WhatsApp is the most engaging channel in Latin America — but every conversation initiated has a cost, and every campaign needs to justify its investment.
This material was created to help companies measure and report the performance of WhatsApp messages in a simple way, and most importantly, to optimize future campaigns using data-driven methods.
Below, you’ll find a practical summary with the key insights from our webinar on ROI with WhatsApp + HubSpot.
What do you need to measure ROI on WhatsApp? 📲
1. Integration between WhatsApp and HubSpot
To centralize data and connect marketing, sales, and customer support:
• Automatic contact creation
• Property updates
• Conversation history logging
• Real-time reporting
2. Some recommended properties in HubSpot
To generate reliable performance reports:
• Campaign cost
• Revenue generated
• Acquisition channel
• Product purchased
• Responsible sales rep
Practical example: ✍️
The formula to calculate ROI is: (Revenue generated – Costs) / Costs = ROI
A university invested $4,000 USD to send a campaign to its alumni, offering them postgraduate courses.
This campaign generated 20 enrollments, totaling $44,000 USD in revenue.
ROI = ($44,000 – $4,000) / $4,000
ROI = 10
The ROI of this WhatsApp campaign was 10x (or 1000%).
How to visualize this in HubSpot? 🧑💻
Create a dashboard with the following reports:
• Revenue by campaign
• Total cost per action
• ROI by channel (inbound/outbound)
• Conversions attributed to WhatsApp
🚀 Automate your RevOps processes and track the real impact of WhatsApp in HubSpot with Treble.
Discover the power of launching WhatsApp campaigns in just a few clicks
