID, or URL for precise campaign-level automation.

What happens if the user does not message after clicking the ad?

If the user does not send a WhatsApp message, the workflow will not trigger and the free messaging window will not open.

Do automated bot replies qualify as a response?

Yes. Automated replies sent through the workflow within 24 hours count as valid responses and activate the 72-hour free window.

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