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How to install the Meta Ads integration

Connect your Meta advertising campaigns with charles to unlock powerful insights and automate audience management for better WhatsApp marketing performance.

Updated this week

Features

Full funnel insights: Track your Click-to-WhatsApp ad performance from start to finish. Monitor your complete customer journey—from ad spend and clicks to WhatsApp conversation starts and final conversions. Use these comprehensive insights to optimize your ad campaigns and maximize ROI.

Custom audience sync: Automatically sync your charles customer segments with Meta custom audiences. This powerful feature enables:

  • Lookalike audiences based on your best WhatsApp subscribers

  • Custom targeting for more precise ad delivery

  • Retargeting campaigns using your existing customer data

How to install the Meta Ads integration

Note: This integration is currently available by request only. Contact our support team to enable it for your account.

Go to Integrations > Available Apps.

Click Install on "Meta Ads".

Click Continue with Facebook to link your Meta Ads account with charles.

Review and approve the permissions that charles needs to access your Meta data.

Once complete, the integration will appear in your Connected tab.

Technical details

charles requires the following Meta permissions to function properly:

  • ads_read - Access your ad performance data and insights

  • ads_management - Sync audiences and manage campaign targeting

These permissions allow charles to aggregate your Meta ad data with WhatsApp analytics for comprehensive reporting.


Need help? Contact our support team for assistance with setup or to request access to this integration.


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