Create Ads Directly from WhatsApp and Social Planner

Your CRM now includes one-click shortcuts that let you turn WhatsApp conversations and social media posts into paid ads without navigating away from your current workspace. These shortcuts automatically pre-configure your ad settings, saving you time and reducing manual steps.

Benefits of Using Ad Creation Shortcuts

• Faster campaign setup: The ad objective, destination, media, and copy are pre-selected based on context.
• Increased visibility: Users without Ad Manager access see prompts to upgrade directly within their workflow.
• Seamless workflow: Move from organic content creation to paid promotion with a single click.
• Reduced errors: The correct campaign objective and channel are automatically applied for you.

Create Engagement Ads from WhatsApp

Convert a WhatsApp phone number into an engagement campaign directly from your settings.

• Location: Navigate to Settings > WhatsApp > Numbers tab. The button appears next to "Add Number".
• Pre-filled details: The CRM automatically sets the objective to "Engagement" and the destination to "WhatsApp". You can still edit the budget, audience targeting, and creative elements.
• Access requirements: Users without an Ad Manager subscription will see a modal prompting them to connect it. Users with Ad Manager but no connected ad account will see a "Connect Account" button.

Run Social Posts as Ads

Promote existing Facebook or Instagram posts without re-uploading assets.

• Location: Find the "Run as Ad" option in these locations:
  • Marketing > Social Planner > Planner tab: Click the three-dot menu on a post row
  • Marketing > Social Planner > Content tab > Approval tab: Click the three-dot menu on a post row
  • Marketing > Social Planner: Click on any post to view its details sidebar
• Supported posts: This feature works with Published, Scheduled, and In Review status posts. It does not work with Draft or Recurring posts.
• Process: Click "Run as Ad" > Confirm in the modal that appears > Choose between Google or Meta platforms > Your ad campaign opens with media and caption pre-filled (text-only posts remain editable).

Frequently Asked Questions

Q: Is there an additional cost to use these shortcuts?
A: No, the feature itself is free. However, your sub-account must have an active Ad Manager subscription or pay-as-you-go plan.

Q: Can I use "Run as Ad" for TikTok or LinkedIn posts?
A: Not currently. This feature only supports Facebook and Instagram posts.

Q: If I edit a post after turning it into an ad, will the ad update?
A: No. Changes made in Social Planner won't sync to the live ad. You must edit the creative directly within Ad Manager.

Q: Why don't I see the "Create Engagement Ad" button in WhatsApp?
A: Ensure you're on the Numbers tab and that WhatsApp is enabled for your location. Standard user permissions also apply.

Q: Can I skip the confirmation modal?
A: No. The modal prevents accidental navigation and confirms you're entering the Ad Manager workflow.