Dashboard manual · MARKETING

Ads: from the ad to the sale, with the site code, the visitors, the leads and the campaign return

Ads connects your ads to sales: the code on the site shows the cookie notice and, only after the visitor accepts, records where they came from and the pages they visited.

When it appears: Shows up in the Marketing menu when Ads is enabled for the account.

Who can use it

RoleWhat you see and do
OwnerSees every screen, installs the code, registers the domains and exports.
AdminSame access as the Owner.
AgentDoes not see the item in the menu.

Screens

"Visão geral" (Overview)

The Ads Overview shows, from the ad to the sale, how much was invested, how many visited the site, how many became leads and how many bought.

Address in the dashboard: /app/anuncios

How to get there: From the Marketing menu, under Ads, Overview.

From the ad to the sale

Four stages with the rate from one to the next.

  • Ads: the investment in the period and how many campaigns had spend.
  • Visitors: only those who accepted cookies, with the investment per visitor.
  • Leads: with the CPL and the average journey.
  • Sales: the amount sold and the CPA.
  • CPL, CPA, ROAS and Conversion right below.

Best campaigns by return

Campaigns from the highest to the lowest ratio between sold and invested.

Where the numbers come from

The source of each stage: the spend spreadsheet, the site code, the leads and the Pipeline.

Screen states

Loading
Gray cards in place of the numbers.
Nothing here yet
Start by connecting your ads to sales, with the three steps and the See the code button.
If something goes wrong
We could not load this screen, with the Try again button.

Paid campaigns

Paid campaigns compares the ad campaigns by what each one brought in leads and sales.

Address in the dashboard: /app/anuncios/campanhas

How to get there: From the Marketing menu, under Ads, Paid campaigns.

Campaign table

One campaign per row, highest investment first.

Fields and filters

Invested
The campaign spend in the period, from the imported spreadsheet.
CPL
Invested divided by leads.
ROAS
Sold divided by invested; in red below 2 times.
  • Platform, Objective, Clicks and CTR show a dash until the ad account is read directly.

Screen states

Loading
Gray cards in place of the numbers.
Nothing here yet
Start by connecting your ads to sales, with the three steps and the See the code button.
If something goes wrong
We could not load this screen, with the Try again button.

Site visitors

The Site visitors screen shows who visited the site after accepting cookies, where they came from and how many times they came back, without name or phone.

Address in the dashboard: /app/anuncios/visitantes

How to get there: From the Marketing menu, under Ads, Visitors.

Ads header

The period and the code status, the same on every Ads screen.

Fields and filters

"Período" (Period)
Last 7, 30 or 90 days; applies to every Ads screen.

Buttons and actions

Install the code on the site
Opens the site code and the accepted domains. After the first visitor, it shows which domain it is installed on.
Cookie notice: on
Shows the notice the way the visitor sees it.
  • The Investment from the spreadsheet pill shows where the investment comes from while the ad account is not connected.

Site code

The line to paste before </head> and the domains the collection accepts.

Fields and filters

Your site domains
The site addresses, separated by commas. Subdomains are included; requests from other addresses are refused.

Buttons and actions

"Salvar" (Save)
Saves the domains.
"Pronto" (Done)
Closes the dialog.
  • The copy button puts the code line on the clipboard.

Cookie notice on your site

The notice preview and the retention rules.

  • The notice follows the language of the visitor's browser: Portuguese, English or Spanish.
  • Accepted: how many visitors accepted in the last 30 days. Those who decline are not counted.
  • Retention: 13 months from the last visit; the visitor can delete it through the Privacy link.
  • Legal basis: consent.

Visitor list

One visitor per row, most recent visit first.

Fields and filters

Search visitor
Filters by source or campaign name.
Visits
Consecutive pages with no break longer than 30 minutes count as one visit.
"Origem" (Source)
Instagram, Facebook, Google or Direct.
"Campanha" (Campaign)
The campaign name that came in the ad link.
Pages
How many pages the visitor viewed.
First visit
When they accepted cookies and came in for the first time.
Last visit
The most recent visit.

Buttons and actions

See the notice as the visitor sees it
Opens the cookie notice preview.
"Exportar" (Export)
Opens the export confirmation.
"Exportar CSV" (Export CSV)
Downloads the spreadsheet of what is on screen and records the export in Compliance.
Clear search
Shows up when the search finds no one; brings back the whole list.

Screen states

Loading
Gray rows in place of the table.
Nothing here yet
Start by connecting your ads to sales, with the three steps and the See the code button.
If something goes wrong
We could not load the visitors, with the Try again button.
The search finds no one
No visitor matches this search.

Leads

The Ads Leads screen shows the leads that came from a site visitor and the path each one took to the conversation and the sale.

Address in the dashboard: /app/anuncios/leads

How to get there: From the Marketing menu, under Ads, Leads.

Leads list

One lead per row, newest first, with the phone masked.

Fields and filters

Search lead
Filters by name or source.
Journey
The time from the first click to becoming a lead, or to the sale when the lead is in a won stage.
In the Pipeline
The lead's stage on the main Pipeline board.
"Temperatura" (Temperature)
Hot, Warm or Cold, from the AI qualification.

Buttons and actions

"Exportar" (Export)
Opens the confirmation; the file goes with the phone masked and the export is recorded in Compliance.
Clear search
Shows up when the search finds no one; brings back the whole list.
  • The phone shows up masked; in full only in the Inbox, for those with access.

"Jornada do lead" (Lead journey)

The lead's path in order: ad, visits, form, conversation and Pipeline.

Buttons and actions

"Abrir no Inbox" (Open in Inbox)
Opens the lead's conversation.
Open in the Pipeline
Opens the Pipeline board.
"Fechar" (Close)
Closes the journey.

Screen states

Loading
Gray rows in place of the table.
Nothing here yet
Start by connecting your ads to sales, with the three steps and the See the code button.
If something goes wrong
We could not load the leads, with the Try again button.
The search finds no one
No lead matches this search.

Step by step

How to install the code on the site

  1. Open Marketing, Ads, Visitors.
  2. Click Install the code on the site.
  3. In Your site domains, type the site address and click Save.
  4. Copy the line and paste it before </head> on every page of the site.

Frequently asked questions

What is recorded about those who decline cookies?

Nothing: no identifier, no page, no count.

How long are visitors kept?

For 13 months from the last visit; after that they are deleted automatically. The visitor can delete them earlier through the site's Privacy link.

Help center guide

Ads

Connect your ads to sales: the code on your site shows the cookie notice and, once the visitor accepts, records where they came from and the pages they visited.

In Marketing → Ads you follow the path from the ad to the sale. It all starts with one line of code on your site: it shows the cookie notice with your company name and, only after the visitor accepts, records where they came from and the pages they visited.

Install the code on the site

  1. Open the code: On any Ads screen, click Install the code on the site (or See the code, on the empty screen).
  2. Register the site domains: In Your site domains, type the site address, such as loja.com.br, and click Save. Subdomains are included. Requests from other addresses are refused.
  3. Paste before </head>: Click Copy and paste the line before </head> on every page. It works with any site builder.

The cookie notice

  • The notice shows up in the language of the visitor's browser: Portuguese, English or Spanish.
  • It carries your company name. In a resold account, the client's name, never the platform's.
  • The visitor chooses Accept all, Only necessary or Choose.
  • Without acceptance, nothing is recorded: no identifier, no page, no count.
  • The data of those who accepted is kept for 13 months from the last visit and then deleted automatically.
See the notice as the visitor sees it
Shows the notice preview, how many visitors accepted in the last 30 days, the retention period and the legal basis.
Legal basis
Consent: LGPD art. 7, I and GDPR art. 6(1)(a).

Site visitors

Ads → Visitors lists those who accepted cookies, with no name and no phone: the visitor stays anonymous until becoming a lead. Each row shows the visits, the source, the campaign, the pages viewed and the first and last visit.

Visits
Consecutive pages with no break longer than 30 minutes count as one visit.
"Origem" (Source)
Where the visitor came from: Instagram, Facebook, Google or Direct, when there is no source.
"Campanha" (Campaign)
The campaign name that came in the ad link.
  • Search by source or campaign.
  • The period at the top (7, 30 or 90 days) applies to every Ads screen.
  • Export downloads the spreadsheet of what is on screen. Every export is recorded in Compliance: who exported and when.

Leads and the journey

The visitor becomes a lead when they message on WhatsApp through the site button or send a site form through Lead intake: the code carries a visitor reference along. Ads → Leads lists each of these leads, with the source, the visits, the Pipeline stage and the temperature.

  • The phone shows up masked. The full number stays only in the Inbox, for those with access.
  • Click the time in the Journey column to see the path: the ad click, the visits, the form, the conversation and the sale in the Pipeline.
  • In the journey, Open in the Inbox goes to the conversation and Open in the Pipeline goes to the board.
  • Export downloads the spreadsheet with the phone masked and records the export in Compliance.

Overview and Paid campaigns

The Overview shows the path in four numbers: the investment, the visitors, the leads and the sales, with the cost per lead (CPL), the cost per sale (CPA), the return (ROAS: sold ÷ invested) and the conversion from lead to sale. Paid campaigns shows the same per campaign.

  • A ROAS in red flags the campaign that sold less than 2 times what it cost.
  • WhatsApp broadcasts stay in Campaigns; only paid ads are here.