7.1 Connect Meta Business
🖥️ Screen — Meta banner (4 states) in Campaigns
A) âś— Meta desconectado [ Conectar Meta Business ] (sĂł leitura: ads_read)
B) ✓ Meta conectado · 2 contas · expira em 47 dias [ Reconectar ] [ Desconectar ]
C) ⚠Sincronização falhou [ Reconectar ]
D) ⏰ Token expira em <7 dias [ Reconectar ]
âś… Campanhas → “Conectar Meta Business” → authorize on Facebook → grant ads_read + business_management (these are read-only — martec doesn’t create or pause ads). The token lasts ~60 days.
⚠️ Connected but no ad account showed up? You logged into Facebook with a user without access to the ad account. Reconnect with the user who can see the account in Ads Manager (§11 item 12).
7.2 CAPI — return the events to Meta
âś… The Conversions API returns to Meta the events that happen off-site: Lead and Purchase (sale). Only the Meta click identifier (fbc) is sent — zero personal data. You turn CAPI on and manage it in the WhatsApp connection area (Official/Cloud) → “Gerenciar conexĂŁo / Envio CAPI”. It stays active when the credential is enabled + verified (by a test event) + non-revoked. Disconnecting Meta turns CAPI off.
⚠️ CAPI stopped sending with no alarm if the credential gets disabled, loses verification, or is revoked — or if you disconnect Meta. Check “Envio CAPI: Ativo” (CAPI sending: Active) after touching Meta (§11 item 10).
7.3 ROAS — what closes automatically and what depends on what
It needs two sides: cost (comes from Meta, overnight — ~5–6am — and is lifetime spend) and revenue (each recorded sale). So ROAS = revenue Ă· cost. Without Meta connected, CPL/ROAS stay “—”; if the token expires, cost freezes; Google still doesn’t bring cost automatically (§7.6).
7.4 Connect WhatsApp
🖥️ Screen — Connect WhatsApp
Conectar WhatsApp
── Conectado (Oficial/Cloud) ──
â—‰ WhatsApp conectado [ Oficial Meta ]
NĂşmero +55 11 9 9999-0000
Consentimento Aceito · v2 / Pendente / Reconsentir
Envio CAPI Ativo / Inativo [ Gerenciar conexĂŁo ]
── Conectado (WhatsApp Web / Evolution) ──
âś“ Conectado [ Trocar ] [ Desconectar ]
+ banner azul "Oficial Meta disponĂvel [ Migrar ]"
── Nada conectado ──
[ Conectar via WhatsApp Oficial ]
Prefere WhatsApp Web (não-oficial)? → expande Evolution (QR Code)
Two paths: Official (Cloud/Meta) — Facebook login, unlocks templates and the CAPI sending, recommended for whoever runs paid; and WhatsApp Web (Evolution) — QR Code, simpler, unofficial. You can start on Evolution and migrate later.
⚠️ Migrated and ended up with two connections? Evolution doesn’t turn itself off. After confirming the Official one, disconnect Evolution manually (§11 item 15).
7.5 WhatsApp consent (LGPD)
Before connecting you accept a versioned agreement. What’s collected: the sender’s phone and name + metadata; message content is not stored; the personal data is anonymized within 30 days. States: Pendente (pending) / Aceito · v<N> (accepted) / Reconsentir (re-consent) (when the agreement text changes, it asks for re-acceptance). Roles: your company = Controller, martec = Processor.
7.6 Google Ads — what works today
martec reads the source Google (a click with gclid → Google paid source). It does not yet import cost or do conversion returns. đź’ˇ Use the /r/ link as the ad’s final URL; treat Google CPL/ROAS as partial (leads/wins count; cost doesn’t).