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Glossary

WhatsApp sales and Meta ads, in plain words.

Short, clear definitions of the terms you'll meet when selling on WhatsApp from Meta ads.

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Sales, WhatsApp and Meta ads terms, explained simply

  1. 01Short definitions written for business owners.
  2. 02Examples from real sales workflows.
  3. 03Links to the salestrack feature that uses each term.

24-hour window

#

The time after a customer’s last WhatsApp message during which a business can reply freely. After it closes, only approved templates can be sent.

WhatsApp inbox →

Broadcast

B

One approved WhatsApp template sent to many opted-in contacts at once, for offers, reminders or announcements.

Broadcasts →

Click-to-WhatsApp ad (CTWA)

C

A Facebook or Instagram ad whose button opens a WhatsApp chat with the business instead of a website or form.

Meta ads ROI →

Coexistence

C

Using the same number in the WhatsApp Business app and the WhatsApp Business API at the same time.

WhatsApp inbox →

Cost per customer

C

Ad spend divided by the number of leads that became paying customers. More useful than cost per lead for judging ads.

Meta ads ROI →

Cost per lead (CPL)

C

Ad spend divided by the number of leads. Easy to measure, but says nothing about how many leads buy.

Meta ads ROI →

Lead assignment

L

Automatically deciding which salesperson owns a new lead, by rules such as keyword, ad, branch or round robin.

Lead assignment →

Lead form (Meta lead ads)

L

An ad format that collects a person’s details inside Facebook or Instagram without sending them to a website.

Lead management →

Marketing message

M

A WhatsApp template category for offers and promotions. Charged at the marketing rate and must include an opt-out.

Broadcasts →

Opt-in

O

A customer’s permission to receive WhatsApp messages from a business. Required before sending templates.

Broadcasts →

Pipeline

P

The stages a deal moves through from new lead to won or lost, with the value at each stage.

Pipeline & targets →

ROAS

R

Return on ad spend: revenue from an ad divided by what the ad cost. 5x means every dollar spent returned five.

Meta ads ROI →

Service conversation

S

A WhatsApp conversation started by the customer. Replies within the 24-hour window are free up to a monthly limit per number.

Wallet pricing →

Speed to lead

S

How quickly a business first responds to a new lead. Faster replies usually win more customers.

AI sales agent →

Template message

T

A pre-approved WhatsApp message format, needed to start a conversation or message outside the 24-hour window.

Template library →

Utility message

U

A WhatsApp template category for transactional updates such as reminders and confirmations. Cheaper than marketing.

Template library →

WhatsApp Business API

W

Meta’s official platform for businesses to message customers at scale, from shared inboxes and software.

WhatsApp inbox →
FAQ

Glossary questions

What is a WhatsApp CRM?

A WhatsApp CRM turns WhatsApp conversations into tracked leads: it stores chats with contact details, assigns them to salespeople, schedules follow-ups and reports which leads became customers.

What is the difference between a lead and a customer?

A lead is someone who has enquired; a customer has bought. A good CRM tracks how many leads become customers and which ads they came from.

What does CTWA stand for?

Click-to-WhatsApp ads: Facebook and Instagram ads whose button opens a WhatsApp chat.

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3Link Meta lead ads and start replying