❓ Frequently Asked Question or Initial Context
Those who manage digital advertising often ask themselves the following questions:
How can I see the real impact of my Click to WhatsApp campaigns (Meta Ads) directly in Atom?
Where are the conversations generated, the advertising investment spent, and the resulting sales reflected?
The Click to WhatsApp report (located within the Inbound metrics) was designed specifically to centralize the information from your advertising accounts with the interactions on the platform. It allows you to visualize the entire customer journey: from clicking on the ad, through assignment to the agent, to the final sales classification.
⚠️ Essential requirement: To view financial data and performance correctly, it is mandatory to have your Meta Ads Manager account linked in Atom. If you haven't done so yet, we recommend first consulting the article "How to link your Meta Ads Manager account in Atom".
This report allows you to measure your return on investment by showing:
The total amount invested in Meta ads that generated traffic to Atom.
The exact volume of conversations started thanks to those campaigns.
The exact cost per conversation (calculated by dividing amount spent by conversations generated).
A complete sales funnel with traceability down to the agent or group responsible for the close.
Main report tabs:
Summary: A general view of your main KPIs and campaign behavior by day.
Ad detail: Granular performance broken down by each specific ad and campaign.
Linked and unlinked accounts: A section to audit which advertising accounts are synchronized sending costs to Atom and which are generating traffic without being integrated.
⚙️ Troubleshooting: Step by Step
To configure your view and find the information you need, follow these steps:
Go to the left sidebar menu and access Reports > Click to WhatsApp (or Inbound Metrics: Click to WA).
Make sure you have at least one advertising account selected/linked.
Use the filters at the top to segment your search with precision:
Execution date.
Advertising account, Campaign, Audience, or Ad.
Channel (phone line) and Bot Name.
Group and Assigned Agent.
Final classification and tags.
To analyze a specific ad:
Go to the Ad Detail tab.
Select the campaign or ad of your interest.
Verify the volume of conversations originated exclusively by that ad in Atom.
To download the data:
At the top of the dashboard you will find a link that says "Export tab as PDF".
If you need raw data for Excel, go to the Audit tab, where you can download up to 1,000,000 complete records.
✅ Possible Solutions
If you notice discrepancies when auditing your campaigns, review these common scenarios:
📌 Scenario 1: The report does not show data from a specific campaign
Make sure the advertising account from which you are advertising is correctly linked to Atom.
Verify that the destination WhatsApp number configured in the Meta ad is exactly the same as the one you have connected and active in your Atom environment.
Confirm in Meta Ads that your ad objective is strictly "Click to WhatsApp".
📌 Scenario 2: Conversations appear under "Unlinked Accounts"
This means that customers have entered by clicking on an ad, but Atom cannot show you the investment spent because the source advertising account has not been integrated into the system.
Solution: Filter the view by "Unlinked Account" and go to the Ad Detail tab. Click on the ad URL to see which account it belongs to on Facebook/Instagram. Then, go to Settings and link that account to your Atom environment.
📌 Scenario 3: How to analyze the real Cost per Conversation?
Go to the Linked Accounts tab. There, the system crosses Meta and Atom data to show you the total amount spent, the cost per conversation generated, how many of them were assigned to humans, and how many resulted in sales. All grouped clearly by advertising account.
📝 Additional Notes
The power of the Sales Funnel: The report includes a highly valuable funnel chart. This allows you to evaluate performance in terms of conversion and not just investment, showing you: Total conversations started ➡️ How many were assigned to the team ➡️ How many resulted in an actual sale.
Complementary documentation: To understand the rest of the organic traffic entering your platform, we invite you to visit the related articles: Inbound Report Metrics - Summary Section and Inbound Report Metrics - Bots Section.
Maximize your advertising investment return! 🚀
By mastering the Click to WhatsApp report, you stop guessing which ads work and gain complete visibility over your business funnel. Connect your accounts, analyze your cost per conversation, and focus your budget on campaigns that truly generate customers and sales. ✅