What you'll achieve
Find out which Facebook or Instagram ad each WhatsApp conversation came from, and how many ended in a sale.
Before you start
- Your WhatsApp number must be connected to Archie Talk with the official WhatsApp API (WhatsApp Cloud API).
- Your ads must be of the type Click-to-WhatsApp (the ad's button opens WhatsApp). Ads that lead to a web page don't count.
- Only new conversations that arrive after turning on this feature are recorded.
Steps
- Go to CRM in Archie Talk.
- Create opportunities from incoming conversations, as you normally do, and move them through the stages until Won o Lost.
- Scroll down to the section Sales by ad. Screenshot: “Sales by ad” section with several cards
- Each card shows, per ad: conversations, opportunities, won, win rate and won value in COP and USD.
- On the board, opportunities that came from an ad carry the label Came from ad: …. Screenshot: card with the label
Expected result
You see which ads bring conversations and which bring sales, so you can decide where to put more budget.
Common issues
No cards appear
No conversation has come in from a Click-to-WhatsApp ad yet, or the number isn't connected with the official API.
It says “Unidentified ad”
WhatsApp delivered the click ID but not the ad ID. It's still counted.
A sales rep doesn't see everything
Each sales rep only sees their own opportunities; the administrator sees them all.
Sales don't match what you see in Meta
Only opportunities marked as Won in Archie Talk.
When to contact support
If you clicked a test ad, wrote to your number and it doesn't appear after a few minutes. Send us the approximate time and the ad name, with no payment details.
What data is saved
The ad ID, its title and the click ID provided by WhatsApp are saved. Nothing else about the contact is saved. This feature doesn't send information to Meta.
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