In digital marketing, one of the most effective channels for customer engagement is WhatsApp. Messages boast a staggering 98% open rate, five times higher than emails and SMS. This makes WhatsApp indispensable for businesses aiming to reach their customers directly.
However, while the high engagement rate is a great advantage, tracking the success of WhatsApp-based campaigns is equally important to measure ROI and optimize strategies. This is where UTM tags come in.
By adding UTM parameters to WhatsApp links, businesses can precisely track their campaigns' performance, gaining insights into which sources, mediums, and campaigns drive the most traffic and conversions.
In this blog, we’ll walk you through how to set up UTM tags for WhatsApp links and analyze the data to improve your marketing efforts.
UTM tags (Urchin Tracking Module tags) are special parameters that you can add to the end of a URL to track the performance of a specific link in analytics platforms like Google Analytics.
These tags help you understand how users interact with your content, where they are coming from, and which marketing efforts drive traffic to your website or other platforms.
WhatsApp allows you to add UTM tags to links shared through the app, whether in messages, ads, or posts, to track the effectiveness of your WhatsApp outreach in driving traffic or conversions. By appending UTM tags to a WhatsApp link, you can monitor user behavior based on the source, medium, and campaign that led them to click on the link.
For example, you might share a link encouraging users to chat with your business on WhatsApp. You can add UTM tags to that link to track its performance.
A WhatsApp link with UTM tags could look like this:
https://wa.me/1234567890?text=Hello!%20I'm%20interested%20in%20your%20service&utm_source=facebook&utm_medium=social&utm_campaign=whatsapp_outreach
Here’s what each part of the URL means:
Let us take a look at how UTM tags can improve your tracking, analysis, and overall marketing efforts.
Using UTM links in WhatsApp marketing campaigns offers several key advantages. They help pinpoint high-performing campaigns, allowing you to prioritize strategies that yield the highest return on investment.
The benefits of using UTM tags for tracking WhatsApp campaigns are clear, accurate insights, better campaign optimization, and improved ROI. However, to fully harness these advantages, it’s crucial to understand how to set up UTM tags correctly.
By setting up UTM tags, Shopify merchants can measure how their WhatsApp-based sales and customer interactions contribute to overall business outcomes.
Step 1: Define a Consistent Naming Convention
Establishing a clear and consistent naming convention is crucial for tracking and avoiding confusion. Consider the following guidelines:
Step 2: Determine What to Measure with Each UTM Parameter
Decide on the parameters you want to track for each UTM
Step 3: Construct the UTM-Tagged WhatsApp Link
Combine the base WhatsApp link with the UTM parameters
https://wa.me/1234567890?text=Hi%20I%20am%20interested%20in%20your%20product&utm_source=newsletter&utm_medium=whatsapp&utm_campaign=product_launch_230401&utm_term=engaged_subscribers&utm_content=quick_reply_button
Replace 1234567890 with your business phone number and adjust the UTM parameters per your campaign details.
Step 4: Use Tools to Generate UTM-Tagged URLs
To simplify the process, you can use tools like the Google Campaign URL Builder to create UTM-tagged URLs efficiently.
Step 5: Integrate UTM Links into Your WhatsApp Messages
Incorporate the UTM-tagged links into your WhatsApp messages:
Example:
Step 6: Ensure Correct Formatting of URLs in WhatsApp
To ensure that your UTM-tagged URLs function correctly in WhatsApp:
Following these steps, you can set up UTM tags for your WhatsApp links.
With the integration of platforms like Zoko, you can track, manage, and automatically capture UTM parameters from your WhatsApp links, allowing you to track the source, medium, and campaign directly within your Shopify dashboard. Book a Call Today!
To track and analyze UTM-tagged links, you can use tools like Google Analytics to capture and report on the UTM parameters embedded in your URLs. By monitoring key metrics such as traffic sources, user behavior, conversions, and revenue, you can assess campaign performance and adjust marketing strategies accordingly.
Step 1: Accessing UTM Data in GA4
To view UTM parameters in Google Analytics, follow these steps
This setup allows you to analyze traffic based on UTM parameters such as utm_source, utm_medium, and utm_campaign.
Step 2: Determine Key Metrics
To assess the performance of your UTM-tagged links, focus on the following key metrics:
These metrics can be found in the Traffic Acquisition report under the respective UTM dimensions.
Step 3: Analyze Performance Data
Once you've gathered data, analyze it to optimize your campaigns:
Zoko’s analytics tools help you monitor the performance of your WhatsApp campaigns. Combining UTM data with analytics lets you gain insights into customer behavior, campaign effectiveness, and sales performance. All you have to do is install the Zoko plugin and manage everything within WhatsApp.
Explore: Effective WhatsApp Lead Generation Strategies for 2025
When using WhatsApp for lead generation, a key challenge is the multiple entry points to your WhatsApp channel, whether it's through a chatbot link in an ad, a landing page, or a LinkedIn paid campaign. This makes it difficult to accurately track and analyze your WhatsApp leads' origins. Let’s explore the challenges and considerations thereafter in more detail.
WhatsApp's handling of UTM parameters can be inconsistent. For example, when a URL with UTM parameters redirects to WhatsApp, some analytics platforms may not capture the UTM data.
This limitation arises because WhatsApp doesn't always pass along the UTM parameters when opening the app or web interface, further leading to gaps in tracking campaign performance.
Sharing HTTP (non-secure) links via WhatsApp can pose security risks. WhatsApp may flag such links as "suspicious," especially if they lead to phishing sites or contain malware. Users might be warned before clicking, which can deter engagement. Additionally, HTTP links lack encryption, making them vulnerable to interception and misuse.
When using UTM parameters to track user interactions on WhatsApp, businesses must ensure compliance with data protection regulations like the GDPR. This includes obtaining explicit consent from users before collecting and processing their data.
WhatsApp links don’t directly support UTM parameters, so businesses often need to implement workarounds like web chatbots that capture UTM info before redirecting users to WhatsApp. This requires additional technical setup and user opt-in management.
These challenges highlight that integrating UTM tags with WhatsApp marketing requires planning, technical solutions beyond simple URL tagging, and consistent governance to maintain data integrity.
By understanding and addressing these challenges, businesses can track and analyze UTM-tagged links in WhatsApp by exploring alternative methods or workarounds, such as dynamic links with integrated tracking systems that help capture data even when UTM parameters aren't fully supported.
Also Read: Step-by-Step Guide to Integrating WhatsApp with Shopify
Zoko is a powerful WhatsApp Business platform that helps businesses overcome common challenges with UTM tracking on WhatsApp links. It offers features that improve campaign tracking and customer engagement without relying solely on manual UTM tagging.
Here’s how Zoko overcomes the limitations that have been discussed above
UTM tags help merchants track where their traffic and sales come from when using WhatsApp. Here are some practical use cases:
UTM tags make these insights possible by adding special code to your links that tells your analytics tools exactly where each visitor came from and which campaign brought them to you.
Knowing UTM best practices is essential for maintaining detailed and consistent data. By following these practices, you’ll streamline the organization and reporting of your tracked links. Here are the best practices for UTM parameters, perfect for fast-growing, data-driven companies.
Best Practice |
Details |
Consistent Naming Convention |
Use lowercase letters, avoid spaces (use underscores or hyphens), and standardize terms across campaigns. |
Utilize UTM Builders |
Automate UTM link creation to reduce manual errors and ensure consistency. |
Centralized UTM Data Repository |
Maintain a master spreadsheet with campaign details (source, medium, name, etc.). |
Regularly Review and Update UTM Parameters |
Monitor inconsistencies and update UTM parameters to reflect current strategies. |
Avoid UTM for Internal Links |
Prevent session distortion using internal tracking methods instead of UTM parameters for internal links. |
Track UTM Parameters in CRM Systems |
Sync UTM parameters with your CRM to connect marketing efforts with sales data. |
Limit UTM Parameters in URLs |
Keep UTM parameters minimal (e.g., source, medium, and campaign) to prevent clutter and confusion. |
Test UTM Links Regularly |
Ensure UTM-tagged links are working correctly and capturing the data as intended. |
Avoid Overuse of UTM Parameters |
Don’t overwhelm your data with unnecessary UTM parameters; keep it streamlined for easier tracking. |
Integrate UTM Data with Analytics Tools |
Make sure UTM data is integrated with tools like Google Analytics for seamless reporting and insights. |
UTM tags help track and analyze the performance of your WhatsApp campaigns. Incorporating UTM parameters into your links lets you understand which sources, mediums, and campaigns drive traffic, conversions, and revenue.
Optimizing these links ensures more accurate tracking, enabling data-driven decisions that enhance your marketing efforts.
Zoko is a comprehensive platform that utilizes the WhatsApp API to streamline your sales, marketing, and customer support on WhatsApp. It allows you to go beyond simple messaging and expand your reach effectively.
Ready to take your WhatsApp marketing to the next level? Start your 7-day free trial with Zoko today and experience the power of integrated tracking and personalized customer engagement.