How to use Meta triggers

The integration with Meta aims to facilitate interaction with leads from campaigns, allowing them to be filtered effectively. This makes it possible to identify specific campaigns through the Instagram channel ID, verify whether the leads meet certain conditions, and interact with them in an automated way (this automation can be used both in CRM and in SAC 360).

See the step-by-step below:

1. Access the Menu, then click SAC 360º | Omnichannel

1. Access the SAC 360º automation

1. After clicking on New Automation, enter:

• The title;

• Click on + New Trigger, add the trigger: "The lead interacts with an ad (Meta)". In this trigger, add the ad ID if you want a specific ad; if there is more than one, separate the IDs with commas.

ATTENTION: See below how to locate the ad ID in Meta Business Suite:

Go to the website: https://business.facebook.com then log in and locate the reports icon in the right-hand menu, as indicated in the image below.

Then customize the pivot table by selecting the "Ad Identification" filter; the column with the ad identification number will appear in the table.

1. Enter the action, and save the automation.