Transferring UTM when switching from a website to a messenger
Client Management & CRM
Problems
1. The company cannot tell which advertising channel a client came from when they moved into WhatsApp or Telegram — every inquiry looks the same.
2. It is impossible to assess which ads actually generate sales and which are simply spending the budget.
3. Marketing cannot optimize ad campaigns because there is no link between an ad click and a specific messenger conversation.
4. Data on website visits is lost when the client moves into the chat, breaking the end-to-end analytics from ad to sale.
Task
Connect a service for tracking and transferring UTM tags from the website to WhatsApp and Telegram, so that every messenger inquiry arrives with the source of the visit indicated.
Solution
1. A service was connected to generate personal links with UTM tags for transitioning to WhatsApp/Telegram from the website.
2. Transfer of UTM tags from the link into the CRM was configured upon contact and deal creation.
3. Integration with messengers was set up so that every message contains data on the traffic source.
Results
1. Every WhatsApp/Telegram inquiry now contains data on which ad or website page the client came from.
2. It has become possible to accurately calculate conversion and lead cost for each advertising channel.
3. Marketing can reallocate budget toward more effective campaigns.
4. Managers no longer need to manually ask clients for the source of their inquiry.
5. End-to-end analytics have been established, from ad click to sale in the CRM.
1. The company cannot tell which advertising channel a client came from when they moved into WhatsApp or Telegram — every inquiry looks the same.
2. It is impossible to assess which ads actually generate sales and which are simply spending the budget.
3. Marketing cannot optimize ad campaigns because there is no link between an ad click and a specific messenger conversation.
4. Data on website visits is lost when the client moves into the chat, breaking the end-to-end analytics from ad to sale.
Task
Connect a service for tracking and transferring UTM tags from the website to WhatsApp and Telegram, so that every messenger inquiry arrives with the source of the visit indicated.
Solution
1. A service was connected to generate personal links with UTM tags for transitioning to WhatsApp/Telegram from the website.
2. Transfer of UTM tags from the link into the CRM was configured upon contact and deal creation.
3. Integration with messengers was set up so that every message contains data on the traffic source.
Results
1. Every WhatsApp/Telegram inquiry now contains data on which ad or website page the client came from.
2. It has become possible to accurately calculate conversion and lead cost for each advertising channel.
3. Marketing can reallocate budget toward more effective campaigns.
4. Managers no longer need to manually ask clients for the source of their inquiry.
5. End-to-end analytics have been established, from ad click to sale in the CRM.