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Hi everyone, I’m struggling with a segmentation issue and wondering if anyone has found a workaround for this.

Here’s the situation:

  • I have a campaign where the user comments on an Instagram video, receives an automated DM, and in that DM I send them the WhatsApp link (our official campaign number) so they can register and receive information about a launch.

  • The problem: this same WhatsApp number is also used for other parallel campaigns.

  • I need each user to get different content depending on the campaign they came from.

  • I can’t use another phone number, and I also don’t want to add an extra step asking “What’s your interest: X or Y?”

  • In ManyChat, WhatsApp link-based segmentation only works if the user sends exactly the pre-filled keyword. But many users delete the pre-filled message and type something else, which breaks the automation.

  • Also, I can’t identify that the user coming from Instagram is the same one who entered through WhatsApp, since ManyChat treats them as different contacts.

My question is:
Is there any way to generate a unique identifier in Instagram, pass it through the link to WhatsApp, and capture it there without depending on the user manually sending the keyword?
Or maybe a technique to merge contacts between channels in ManyChat?

I’ve thought about using custom fields and codes, but ManyChat doesn’t seem to have a native feature to share data across channels.
Any ideas or workarounds would be super helpful!

Hello ​@pedro.ezequiel.acpo ,

I believe the easiest way to solve this issue is, still within the Instagram flow, instead of sending a link for the lead to contact you via WhatsApp, simply collect their phone number using the specific data collection option for this purpose, as shown in the screenshot below:

When the user provides their phone number, the registration will be the same and both channels will be activated: Instagram and WhatsApp.
After collecting the WhatsApp number, you will have two options:

  1. Send a message yourself through the WhatsApp channel to start the conversation there. For this, you will need to create a template message approved by Meta. Keep in mind that, since you will be initiating the contact, there will be an additional cost, as Meta charges for each conversation initiated on WhatsApp.

  2. Send a link and ask the user to message you. In this case, since the user’s registration is the same, you can already mark their interest. This way, even if they delete the pre-filled message, the user will already be identified with a TAG, for example.

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