The Social Campaign section in Go4WhatsUp allows businesses to track, manage, and respond to campaigns run on Facebook and Instagram. It supports both Normal Leads (responses from ads) and Lead Forms (form submissions via Facebook Lead Ads).

With this feature, you can auto-respond to leads via WhatsApp, assign tickets to team members, and ensure no customer is missed.

What Happens in Social Campaigns

• Displays campaigns from Facebook and Instagram Ads in two tabs:

  • Normal Lead Tab → Ad responses (includes images, collaborators, status)

  • Lead Form Tab → Form submissions from Facebook Lead Ads

• Lets you:

  • Assign collaborators to handle leads efficiently

  • Auto-send WhatsApp templates to leads with mobile numbers

  • Track all customer responses in one place

Benefits of Social Campaigns

• INSTANT_LEAD_CAPTURE – Ads funnel data directly into Go4WhatsUp

• AUTO_REPLIES – Customers with mobile numbers instantly receive WhatsApp confirmation messages

• Smart Lead Allocation – Assign a collaborator to every lead so nothing is missed

• Data Segmentation – Separate leads with mobile numbers (actionable) vs. without mobile (reference only)

Use Case & Example

Use Case

A coaching center runs a Facebook ad → “Download Free Course Guide.”

Example

• Students submit the lead form on Facebook.

• If a student provides a mobile number → Go4WhatsUp auto-sends a welcome WhatsApp template and assigns the ticket to a sales representative.

• If no mobile number → Form details (name, email, interest) are saved in the system for manual follow-up via email or call.

Tabs in Social Campaign

1. Normal Lead Tab

Listing Fields:

• S.No. → Serial number

• Title → Campaign Name

• Broadcast From → Facebook / Instagram

• Collaborators → Assigned team member

• Response Count → Number of responses

• Created Date → Campaign creation date

• Status → In Progress / Closed

• Image → Ad creative preview

• Action → View campaign details

Filters:

• Duration (custom date range)

• Platform (Facebook / Instagram)

• Status (All / Closed / In Progress)

• Page Size (10, 25, 50, 100)

Detail Screen:

• Template Preview → Simulated WhatsApp preview

• Title, Social Type, Source URL, Collaborators

• Response Tab → Lists leads generated

• Action Chat → Open direct WhatsApp chat

• Social Chat → Chat threads linked to this campaign

2. Lead Form Tab

Listing Fields:

• S.No. → Serial number

• Title → Form Name

• Broadcast From → Platform (FB/IG)

• Collaborators → Assigned staff

• Action → View campaign

Setup Steps:

1. Connect your Facebook account

2. Grant permissions:

   • leads_retrieval → Fetch lead form data

   • pages_manage_metadata → Manage ads

3. Select your portfolio, page, and ad accounts

4. Once connected → Lead form data flows into Go4WhatsUp

Lead Form Detail Screen:

• Shows all customers who submitted the form

• Two lists displayed:

  1. Forms with Mobile Number → Customers can be auto-replied on WhatsApp

  2. Forms without Mobile Number → Data is saved; manual follow-up required

Admin Actions:

• Mobile number present → Auto-send template + assign ticket

• No mobile → Store data for reference; no direct WhatsApp reply

Step-by-Step Workflow

Step 1: Connect Your Facebook Account

1. Go to Lead Form Tab → Click Connect Facebook

2. Log in and select business portfolio, pages, and ad accounts

3. Approve permissions (leads_retrieval and pages_manage_metadata)

Step 2: Assign Collaborators & Templates

1. Open any campaign detail screen (Normal Lead or Lead Form)

2. Assign a collaborator who will manage customer chats

3. Assign a template (greeting, confirmation, follow-up)

   • If form includes mobile → Template auto-sends to the customer

   • Ticket is assigned to collaborator

   • If no mobile → Data saved only; manual follow-up needed

Step 3: Track & Respond

1. Use filters (date, platform, status) to track campaigns

2. Open Normal Leads for chat-based campaigns

3. Open Lead Forms for form submissions

4. Use Response Tab to check replies

5. Use Action Chat / Social Chat to manage conversations

Tips & Best Practices

• Always assign both a collaborator and a template for campaigns → ensures smooth auto-response

• Use mobile-required fields in Facebook Lead Ads → enables WhatsApp follow-up

• For campaigns without mobiles → export details for email or phone call follow-ups

• Check response counts weekly to measure ad effectiveness

• Social Campaigns act as a bridge between ads and WhatsApp, ensuring every lead is contacted or stored for later action

FAQs – Social Campaigns in Go4WhatsUp

1. What is the Social Campaign section?

It is a Go4WhatsUp feature to manage Facebook/Instagram ad leads, auto-send WhatsApp templates, and track responses efficiently.

2. What is the difference between Normal Lead and Lead Form tabs?

• Normal Lead → Ad responses (with chat capability)

• Lead Form → Form submissions from Facebook Lead Ads

3. Can I auto-reply to leads with WhatsApp templates?

Yes, if the lead provides a mobile number, Go4WhatsUp auto-sends the assigned template.

4. What happens if a lead does not provide a mobile number?

The submission is saved in Go4WhatsUp for reference only. Manual follow-up via email or phone is required.

5. How do I assign a collaborator to a campaign?

Open the campaign detail screen → Assign a team member to manage responses and follow-ups.

6. Can I track which leads responded to a campaign?

Yes. Use the Response Tab in both Normal Lead and Lead Form screens to view interactions.

7. Do I need to connect my Facebook account for this?

Yes. You must connect your Facebook account and grant permissions for ad lead tracking to work.

8. Can I export leads without mobile numbers?

Yes. Leads without mobile numbers are stored in the system and can be exported for email or call follow-ups.