Smart Tracking
Find out which ad, post, or material generated each WhatsApp conversation — without complicating the customer's routine.
Smart Tracking
New: Campaign Attribution — for digital campaigns that need automatic result insights, see Campaign Attribution.
Smart Tracking helps you understand where WhatsApp conversations came from. It is ideal for simple campaigns, QR Codes, organic posts, printed materials, and ready-made messages used in ads.
If your campaign sends people to a website page before WhatsApp, you can also use Campaign Attribution with the single widget snippet in invisible mode.
Access it from the sidebar under Campaigns.
The problem it solves
When someone sees an ad, flyer, or post and contacts your company on WhatsApp, it is common to lose the source of that contact. After a few days, it becomes difficult to know which campaign generated results and which one only brought curiosity.
With Smart Tracking, you create a ready-made message for each campaign. When the customer uses that message to start the conversation, TAU automatically identifies the source in the Admin.
How it works
- You create a Smart Message for a campaign
- You enter the source, channel, and campaign name
- TAU generates a ready-to-copy message
- You use that message in the ad, post, QR Code, or promotional material
- When the customer starts the conversation with that message, the source appears in the dashboard
To keep tracking active, always use TAU's Copy button. If the message is typed manually, the source may not be recognized.
Creating a Smart Message
Click New Smart Message and fill in:
| Field | What it is for | Example |
|---|---|---|
| Source | Where the person saw your company | Instagram, Facebook, Google, flyer |
| Channel | Type of promotion | Ad, organic post, QR Code, email |
| Campaign | A name that helps you recognize the action | Summer promotion, Black Friday, Launch |
| Message | Text the customer will send | “Hi! I saw the promotion and want to know more.” |
You can also add extra details, such as keyword, ad variation, or internal note, when that helps your analysis.
After filling it in, click Create with AI. The message is ready to copy and use.
Where to use it
Smart Tracking works well anywhere you promote your WhatsApp:
- Instagram and Facebook — in ads or organic posts
- QR Codes — on business cards, counters, flyers, or packaging
- Email marketing — in calls to start a WhatsApp conversation
- Printed materials — flyers, banners, and posters
- Local campaigns — actions by neighborhood, event, or partnership
Managing your messages
On the Smart Tracking screen, you see all created messages with:
- Message text
- Source, channel, and campaign
- Creation date
For each message, you can copy again or delete it when it is no longer used.
When to use Campaign Attribution
Use Campaign Attribution when you want a more complete analysis of digital campaigns, including funnel, conversions, estimated revenue, and return by campaign. For pages without the visual widget, install widget.js with widgetMode: 'tracking_only' and attribution: { enabled: true }.