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.
Custom audience sync
Pre-requisite: Create a custom audience
If you already have a custom audience that you want to re-use, you can skip this step.
To use the custom audience sync, you first need to create a custom audience on Meta. It needs to be a custom audience of type customer list.
Steps to create a custom audience
Click create audience and select "Custom audience"
3. You'll be prompted to select the audience source. Select "Customer list"
4. Download and upload the template. The template only contains example contacts, so the audience will be empty at the end of the process. Once you connect the audience to a charles segment, charles will replace the audience with actual contacts.
5. We recommend naming the audience similar to the audience in charles. You might also have naming conventions for audiences that you want to apply
6. We recommend adding a description such as Synced from charles' Meta Ads integration. so that other users in the Ads manager understand how it's being filled.
7. Click "Next" and then "Import and create". Now you can connect the charles audience with the newly create Meta audience.
Connecting the charles audience with your Meta custom audience
Go to Integrations > Meta Ads
Select the segment or contact list on charles that you want to sync
Select the Ad account and Custom audience that you want to sync
Save
Technical details
Be sure to choose a list or segment with more than 100 profiles: Meta requires a minimum of 100 profiles for creating a custom audiences
charles syncs custom audiences every 3 hours
Only contacts that match Meta users based on phone or email get synced. Therefore, the size of your segment or contact list on charles and the custom audience on Meta will not match exactly
Troubleshooting
Problem: "Meta custom audience" dropdown is empty
Possible reason | Solution |
No custom audience exists: You haven't created any custom audiences yet | Create a custom audience in Meta Ads Manager. Ensure it's created within the same ad account that you linked with charles. Follow Meta's guide to creating custom audiences. |
Wrong ad account selected: You created a custom audience, but it belongs to a different ad account than the one currently selected in charles | Switch to the correct ad account in charles that contains your custom audience, or create the audience in your currently selected ad account |
Missing permissions: charles doesn't have the necessary permissions to access your custom audiences | Grant the ad account connected to charles access to your custom audience:
|
Need help? Contact our support team for assistance with setup or to request access to this integration.