Harness the power of HighLevel’s WhatsApp Workflow Trigger for Click‑to‑WhatsApp Ads & Facebook Page CTA to turn every ad tap into a live conversation. This guide shows you how to auto‑engage leads within seconds, keep messaging costs low, and drive faster conversions, all from a single, automated trigger.
TABLE OF CONTENTS
- What is the WhatsApp Workflow Trigger: Click‑to‑WhatsApp Ads & Facebook Page CTA?
- Key Benefits of WhatsApp Workflow Trigger
- Click‑to‑WhatsApp Ads / Page CTA Trigger
- Filter by Ad or Post (Action Filter)
- How To Set Up WhatsApp Workflow Trigger
- What are Free Entry Point Messaging
- Frequently Asked Questions
What is the WhatsApp Workflow Trigger: Click‑to‑WhatsApp Ads & Facebook Page CTA?
The WhatsApp Workflow Trigger automatically fires a workflow the instant someone reaches out via a Meta Click‑to‑WhatsApp ad or the WhatsApp button on your Facebook Page.
When a prospect taps your ad or page call‑to‑action, HighLevel receives the incoming WhatsApp message, opens a conversation, and launches any workflow you’ve attached to this trigger—no manual monitoring required. By meeting prospects while intent is high, you shorten the sales cycle and boost the return on every ad dollar.
Key Benefits of WhatsApp Workflow Trigger
The trigger’s biggest value lies in speed and scale. Instead of waiting for a human reply, every lead receives the right response right away, keeping your brand top‑of‑mind and conversation costs under control.
- Instant Lead Engagement: Prospects get an immediate reply, increasing the likelihood they stay in the chat.
- Cost‑Efficient Messaging: 72 hours of free messaging (both free‑form and template) unlock when you respond within 24 hours, saving budget on follow‑up.
- Seamless Follow‑Up: Automatically tag, assign, and nurture leads with smart workflow actions—no manual tasks slipping through the cracks.
Click‑to‑WhatsApp Ads / Page CTA Trigger
This sub‑feature is the heartbeat of the trigger, detecting every inbound message that originates from a Meta Click‑to‑WhatsApp ad or your Facebook Page’s WhatsApp button.
- Launches the workflow the moment the WhatsApp message arrives.
- Maintains context by passing Ad ID & Campaign names into custom fields.
- Bridges the gap between ad engagement and personalized messaging so you never miss a warm lead.
Filter by Ad or Post (Action Filter)
Filters let you fine‑tune which ad interactions should (or should not) fire your automation, giving you granular control over campaign‑specific workflows.
Ad ID / Post ID / URL Filters: Restrict the trigger to one specific promotion.
Headline & Source‑Type Filters: Further narrow activations by ad headline or Meta surface.
Segment messaging paths based on campaign goals without cloning entire workflows.
How To Set Up WhatsApp Workflow Trigger
Proper configuration is critical—one missed filter can prevent a workflow from firing. Follow these steps for a rock‑solid setup. This workflow trigger activates when a customer using an Android or iOS device messages you via:
A Click-to-WhatsApp Ad
A Facebook Page Call-to-Action (CTA) button
This interaction opens a free entry-point conversation as long as you respond within 24 hours.
Step 1: Go to Automation > Add new Trigger > Click to WhatsApp Ads
Click Add New Trigger and select Click‑to‑WhatsApp Ads.
Step 2: Add filters > Ad / Post Id > Ad / Post URL
Apply Ad ID, Post ID, URL, Headline, or Source‑Type filters to limit which campaigns activate the workflow.
Please Note: Add desired workflow actions, e.g., Send WhatsApp Message, Assign to Pipeline Stage, Add Tag, or Webhook. Now you can save the workflow and get started.What are Free Entry Point Messaging
A free entry point conversation is opened if (1) a customer using a device running Android or iOS messages you via a Click to WhatsApp Ad or Facebook Page Call-to-Action button and (2) you respond within 24 hours. Suppose you do not respond within 24 hours. In that case, a free entry point conversation is not opened and you must use a template to message the customer, which opens a marketing, utility, or authentication conversation, per the category of the template.
The free entry point conversation is opened as soon as your message is delivered and lasts 72 hours. When a free entry point conversation is opened, it automatically closes all other open conversations between you and the customer, and no new conversations will be opened until the free entry point conversation expires.
Once the free entry point conversation is opened, you can send any type of message to the customer without incurring additional charges. However, you can only send non-template messages if there is an open customer service window between you and the customer.
For example, if the customer messages you via a Click to WhatsApp Ad at 10 am and you respond via a template message at 10pm the same day:
- The free entry point conversation starts at 10 pm and lasts 72 hours.
- You can send template messages at no charge in those 72 hours.
- You can send non-template messages until 10 am the next day, at which point the customer service window closes, as it is independent of the free entry point conversation (if the customer messages you again, however, it opens another 24-hour customer service window in which you can send any type of message).
Frequently Asked Questions
Q. What is the Click-to-WhatsApp Ads workflow trigger?
This trigger activates a workflow when a user clicks a Click-to-WhatsApp Ad or a Facebook Page CTA button and sends you a message using their Android or iOS device. It's ideal for automating responses to high-intent leads.
Q. How do I configure the Click-to-WhatsApp Ads workflow trigger?
Follow these steps:
Step 1: Go to Automation > Add New Trigger > Click to WhatsApp Ads
Step 2: Apply optional filters (Ad/Post ID, URL, Headline, Source Type)
Step 3: Save your trigger and add your desired actions (e.g., send message, assign contact)
Q. What are Free Entry Point Conversations?
A Free Entry Point Conversation is a special WhatsApp session initiated when:
- A customer clicks on a Click-to-WhatsApp Ad or Facebook CTA
- You respond within 24 hours
When this happens:
- The conversation is free (no messaging fees)
- It lasts 72 hours from when your message is delivered
- All other conversations are closed, and no new ones start until this session expires
Q. How are conversations charged under this trigger?
If you respond within 24 hours of the customer's initial message:
A free entry point conversation is opened
You won’t be charged for sending messages (including templates) during this 72-hour period
If you respond after 24 hours:
No free session is initiated
You'll need to use a paid template message to re-engage
Q. Can I send template and non-template messages under this trigger?
Yes, but it depends on timing:
Within 24 hours of the customer’s message, you can send free-form (non-template) messages
After 24 hours: Only template messages are allowed unless the customer sends another message (which resets the 24-hour customer service window)
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