---
description: Learn how to automatically send purchase data to Meta to eliminate spam leads, improve ad targeting, and boost ROI, all with a ready-to-use Workflow Template.
title: How to improve lead targeting and automatically send purchase events to Meta when a customer makes a payment
image: https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0
---

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4. How to improve lead targeting and automatically send purchase events to Meta when a customer makes a payment

# How to improve lead targeting and automatically send purchase events to Meta when a customer makes a payment

![Avatar](https://assets2-proxy.respond.io/ph8r57dk1q9w/4GvzCieeTBRY4TRJUbIr4y/b92428e6b049d23f546269180534f7ea/Ryan_Tan_Avatar.svg)

Joshua Lim

· 04 Apr 2025

less than a minute read

In this article, you’ll learn how to improve lead targeting and send purchase events to Meta when a customer reaches the payment stage in their Lifecycle. 

Tracking customer purchases in real-time is essential for keeping data accurate and improving business insights. By automating this process, businesses can reduce manual tracking efforts and ensure Meta receives up-to-date information whenever a customer completes a payment.

With the **Send CAPI for Customers Won** Workflow Template, you can seamlessly integrate Lifecycle updates with Meta’s Conversions API to keep records accurate and structured.

## Benefits

* **Eliminate spam leads** by sending clean data to Meta.
* **Optimize ad targeting** for higher-quality conversions.
* **Boost ROI**—some businesses see up to **2x better** results.
* **Automate purchase tracking** based on lifecycle stage changes—no manual intervention needed.
* **Ensure real-time, reliable data transmission** for accurate customer journey tracking.

## Workflow Setup

> Need help setting up CAPI? [Talk to us](https://wa.me/85257228299?text=I%20need%20help%20with%20CAPI%20)—we’ll guide you through it.

To use the **Send CAPI for Customers Won** Workflow Template:

1. Go to **Workflows**.
2. Click **\+ Add Workflow**
3. Navigate to **Send CAPI for converted leads.**
4. Click **Use Template**.

**Workflow Steps and their functions**

![](https://assets2-proxy.respond.io/ph8r57dk1q9w/5ac5J2i78iVNzyDMCTkhQi/678ce6264789952600496018d1518585/image.png?fm=avif&w=1000) 
1. **Trigger: Lifecycle Updated**  
The workflow starts when a customer’s **Lifecycle Stage** updates to indicate a successful payment. This ensures that the purchase event is only sent when the customer officially reaches this stage.
2. **Step: Send Conversions API Event**  
This step triggers a **Purchase** event via **Meta’s Conversions API** to record the transaction.  
   1. **Select your Meta Business account and portfolio**  
         * Choose the relevant **Meta Business Account** and **Business Portfolio** to send the event.  
         * You must select at least one account (**WhatsApp, Facebook, or Instagram**) for the event to be processed.  
   2. **Set the event type to “Purchase”**  
         * Selecting **“Purchase”** allows you to include the purchase value for more accurate tracking.  
   3. **Enter the purchase value**  
         * If the purchase amount is known, enter the actual value.  
         * If the value is **unknown**, you can enter **$1** as a placeholder.  
> Meta records the purchase event for ad campaign optimization, helping businesses in lead targeting.

## Best Practices

**Ensure timely event upload**

* Meta allows **flexible event timestamps**, meaning you can send past purchase events as long as the event time is correct.
* However, for **WhatsApp**, events must be sent within **7 days** of the purchase. After that, the **CTWA\_ID** expires, and the event will fail.

**What happens If the event fails?**

* If the **CTWA\_ID** expires after **7 days**, the event fails. This only affects **WhatsApp** transactions.
* Even if the event fails, Meta will still use the purchase event data to improve its algorithm.
* If the conversation was on **Facebook or Instagram**, this issue does not apply.

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## 

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* [How to Send Outbound Support MessagesFollow up on customers’ issues as needed by sending outbound messages. ](/help/retain-customers/send-outbound-messages)
* [How to Send CSAT to Customer and Save Data in Google Sheets or CRMsUse a Workflow Template to automatically send CSAT surveys to customers with closed conversations and save data in Google Sheets, CRMs or other data warehouse. ](/help/retain-customers/send-csat-and-save-data)
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