Tell Meta when a chat ad client buys or reaches a stage
Link a stage in your unit to a Meta event, such as “Won → Purchase”. When a client who came from a WhatsApp, Messenger or Instagram ad reaches this stage, the event is sent to Meta once.
This feature may not be turned on for your account yet — contact support to turn it on.
Before you start · 2 things · for ownersA WhatsApp Cloud number, Page or Instagram account connected, a select or status stage field
- You need: Manage the Meta Ads connection
- A WhatsApp Cloud number, or a Page or Instagram account, connected in the channels. See Connect WhatsApp Cloud through Meta, the official number and Facebook, Instagram and TikTok: messages and comments.
- A stage field of the select or status type.
Steps
SAR.Meta events you can use
LeadSubmitted · QualifiedLead · InitiateCheckout · AddToCart · ViewContent · Purchase · OrderCreated · OrderShipped · OrderDelivered · OrderCanceled · OrderReturned · CartAbandoned · RatingProvided · ReviewProvided
When the event is sent
When the record enters the mapped stage, whether an employee, an import or an automation moved it. It’s sent once per record and per event: if the client goes “Won → Lost → Won”, Purchase is sent once. The first ad on the record decides the channel.
The event log
You can filter the Event log tab by status, channel, event and period. The client’s name shows only to people with the “Allowed” level on the unit.
To use an existing dataset
There’s no manual choice; Meta links one dataset to each asset. Link your dataset to the asset in Events Manager, then save here again.
Clients from lead ad forms don’t go through here; they have Send lead form clients’ stages to Meta.
If something goes wrong
A real example
Meta optimizes their ads for people who message, not people who book.
- They turned on their WhatsApp Cloud number, and linked the “Attended” stage to
Purchasewith the visit price field.
A month later, the cost of a real booking went down, because Meta now targets people who show up.