Start Here: Quick Learning Guide

In this page you can learn more about everything you can do with 360Pilot

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

• Measure real outcomes: Tie campaigns to revenue, ROAS, CPA—not just “conversation started.”

• Optimize with confidence: See drop‑offs by step, campaign, and creative; cut wasted spend.

• 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.

Event Definition

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.

Funnel Builder

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.

Messaging & audience tools

• Marketing Messages reporting: See Campaign / Sendouts / Templates hierarchy, total campaign cost, resend performance, conversions after read (coming soon).

• Total 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• Events management: Delete outdated tracking events and clean up related data.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

Onboarding from Client Hub

https://docs.360dialog.com/360pilot/setup-and-onboarding/how-to-onboard-to-360pilot-from-client-hub

Pre‑Onboarding checklist

https://docs.360dialog.com/360pilot/setup-and-onboarding/pre-onboarding-preparations

Number Onboarding Guide

https://docs.360dialog.com/360pilot/setup-and-onboarding/number-onboarding-guide

Embedded Signup steps

https://docs.360dialog.com/360pilot/setup-and-onboarding/embedded-signup

Core features

Click To WhatsApp

https://docs.360dialog.com/360pilot/360pilot-features/click-to-whatsapp

Marketing Messages

https://docs.360dialog.com/360pilot/360pilot-features/marketing-messages

Success Stories

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

ALDI France (Subscription)

–66% Cost per Subscriber; 4.3% conversion rate

https://360dialog.com/br/stories/aldi-portugal

Nissan / AAC (Lead Gen)

–56% CPL; 2× lead volume; 2.9× higher conversion rate

https://360dialog.com/stories/nissan

Quick start

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

1

Access & connect

Complete Onboarding from Client Hub; connect Meta permissions.

2

Define 2–3 events that matter to revenue

(e.g., Qualified Lead, Form Submit, Purchase).

3

Build one funnel with standard + custom steps

Set a 14–30 day window.

4

Analyze Overall Results + CPA ranking

Tag underperformers to pause; shift budget to winners.

5

Iterate weekly

Refresh creatives; test entry points; add one new event if a gap emerges.

Need help? Reach out to our team on [email protected]