Practical Guide

Generate Leads and Boost Sales with WhatsApp Ads: A Practical Guide to WhatsApp Advertising

Gabriella
March 12, 2024

Looking to generate more leads using WhatsApp ads? This first-hand guide explains WhatsApp ads, why they are useful for lead generation and WhatsApp advertising benefits by industry. We’ll also walk you through setting it up using the WhatsApp Business App and Meta Ads Manager and how to manage WhatsApp ad conversations intelligently using respond.io.

What Are WhatsApp Ads?

WhatsApp ads are advertisements on Facebook and Instagram with a Send message button that directs potential customers to chat with a business on WhatsApp. Note that they are not ads on WhatsApp, as Meta has not allowed advertising on WhatsApp.

WhatsApp ads are advertisements on Facebook and Instagram with a Send message button that directs potential customers to chat with a business on WhatsApp. Note that they are not ads on WhatsApp, as Meta has not allowed advertising on WhatsApp. Ads that click to WhatsApp can be shown in various places on Facebook and Instagram, including Facebook Stories, News Feed, Marketplace, Video Feeds, Right Column, Messenger Inbox, Instagram Feed and Instagram Stories.
WhatsApp Advertising: How it looks

Ads that click to WhatsApp can be shown in various places on Facebook and Instagram, including Facebook Stories, News Feed, Marketplace, Video Feeds, Right Column, Messenger Inbox, Instagram Feed and Instagram Stories. Let’s look at how they work below.

WhatsApp Ad: How Does it Work?

When leads click on the ad on their phone, they are taken directly to their WhatsApp app inbox to start a conversation with your business. Conversations initiated through a WhatsApp ad come with a pre-filled message stating, I saw this on Facebook, which can be edited or removed, along with a link to the ad.

Leads may also opt to send a custom message instead. Most importantly, these conversations become visible to businesses only after leads have sent a message, indicating their consent and interest– also known as opt-in.

When leads click on the ad on their phone, they are taken directly to their WhatsApp app inbox to start a conversation with your business. Conversations initiated through a WhatsApp ad come with a pre-filled message stating, I saw this on Facebook, which can be edited or removed, along with a link to the ad.  Leads may also opt to send a custom message instead. Most importantly, these conversations become visible to businesses only after leads have sent a message, indicating their consent and interest– also known as opt-in. Once leads have opted in, you can message them back with qualifying questions. Since the lead has taken the first step to message you and is at the peak of interest, replying immediately maximizes the opportunity for conversion.  For businesses unable to have someone available at all times, connecting WhatsApp to an AI-powered customer conversation management software offers a solution by enabling automatic lead qualification. We’ll discuss more on this later. Despite the need for having agents ready to engage, Ads that click to WhatsApp offer significant benefits over traditional lead-generation efforts
WhatsApp advertising: How click-to-WhatsApp ads work

Once leads have opted in, you can message them back with qualifying questions. Since the lead has taken the first step to message you and is at the peak of interest, replying immediately maximizes the opportunity for conversion.

For businesses unable to have someone available at all times, connecting WhatsApp to an AI-powered customer conversation management software offers a solution by enabling automatic lead capture and qualification. More on this later.

Despite the need for having agents ready to engage, Ads that click to WhatsApp offer significant benefits over traditional lead-generation efforts. Read on to find out why you should use WhatsApp Ads for lead generation.

WhatsApp Ad: Why Use WhatsApp Ads?

WhatsApp is the world’s most popular messaging app. Although WhatsApp Ads are not placed directly on WhatsApp, they leverage the extensive reach of Facebook and Instagram, offering leads a flexible way to initiate chats with businesses on their preferred app.

This approach is a significant shift from traditional B2B advertising, which often relies on ads that funnel leads to a contact form to gather emails or phone numbers. This method is prone to high drop-off rates due to lengthy forms and privacy concerns, not to mention the risk of inaccurate contact details leading to lost follow-up opportunities.

WhatsApp Ads address these challenges by eliminating the need for a contact form, thereby enhancing lead capture accuracy and reducing drop-off rates.

WhatsApp is the world’s most popular messaging app. Although WhatsApp Ads are not placed directly on WhatsApp, they leverage the extensive reach of Facebook and Instagram, offering leads a flexible way to initiate chats with businesses on their preferred app.  This approach is a significant shift from traditional B2B advertising, which often relies on ads that funnel leads to a contact form to gather emails or phone numbers. This method is prone to high drop-off rates due to lengthy forms and privacy concerns, not to mention the risk of inaccurate contact details leading to lost follow-up opportunities. WhatsApp Ads address these challenges by eliminating the need for a contact form, thereby enhancing lead capture accuracy and reducing drop-off rates. Conversations start directly in WhatsApp, creating a more engaging, fast-paced communication environment. This immediacy is critical when chatting with leads ready to make decisions, as it gives businesses a direct influence on their choices at critical moments.  Furthermore, the instant nature of messaging on apps like WhatsApp leads to quick replies and enables a smoother and faster lead progression through the sales funnel compared to the slow response times associated with traditional email-based campaigns.
WhatsApp advertising: Why use WhatsApp Ads for lead generation

Conversations start directly in WhatsApp, creating a more engaging, fast-paced communication environment. This immediacy is critical when chatting with leads ready to make decisions, as it gives businesses a direct influence on their choices at critical moments.

Furthermore, the instant nature of messaging on apps like WhatsApp leads to quick replies, enhancing the lead progression through the sales funnel. This is significantly faster compared to the slow response times often seen in traditional email-based campaigns.

Now that you know why you should leverage WhatsApp ads, we’ll show you how to set up a WhatsApp ad.

WhatsApp Advertising: Setting Up a WhatsApp Ad

You can create click to WhatsApp ads in one of two ways: through the WhatsApp Business App or Meta Ads Manager. Before setting up a click to WhatsApp ad, you need to:

Then, follow the instructions below to set up your ad. First, we’ll show you how to create ads on the WhatsApp Business App, then Meta Ads Manager.

How to Create a WhatsApp Ad on The WhatsApp Business App

If you’re using an Android phone in select regions, you can create WhatsApp ads without a Facebook Page using your email address. Similar to creating ads with a Facebook account, these ads will appear on Facebook and Instagram. To create an ad on the WhatsApp Business app with a Facebook account, follow the steps below.

1. Tap Advertise in the Settings tab of your WhatsApp Business App

2. Select a photo from your gallery or phone, catalog item or status to advertise. Note that while you can advertise multiple photos and catalog items at a time, the items you want to advertise must be approved.

3. Tap Continue to Facebook.

If you’re using an Android phone in select regions, you can create WhatsApp ads without a Facebook Page using your email address. Similar to creating ads with a Facebook account, these ads will appear on Facebook and Instagram. To create an ad on the WhatsApp Business app with a Facebook account, follow the steps in this blog.
Creating Whatsapp Ads on WhatsApp Business App

4. Insert Ad text and set your audience, ad placement, daily budget and duration.

5. Add payment method and information. Then complete payment for the ad.

6. Review the Ad and tap Create Ad.

Once approved, your ad will be placed on the channel you’ve selected. Now that you know how to set up WhatsApp ads on WhatsApp Business App, we’ll show you how to create ads on Meta Ads Manager.

How to Set Up a WhatsApp Ad on Meta Ads Manager

To create ads that click to WhatsApp from Meta Ads Manager, go to Ad creation within the Ads Manager.

1. Choose Engagement as your WhatsApp advertising campaign objective.

1. Choose Engagement as your WhatsApp advertising campaign objective.
WhatsApp advertising: Choose Engagement as your campaign objective

3. Edit the campaign name and select a category in the Special Ad categories to declare if your ads are related to credit, employment or housing or about social issues like elections or politics.

3. Edit the campaign name and select a category in the Special Ad categories to declare if your ads are related to credit, employment or housing or about social issues like elections or politics.
Edit the campaign name and select a category if applicable

You may also set up an A/B test to understand which ad strategies give you the best long-term results. This will save you money, as you’ll avoid spending your budget on low-performance ads. Then, click Next.

4. Choose Messaging apps as your conversion location. This will drive traffic to Messenger, Instagram and WhatsApp.

4. Choose Messaging apps as your conversion location. This will drive traffic to Messenger, Instagram and WhatsApp.
WhatsApp ads: Choose Messaging apps as your conversion location

5. Select a Facebook Page you want to create the ad for. Then, choose the channel you want to direct chats to. Note that you can select multiple messaging channels for each ad.

5. Select a Facebook Page you want to create the ad for. Then, choose the channel you want to direct chats to. Note that you can select multiple messaging channels for each ad.
Select a Facebook Page and preferred messaging channels

6. Set the ad budget, schedule, audience and placements. Then, click Next.

6. Set the ad budget, schedule, audience and placements. Then, click Next.
WhatsApp advertising: Set the ad budget, schedule, audience and placements

7. Select the Create Ad option under Ad setup to create a new advertisement. Then, choose the ad format to structure your ad. You can opt for a single image or video. Alternatively, create a carousel ad with 2 or more scrollable images.

7. Select the Create Ad option under Ad setup to create a new advertisement. Then, choose the ad format to structure your ad. You can opt for a single image or video. Alternatively, create a carousel ad with 2 or more scrollable images.
Create a new advertisement

8. Add images or video for your ad. The media you add will be automatically cropped but you can manually edit them. Note that visuals play a crucial role in digital advertising. They should grab viewers' attention within the first three seconds to ensure your ad doesn't get overlooked.

8. Add images or video for your ad. The media you add will be automatically cropped but you can manually edit them. Note that visuals play a crucial role in digital advertising. They should grab viewer's attention within the first three seconds to ensure your ad doesn't get overlooked.
WhatsApp ads: Add images or video

9. Insert the primary text, write a short headline and add an optional description to tell your audience what the ad is about.

9. Insert the primary text, write a short headline and add an optional description to tell your audience what the ad is about.
Insert Ad text

10. Create a message template based on your goals. To greet customers with a welcome message and display a list of FAQs, use the Start Conversation template. To collect information for lead qualification, appointment booking and more, use the Automated chat template.

10. Create a message template based on your goals. To greet customers with a welcome message and display a list of FAQs, use the Start Conversation template. To collect information for lead qualification, appointment booking and more, use the Automated chat template.
WhatsApp ad: Create a message template

11. Add a reference to track where your leads are coming from. Use the format ref=yourreference. You should use a unique reference for each campaign.

11. Add a reference to track where your leads are coming from. Use the format ref=yourreference. You should use a unique reference for each campaign.
Add a reference to track where your leads are coming from

Once you're satisfied with the ad content and setup, click Publish to launch the ad.

Meta Advertisement Review Process

According to Ahmed Nassar, respond.io’s Technical Product Manager, Meta's advertisement review process involves rigorous evaluation to ensure they adhere to Meta's guidelines. Advertisers should avoid promoting items prohibited under these policies, as non-compliance will lead to the discontinuation of the ad.

Now that you have your ad in place, make sure you’re using the right solution to handle all the new leads. To manage conversations at scale and generate revenue with WhatsApp, get a WhatsApp API account and connect it to a robust software like respond.io.

Before that, let’s look at how WhatsApp Ads can benefit certain industries.

WhatsApp Advertising: Industry-Specific Benefits

Companies across various sectors have seen advantages from using click to WhatsApp ads. Below, we’ll look at some ways four industries can benefit from WhatsApp Ads.

Click to WhatsApp Ads for Education

Facebook and Instagram, popular across age groups, enable educational institutions to reach a broad audience effectively. Leveraging WhatsApp ad audience segmentation capabilities, institutions can connect their diverse offerings with the right demographic. For example, universities can target young adults for undergraduate programs.

Click to WhatsApp Ads for Healthcare and Beauty

WhatsApp advertising empowers healthcare and beauty businesses to boost lead conversion by streamlining service promotion and enabling instant consultations and appointment bookings directly through WhatsApp.

This approach allows businesses to capture and convert leads faster by facilitating immediate actions with minimal human intervention, thus streamlining the customer journey from the first point of contact to booking.

Click to WhatsApp Ads for Real Estate

Real estate agents can use WhatsApp ad to advertise their latest properties and quickly connect with interested parties. They can use WhatsApp to respond promptly to inquiries, offer virtual property tours or schedule in-person visits.

This reduces the time from initial interest to action, helping agents convert leads into appointments and, ultimately, sales more effectively.

Click to WhatsApp Ads for Automotive

Automotive enterprises can leverage WhatsApp ads for various strategic purposes. Once potential customers initiate contact, dealerships can provide comprehensive details regarding vehicle models, their availability, pricing and financing alternatives.

For businesses looking to leverage WhatsApp ads, Ahmed Nassar, a Technical Product Manager at respond.io, emphasizes a crucial strategy that can be applied across all industries:

"It's essential to start with a clear business objective and craft a tailored workflow to reach that goal. This workflow might need adjustments based on specific factors like your target audience or geographical location. However, with the precision of A/B testing, it’s possible to refine your approach and secure campaign success."

Taking WhatsApp Ad to the Next Level with Respond.io

Respond.io is an AI-powered customer conversation management software provider that aims to help businesses generate leads and enable sales conversions through conversations.

It has successfully helped businesses worldwide gain more qualified leads, improve sales conversions and achieve a high degree of customer satisfaction. Below, we’ll explore four quick wins of using WhatsApp Ads with respond.io.

Automate Appointment Booking

Businesses reliant on appointment scheduling can significantly save agents time by automating the booking process. You can use respond.io Workflows to integrate WhatsApp with the calendar app your sales team uses.

Businesses reliant on appointment scheduling can significantly save agents time by automating the booking process. You can use respond.io Workflows to integrate WhatsApp with the calendar app your sales team uses. Additionally, respond.io integrates natively with Make and Zapier, allowing you to build automation with thousands of apps without coding. If you are already using these softwares, integrate your apps seamlessly with WhatsApp for the best customer experience.
WhatsApp advertising: Automate appointment booking

Additionally, respond.io integrates natively with Make and Zapier, allowing you to build automation with thousands of apps without coding. If you are already using these softwares, integrate your apps seamlessly with WhatsApp for the best customer experience.

Collect Lead Information and Answer Questions with AI Agent

Responding to leads promptly increases your chance of converting them into sales. However, most companies don’t have the resources to handle high volumes of conversation. This is where automation and AI come in.

Responding to leads promptly increases your chance of converting them into sales. However, most companies don’t have the resources to handle high volumes of conversation. This is where automation and AI come in. With respond.io’s Workflow automation builder, you can build an AI agent to answer questions and collect lead information. You can also use the AI Agent Builder to configure your AI Agent through interactive conversations. This ensures the AI Agent is perfectly tailored to meet your operational needs and desired outcomes.
AI Agent: Build your AI Agent to achieve business goals

With respond.io’s Workflow automation builder, you can build an AI agent to answer questions and collect lead information. You can also use the AI Agent Builder to configure your AI Agent through interactive conversations. This ensures the AI Agent is perfectly tailored to meet your operational needs and desired outcomes.

Converse Intelligently with Respond AI

With respond.io, agents don’t have to put in too much effort or spend too much time replying to leads, as they can use AI Assist to generate responses to customer messages automatically.

With just a click, the AI crafts replies based on the knowledge sources you provide, ensuring each response is relevant and contextually appropriate.

With respond.io, agents don’t have to put in too much effort or spend too much time replying to leads.  Agents can use AI Assist to generate responses to customer messages automatically. With just a click, the AI crafts replies based on the knowledge sources you provide, ensuring each response is relevant and contextually appropriate. Additionally, with AI Prompts, agents can effortlessly translate messages into over 90 languages, ensuring effective communication across borders. They can also make communication more precise by adjusting the message tone and correcting spelling and grammar mistakes. By using these tools to create great experiences, you increase the likelihood of conversions.
Reply to WhatsApp advertisement chats with AI Agent

Additionally, with AI Prompts, agents can effortlessly translate messages into over 90 languages, ensuring effective communication across borders.

They can also make messages more precise by adjusting the tone and correcting spelling and grammar mistakes. By using these tools to create great experiences, you increase the likelihood of conversions.

Reengage Leads Anytime with Message Templates

So you’ve captured a lead and added them to your WhatsApp contact list. What next? Instead of waiting for contacts to message you, you can proactively engage them. WhatsApp allows WhatsApp API users to initiate conversations with contacts, but these can only be done with a message template.

Message templates have to be pre-approved by WhatsApp before they can be used. As a WhatsApp partner, respond.io allows you to create, submit your message templates for approval, and manage and send all your WhatsApp Message Templates on the platform.

Respond.io unlocks the power of WhatsApp ads to provide a variety of benefits. By generating leads and moving them down your sales funnel quickly, you can capture them while interest is high and use this opportunity to convert them into customers.

Then, you can provide customer experiences with efficient and proactive service to build customer loyalty and grow your business. Interested? Sign up for a free respond.io trial and get access to the official WhatsApp API in just minutes.

Further Reading

Did you find this article helpful? If so, here are some readings on WhatsApp for Business.

Gabriella
Content Writer
Gabriella is a Content Writer at respond.io, specializing as the team’s go-to authority for WhatsApp since 2022. Her profound knowledge of messaging apps, the SaaS industry and customer behavior makes her articles indispensable guides for tech-savvy businesses.
Tags
Copied to Clipboard!

Ready to get started? ✨

  • Unlock the power of respond.io to grow sales and delight customers.
  • 7-day free trial
  • No credit card required
  • Cancel anytime
Sign Up Free
  • Experience a personalized demo with us
  • Discover why 10,000+ businesses choose us
Book a Demo