Step-by-Step Tutorial: How to Set Up and Use Tochat.be’s Form Control Feature for Conversion Events

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This tutorial will guide media buyers through the setup of form options that exclude specific user selections from triggering conversion events, a feature designed to optimize your campaigns and control your ad budget effectively.

Video version: https://www.youtube.com/watch?v=5VIErqNqq6c

Benefits for Media Buyers

  1. Optimized Ad Spend: Prevents unnecessary conversion events for leads that don’t represent valuable actions, such as complaints or support requests.
  2. Enhanced Campaign Data: Provides cleaner and more accurate analytics by ensuring only meaningful actions are counted as conversions.
  3. Seamless Integration: Works with Google Ads, Facebook Ads, and Google Tag Manager for easy tracking and reporting.

Step 1: Access Your Tochat.be Dashboard

  1. Log in to your Tochat.be account.
  2. Navigate to the Widgets section where your WhatsApp form is configured.

Step 2: Configure Your Form

  1. Open the Form Editor:
    • Locate the widget or form you want to edit.
    • Click Edit to access the form configuration.
  2. Add Dropdown Options:
    • Add or review the dropdown options you provide for users.
    • Examples:
      • “I want to work with you”
      • “I want to make a complaint”
      • “I want to chat with support”
      • “I want to make an order”
  3. Set Non-Conversion Options:
    • For options like “I want to make a complaint” or “I want to chat with support”:
      • Select the Close Conversation setting.
      • This ensures that these selections will not generate a conversion event.
    • For valuable actions like “I want to make an order”:
      • Leave the default settings to allow these actions to trigger conversion events.

Step 3: Define Post-Selection Actions

  1. Close Conversation Leads:
    • Customize the message shown to users who select non-conversion options. For example:
      • “Thank you! We will contact you soon.”
    • These leads will:
      • Not proceed to WhatsApp.
      • Be stored in the Leads Panel for follow-up via email or other channels.
  2. Conversion Leads:
    • Users selecting conversion-triggering options (e.g., “I want to make an order”) will:
      • Proceed to WhatsApp.
      • Trigger conversion events tracked in your analytics and ad platforms.

Step 4: Integrate with Analytics and Ad Platforms

  1. Google Tag Manager:
    • Ensure your Google Tag Manager is connected to your Tochat.be account.
    • The widget automatically sends data to Tag Manager.
    • Customize tags and triggers based on conversion or non-conversion events.
  2. Google Ads and Facebook Ads:
    • Link your campaigns to Tochat.be.
    • Verify that only relevant conversion events are being sent to your ad accounts.
    • This helps improve your conversion rates and reduces cost-per-conversion.

Step 5: Monitor and Adjust

  1. Review Leads in the Leads Panel:
    • Access the Leads Panel to track all form submissions.
    • Filter by event type (conversion or non-conversion).
    • Follow up on non-conversion leads manually if needed.
  2. Analyze Campaign Performance:
    • Use analytics tools to monitor the impact of this feature on your campaigns.
    • Look for improved ROAS (Return on Ad Spend) and better lead quality.

Why This Feature Is a Game-Changer

  • Accurate Attribution: Focuses on tracking actions that matter.
  • Budget-Friendly: Reduces wasted ad spend on irrelevant leads.
  • User-Friendly: Keeps non-conversion leads for manual follow-up, ensuring no potential customer is ignored.

By using this feature, you gain complete control over what counts as a conversion event, leading to smarter decisions and higher ROI for your ad campaigns.

If you have any questions or need further assistance, feel free to reach out via the Tochat.be support team!

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