Breadcrumbing: Ad Manager x WhatsApp & Social Planner

Modified on Fri, 17 Oct at 7:07 AM

What’s New?
  • Introduced 
    inline ad creation breadcrumbs
     within 
    WhatsApp
     and 
    Social Planner
     modules to promote seamless ad creation directly from Ad Manager.
  • Added new 
    "Create Engagement Ad”
     and 
    “Run as Ad”
     buttons across respective modules to help users start ad campaigns with pre-filled data and fewer steps.
  • Implemented 
    redirect modals
     and 
    subscription gating
     to guide users through Ad Manager access and setup.
  • Enhanced onboarding for non-Ad Manager users by highlighting benefits and upgrade CTAs.
How It Works
  1. WhatsApp > Create Engagement Ad
  • A new 
    “Create Engagement Ad” button
     is available beside the “
    Add Number
    ” button under 
    Phone numbers
     in the 
    WhatsApp > Numbers tab
    .
image
  • When clicked:
  1. redirect confirmation modal
     appears and on clicking Continue, users are taken to 
    Ad Manager
    .
image
  1. The 
    campaign creation modal
     opens with:
  • Objective pre-selected as “Engagement”
  • Destination set as WhatsApp
  • Users can then continue to configure creatives, audience and budget.
  1. If the user does not have Ad Manager activated:
subscription prompt
 appears, showing benefits and an option to 
Connect Ad Manager
.
  1. Social Planner > Run as Ad
  • Added 
    “Run as Ad”
     as a contextual option across multiple Social Planner views:
  1. Planner View
     – accessible from the post’s three-dot (⋮) menu.
image
  1. Content > Approval Tab 
    – appears in the post action menu for scheduled or pending approval posts.
image
  1. Post Details Sidebar
     – visible near the post status badge (e.g., “Published” or “Scheduled”).
image
  • Supported post statuses:
  1. Published, Scheduled and In Review
  • Supported platforms:
  1. Facebook
     and 
    Instagram
  • Flow:
  1. User clicks 
    Run as Ad 
    a redirect confirmation modal
     appears.
image
  1. On clicking 
    Continue
    , users are redirected to 
    Ad Manager
     > Users can then select the ad platform (
    Google or Meta
    )
  2. Proceed to build their campaign with the 
    post’s media and caption pre-filled
     in the campaign setup modal.
  • Social posts containing only media (no caption) are still supported with ad text fields not pre-filled but editable.
Why It Matters
  • Simplifies campaign creation
     by embedding ad entry points directly inside popular marketing and communication tools like Social Planner and WhatsApp.
  • Improves discoverability 
    of Ad Manager, showcasing its capabilities contextually.
  • Reduces steps for marketers by enabling 
    one-click transitions
     from organic posts or WhatsApp setups to paid campaign creation.
  • Helps drive 
    Ad Manager adoption
     by surfacing relevant CTAs and educational breadcrumbs where users are most active.
Notes
  1. “Run as Ad”
     button on the social planner screen, supports only posts with statuses: 
    Published, Scheduled or In Review
    .
  2. Not
     available for 
    Recurring
     or 
    Draft
     posts.

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