[Beta] Insights

Insights is still in beta phase and is enabled individually per Client. To understand the full set of features available, please go to our Client Documentation.

Insights is the most advanced independent measurement solution for WhatsApp - an “Appsflyer for Business Messaging”.

The technology approach to 360dialog Insights is a semantic engine that detects any WhatsApp Data and converts it into a standardized format for measurement and signals to be synchronized with non-business messaging-related tools off of the WhatsApp platform.

As an Independent Measurement Solution 360dialog enables any solution on any Partner platform to truly measure WhatsApp Performance Marketing use cases and even output to non-business messaging-related business like Meta’s AdTech, Measurement, Commerce, etc.

Key features

Full Funnel Tracking

• Insights tracks Click to WhatsApp campaigns from Impression to ROI/ROAS

• Individual Funnel depending on use case can be defined and tracked

• Benchmarking of Click to WhatsApp campaigns with integration with Meta Ad Accounts

Attribution Tracking

• Insights tracks any entry point (web, app, offline, etc.) and measures the WhatsApp funnel performance

• Track Marketing Campaigns sent within WhatsApp with Marketing Messages

• We enable clients to understand from which web/app product page they drive most WhatsApp traffic from and which convert the best. This also allows for A/B testing, not only on the Meta Ads level but within the whatsapp channel.

• Attributions can be used for personalized experiences on WhatsApp too to establish which user journey converts best and for which audience and tailor accordingly.

Meta APIs

• Insights is integrated with various Meta APIs like MAPI, CAPI, Insights API so that we can import details of campaign spend and give a comprehensive ROAS figure

• CAPI allows you to optimize Meta Ads campaigns by feeding conversions back to Meta

• Use Case like look-a-like or custom audiences can be triggered for Retargeting and Optimization

Integrations

• Supporting digital platforms like Mixpanel, Google Analytics and adjust for synchronization WhatsApp data for holistic performance views and benchmarks

Solution Agnostic

• Non-Business Messaging solutions like Shopify, n8n, Make, Smartly are in concept or implementation phase.

Main benefits

Insights helps companies understand:

How their different sources of conversation perform

Companies send traffic to their WhatsApp Business Accounts from different sources. See Sources. Insights help companies differentiate the performance of their sources by:

• Volume: How many leads a source brought in.

• Cost-per-lead: How much did the leads from a source cost.

• Conversion: How qualified were the leads from a source.

Where users are dropping off the conversation

Companies design multi-step automated flows (aka. chatbots or conversation flows) and implement them into their WhatsApp Business Account. Insights can help these companies find the main drop-offs (which step the user didn't complete) so they can optimize the conversion of their flows to enhance user interaction. See Events.

Who are their leads

Companies need to know who-did-what to plan and execute retargeting campaigns to increase acquisition. Insights helps companies segment custom audiences they can export at any time.

Conversion API (CAPI)

One of the major advantages 360dialog offers is access to Meta Conversion API betas and advanced features. If we encourage clients that have CAPI enabled to integrate on this platform it will massively increase the data they can gather and improve results further. So we should work together to use CAPI wherever possible. This means switching it on using the provided instructions and defining a conversion event in the message flow. Details on CAPI onboarding here.

What else does this do for Partners?

We are offering incentives for Partners who are using Insights with their clients. Read more about these here.

There are multiple reasons why Partners should be invested beyond incentives: 360dialog partners will be able to offer the most advanced analysis available to track the efficacy of WhatsApp spend to their clients. This will make it much harder for their clients to switch partners and lose a capability they come to rely on

• Using this tool should prove the efficacy of spending on WhatsApp and assist partners in switching more client spend to your platforms

• Partners can focus on their core capabilities like chatbots and marketing and still have advanced analytics

• Even partners who offer some level of tracking already do not have access to the CAPI integrations that we do - plus we are the premier Beta tester for all new Meta API capabilities in this field

• This is at the forefront of Meta's thinking, using this capability to increase WhatsApp spend will get partners greater visibility with Meta

FAQ

How can Clients get access?

Insights is available to clients participating in our Beta Program. If you have clients who wish to participate in this program, please reach out to our Support Team and provide their client_id for activation.

How to check if a client is enabled for Insights

Partners can check if a client is enabled for Insights by calling the following endpoint:

Check if Insights is enabled for specific Client

GET https://api.signals.360dialog.io/v1/insights-allowed/{client_id}

Example request curl --location 'https://api.signals.360dialog.io/v1/insights-allowed/{client_id}' --header 'Authorization: Bearer Token'

Path Parameters

Name	Type	Description
client_id*

Headers

Name	Type	Description
OAuth	String	Provide your Bearer token in the Authorization header.

200: OK

{
    "allowed": true | false
}

401: Unauthorized

{
    "success": false,
    "error": "Not authenticated"
}

How to use Insights

360dialog Client Hub

After we enable Insights for a specific Client, the dashboard will be present in their Client Hub. We've provided resources to help, including documentation, in-app tutorials, and the option to reach out to our Support Team for assistance. As a partner, you can also offer support in leveraging this powerful tool effectively.

Please refer to our product documentation for more details.

Insights | Client Documentation

Within the Insights Timeline, your client will access data and tools to optimize their messaging and engagement strategies. This includes viewing analytics, generating reports, and gaining valuable insights into user interactions with their communication campaigns.

[Beta] Insights API

Base URL & Authorization

Auth and Base URL

Endpoints

Sources

Get list of Sources and their Insights

GET [base-url]/v1/clients/{client_id)/sources

Path Parameters

Name	Type	Description
client_id*	string

Query Parameters

Name	Type	Description
app_ids	string
offset	string
limit	string
date_to*	string
date_from*	string

200: OK

{
  "data": [
    {
      "source": {
        "id": "So2315r13",
        "app_id": "100090613944471",
        "client_id": "100090613944471",
        "name": "string",
        "message": "Hi!",
        "category": "known",
        "type": "ctwa",
        "direction": "incoming",
        "created_time": "2022-11-13T09:57:11",
        "total_conversations": 2,
        "total_spend": 156.77,
        "currency": "EUR"
      },
      "insights": [
        {
          "source_id": "So2315r13",
          "date": "2023-09-08T09:01:15.667000",
          "conversations": 2,
          "currency": "EUR",
          "spend": 13.66
        }
      ]
    }
  ],
  "total_count": 0,
  "offset": 0,
  "limit": 0
}

Update a Source Name

PATCH [base-url]/v1/clients/{client_id)/sources/{source_id}

Request Body: {"name": "string" }

Path Parameters

Name	Type	Description
client_id*	string
source_id*	string

Request Body

Name	Type	Description
name	string

200: OK

{
  "success": true
}

Actions

Insights aggregate messages from the same incoming source, which are called "Actions." This data is automatically collected by Insights without the need for pre-configuration. You can use the following endpoints to collect this data

Get Actions Insights

GET [base-url]/v1/clients/{client_id}/actions

Path Parameters

Name	Type	Description
source_ids*	string	Example : List [ "source1" ]
client_id*	string

Query Parameters

Name	Type	Description
date_to*	string
date_from*	string
offset	integer
limit	integer

200: OK

{
  "data": [
    {
      "id": "So2315r13",
      "app_id": "100090613944471",
      "client_id": "100090613944471",
      "message": "Hi!",
      "type": "text",
      "hits": 2
    }
  ],
  "total_count": 0,
  "offset": 0,
  "limit": 0
}

Breakdown actions per source

GET [base-url]/v1/clients/{client_id}/actions/source_details

Path Parameters

Name	Type	Description
client_id*	string

Query Parameters

Name	Type	Description
actions_id*	string	Example : List [ "action1" ]
offset	integer
sources_id	array{string}	Example : List [ "source1" ]
limit	integer
date_to*	string
date_from*	string

200: OK

{
  "data": [
    {
      "app_id": "100090613944471",
      "client_id": "100090613944471",
      "source_id": "So2315r13",
      "hits": 2
    }
  ],
  "total_count": 0,
  "offset": 0,
  "limit": 0
}

Contact Export

Export contacts

GET [base-url]/v1/clients/{client_id}/export_contacts

Path Parameters

Name	Type	Description
client_id*	string

200: OK

{
  "success": true
}

Send Off-Thread Events

Insights attribute Off-Thread events to WhatsApp conversations, enabling businesses to measure their marketing efforts by identifying the source that led to the conversion event in their funnel. Off-Thread events come in two types:

1. Purchase:

   • Example: A lead completes a purchase, such as buying a book

2. Subscription:

   • Example: A lead registers for a webinar

Sending Off-Thread events enriches businesses' insights into their funnel marketing strategy with actions handled outside of WhatsApp. Once the events are received, the tool will automatically calculate the Return on Ad Spend (ROAS) or Cost per Lead.

See How to send Off-Thread Events to Insights.