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Marketing

Create links, QR codes and pages for your social profiles, and see which source brings the customers who actually pay.

Before you start

Everything lives in the sidebar under Sell › Marketing. Only users with permission to view reports can see it.

Create a WA Link

A WA Link opens WhatsApp with a message already typed. Use it in ads, posts or your website to know how many people messaged you from each place.

  1. Open WA Links

    Go to Marketing › WA Links and click New WA Link.

  2. Choose the number

    Give it a Name and under WhatsApp number pick one of My numbers or type it manually with the country code and no + sign.

  3. Write the message and source

    Fill in the Pre-filled message (what the customer will see ready to send), the Lead source and, optionally, Conversation tags. The source and tags are applied automatically when someone writes to you.

  4. Save and share

    Click Create WA Link and copy the link. Its statistics show clicks, conversions (when the first message arrives) and the conversion rate.

Create a QR code

QR codes are dynamic: you can change where they lead without reprinting them.

  1. Open QR codes

    Go to Marketing › QR codes and click New QR code.

  2. Set the destination

    Enter a Name and the Destination URL, for example a payment link, your catalog or a WA Link.

  3. Customize it

    Under Customization pick colors (or Your brand colors), a logo, rounded modules and the error-correction level. The preview updates as you edit.

  4. Download it

    Click Create QR code, then Download PNG or Download SVG to print it.

Create a short link

A branded short link that is easy to say out loud or drop into a message. If you change the destination, the link stays the same.

  1. Create the link

    Go to Marketing › Short links and click New short link.

  2. Fill in the details

    Enter the Name and the Destination. The Link field is optional: leave it empty and a random one is generated.

  3. Save

    Click Save. If you uncheck Active, the link stops working.

Build your Bio Links page

A page with all your links to put in your Instagram, TikTok or Facebook bio.

  1. Create the page

    Go to Marketing › Bio Links, click New page, fill in Title, Description and Profile image, then click Create page.

  2. Style it

    Under Page settings choose a cover, background color, button color and your social profiles. Click Save page.

  3. Add elements

    Under Elements use Add to include links, a WhatsApp button, products, a form, a book-an-appointment button, videos or a map. Click Save elements.

  4. Copy the URL

    Check the Preview and use Copy URL to paste it on your social profiles.

See where your customers come from

In Marketing › Attribution pick a date range with From and To (if you leave it empty, it shows the last 30 days) and you will see:

  • Total leads, Leads who paid, Conversion rate and Attributed revenue.
  • Performance by source: how many leads each source brings and how much they paid.
  • UTM campaigns: campaigns, source and medium that arrived through forms and WhatsApp links.
  • WhatsApp Ads attribution: clicks, conversations and revenue from your ads that open WhatsApp.

Measure your Meta ads

In Marketing › Meta Ads you see every ad that leads to WhatsApp with its sessions, leads, conversions and revenue. Filter by platform or dates, open View details to see the conversations and customers it generated, and download everything with Export CSV.

Tip

Use a different WA Link in each place you advertise (Instagram, flyer, website). That way you will know which channel brings customers who actually pay, not just clicks.

Next steps

Conversations Reply to the customers who write from your links and ads. Automations Tag or assign leads as soon as they arrive. Visit tracking Measure who visits your website.
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