Who this guide is for. Business owners and their teams who use martec.app to measure where their WhatsApp customers come from, and agencies/partners who run several companies. The language is direct and jargon-free — whenever a technical term shows up, it gets explained.

What it solves. It takes you from zero to a system that measures correctly, and shows you the pitfalls that silently break measurement (without throwing any on-screen error) so you don’t fall into them.

How to use this guide

Each screen of the system appears as a simplified sketch (what you’ll see), followed by the step-by-step. The markers:

The names and numbers in the sketches (Loja Exemplo, Maria, R$ 3.200…) are examples — you’ll see your own.

Quick start — from zero to measuring, in 5 steps

When you log in as admin, the panel shows an activation checklist. The first 4 steps are required; the 5th is optional, but it’s the one that turns on cost and ROAS.

🖥️ Screen — Admin panel with the checklist

Olá, Maria                                   [ ⃝? Como funciona ]
Resumo da operação no Loja Exemplo.

┌ Banner: conectar WhatsApp ───────────────────────────────────┐
┌ Checklist de ativação ───────────────────────────────────────┐
│  ☐ 1. Convide um operador                                     │
│  ☐ 2. Conecte o WhatsApp do negócio                           │
│  ☐ 3. Crie uma campanha com link rastreável                   │
│  ☐ 4. Coloque o link rastreável na bio                        │
│  ☐ 5. Conecte o Meta  (opcional — libera custo e ROAS)        │
└───────────────────────────────────────────────────────────────┘
Painel operacional             [ Hoje | Ontem | 7d | 30 | 90 ]
┌ Funil: Cliques → Leads → % conversa → Ganhos ┐
# Step What it does Where Required
1 Invite an operator Their WhatsApp is the one that receives ad clicks Operadores ✅
2 Connect the business WhatsApp Links each conversation to its source campaign WhatsApp ✅
3 Create a campaign with a trackable link The link measures each click and sends it to the operator’s WhatsApp Campanhas ✅
4 Put the trackable link in the bio People coming from Instagram also start being measured Bio ✅
5 Connect Meta + paste each campaign’s ID Unlocks cost and ROAS — see the pitfall below Campanhas ⬜ optional

⚠️ Most common pitfall: connecting Meta (step 5) is NOT enough for cost to come in. Besides connecting, you need to paste the Meta campaign ID into each campaign (Editar campanha → “ID da campanha no canal”). Without it, CPL and ROAS stay “—” even with the Meta banner green. See §5.1 and §11 item 1. If you run paid ads, this step decides whether ROAS works or not.

When the 4 required ones are done, the checklist disappears and the panel switches to tracking mode.

Guide sections