Using Click Tracking for Templates in WhatsApp
This guide will provide step-by-step instructions on how to set up and track click-through rates for your WhatsApp templates. This process involves creating a template with a call-to-action (CTA) button, attaching it to an automation or campaign, and then analyzing the click rate.
Navigate to Conversations from Sidebar.
![Expand Conversations](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/1_l05tkb.png)
Expand the drop-down menu and click on WhatsApp Templates.
![Click on WhatsApp Templates](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/2_1foldfp.png)
Click on Create Template.
![Clicking on Create Template](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/3_jpws21.png)
On the new screen, you'll have a few fields to fill out:
![Fill all necessary details](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/4_hbt3mz.png)
- Template Name: Choose a name for your template. This name should be indicative of its purpose.
- Category: Select the category that best represents the nature of the template.
- Button Type: Choose Call to Action Button.
This is critical as the click tracking can only be applied to templates with a Call to Action button.
- Header Type: Choose 'None' or 'Image', based on your preference.
- Language: Choose the language in which your message will be composed.
- Message: Type the message you want to deliver to your audience.
Under the Buttons section:
- Type of action: Choose your preferred action (e.g., 'URL').
- Button text: Type 'View'.
- Enable link tracking (uses URL shortener): Ensure this option is checked.
- Select URL type: Choose your preferred URL type (e.g., 'DYNAMIC').
- Map website URL: Select or input the appropriate website URL you wish to use (e.g., 'CompanyWebsite').
![Configuring buttons in WhatsApp template](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/14_tf6pe0.png)
After all fields are filled out, click Send for Approval. This will submit your template for review.
![Click on Send For approval](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/5_1dtla9u.png)
Please note: the click tracking feature can only be used with templates that have a 'Call to Action' button.
Now that we've created a template, let's see how to attach it to an automation or campaign:
Navigate to the automation or campaign where you want to attach the template.
Click on Flow.
![Click on flow respective campaign or automation](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/6_1rege1m.png)
Then drag and drop a WhatsApp Node and then click on WhatsApp Node which you added into flow.
![Click on WhatsApp Node](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/7_wg4m3j.png)
From the right side bar, you should be able to select and apply the template you created earlier.
![Select the WhatsApp template](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/8_gikgt0.png)
To view the performance of individual WhatsApp templates:
Navigate to the automation or campaign where you want to view the template's performance.
Click on Flow.
![Click on flow respective campaign or automation](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/6_1rege1m.png)
After selecting the WhatsApp Note in the flow, look at the right side bar.
![Click on Node](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/7_3zl44i.png)
Click on Analytics from the side bar.
![Click on Analytics](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/9_1i0iiwm.png)
Here, you will see a Click Rate option. If there are multiple templates in the flow, you can navigate through each to view their specific click rates.
![Viewing individual template click rate](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/10_1xwnyyc.png)
For a broader perspective of how your templates are performing in a campaign or automation:
Navigate to the automation or campaign where you want to view the aggregate performance.
Click on Analytics.
![Viewing aggregate click rate for campaign](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/11_1uyefvh.png)
In the Analytics tab, scroll or navigate to find the WhatsApp section.
![WhatsApp Section in Analytics](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/12_h1ysy.png)
Here, you can view the aggregated Click Rate for all the templates used in the automation or campaign.
![Click rate](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/13_l1rtrq.png)
Note: The 'Click Rate' will only be visible for templates that contain a 'Call to Action' button. Use this metric to measure the effectiveness of your templates and to make data-driven decisions for future campaigns.
Part 1: Creating a WhatsApp Template
Navigate to Conversations from Sidebar.
![Expand Conversations](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/1_l05tkb.png)
Expand the drop-down menu and click on WhatsApp Templates.
![Click on WhatsApp Templates](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/2_1foldfp.png)
Click on Create Template.
![Clicking on Create Template](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/3_jpws21.png)
On the new screen, you'll have a few fields to fill out:
![Fill all necessary details](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/4_hbt3mz.png)
- Template Name: Choose a name for your template. This name should be indicative of its purpose.
- Category: Select the category that best represents the nature of the template.
- Button Type: Choose Call to Action Button.
This is critical as the click tracking can only be applied to templates with a Call to Action button.
- Header Type: Choose 'None' or 'Image', based on your preference.
- Language: Choose the language in which your message will be composed.
- Message: Type the message you want to deliver to your audience.
Under the Buttons section:
- Type of action: Choose your preferred action (e.g., 'URL').
- Button text: Type 'View'.
- Enable link tracking (uses URL shortener): Ensure this option is checked.
- Select URL type: Choose your preferred URL type (e.g., 'DYNAMIC').
- Map website URL: Select or input the appropriate website URL you wish to use (e.g., 'CompanyWebsite').
![Configuring buttons in WhatsApp template](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/14_tf6pe0.png)
After all fields are filled out, click Send for Approval. This will submit your template for review.
![Click on Send For approval](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/5_1dtla9u.png)
Please note: the click tracking feature can only be used with templates that have a 'Call to Action' button.
Part 2: Applying the Template to an Automation or Campaign
Now that we've created a template, let's see how to attach it to an automation or campaign:
Navigate to the automation or campaign where you want to attach the template.
Click on Flow.
![Click on flow respective campaign or automation](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/6_1rege1m.png)
Then drag and drop a WhatsApp Node and then click on WhatsApp Node which you added into flow.
![Click on WhatsApp Node](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/7_wg4m3j.png)
From the right side bar, you should be able to select and apply the template you created earlier.
![Select the WhatsApp template](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/8_gikgt0.png)
Part 3: Viewing Click Rates
Method 1: Individual Template Click Rate
To view the performance of individual WhatsApp templates:
Navigate to the automation or campaign where you want to view the template's performance.
Click on Flow.
![Click on flow respective campaign or automation](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/6_1rege1m.png)
After selecting the WhatsApp Note in the flow, look at the right side bar.
![Click on Node](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/7_3zl44i.png)
Click on Analytics from the side bar.
![Click on Analytics](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/9_1i0iiwm.png)
Here, you will see a Click Rate option. If there are multiple templates in the flow, you can navigate through each to view their specific click rates.
![Viewing individual template click rate](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/10_1xwnyyc.png)
Method 2: Aggregate Click Rate for Campaigns or Automations
For a broader perspective of how your templates are performing in a campaign or automation:
Navigate to the automation or campaign where you want to view the aggregate performance.
Click on Analytics.
![Viewing aggregate click rate for campaign](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/11_1uyefvh.png)
In the Analytics tab, scroll or navigate to find the WhatsApp section.
![WhatsApp Section in Analytics](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/12_h1ysy.png)
Here, you can view the aggregated Click Rate for all the templates used in the automation or campaign.
![Click rate](https://storage.crisp.chat/users/helpdesk/website/f62a8e0a500a1800/13_l1rtrq.png)
Note: The 'Click Rate' will only be visible for templates that contain a 'Call to Action' button. Use this metric to measure the effectiveness of your templates and to make data-driven decisions for future campaigns.
Updated on: 04/09/2023
Thank you!