How can we help?
Step-by-step guides to set up and use OneWhats features.
Step-by-step guides
93 results
Marketing and reports
Tracking, publishing and performance.
- Browse comments by accountLoaded comments appear newest first.
- Refresh commentsThe list is fetched again.
- Import social historyThe import requests available records from Meta and refreshes the list when finished.
- Authorize Facebook commentsOneWhats requests the additional comments authorization.
- Open the post behind a commentThe original post opens using the integration-provided URL.
- Generate a suggested comment replyThe suggestion remains a draft; it has not been posted.
- Reply publicly to a commentOn success, the reply is posted and recorded on the card.
- Delete a social commentDeletion is requested from the social network; if accepted, the card is removed.
- Reconnect a channel with an expired sessionYou reach the reconnection path indicated by the error.
- Prepare a feed photoThe composition is ready for review.
- Prepare a ReelThe composition is ready for review.
- Prepare a storyThe composition is ready for review.
- Prepare a carouselThe composition is ready for review.
- Remove media from a compositionThe media is removed from the unsent composition.
- Publish a composition nowThe publication is queued for processing.
- Schedule a publicationOneWhats records the publication for processing at the configured time.
- Cross-publish to a Facebook PageThe request includes the selected Page as well as Instagram.
- Monitor publications and quotaYou can monitor publication records created through OneWhats.
- Cancel a scheduled publicationCancellation requests removal of the schedule.
- Prepare a story from a publication recordThe record first media item becomes a new story composition.
- Prepare a story from the account feedThe available post media enters the story composer.
- Review a story opened from the HubThe page prepares the story supplied through the internal link.
- Choose the tracking instanceThe tabs use the selected instance.
- Choose the tracking periodThe date range applies to queries using the top date selector.
- Use a custom date rangeThe query uses the selected inclusive dates.
- Refresh tracking dataThe top button reloads indicators, links and attributions.
- Read dashboard indicatorsYou can inspect the instance tracking summary.
- Understand response and conversion timesYou can interpret the times alongside their calculation basis.
- Review daily conversionsThe chart shows the daily conversions returned for the period.
- Explore the ad performance rankingThe ranking shows leading entries for the selected metric and context.
- Create a trackable linkA tracking address is created for the selected number.
- Set link UTM parametersThe entered values are associated with the link.
- Copy and inspect a trackable linkThe address is available to share through your chosen channel.
- Edit link detailsAccepted fields are updated while the link address is retained.
- Duplicate a link for a new sourceA new link is created only after the form is confirmed.
- Delete a trackable linkThe link stops serving new visits.
- Search attributions by contactThe list queries matching attributions.
- Filter attributions by sourceThe table shows only the selected source.
- Filter attributions by stageThe table filters by the selected fixed stage value.
- Read attribution detailsYou can identify the recorded source and associated delivery state.
- Hide names and phones on screenPersonal fields in the table are visually masked.
- Change an attribution stageThe change is sent to the server for the tracked record.
- Change an attribution valueThe entered amount is sent to the attribution.
- Manually send a purchase to MetaThe server attempts to send a Purchase conversion to Meta.
- Export tracked conversationsThe server generates a tracked-conversations file.
- Install the website pixelThe installed code can record clicks on recognized WhatsApp buttons.
- Diagnose website pixel installationThe diagnosis shows the last received signal per domain.
- Configure the Meta Conversions APIThe configuration is submitted to save the conversion destination.
- Connect Meta to read advertising dataThe connection requests access to ad names and data.
- Configure an advertising token manuallyThe token is submitted for server validation and saving.
- Choose Meta accounts used for trackingThe saved selection defines the accounts used to fetch campaigns and spend.
- Reprocess WhatsApp campaign namesThe server attempts to fill campaign names on tracked leads.
- Connect Google AdsOneWhats requests access to retrieve Google Ads account data.
- Select the Google Ads accountThe saved account guides campaign-data lookup.
- Enter Google Ads credentials manuallyManual configuration is submitted and the server attempts to fill campaign names.
- Reprocess Google campaign namesThe server attempts to resolve recorded campaign IDs into names.
- Choose the Google conversion actionThe action is configured for sending eligible sales.
- Configure Google conversions by phoneThe action name and phone-based sending preference are saved.
- Download a conversion file for Google AdsA file is generated for manual import of eligible sales.
- Copy the Meta UTM templateThe template is available to apply in the advertising platform.
- Copy the Google UTM templateThe template is available to apply in the advertising platform.
- Select campaigns for UTM applicationThe dialog holds the campaign selection to be changed.
- Apply UTMs to selected adsThe server attempts to update eligible ads parameters.
- Filter sent conversion historyThe table queries conversion attempts for the instance and filters.
- Interpret a conversion delivery resultYou can distinguish a rejected attempt from one accepted with caveats.
- Export conversion historyThe server generates a conversion-event file.
- Read Spend and ROI in the basic viewThe table combines ad data with available tracking data.
- Sort and interpret the basic spend tableThe table sorts the rows in the current view.
- Refresh Campaign InspectorThe section requests campaign, ad set and ad data and saves the range in the browser.
- Navigate Inspector levels and sourcesThe section displays the selected level and source.
- Drill down from a campaign to its adsThe detail is restricted to the selected campaign and ad set.
- Compare selected campaigns or ad setsDrill-down respects the checked campaigns and ad sets.
- Search and sort Inspector rowsSearch filters names at the current level and sorting arranges the rows.
- Interpret Inspector metricsYou can interpret combined spend and results with their limits.
- Create a public client reportOneWhats creates a report with its own public address.
- Choose public report sectionsThe report exposes the saved sections.
- Set the report default periodVisitors start with the chosen period.
- Set or remove report expiryPublic access follows the saved expiry.
- Set or change a report passwordNew authentications require the saved password.
- Remove a report passwordThe report opens without a password while active and unexpired.
- Customize report brandingThe public page uses the configured visual identity.
- Edit an existing reportAccepted changes replace the report configuration.
- Copy and open a report linkYou get the public address for sharing and review.
- Inspect report access counts and statusThe card shows recorded access information.
- Generate a new report linkThe report receives another address and the old one becomes invalid.
- Revoke or reactivate a reportThe saved state allows or blocks access to the public address.
- Open a shared reportYou can access the aggregate sections allowed by the report.
- Change a public report periodSections are queried for the new date range.
- Read campaigns in a public reportThe page shows the selected level of shared data.
- Read shared sales, funnel and conversionsYou can read the aggregates included in the report.
- Change public report language and themeThe controls change the page presentation.
- Choose the account and posting areaYou set the composition account and access the desired area.
- Remove a failed publication recordThe request removes the unpublished OneWhats record.