A gym opening a new branch
Needs enquiries from a three-kilometre radius, fast.
→A radius-targeted click-to-WhatsApp ad; the bot books trial slots without a receptionist.
Meta & Instagram AdsMarketing
Ads that open a WhatsApp chat, not a landing page
Build click-to-WhatsApp campaigns here, target from your own customer list, and see what each one actually cost per lead.
The click starts a conversation in your inbox, attributed to the ad that paid for it.
- No landing page
- the ad opens a chat
- Your ad account
- Meta invoices you directly
- Cost per lead
- measured against real conversations
What you need to start
- A Facebook page and a Meta ad account with a payment method
- A connected WhatsApp Business number to receive the clicks
- Creative — an image or a short video — and the offer you want to run
The problem
“You pay for clicks to a website nobody fills in a form on.”
- A landing page adds a step, and most of the spend is lost at that step.
- Form fills go into a spreadsheet and get called back two days later, cold.
- You cannot tell which ad produced which customer, so you cannot tell what to switch off.
Inside the panel
This is the screen you will work in
Not a stock illustration — the real layout, the real filters, the real labels from the module itself. You will find it at Dashboard → Services → Ads.
app · Dashboard / Meta & Instagram Ads
In
Meta & Instagram Ads
Create an adObjective
CONVERSATIONSBest for WhatsApp
Chats go to
+91 98•• ••3021 · Team Inbox
Audience
Lookalike 1% · past buyers
Exclude · existing customers
Mumbai +25km · 24–54
₹684
Spend
38
Chats
₹18
Per lead
Meta preview
Sponsored
Festive boxes from ₹420 · same-day delivery
Send Message
Rendered by Meta, per placement
Step by step
How it actually works
From the first day to steady state, in 6 steps. Every one of these is something the panel genuinely does — nothing here is on a roadmap.
- 01
Connect your own Meta ad account
5 minutesSign in with Facebook and pick the ad account and page. The account stays yours — the spend, the invoice, the pixel and the audiences never move to us.
- Your ad account, your payment method, your invoice from Meta
- The Facebook page and WhatsApp number the ad will point at
- Nothing to migrate, and nothing that stops working if you leave
- 02
Choose the objective and the destination
2 minutesClick-to-WhatsApp campaigns point at your business number. Pick placements across Facebook and Instagram, and set the greeting the customer sees when the chat opens.
- Facebook feed, Instagram feed, stories and reels from one campaign
- A pre-filled first message, so the conversation starts with context
- Ad-referral data attached to the conversation, so you know which ad brought them
- 03
Build the audience from people you already know
10 minutesUpload your own buyers as a custom audience and let Meta find more like them. This beats guessing at interests almost every time.
- Custom audiences from your contacts, tags or CRM segments
- Lookalikes built from your best customers rather than from an interest list
- Exclusions, so a prospecting budget is not spent on people who already bought
- Location, age and language on top, where they genuinely matter
- 04
Design the creative and check it renders
15 minutesUpload image or video, write the primary text and headline, and preview it exactly as Meta will render it in each placement — because a feed ad and a story crop very differently.
- Real Meta previews per placement before you spend anything
- Several creatives per ad set, so you can find out which one works
- Call-to-action buttons that open WhatsApp directly
- 05
Set budget and schedule, then publish
5 minutesDaily or lifetime budget, start and end dates, and publish to Meta from the panel. Everything goes through Meta’s own review as it would in Ads Manager.
- Daily or lifetime budgets with a schedule
- Pause, resume or edit from here without opening Ads Manager
- Rejections come back with Meta’s reason so you can fix and resubmit
- 06
Meet the leads in your inbox, and count what they cost
from the first clickEvery click opens a real conversation in the shared inbox, tagged with its campaign. Spend, clicks and conversations sit beside each other, so cost per lead is a number rather than a guess.
- Conversations tagged with campaign, ad set and ad
- A CRM deal opened automatically, with the source recorded
- Cost per conversation and cost per qualified lead, not just cost per click
- Automations can reply instantly, so nobody waits for an agent to notice
A conversation is worth more than a click, and it costs less to start one than to chase a form fill.
Setting it up
What you actually click
Six steps, in order, with the screen each one lives on. No developer and no integration project — this is all done in the panel.
- Time to set up
- about 40 minutes for a first campaign
- Before you start
- A Facebook page, a Meta ad account with a payment method, and a connected number
- 1
Connect the ad account
Ads → ConnectSign in with Facebook and pick the ad account and page. The account, the spend and the invoice all stay yours.
- 2
Build the audience first
Ads → AudiencesUpload your buyers as a custom audience, build a lookalike from them, and make an exclusion list of existing customers. Do this before the creative — it matters more.
- 3
Create the campaign
Ads → Create an adChoose the CONVERSATIONS objective and point it at your WhatsApp number. Write the message the chat should open with.
- 4
Add creative and check placements
Ads → CreativeUpload image or video and preview it as Meta renders it in each placement — a feed ad and a story crop very differently.
- 5
Set budget and publish
Ads → BudgetStart small and short: a few hundred rupees a day for a week on one audience tells you more than a big launch, because you can still tell what caused what.
- 6
Wire up the follow-through
Automations → New automationAn “ad lead received” trigger that replies instantly, tags the chat and opens a deal means nobody waits for an agent to notice.
The short version
What it does about it
01
The lead lands in your inbox talking
No form, no callback queue. They tap the ad and a conversation starts.
02
Audiences from your own customers
Upload your buyers and let Meta find more like them. It beats guessing at interests, every time.
03
Stop advertising to people who bought
Exclude existing customers so a prospecting budget goes on prospects.
04
Real Meta previews before you spend
See exactly how the ad renders in each placement, rendered by Meta itself.
05
Your ad account, your invoice
Meta bills you directly. We never sit between you and your ad spend.
In detail
Everything it does
The whole list, grouped. If something you need is not here, ask — we would rather tell you it does not exist than let you find out in week two.
Campaign building
- Click-to-WhatsApp objective, pointed at your number
- Facebook and Instagram placements from one campaign
- Image and video creatives, several per ad set
- Pre-filled opening message
- Daily or lifetime budgets with a schedule
Targeting
- Custom audiences from your contacts and CRM segments
- Lookalikes from your best customers
- Exclusion audiences for existing buyers
- Location, age, language and interest layers
Before you spend
- Genuine Meta previews per placement
- Meta’s own review, with rejection reasons surfaced
- Budget and reach estimates from Meta
After the click
- Conversations tagged with campaign, ad set and ad
- CRM deals opened with the ad as the source
- Cost per conversation and per qualified lead
- Instant automated first reply
In practice
Three businesses, three ways
A D2C brand
Website ads convert badly on mobile.
→Lookalikes from past buyers, and the conversation replaces the checkout drop-off.
A services firm
Leads were arriving as form fills and going cold.
→Same budget, conversations instead of forms, and cost per qualified lead measured in the CRM.
Before you commit
The specifics
Limits and facts
- Ad account
- Your own; Meta invoices you directly
- Ad spend
- Paid to Meta — we take no percentage of it
- Campaigns a month
- Metered per plan
- Attribution
- Per conversation, down to the ad
What you need first
- A Facebook page and a Meta ad account with a payment method
- A connected WhatsApp Business number to receive the clicks
- Creative — an image or a short video — and the offer you want to run
What is metered
- Ad campaigns a monthUnlimited
Pricing
Two ways to get it
Take this module on its own, or as part of a plan that includes it. Either way the price is the software only — WhatsApp conversations are billed to you by Meta at their rates.
Or as part of a plan
Plans that include it
A bundle is usually cheaper than three modules bought separately — and add-ons only ever add, so nothing you already have is affected.
Questions
Do I need a Meta ad account?
Yes, your own — which means the spend, the invoice and the data stay yours.
Can I run Instagram too?
Yes. One campaign runs across both, and you can see which is earning its share.
Do you take a cut of ad spend?
No. Meta charges your card directly. Our fee is the software fee and nothing else.
What budget should I start with?
Small and short. A few hundred rupees a day for a week on one audience tells you more than a big launch, because you can still tell what caused what.
What happens if my ad is rejected?
Meta’s reason is shown in the panel and you edit and resubmit from the same screen, exactly as you would in Ads Manager.
Works well with
The modules people add next
Team Inbox
Stop passing a phone around. Every conversation in one place, assigned to a person, with private notes, tags and a clock on how long someone has been waiting.
From ₹299/moCRM & Leads
Pipelines, stages, tasks and history — with leads created from WhatsApp conversations instead of typed in again afterwards.
From ₹399/moWhatsApp Campaigns
Approved templates, scheduled or immediate, with per-message delivery and read reporting — and Meta billing you directly at their rates.
From ₹499/moTry it before you pay anything
Connect a number, import your contacts, and see whether it fits how you work.