In this guide

Ellipsend can show you the revenue, bookings, and qualified contacts that came from each post, story, or ad. Four things have to line up for that to work.

The activity is then credited to the post, story, or ad the contact came from, as part of the campaign it belongs to. Every account starts with a default campaign, so there's nothing to build first. To adjust its stages and activities, see Pipelines and Activities in the Settings guide.

Only links sent as buttons are tracked. A link pasted into a message as plain text goes out without the token, so nothing that happens after the click can be tied back. Plain links are also the most common reason Instagram stops an account from sending links.

You never add the token yourself. Send the link as a button and Ellipsend adds it on the way out.

The order is what lets Ellipsend track a purchase, or any other activity, that comes from a link the automation sends. If the link goes out first, the click can't be tied to your campaign.

For a link you send often, save it as a Saved Response with the Button Message type and send it by typing / and its shortcut. See Saved Responses.

The tracking token is a long string of text that Ellipsend adds to your link as a URL parameter. It carries what Ellipsend needs to match an activity to the contact, the campaign, the automation, and the post it came from.

By default the parameter is utm_term. If your plan includes the API, you can change it under Settings → Integrations → API, in the URL Parameter field under Ellipsend Tracking Token. Choose a parameter your tools support and your marketing team isn't already using. Any other parameters on your link are left alone.

The campaign is part of the token. That's why, inside an automation, Set Campaign Stage has to come before the message with the link. If the link is sent first, its token has no campaign in it. A purchase or other activity sent in with that token fails, and the error shows in the Api Log.

A sale, a booking, or any other result is recorded as an activity. Activities are what Reports count, and their money fields are where every revenue number comes from. Stages and Activities Are What the Reports Count explains how that works.

Whoever is working the conversation moves the contact into the right stage in the inbox. The activity mapped to that stage opens in a window. Fill in its fields, including the Received and Expected amounts for a purchase, and save. If a stage has more than one activity mapped to it, pick the right one from the dropdown first.

Once a tool is connected, bookings and purchases can log themselves. When an activity comes in this way, the contact also moves into the stage that activity is mapped to. What you can connect depends on your plan.

A purchase after a sales call doesn't come from a fresh click, so there's no token on it. Save the token the first time the contact converts, then reuse it.

When someone books a call, write the token to a custom field on the Opportunity or Deal in your CRM and send the booking to Ellipsend in the same step. Later, when that Opportunity is marked won, send the purchase with the saved token.

Save it on the Opportunity or Deal instead of the contact. A contact can be in more than one campaign, and this keeps one campaign's token from overwriting another's.

Instagram shows buttons in its mobile app. On a computer, the button may not appear. Ask them to open the message on their phone.

Button links don't show a link preview. To send an image with a button, add one under Image (optional) in the Add Link Button window.

No. When an automation moves a contact into a stage, the activity mapped to that stage isn't logged. Activities are logged when someone on your team makes the move in the inbox, or when a connected tool sends one in.

Start with Why is a booked call or purchase missing from Reports? in the Reports guide.