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Meta Ads works in two places:
  • Integrations → Meta Ads connects your Facebook Pages. Each lead who fills in one of their Lead Ads forms goes into the campaign you pick, and the campaign starts the WhatsApp conversation.
  • Ad reporting, in a campaign, sends the later outcomes back to Meta (who replied, who answered all your questions, who booked), so Meta finds you more leads like the good ones.
Every account type can use Meta Ads.

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Bring Lead Ads leads into a campaign

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Connect a Facebook Page

  1. Go to Integrations. Meta Ads is in the Ads optimization group.
  2. Turn on its switch, then open Integrations → Meta Ads.
  3. In Connected Pages, press Add page. A Facebook window opens: log in and allow access to your Pages and their leads.
Each connected Page is listed with its picture, name and ID. View page opens it on Facebook.
If Whappy says Facebook SDK not ready, refresh the page: the Facebook window is loaded by Facebook itself and sometimes takes a moment.

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Pick a campaign for each form

Once a Page is connected, Form mapping appears.
  1. Open a Page. Its Lead Ads forms are listed.
  2. Next to a form, choose a campaign and press Save. Each form is saved on its own.
A form with no campaign (Not selected) sends its leads to your default campaign. You choose the default on the Campaigns page: open a campaign’s menu and pick Set as default.

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What happens to each lead

  • Whappy reads the form’s answers. The name, email and phone fields fill the lead’s name, email and phone; every other answer is saved on the lead, where the AI can read it.
  • A lead whose form has no name field is called “Unknown Lead”.
  • The campaign must talk on WhatsApp. A lead sent to a campaign that talks only on Instagram is not added.
  • Someone who fills in a form again is the same lead: their details are updated. If the campaign’s Restart the campaign for a lead that comes back option is on and the conversation had already started, the campaign starts over with them.

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Disconnect a Page

Press Disconnect (the bin icon) on the Page’s row and confirm. New leads from that Page stop arriving; leads already imported are kept.

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Ad reporting

Meta optimises your ad spend against whatever you tell it a good outcome is. If the only thing it hears is “someone filled in the form”, it gets very good at finding people who fill in forms. Ad reporting sends the later outcomes back, so Meta learns which leads were worth having. It covers leads from Meta Lead Ads forms only. Leads from other sources, including Instagram messages, are never reported.

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Open it

Ad reporting is an optional page. In the campaign, open Options, find Sections and turn on Ad reporting. The page then appears in the campaign’s sidebar. Campaigns for existing customers don’t have this page.

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The five stages

Under What to report, and when, turn on Report this stage for each stage you want reported, and type its Meta event name: the name of the matching event in your ad account. Each lead is reported once per stage, and only when it moves further. If a lead moves on two stages between two checks, only the furthest is reported.
Answered all your questions is the stage most businesses should optimise for. It is far enough down the funnel to mean something, and unlike Became a customer it happens often enough and soon enough for Meta to learn from.

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Your ad account

  • Dataset ID: from Meta’s Events Manager.
  • Access token: paste it in. It is stored securely and never shown again. Leave the field blank later to keep the token you saved, or type a new one to replace it.

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Practice mode and turning it on

1

Map your stages

Turn on the stages you want and give each one its event name.
2

Leave Practice mode on

Practice mode is on by default. Whappy records what it would send, without sending it.
3

Turn on reporting

Switch on Turn on reporting and press Save. Nothing happens at all until this is on, not even in practice mode.
4

Check Recent reports

Whappy checks the campaign’s leads every hour. Recent reports lists each stage a lead reached; entries recorded in practice mode are marked practice.
5

Turn Practice mode off

When the list looks right, turn Practice mode off and press Save.
Whappy refuses to turn practice mode off while no stage is mapped. If something stops real events from being sent, the page says what: no stage mapped to a Meta event, no dataset ID, or no access token.
Once practice mode is off, events go to your ad account for real and cannot be recalled. A wrong setup teaches Meta to find worse leads, and nothing in Whappy will look broken: you get worse leads some weeks later.

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Troubleshooting

Lead Ads leads don’t arrive. Check that the Page is listed in Connected Pages, and that the form’s campaign talks on WhatsApp. Recent reports stays empty. Check that Turn on reporting is on, that at least one stage is turned on with an event name, and that the campaign has leads from Lead Ads forms. Need help? See the FAQ or contact support.