Playbook

The Click to WhatsApp playbook.

Click to WhatsApp ads start real conversations, but the source usually gets lost. Here is how to attribute every one back to its campaign and optimize on qualified buyers.

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The problem

The conversation starts, the source disappears.

A Click to WhatsApp ad drops the lead straight into a chat, which is great for intent and terrible for tracking. Without the referral captured, you cannot tell which campaign produced the buyer, so the platform optimizes on conversations started rather than on real outcomes.

WhatsApp · from adLIVE
Hi, I saw the Polanco listing on Instagram.
Welcome. I can help with that one. What's your budget and timeline?
Referral captured · campaign: Polanco · Meta
The method

Six steps to attributed Click to WhatsApp.

1 · Run the Click to WhatsApp campaign

Launch the ad on Google or Meta with WhatsApp as the destination, so high-intent leads land straight in a conversation.

2 · Capture the referral on first message

The first inbound carries a referral block with the source ad and a click ID. Read and store it the moment the conversation opens.

3 · Map it back to the campaign

Resolve the referral to the exact ad and campaign. Now the WhatsApp lead has the same precise source as a web lead.

4 · Qualify in the chat

The AI agent qualifies right there in WhatsApp: fit, intent, timeline, then books or hands off the real ones.

5 · Attribute the qualified lead

Tie the qualified lead to its campaign, so Click to WhatsApp sits next to your other channels on the same cost-per-qualified-lead view.

6 · Optimize on buyers

Send qualified conversions back to the platform so it optimizes for buyers, not for conversations started. See the attribution playbook.

What good looks like

The numbers to watch.

Once the referral is captured, Click to WhatsApp becomes just another measurable channel.

  • Share of WhatsApp leads attributed to a campaign
  • Cost per qualified lead for Click to WhatsApp
  • How it compares to Google and Meta web leads
By channel · cost per qualified
W
Click to WhatsApp
CPQL $33 · 29% qualified
scale
G
Google · search
CPQL $38 · 24% qualified
keep
M
Meta · web form
CPQL $52 · 15% qualified
watch
Score yourself

Is your Click to WhatsApp attributed?

Check what you do today. Most teams start the conversation and lose the source.

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Flying blind
The shortcut

NRMD runs this playbook for you.

The engine captures the referral, attributes the lead, qualifies it in WhatsApp, and reports Click to WhatsApp on the same cost-per-qualified-lead view as every other channel.

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