Find and use Meta ad details in Kommo

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What you’ll need

  • Ad tracking is available on any Kommo plan: Base, Advanced, Pro, Enterprise, or the 14-day trial.

  • Access to the conversation and its linked lead in Kommo, with ad tracking already connected. If you still need to connect an account or grant permissions, use Set up Meta ad tracking.

Keep in mind

  • Previews and saved fields depend on the channel, connection method, permissions, and information Meta provides. An unavailable preview does not necessarily mean the lead’s tracking fields are empty.

Use the conversation to understand what the client saw, the lead’s fields to find saved campaign information, and the activity history to check when those values changed.

See the ad before replying

Open the conversation in Chat inbox and review the available ad preview or link. For example, if the client asks, “Does this offer include delivery?”, check the advertised offer before replying.

A preview may include a title, image, or link to the ad post. What appears differs by channel:

Channel

What to expect

WhatsApp

The preview depends on what Meta sends. If the ad has several text variations, the text in Kommo may differ from the version the client saw.

Instagram

Ad text is not shown. A post link can be available through a Facebook connection, or through Meta after ad access is granted. The legacy Instagram Login connection does not provide a post link.

Facebook Messenger

The available preview or link depends on Meta. Ad text is not shown.

WhatsApp example

Instagram example

Messenger example

If a preview is incomplete, use the saved ad ID to find the ad in Meta Ads Manager. For channel-specific checks, see Preview or link problems.

View the saved ad details

  1. Open the lead linked to the conversation.

  2. Go to Statistics → Tracking data.

  3. Click Show to see the saved fields and values.

The automatic fields use the Meta Ads prefix:

Field

What it identifies

When it can be saved

Meta Ads ad ID

The ad’s numeric ID

No ad-account access is required.

Meta Ads source

The source type, such as an ad or post

No ad-account access is required.

Meta Ads ref

An optional reference value

Saved if Ref is set in the ad.

Meta Ads campaign ID

The campaign’s numeric ID

Requires a supported connection and ad-account access.

Meta Ads ad set ID

The ad set’s numeric ID

Requires a supported connection and ad-account access.

Meta Ads creative ID

The creative’s numeric ID

Requires a supported connection and ad-account access.

An ad set is a group of ads with shared audience and schedule settings. A creative is the ad’s content, such as its image, video, or text. IDs are numbers, not names.

If you added parameters to the ad, their values appear in their matching fields. For example, utm_campaign=spring_sale saves spring_sale in utm_campaign.

To add recognizable labels or automatically save a campaign name, see Track Meta ads with UTMs. For channel-specific access requirements, see Set up Meta ad tracking.

Check when a value was added or changed

Use the activity history when a lead’s current values do not explain which ad a client responded to earlier.

  1. Open the conversation or its linked lead.

  2. Find the Field changed entry for the tracking update near the relevant incoming message.

  3. Click Expand if the entry is collapsed.

  4. Review the fields and values in the entry, and its time, to see what Kommo saved then.

For Messenger, a tracking update may appear before a new message. See When an ad click saves details.

Find leads from the same campaign

Filter by a saved label to bring campaign leads together.

  1. Go to Pipelines → All leads.

  2. Click Search and filter.

  3. Scroll to Statistics.

  4. Select a tracking field, such as utm_campaign.

  5. Enter the saved value you want to find, such as spring_sale.

  6. Click Apply.

The results show leads with that value. You can use an offer or ad-version field instead, then narrow the results by pipeline stage or responsible user.

For example, review your spring campaign leads to see which need a follow-up, which are discussing an order, and which became successful sales. This helps you connect campaign leads with sales outcomes—often called ad attribution.

For more filter options, see Filter and search leads, contacts and companies.

Use ad details in Salesbot replies

You can configure Salesbot to check Meta Ads ad ID or a UTM value and choose a reply or next action.

For example, a lead from a delivery promotion can receive delivery information, while a lead from a product ad can receive a product link. The incoming ad details are available for the bot’s first reply.

This requires the relevant conditions and actions to be configured; Salesbot availability depends on your plan. See Salesbot overview.

What changes when a client responds to another ad

Kommo updates the lead linked to the conversation. Some fields are replaced, while others can keep information from an earlier ad.

Field or parameter

What happens with the new ad

Ad ID and source

The new ad’s values replace the previous values.

Campaign, ad set, and creative IDs

Kommo saves the new values when provided. If the ad ID changes and these details are missing, Kommo clears their previous values.

Ref

Kommo saves the new Ref if provided. Otherwise, the previous value stays.

UTM, custom, and dynamic parameters

Kommo updates only fields included in the new ad’s parameters. Other fields keep their previous values.

For example, if the new ad includes utm_campaign but not utm_content, Kommo updates the campaign value and keeps the previous content value. The lead can therefore contain values from more than one ad.

Editing an ad in Meta does not automatically rewrite values already saved in Kommo. Use the activity history to check which interaction supplied a value.

When an ad click saves details

  • WhatsApp and Instagram: The client must click the ad and send a message. A click alone does not create a chat or lead, or update an existing lead’s ad details.

  • Facebook Messenger: If the client already has a conversation and a linked lead, an ad click can save details without another message. If there is no linked lead, Kommo keeps the details for up to 7 days. If the client sends their first message within that time, Kommo creates a lead and saves the details in it.

A WhatsApp or Instagram message that did not come from an ad supplies no new ad details. Values from an earlier ad may still remain in the lead.

Messenger links are different from ads. If a client uses an m.me link—a link that opens a Messenger chat—with a ref parameter, Kommo saves SHORTLINK in Meta Ads source and the reference value in Meta Ads ref. The ad ID is empty because no ad is involved.

If the saved details still look incorrect, use Troubleshoot Meta ad tracking.