Skip to main content

Click Tracker - Conversion Event in practice

  • Updated

Index

  1. Introduction
  2. Technical requirements
  3. Solution Description
  4. Complementary Articles

 

Introduction

This document aims to describe how to use the Click Tracker Conversion Event in practice.

 

Technical requirements

To run the solution you need:

  • Get to know / have access to the Blip platform to build the conversational flow;
  • Know / have access on the Blip platform for chatbot settings;

 

Solution Description

Conversion Event via Blip Desk

With Click Tracker, it is also possible to configure a conversion event so that the click tracker report data includes the conversion result obtained through WhatsApp ads.

There are several ways to implement a conversion event, one of them is through the features of the Attendance module >Tags de Tickets where the attendant can categorize the ticket in the Blip Desk with a conversion tag (example of tag “Ganho”), indicating the conversion.

In addition to ticket categorization, it is also necessary to implement an action in the service chatbot Builder so that the conversion event is created on the platform.

Follow the steps below to configure this case:

 

Configuring a Ticket tag

As described in the topic Tags de Tickets, you need to create a tag that will be used to classify a successful conversion. To do so, access the module Service no chatbot and em General Settings, create a new tag that represents lead conversion:

 

 

Configuring the Builder

Now access the builder and after the block of Human Service in the Builder, add a new block called “Process Post-Service” (suggestion) and direct all human service conditions to it:

 

 

In the “Process After Call Call” block, add an input action of type “event registration”:

 

 

Configure the action event registration this way:

According to the print , we are configuring a category of event named "Lead Converted” and your action will register the channel user identifier, that is, the phone number of this contact.

 

Furthermore, it is EXTREMELY IMPORTANT which set to Condition for Event Registration, so that it only executes this action if:

A variable “input.content@tags” contains the “Gain” value.

This condition makes the platform check if the ticket that was finalized by the advisor was categorized with the tag Gain, if positive, the event will be logged.

After this adjustment, don't forget to publish the flow in the builder to apply the changes.

 

Configure Click Tracker

Now the last step is to configure the Click Tracker through the router of the chatbot in the module Growth in Click Tracker.

Click on the field conversion event

 

 

On the screen that will appear, you need to search for the event that was configured as category do event registration in the previous step. In our example it is "converted leads”:

 

 

Select the event and click the button Confirm to complete the setup.

The conversion event will only be listed if there is at least one record made by the platform, that is, it is necessary that a lead has already been converted at least once for the platform to create the event and enable the location of this event in the listing on this screen!

As the event will be linked to a Facebook Ads campaign, there is no problem if you perform a “dummy conversion” with your WhatsApp number just to enable the event, as in your test it will not be linked to the campaign. However, this will register an event in the other modules of the platform, such as Analysis and Service Reports. Assess the need to apply this method.

 

Complementary Articles

 

For more information, visit the discussion on the subject in our community or the videos on our channel. 😃

Related articles