AdYogi became the first performance agency to use marketing messages on WhatsApp, accessed through Meta Ads Manager
Discover how the pioneering agency bypassed saturated traditional remarketing loops by delivering premium, targeted offers directly into opted-in customer lists using integrated Meta tools.
Key Campaign Takeaways
- 98% Open Rate Benchmark: Direct messaging bypasses saturated email folders and standard feed banners, reaching customers immediately.
- 5.2x CTR vs Traditional Channels: Customers interacting directly with messaging formats show higher clicks and intent actions.
- Meta Advantage+ Placements: Allows budget optimization algorithms to prioritize top-converting placements side-by-side with Instagram and Facebook ads.
Circumventing Audience Saturation Limits
As digital ad impressions continue to spike, retargeting fatigue limits standard campaign effectiveness. Social feed bids grow increasingly competitive, driving up Customer Acquisition Costs (CAC). AdYogi solved this for their clients by establishing a unified direct-to-chat placement, giving their brands a brand-new, premium channel to connect with opted-in users directly.
Interactive Direct-to-Chat Performance Preview
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AdYogi decided to make marketing messages on WhatsApp, accessed through Ads Manager, a key placement alongside its clients’ regular approach of ads on Facebook and Instagram, so clients could add marketing messages to their performance media mix without additional technical setup.
"We didn’t just treat marketing messages on WhatsApp as an experiment for one or two of our clients. We decided to build an onboarding process that we made available to all our head and torso clients, which made it easy to add marketing messages as an additional placement alongside ads on Facebook and Instagram."
Rohin Mittal
Director, AdYogiHow to Set Up WhatsApp Marketing Messages in Ads Manager
WhatsApp Marketing Messages allow businesses to send promotional and engagement-focused messages to customers who have opted in. Follow the steps below to configure your deployment pipeline.
Before You Begin: Prerequisites
- 1 You have a WhatsApp Business Account (WABA).
- 2 Your WhatsApp subscriber list is connected to your Business Manager account.
- 3 Customers in your list have opted in to receive marketing messages.
- 4 If working with an agency, add the agency as a partner to your WhatsApp Business Account.
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Journey Step 01
Add or Create a WhatsApp Business Account
Navigate to the Account Overview section in Ads Manager and begin onboarding. You can choose from two configuration paths:
Option A: Use Existing WABASelect your existing WhatsApp Business Account from the dropdown. If it does not appear, contact your Business Solution Provider (BSP) to complete migration before restarting.
Option B: Create a New WABACreate a new WhatsApp Business Account directly. Select your Facebook Page to pre-fill info, enter your number, complete display verification, and verify the line.
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Journey Step 02
Build Your Marketing Messages Audience
A strong audience is essential for campaign performance. Meta recommends uploading all customers who have consented to receive marketing messages. You can build your audience in three ways:
Option 1: Sync Existing WhatsApp ContactsImport contacts from an existing WhatsApp Business Account using Cloud API integrations.
Option 2: Enable Automatic Future UploadsTurn on automatic inclusion of future customer list uploads directly into your active Marketing Messages audience pool.
Option 3: Upload a Customer CSV FileUpload a CSV with subscriber phone numbers. Include country codes for every number and add an
add_mm_audiencecolumn.phone,country,add_mm_audience
919999999999,IN,1 -
Journey Step 03
Add Agency Partners (Optional)
If an agency will manage campaigns on your behalf:
Add the agency partner identification parameters during onboarding setup phases.Alternatively, configure partner assignments later through Business Settings under WhatsApp Business Account permissions.Onboarding and audience setup must be fully finalized before granting external campaign access. -
Journey Step 04
Select an Eligible Campaign
Choose an existing retargeting campaign or set up a new campaign where you want to activate WhatsApp Marketing Messages:
A: Modify Existing CampaignModify or duplicate an active retargeting campaign. Enable WhatsApp Marketing Messages as an additional placement. Keep existing feed placements active to maximize delivery.
B: Create New CampaignLaunch a new Sales or Traffic campaign. Set Website or Mobile App as destinations, choose Link Clicks/Conversions, and add the WhatsApp Messages placement.
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Journey Step 05
Create and Publish Your Marketing Message
Add promotional content, write concise, engaging copy, and upload self-explanatory media files. Personalize text variables and trigger launch.
Hi Sarah, enjoy 20% off your next purchase this weekend. Shop now and save before Sunday!Shop now and saveAlternative (Create Campaign From Scratch): Setup Sales or Traffic objectives targeting your Website or Mobile App, set performance goals (Link Clicks or Conversions), apply audience controls, add your creative elements, and publish. -
Journey Step 06
Track Performance and Optimize
After launching your campaign, monitor delivery data and tracking KPIs inside Ads Manager to constantly optimize future results:
Delivered99.4% Marketing Messages DeliveredAvg. CPC$0.015 Cost per Message DeliveredRead Rate98.1% Subscribers Message Open IndexAvg. CTR24.5% Click-Through Rate RatioContinuous Evaluation & Optimization Strategy: If your Read Rate drops below 85%, adjust template header copy hooks immediately. If CTR trends below 15%, optimize template button action copy variables and landing page loading rates dynamically.
Best Practices for Better Results
Upload All Opted-In Customers
Provides Meta's underlying machine learning algorithm with maximum audience parameters. Greater baseline numbers improve matching profiles.
Avoid Early Segmentation
Avoid segmenting or splitting customer data lists early in the upload stage. Let Meta's optimization pipeline handle segmentation dynamically.
Keep Messages Short and Focused
Keep the promo copy short and focused. Ensure your primary core offer details sit elegantly within the first five lines of the layout.
Use Integrated CTA Buttons
Utilize integrated quick-action template buttons instead of sending raw, unstructured web link addresses inside message text blocks.
Conclusion
Setting up WhatsApp Marketing Messages involves connecting a WhatsApp Business Account, building an audience of opted-in customers, enabling WhatsApp as a placement in Ads Manager, creating message creatives, and continuously optimizing performance through campaign insights. When implemented correctly, it can help businesses re-engage customers, drive conversions, and improve marketing ROI.
Drive Better Marketing Results with AdYogi
Our comprehensive setup workflows and automated integrations help you deploy and monitor high-converting direct-to-chat WhatsApp messages seamlessly inside Ads Manager.
Deploy WhatsApp Marketing



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