Poli Digital is an official Meta partner (Facebook and Instagram) and has a direct integration with Ads Manager.
This connection allows you to create Click-to-WhatsApp campaigns, track media metrics, and view within Poli what actually happened after the click — from conversation to sale.

This integration combines two automated layers:

• Acquisition: brings in contacts and results from Meta Ads campaigns.
• Conversion: sends back real conversation, lead, and sales data to Meta.

With that, Poli becomes a fully data-driven platform, connecting marketing, customer service, and sales in one place.

1. How It Works

🔹 Acquisition Stage (Poli Marketing)

• Automatically imports Click-to-WhatsApp campaigns created in Meta Ads Manager.
• Displays media data inside Poli such as impressions, clicks, reach, and cost per result.
• Routes leads who click the ad directly to Poli Chat, where conversations begin.
  

🔸 Conversion Stage (Poli Chat, Flow, and Pay)

• Tracks what happens after the customer clicks the ad:
• • Conversation started on WhatsApp
  • Lead created and qualified in Poli Flow (CRM)
  • Sale completed in Poli Pay or through Chat checkout
• These events are sent back to Meta Ads so the platform can learn which campaigns actually delivered results and automatically optimize your ads.

Connection Between Poli Modules

• Poli Marketing manages Click-to-WhatsApp campaigns, connecting Facebook and Instagram ads to the Poli platform, displaying metrics like impressions, clicks, cost, and conversion rate.
• Poli Chat receives incoming conversations from ads, recording when a chat starts or ends.
• Poli Flow (CRM) tracks and manages leads, storing data about contacts and their qualification in the funnel.
• Poli Pay centralizes sales and payments made via chat, allowing you to view sales value, average ticket, and ROI.

👉 The result is simple: the ad brings the lead, Poli records the entire journey, and Meta learns from real outcomes to optimize future campaigns.

2. How to Set Up

🔵 Connect Meta Ads Manager

1. Go to Settings → Integrations → Meta Ads.
2. Click Connect Meta Account.
3. Authorize access to your ad account, page, and pixel.
4. Poli will automatically sync all active Click-to-WhatsApp campaigns.
5. Choose which assets to link.

Requirements:

• Meta Business account with admin permissions.
• Facebook Page and WhatsApp number linked to the same Business Manager.
• Campaigns configured in the Click-to-WhatsApp format.

🟣 Activate Conversion Sending (Real Events)

1. Access Settings → Integrations → Meta Ads → Advanced Settings.
2. Generate the Access Token in Meta Events Manager.
3. Paste the token into Poli and select the events to track:
4. • Conversation started
   • Lead created
   • Conversation successfully closed
   • Payment completed
5. Click Activate Conversion Sending.

From that moment, every real action within Poli will be automatically tracked and sent to Meta Ads, ensuring your reports and optimizations are based on concrete data.

3. How to View Results (Reports)

Access: https://app-spa.poli.digital/relatorio

• Ads Report: view chats initiated and leads generated from Meta Ads campaigns.

• Sales Report: view sales per operator, total sales value per operator, monthly and daily totals.