WhatsApp Lead Tracking Planner

1. Your WhatsApp button

Where people find it (tick all)

Every page of my websiteA floating or header button My ad landing pagesThe pages your ads link to A message asset on my adsIn beta; not every account has it

What the button links to

Long-press or right-click the button and copy the link to check.

What you count today

Business name (optional)

What your ads are for

For the pre-filled message.

WhatsApp number (optional)

For the wa.me link. It stays in this browser.

2. Your chats and sales

Chats a month from ads

Chats your team gets from people who saw an ad.

Button taps a month (optional)

From Google Ads or Google Analytics, if you count them.

Chats that become customers

Your close rate from chat to paying customer.

Average sale value

₹

What one new customer pays, on average.

Profit margin (optional)

Gross margin on that sale, for the profit value.

3. Matching chats to sales later

What you keep today (tick all, or none)

WhatsApp number with the saleWe save each customer's number with the sale Order or invoice numberEach sale gets its own number A short form before the chatOur site asks for a phone or email first The GCLID of the ad clickOur site or chat tool saves it with each chat

4. Your set-up

Yes, No or Not sure. Leave a question blank to skip it.

Tags are added through Tag Manager, not pasted into the site.

Yes No Not sure

Directly or through Tag Manager. Needed to count taps.

Yes No Not sure

Admin › Account settings › Auto-tagging. Adds the GCLID to ad clicks.

Yes No Not sure

Runs in your browser. Nothing is uploaded, and we never sign in to Google Ads.

Your WhatsApp tracking plan appears here

Tick where your WhatsApp button is and add your chats and sales, or try the example: a skin clinic in Bengaluru.

Free WhatsApp Lead Tracking Planner. Runs in your browser, no sign-up. Open the full tool on DigitalSnot →