> For the complete documentation index, see [llms.txt](https://docs.360dialog.com/360pilot/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.360dialog.com/360pilot/start-here-quick-learning-guide.md).

# Start Here: Quick Learning Guide

#### 360Pilot is a WhatsApp measurement platform that shows the full journey — from the first ad click to the final conversion, allowing you to attribute revenue and ROAS across the funnel.

Why it matters for performance marketers

* [x] **Measure real outcomes**: Tie campaigns to revenue, ROAS, CPA—not just “conversation started.”
* [x] **Optimize with confidence**: See drop‑offs by step, campaign, and creative; cut wasted spend.
* [x] **Scale winners**: Reinvest into the channels, entry points, and messages that convert.

## Capabilities & features

#### Events & tracking

Define in‑thread WhatsApp events (direction, exact/partial match, text/buttons/templates) to mark what counts as a conversion.

<figure><img src="/files/SZklLrTiKXaAsjYJzHxD" alt=""><figcaption><p>Event Definition</p></figcaption></figure>

#### Funnels

* Build funnels with standard steps (e.g., Paid Clicks, 1st Message Sent) and add custom steps (Replies, Link Clicks, form submits, etc.) to reflect your journey.
* Compare periods with the date range selector.

<figure><img src="/files/s8ecC4MJpHTiN2BV7B3K" alt=""><figcaption><p>Funnel Builder</p></figcaption></figure>

#### Analytics & insights

* **Overall Results panel**: Impressions, spend, paid clicks, message metrics, final conversions, Revenue & ROAS, and CPA by step.
* **Funnel visualization**: Instant drop‑off view to pinpoint friction.
* **CPA ranking chart**: Find best/worst performers quickly.
* **Campaign details table**: Drill into standard + dynamic (custom event) columns; sort and filter.

<figure><img src="/files/gBL88NRc1XuVON0SCQc1" alt=""><figcaption></figcaption></figure>

#### Messaging & audience tools

* **Marketing Messages reporting**: See Campaign / Sendouts / Templates hierarchy, total campaign cost, resend performance, conversions after read (coming soon).
* T**otal Marketing Contacts (Marketing Messages)**: Export individual leads at each Marketing Messages funnel step.
* **Audience Metrics**: Filter, define, save, and export audiences for retargeting.

#### Entry‑points & sources

* Track performance for Ads that Click to WhatsApp, Marketing Messages, and organic sources like QR codes and website links (Available Soon).

#### Workspace & admin

* **Multiple numbers switching**: Toggle between numbers directly in the UI.
* **Events management**: Delete outdated tracking events and clean up related data.

#### Integrations / closing the loop

* Connect to CRM and commerce tools to attribute conversions after the chat.

### “How To” Guides

Use these links when you’re ready to set up or go deeper.

#### Setup & Onboarding

<table data-card-size="large" data-view="cards" data-full-width="false"><thead><tr><th></th><th data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Onboarding from Client Hub</strong></td><td><a href="https://docs.360dialog.com/360pilot/setup-and-onboarding/how-to-onboard-to-360pilot-from-client-hub">https://docs.360dialog.com/360pilot/setup-and-onboarding/how-to-onboard-to-360pilot-from-client-hub</a></td></tr><tr><td><strong>Pre‑Onboarding checklist</strong></td><td><a href="https://docs.360dialog.com/360pilot/setup-and-onboarding/pre-onboarding-preparations">https://docs.360dialog.com/360pilot/setup-and-onboarding/pre-onboarding-preparations</a></td></tr><tr><td><strong>Number Onboarding Guide</strong></td><td><a href="https://docs.360dialog.com/360pilot/setup-and-onboarding/number-onboarding-guide">https://docs.360dialog.com/360pilot/setup-and-onboarding/number-onboarding-guide</a></td></tr><tr><td><strong>Embedded Signup steps</strong></td><td><a href="https://docs.360dialog.com/360pilot/setup-and-onboarding/embedded-signup">https://docs.360dialog.com/360pilot/setup-and-onboarding/embedded-signup</a></td></tr></tbody></table>

#### Core features

<table data-view="cards"><thead><tr><th></th><th data-type="content-ref"></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><strong>Click To WhatsApp</strong></td><td><a href="https://docs.360dialog.com/360pilot/360pilot-features/click-to-whatsapp">https://docs.360dialog.com/360pilot/360pilot-features/click-to-whatsapp</a></td><td></td></tr><tr><td><strong>Marketing Messages</strong></td><td><a href="https://docs.360dialog.com/360pilot/360pilot-features/marketing-messages">https://docs.360dialog.com/360pilot/360pilot-features/marketing-messages</a></td><td></td></tr></tbody></table>

### Success Stories

See how leading brand are already boosting results with 360Pilot:

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-type="content-ref"></th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td><strong>ALDI France (Subscription)</strong></td><td>–66% Cost per Subscriber; 4.3% conversion rate</td><td><a href="https://360dialog.com/br/stories/aldi-portugal">https://360dialog.com/br/stories/aldi-portugal</a></td><td><a href="/files/QAK4qlFhM8fmfG83U1Vy">/files/QAK4qlFhM8fmfG83U1Vy</a></td></tr><tr><td><strong>Nissan / AAC (Lead Gen)</strong></td><td>–56% CPL; 2× lead volume; 2.9× higher conversion rate</td><td><a href="https://360dialog.com/stories/nissan">https://360dialog.com/stories/nissan</a></td><td><a href="/files/0f2k53quYSsSoNjyIQj7">/files/0f2k53quYSsSoNjyIQj7</a></td></tr></tbody></table>

### Quick start

Here are 5 simple steps for you to start measuring and optimizing your results with 360Pilot:

{% stepper %}
{% step %}

#### Access & connect

Complete Onboarding from Client Hub; connect Meta permissions.
{% endstep %}

{% step %}

#### Define 2–3 events that matter to revenue

(e.g., Qualified Lead, Form Submit, Purchase).
{% endstep %}

{% step %}

#### Build one funnel with standard + custom steps

Set a 14–30 day window.
{% endstep %}

{% step %}

#### Analyze Overall Results + CPA ranking

Tag underperformers to pause; shift budget to winners.
{% endstep %}

{% step %}

#### Iterate weekly

Refresh creatives; test entry points; add one new event if a gap emerges.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
Need help? Reach out to our team on <support@360dialog.com>
{% endhint %}


---

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