Meta and Google Ad Tags & Details

Tags the contact so you can instantly identify ad leads
Saves ad metadata to custom fields on the contact (Meta ads only)
Appends all available ad metadata to the first WhatsApp message

This makes it easy to see which ad generated the lead, build automations, and attribute revenue back to campaigns.

What Gets Added?

1. Contact Tags (Meta Ads)

For Meta Click-to-WhatsApp leads, we automatically add:

instagram-ad-lead-whatsapp – when the lead comes from an Instagram ad
fb-ad-lead-whatsapp – when the lead comes from a Facebook ad

Use these tags in smart lists, workflows, pipelines, and reporting.

2. Ad Details Appended to Message

Along with the lead’s message, we append the ad metadata directly into the WhatsApp message:

Hola, me interesa el tratamiento Plasma IQsourceApp: facebooksourceType: adsourceId: 1234567890campaignName: Plasma IQ Lead Gen – MXadSetName: Lookalike 1% – Women 25–45adName: Video Test 3 – Hook AmediaType: VIDEO...

The exact fields depend on what Meta/Google send. We forward everything we receive so you don’t lose attribution data.

Custom Fields (Meta Ads - New Feature)

When a contact messages through a Meta Ad, we automatically extract ad data and save it as custom fields on the contact. This lets you track which ad, campaign, and platform drove each lead directly in your CRM.

How It Works

Contact clicks a Meta Ad → WhatsApp opens → they send a message

Meta attaches ad metadata to that message

Our system extracts the metadata and saves it to custom fields

If a custom field exists → it gets populated

If it doesn’t exist → it’s silently skipped

No setup needed on our side. You just create the custom fields you want.

Available Custom Fields

Create fields in Settings → Custom Fields → Add Field. The field key must match exactly:

Field name	Type	Description	Example
`source_app`	Text	Platform the ad ran on	`facebook`, `instagram`
`source_url`	Text	URL of the ad/post	`https://www.instagram.com/p/DSYeWccjKJP/`
`source_id`	Text	Meta’s unique ad ID	`120240271425200365`
`title`	Text	Ad headline/title	`¡Oportunidad Única!`
`body`	Text (Large)	Ad body text	Full ad copy
`source_type`	Text	Type of source	`ad`
`media_type`	Text	Media format	`IMAGE`, `VIDEO`
`ctwa_clid`	Text	Click tracking ID	`Afe9mAvBPUVos1-QSGjl4h...`
`greeting_message_body`	Text (Large)	Auto-greeting message	`Hola, gracias por tu interés...`

Setup Instructions

Go to Settings → Custom Fields → Add Field

Create the fields you want using the exact keys above

Choose the appropriate field type (Text or Text Large)

Save

That’s it. Next time a contact messages via Meta Ad, fields auto-populate.

Important Notes

Create only the fields you want. Most users only need source_app, source_url, source_id, and title
Fields update on every CTWA message. New ad data overwrites previous values
Works for Facebook and Instagram. The source_app field tells you which platform
No impact on existing functionality. Message body appending still works as before

How to Use This Data in Workflows

Using Tags

Trigger: Contact Tag Added → fb-ad-lead-whatsapp OR instagram-ad-lead-whatsapp
Actions:
- Create Opportunity in specific pipeline
- Assign to sales rep
- Send tailored follow-up sequence
- Notify team in Slack/Email

Using Custom Fields (Recommended)

Example 1: Route by platform

Trigger: Contact Created or Updated
Filter: Custom Field source_app = instagram
Actions:
- Assign to the Instagram specialist
- Send an Instagram-specific welcome
- Add to the Instagram leads pipeline

Example 2: Advanced targeting

Trigger: Contact Created
Filter: Custom Field title contains Retargeting
Actions:
- Send urgency-based follow-up
- Add to the hot leads pipeline
- Schedule an immediate call

Using Message Content

Parse the appended message data using webhooks or automation tools (n8n, Make, Zapier) to extract campaign/adset/ad names for advanced routing.

Where to See This Data

Contact Custom Fields:

Go to Contacts

Open a contact from a Meta ad

Scroll to the Custom Fields section

View populated ad fields

Conversation Message:

Go to Conversations

Open a conversation from an ad

Look at the first message

See appended metadata at bottom

Connection Requirements

For Meta Ads messages to sync reliably:

Phone must be online with active internet
WhatsApp app must be running (can be in background)
Stable connection recommended (WiFi or reliable mobile data)

If your phone is offline, messages may delay or not sync. Use a dedicated device for your business number to ensure 24/7 syncing.

Requirements

Meta or Google campaign configured as Click-to-WhatsApp
WhatsApp number connected via our platform
For custom fields: Create fields in CRM with matching keys
Phone online with stable connection

Best Practices

Name campaigns clearly – Use meaningful names (e.g., MX | Plasma IQ | IG Story | Warm) for easy identification
Create needed custom fields – Most users only need source_app, source_url, source_id, title
Build dedicated workflows – Route Facebook, Instagram, and Google leads differently
Use tags for organisation – Combine ad tags with internal tags (hot-lead, consult-booked)
Keep phone connected – Stable internet ensures real-time message delivery

FAQ

Does this work for both Facebook and Instagram?

Yes. Tags differentiate them:

fb-ad-lead-whatsapp → Facebook
instagram-ad-lead-whatsapp → Instagram

The source_app custom field also shows facebook or instagram.

Does this work for Google Ads?

Yes, for Google Click-to-WhatsApp ads. Ad data is appended to the message body.

Note: Custom fields are currently only for Meta Ads. Google data appears in message body only.

Do I need to create all custom fields?

No. Create only the fields you want. Common ones are source_app, source_url, source_id, and title. Fields you don’t create are ignored.

What if I create fields after leads already came in?

Custom fields populate only on new messages. Existing contacts won’t be retroactively updated. If they click a new ad and message again, fields will populate then.

Can I turn this off?

Tagging and message appending are always on to preserve attribution data. Custom fields are optional - don’t create them if you don’t want them.

Does this work for organic messages?

No. Tags, custom fields, and ad details only apply to Meta/Google Click-to-WhatsApp ads. Organic messages are unaffected.

What if my phone is offline when someone clicks my ad?

WhatsApp queues the message and delivers when your phone is online. However, CRM sync may be delayed. Keep your phone connected for real-time delivery.

Can I use custom fields in smart lists?

Yes. Create smart lists filtering by source_app, title, or any other custom field to segment ad leads.

​What Gets Added?

​1. Contact Tags (Meta Ads)

​2. Ad Details Appended to Message

​Custom Fields (Meta Ads - New Feature)

​How It Works

​Available Custom Fields

​Setup Instructions

​Important Notes

​How to Use This Data in Workflows

​Using Tags

​Using Custom Fields (Recommended)

​Using Message Content

​Where to See This Data

​Connection Requirements

​Requirements

​Best Practices

​FAQ

​Support​