> ## Documentation Index
> Fetch the complete documentation index at: https://help.messagesync.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Meta and Google Ad Tags & Details

> When someone clicks a  or a  and sends you a message, the system automatically:

* **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:

```text theme={null}
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

<Steps>
  <Step>
    Contact clicks a Meta Ad → WhatsApp opens → they send a message
  </Step>

  <Step>
    Meta attaches ad metadata to that message
  </Step>

  <Step>
    Our system extracts the metadata and saves it to custom fields
  </Step>

  <Step>
    If a custom field exists → it gets populated
  </Step>

  <Step>
    If it doesn't exist → it's silently skipped
  </Step>
</Steps>

> 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:

<Frame>
  <img src="https://mintcdn.com/goghl-whitelable/d0UJrCwlyc8wzaxE/images/features/assets/images/Field-name-4f2bacd9e86fc39fa7868ef972a50256.png?fit=max&auto=format&n=d0UJrCwlyc8wzaxE&q=85&s=4b5e93476fdeeda27fab2e4e9de6c0d5" alt="Custom field setup example" width="2880" height="1622" data-path="images/features/assets/images/Field-name-4f2bacd9e86fc39fa7868ef972a50256.png" />
</Frame>

| 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

<Steps>
  <Step>
    Go to **Settings → Custom Fields → Add Field**
  </Step>

  <Step>
    Create the fields you want using the exact keys above
  </Step>

  <Step>
    Choose the appropriate field type (**Text** or **Text Large**)
  </Step>

  <Step>
    Save
  </Step>
</Steps>

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:**

<Steps>
  <Step>
    Go to **Contacts**
  </Step>

  <Step>
    Open a contact from a Meta ad
  </Step>

  <Step>
    Scroll to the **Custom Fields** section
  </Step>

  <Step>
    View populated ad fields
  </Step>
</Steps>

**Conversation Message:**

<Steps>
  <Step>
    Go to **Conversations**
  </Step>

  <Step>
    Open a conversation from an ad
  </Step>

  <Step>
    Look at the first message
  </Step>

  <Step>
    See appended metadata at bottom
  </Step>
</Steps>

***

## 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

<AccordionGroup>
  <Accordion title="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`.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="Can I export contacts with these fields?">
    Yes. Custom fields export along with other contact data.
  </Accordion>
</AccordionGroup>

***

## Support[​](#support "Direct link to Support")

If you need help with the setup or onboarding:

* Email: [**support@messagesync.ai**](mailto:support@messagesync.ai)