Tracify tracks your WhatsApp campaigns via standard UTM parameters. If you send your campaigns with Charles, you set them up once in the Charles settings.
In this article
1. Required parameters
Parameter | Value |
|
|
| Your campaign name |
đĄ Tip: You also find these parameters in your Tracify dashboard under Settings âș Integrations âș WhatsApp.
2. Set up the parameters in Charles
In Charles, open Settings âș Link tracking.
In the top navigation, open Campaign UTM settings.
Set
utm_mediumto WhatsApp andutm_campaignto the campaign name (this is usually the default).Click Save. Charles then adds the parameters to all following campaigns automatically.
â ïž Important: When you set up the call-to-action button of a campaign, check that its UTM parameters are not overwritten.
3. Give Tracify access
âčïž Why we need access: Access to your account allows our team to review your tracking setup and to answer your questions about your data and account configuration quickly and precisely.
In Charles, go to Settings âș Users âș Add new and invite [email protected] with the permissions Manage Settings and Manage Studios. This lets us see your link tracking settings as well as your campaigns and flows. Charles has no read-only option.
Charles explains the steps here: Invite users & update roles