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Outbound Metrics: Template Campaigns Section

📊 What is the Template Campaigns Report?

This section within your Outbound reporting is designed to evaluate the specific performance of campaigns that use WhatsApp Templates (Template Messages). Unlike automated flows, this report helps you measure the direct impact of pre-approved messages you send to your database to initiate or resume conversations.


🔍 Available Filters

To obtain accurate information and segment your results, you can use the following filters at the top:

  • Send Date: The exact period when the campaign was triggered (by default, the last 30 days).

  • Channel: Specifies the platform and phone number used (e.g. WA +504...).

  • Last Status: Allows you to segment by the final message delivery status (Delivered, Sent, Failed, Read, Replied).

  • Campaign Name: Filter by the exact campaign title.

  • Classification Type: Filter by the closure category (Positive Outcome, Negative Outcome, Self-service Outcome, etc.).

  • Classification: Filter by the exact closure reason. Note: If the conversation had more than one classification, the system will only take into account the last one.


🧩 Tab: General (Main Metrics)

This is the main view where you will find the vital indicators of your campaigns:

  • Total Contacts: Represents the number of unique people (by phone number) that were included in your send list.

  • Successful Sends: Shows the number of messages that were effectively delivered to the customer.

⚠️ Important Clarification (vs. General Report): This number is usually higher than "Conversations Started" in the General Report. Why? Because if you send a template to a customer who already had an open chat with you, it will count here as a "Successful Send", but the General Report won't count it as a new conversation.

  • Assigned: Represents the number of conversations originated by the template that were later assigned to a human agent.

  • Sales: The number of conversations that ended with a classification categorized as a sale.

  • Sends per Day: A chart showing the volume of templates sent daily. It shows a maximum of 60 days and includes a dotted trend line.


📉 Conversion Funnel and Performance

  • Conversion Funnel: Represents visually how customers progress stage by stage.

💡 Note about the funnel: In some cases, you might see that the number of "Assigned" is greater than "Read" or "Replied". This occurs because in individual template sends sometimes Meta does not return the read/reply confirmation, but the system still correctly records when the chat is passed to an agent.

  • Performance by Campaigns: A table that allows you to compare your different campaigns side by side to evaluate which one had better metrics.

  • Distribution and Classification Summary: Charts and tables that detail how many times each closure classification was used (and what type they belong to, e.g. Positive/Negative) in the chats generated by these campaigns.


📥 Tab: Audit (Downloads)

This section shows you the raw list of all conversations generated by your template sends, breaking down all the fields mentioned above. It is the main tool to audit your databases.

📝 Display Limits: The table within the platform will show you a maximum of 2,000 rows as a preview. However, when you click to download (in .csv, .xlsx or .json format), the file will include up to 1,000,000 records.


Measure the true impact of your templates! 🚀

Mastering the Template Campaigns section will allow you to understand which messages have better open and reply rates, helping you focus your budget on communications that truly generate value and sales for your business. ✅

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