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Meta Ads

The Ads page pulls campaign structure, ad creatives and daily performance from your organization's Meta ad accounts into ConnectGain, and traces each Meta lead and conversation back to the ad that produced it.

The integration is read-only. It never creates, edits, pauses or spends against an ad account.

Sending conversions back to Meta is a separate, opt-in feature: Settings → Features → Meta conversions. It uses its own dataset ID and access token, and sends Conversions API events when a deal enters a stage you choose.

Early access. The Ads page is switched on per organization. If it shows as locked in your sidebar, contact support to have it enabled.

Meta Ads reporting inside ConnectGain Meta Ads reporting inside ConnectGain Meta Ads reporting inside ConnectGain.

What you see

  • Campaigns, ad sets and ads with their status, a targeting summary and the creatives.
  • Daily performance per ad, campaign and account: impressions, clicks, spend, click-through rate and messaging conversations started.
  • Spend in your own currency. Meta reports in the ad account's currency; ConnectGain converts each day's spend at that day's rate, so a three-month report is not restated at today's rate. Where no rate is available the page says so, and an account can carry a manual fallback rate in the Accounts tab.
  • Click-through rate is computed over the whole window (clicks ÷ impressions), never averaged from daily rates, so it matches Ads Manager.
  • Cost per message — spend ÷ messaging conversations started, the click-to-message metric Ads Manager shows as "Messaging conversations started".
  • Per-campaign outcomes — leads, deals, won, lost and revenue, from the conversations and deals attributed to each campaign.

Connecting an ad account

  1. Open Ads and click Connect.
  2. Sign in with a Facebook account that has a role on the ad accounts you want to connect. The account needs access to the ad account itself in Business Settings.
  3. Tick the ad accounts to attach. Unticked accounts are not stored.

Connecting asks for two Facebook permissions: reading ads (campaign structure and insights) and business management (so ad accounts owned by a Business Manager are visible, not only personally-owned ones).

Access lasts about 60 days. The account list warns when a connection is within 7 days of expiring; Reconnect refreshes it in place and does not re-enable accounts you had paused.

Syncing

Click Sync on the Ads page. A sync covers the last 30 days by default; you can choose a window of up to 92 days. Re-syncing an overlapping window corrects those days rather than double-counting spend. One failing ad account does not stop the others — its error shows on the account row, with "reconnect this ad account" when access was revoked.

There is no automatic nightly sync yet.

Which ad started a conversation

Every conversation that came from an ad carries an attribution card — in the inbox contact panel and on the deal — showing the campaign, the ad and how the link was decided:

  1. Meta's referral (highest confidence). Click-to-message ads stamp the conversation with the ad that was clicked, on WhatsApp Cloud, Messenger and Instagram. WhatsApp Lite never receives a referral.
  2. First-message match. Without a referral, the customer's first message is compared with the prefilled text each click-to-message ad puts in the composer. When several ads share the same text, the one that was delivering impressions that day wins; if several were, the biggest spender is chosen and the card says plainly that the match was a guess between look-alikes. Very short openers such as "hi" are never matched.
  3. Manual. A correction made on the card outranks both and is never overwritten by a later scan.

Conversations that arrived before their ad was synced are attributed automatically after each sync.

Campaign tags and navigation

Attribution tags the conversation, and every deal of its contact, with a campaign-… tag, so a campaign can be filtered anywhere tags already work.

  • Campaign → records: on the campaigns table the leads and deals figures are links into the inbox and the deals board, filtered to that campaign. A link into the inbox shows every status, not only open threads — a campaign's lost leads are exactly what such a link is followed to see.
  • Record → campaign: the attribution card on a deal or in the inbox links back to that campaign's report, opened on that campaign alone over the last twelve months.

Notes and limits

  • Ads deleted in Ads Manager are kept with their last-known status so historical figures still add up.
  • Rates are recomputed from totals, never averaged from daily columns.
  • Budgets are shown in the ad account's currency and are not converted.
  • Ad-set-level daily performance is not shown yet.