Breadcrumbing: Ad Manager x WhatsApp & Social Planner

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👀 What’s New?

  • Introduced inline ad creation breadcrumbs within WhatsApp and Social Planner modules to enable seamless ad creation directly from Ad Manager.
  • Added new “Create Engagement Ad” and “Run as Ad” buttons across respective modules to assist users in initiating ad campaigns with pre-filled data and fewer steps.
  • Implemented redirect modals and subscription gating to guide users through Ad Manager access and setup.
  • Enhanced onboarding for non-Ad Manager users by highlighting benefits and upgrade CTAs.

👷 How It Works

  1. WhatsApp > Create Engagement Ad
  • A new “Create Engagement Ad” button is now available beside the “Add Number” button under Phone Numbers in the WhatsApp > Numbers tab.

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  • When clicked:
  1. A redirect confirmation modal appears, and by clicking Continue, users are taken to Ad Manager.

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  1. The campaign creation modal opens with:
  • Objective pre-selected as “Engagement”
  • Destination set as WhatsApp
  • Users can then continue to configure creatives, audience, and budget.
  1. If the user does not have Ad Manager activated:

A subscription prompt appears, displaying benefits and an option to Connect Ad Manager.

  1. Social Planner > Run as Ad
  • Added “Run as Ad” as a contextual option across multiple Social Planner views:
  1. Planner View – accessible from the post’s three-dot (⋮) menu.

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  1. Content > Approval Tab – appears in the post action menu for scheduled or pending approval posts.

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  1. Post Details Sidebar – visible near the post status badge (e.g., “Published” or “Scheduled”).

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  • Supported post statuses:
  1. Published, Scheduled and In Review
  • Supported platforms:
  1. Facebook and Instagram
  • Flow:
  1. User clicks Run as Ad > a redirect confirmation modal appears.

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  1. On clicking Continue, users are redirected to Ad Manager. Users can then select the ad platform (Google or Meta).
  2. They can proceed to build their campaign with the post’s media and caption pre-filled in the campaign setup modal.
  • Social posts containing only media (without a caption) are still supported, but the ad text fields are not pre-filled and remain editable.

🌟 Why It Matters

  • Simplifies campaign creation by embedding ad entry points directly into popular marketing and communication tools like Social Planner and WhatsApp.
  • Improves discoverability of Ad Manager, showcasing its capabilities within context.
  • Reduces steps for marketers by enabling one-click transitions from organic posts or WhatsApp setups to paid campaign creation.
  • Helps drive Ad Manager adoption by surfacing relevant CTAs and educational breadcrumbs where users are most active.

📝 Notes

  1. “Run as Ad” button on the Social Planner screen supports only posts with statuses: Published, Scheduled, or In Review.
  2. Not available for Recurring or Draft posts.