Nuvia sends conversion events to Meta (via the Conversions API, or “CAPI”) when a lead who came from a Click-to-WhatsApp ad moves through the stages of your Smart Funnel. This way, Meta learns which conversations turned into qualified leads or sales and starts optimizing ad delivery to bring in contacts more likely to convert.
Available on: All plans.
Who can do it: Account administrators.
How it works
The sync connects three points: the Click-to-WhatsApp ad (which brings the lead), the WhatsApp number that receives the conversation, and the Smart Funnel that runs the conversation. When a conversation moves to a stage that has a conversion event set up, Nuvia sends that event to the Meta dataset (in Events Manager) linked to that number.
The sync only happens when all of these conditions are met:
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The conversation came from a Click-to-WhatsApp ad.
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The conversation runs on the WhatsApp Cloud API (other channels don't send conversion events).
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The WhatsApp number has a linked dataset (step 1).
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The stage the conversation moved to has a conversion event set (step 2).
Step 1: Link a dataset to the WhatsApp number
The dataset is the “destination” in Meta that receives the conversion events. Each WhatsApp number has its own.
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In the side menu, on the profile icon, click the 3 dots and select “Settings”
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In the side menu, go to Apps > WhatsApp
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In the numbers table, find the Dataset ID (CAPI) column
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On the row of the number you want, click Link (or Change, if there's already a dataset)
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In the Available datasets menu, select an existing dataset from your Meta account (WABA) or click Create new dataset
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Confirm. Nuvia shows Dataset linked (or Dataset created and linked) and the dataset name appears in the column
While there's no dataset, the column shows Not linked. To remove the link, click the trash icon next to the dataset. Nuvia confirms with Dataset unlinked and stops sending events for that number.
Step 2: Set the conversion event for each stage
The event tells Meta what happened when the conversation reaches that stage. You set it up stage by stage, inside the Smart Funnel.
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In the side menu, go to Smart Funnels and open the agent you want
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Inside the agent/funnel, go to the “Funnel stages” tab
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On the stage that represents the conversion (for example, the qualified lead stage), click the 3 dots next to the stage card
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Click Conversion event
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Choose the event that best describes that stage
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Your choice is saved right away; to stop sending, repeat the process and select None
Available events
| Event (Nuvia) | When to use it |
|---|---|
| None | The stage sends no event (default) |
| Content view | Lead showed initial interest |
| Lead captured | Lead provided contact details |
| Qualified lead | Lead was qualified by the agent |
| Added to cart | Lead selected a product/service |
| Checkout started | Lead started the purchase process |
| Purchase completed | Deal closed / sale completed |