All topics
Get started8Account, team & permissions44Units & fields70Records, views & tasks39WhatsApp & Cortex Chat68Email & social27Lead ads & distribution38Automations52Documents & quotes32Dashboards40Cortex AI18Developers & API12
Help Center·448 guidesAll topicsContact support

Connect Meta Ads to show campaign names on chat clients

Connect your Meta account and select the ad accounts. After that, the campaign, ad set and ad name fill in for WhatsApp, Messenger and Instagram clients, usually within a minute.

5 min

This feature may not be turned on for your account yet — contact support to turn it on.

Before you start · 1 thing · for owners
A Meta account that can read your ad accounts
  • You need: Manage the Meta Ads connection
  • A Meta account with permission to read the ad accounts.

Steps

1
Open Settings → Meta Ads and press Connect Meta Ads.
2
Log in with your Meta account and approve the permissions.
You come back to Corteksa, and the connection shows with the status “Active”.
3
In Choose ad accounts, select the ad accounts your ads run on, and press Save.
Names start filling in for every ad that was captured before.
4
Watch the summary line: leads attributed, ads waiting for names, and ads unavailable.

Connection states

Status
What it means
What to do
Active
It works.
Nothing.
Needs reconnect
Meta revoked the login.
Connect again with the same account; the connection comes back with its ad accounts.
Disconnected
You disconnected it.
Connect again when you need it.

When names update

The ad’s name is requested as soon as the first client from it arrives, and it’s updated every night. Renaming the ad in Ads Manager changes the option on every record, without editing any record.

An ad is “Unavailable” when no connection can read it, such as an ad in an ad account you didn’t select, or a deleted ad. It’s retried every night for 30 days.

Disconnecting

Disconnecting deletes the saved login. Names that already arrived stay on the records.

If something goes wrong

What you see
Why
What to do
A message that Meta Ads isn’t available
The feature isn’t set up for your account.
Contact support.
The ad accounts don’t show
The connection needs reconnecting.
Connect again with the same account.
Many “Unavailable” ads
Their ad account isn’t selected.
Add the ad account and save.

A real example

Basma Clinics
The situation

Every WhatsApp client showed only the ad’s headline.

What they did
  1. The owner connected Meta Ads and selected two ad accounts.
The result

Within minutes, the campaign and ad set filled in for 312 earlier clients.

A made-up company, to show the idea. The numbers are rounded.

Good to know

A nightly update of up to 5000 ads per workspace.
The result of looking up an ad is kept for 24 hours.
An unavailable ad is retried every night for 30 days.
It doesn’t affect form clients; their names arrive straight away.
Did this guide solve it?
If not, we’ll ask what was missing.
Open in Corteksa
Did this guide solve it?

We read every answer. To get a reply, use Contact support.