Essential steps to follow for successful CTWA setup

## Connect Meta Ads Manager to Gupshup Console

Access needed:

• Admin access to Facebook Business Manager (FBM)
• Access to any page owned by FBM
• Access to the ad account to run CTWA ads, owned by the FBM

## Add CTX Goals to User Journey

Best practices:

• Goal 1: Lead Best practice: Add this goal node as soon as the journey commences ie after the “Start Node”. CTX Lead goal is used to retrieve the phone number of the user.
• Goal 2: Deep Conversation Best practice: At the midpoint of the journey. For eg: If journey includes 4 user inputs, Deep Conversation to be added after the 2nd user prompt
• Goal 3: Qualified Lead Best practice: Add the goal node after the journey ends ie after the last user prompt. This helps in calculating the correct journey completion rate

## Convert User Journey to Ad Journey

## Connect CTWA Ads to Ad Journey under Click-to-chat ads module

Best Practices:

• Before clicking on “Manage Ads”, make sure the correct ad ID is being converted to a click-to-chat ad. Please compare the ad IDs before managing ads.
• As a best practice, run the FB preview link generated from Meta Ads Manager to check if the journey is working correctly and if the bot is portraying normal behaviour.

## Set-up retargeting

Best Practices:

• Please make sure that the WhatsApp template being used for retargeting does not contain any variables
• Please ensure that the option “Retarget after default free window” is left unchecked, otherwise it may incur a cost if retargeting messages are sent to users outside the 72-hour window