Quick Start Guide

Get up and running with IDB2B in under 5 minutes. Follow this step-by-step guide to start tracking your WhatsApp leads and measuring ROI.

Prerequisites

Before you begin, make sure you have:

• ✅ WhatsApp Business API access (or Business App)
• ✅ Active advertising campaigns driving WhatsApp traffic
• ✅ Admin access to your advertising accounts (Facebook Ads, Google Ads, etc.)
• ✅ 5 minutes to complete the setup

Step 1: Create Your IDB2B Account

Sign Up

1. Go to app.idb2b.com/signup
2. Enter your business email and create a password
3. Verify your email address
4. Complete your business profile

Choose Your Plan

• Starter: Up to 500 leads/month - $49/month
• Growth: Up to 2,000 leads/month - $149/month
• Pro: Up to 10,000 leads/month - $399/month
• Enterprise: Custom limits - Contact us

All plans include a 14-day free trial.

Step 2: Connect WhatsApp Business API

Option A: WhatsApp Business API

# Add our webhook endpoint to your WhatsApp Business API
curl -X POST "https://graph.facebook.com/v17.0/YOUR_PHONE_NUMBER_ID/webhooks" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "object": "whatsapp_business_account",
    "callback_url": "https://webhook.idb2b.com/whatsapp",
    "verify_token": "YOUR_VERIFY_TOKEN",
    "fields": ["messages", "message_status"]
  }'

Option B: WhatsApp Business App (Limited Features)

1. Install our mobile companion app
2. Grant message access permissions
3. Connect to your IDB2B account

Note: API integration provides full features. Business App has limited tracking capabilities.

Step 3: Configure Campaign Tracking

Add UTM Parameters

Update your ad campaigns to include IDB2B tracking parameters:

https://your-landing-page.com?
utm_source=facebook&
utm_medium=whatsapp&
utm_campaign=holiday_sale&
utm_content=carousel_ad&
idb2b_campaign_id=12345&
idb2b_click_id={{click_id}}

Supported Platforms

• Facebook Ads: Auto-tracking with click_id
• Google Ads: Custom parameter mapping
• TikTok Ads: Manual UTM configuration
• LinkedIn Ads: Campaign ID tracking
• Custom Platforms: API integration available

Step 4: Set Up Lead Qualification

Define Your Qualification Criteria

Navigate to Settings > Lead Qualification and configure:

Budget Qualification

• Minimum Budget: $10,000
• Maximum Budget: $1,000,000
• Budget Timeline: Project timeline for spending

Timeline Qualification

• Immediate: Ready to start within 30 days
• Short-term: 1-3 months
• Long-term: 3+ months
• Unsure: Needs more information

Authority Qualification

• Decision Maker: Can make final decisions
• Influencer: Influences decision making
• End User: Will use the product/service
• Researcher: Gathering information only

AI Training Examples

Provide sample conversations to train the AI:

Good Lead Example:
User: "Hi, I'm looking for a 3-bedroom house in downtown area.
      My budget is around $500k and I'd like to move in by March."

Bad Lead Example:
User: "Just checking prices, no rush to buy."

Step 5: Test Your Setup

Send a Test Lead

1. Go to your WhatsApp Business number
2. Send a test message from a different phone
3. Check if the lead appears in your IDB2B dashboard
4. Verify the qualification scoring

Verify Campaign Attribution

1. Click through one of your ads
2. Send a WhatsApp message
3. Confirm the lead is attributed to the correct campaign

Step 6: Configure Integrations (Optional)

CRM Integration

Connect your CRM to automatically sync qualified leads:

• Salesforce: Native integration available
• HubSpot: Real-time lead sync
• Pipedrive: Bi-directional sync
• Custom CRM: API webhooks

Team Notifications

Set up alerts for your sales team:

• Slack: Instant lead notifications
• Email: Daily/weekly summaries
• SMS: High-priority lead alerts
• Webhooks: Custom integrations

Step 7: Start Tracking

🎉 You're all set! IDB2B will now:

• ✅ Track all WhatsApp conversations from your ads
• ✅ Automatically qualify leads based on your criteria
• ✅ Provide real-time analytics and reporting
• ✅ Calculate accurate ROAS and CAC metrics

Next Steps

Week 1: Monitor and Adjust

• Review lead qualification accuracy
• Adjust scoring criteria as needed
• Monitor campaign attribution

Week 2-4: Optimize

• Identify top-performing campaigns
• Pause underperforming ad spend
• Refine targeting based on lead quality

Month 2+: Scale

• Increase budget on profitable campaigns
• Expand to new audiences
• Launch additional products/services

Need Help?

Documentation

• WhatsApp API Setup Guide
• Campaign Tracking Best Practices
• Lead Qualification Training

Support

• 📧 Email: support@idb2b.com
• 💬 Live Chat: Available in your dashboard
• 📞 Phone: Schedule a call with our team
• 🎥 Screen Share: Get personalized setup help

Community

• 💬 Join our Discord
• 📚 Knowledge Base
• 🎓 Video Tutorials

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Ready to start tracking your WhatsApp ROI? Sign up for your free trial or book a demo with our team.