From ad to appointment: measuring which campaign actually brings appointments

Which ad campaign really brings appointments? Keep the source on the contact card and read leads, hot leads and conversion by campaign.

FUFerhat UğurluYazSis TeamPublished: November 4, 20266 min read

The ad dashboard shows clicks and message counts; but how many of those messages turned into appointments, and how many into silence? Many businesses cannot answer this question, because the place where the ad ends and the place where the appointment begins sit in different tools. That is why budget tends to flow to the campaign that brings the most messages, not to the one that brings the most appointments.

Ad-to-appointment measurement means tracking every person who comes from an ad campaign from the first message to the appointment, and reporting the result by campaign. In this article we explain how to set up this measurement, using Super Randevu.

Why does the message count mislead?

A campaign can bring many messages, but if most of the people writing only want information and are not ready for an appointment, the budget is wasted. Another campaign brings fewer messages, but most of those who write ask for a date. The message count shows the ad’s power to attract attention; the appointment count shows the strength of your offer and your reply speed. Making a budget decision without separating the two means investing without seeing which work is working. Carrying the measurement through to the appointment is the only way to base the ad budget on records rather than on guesses.

The measurement chain: five recording points

  1. Source. Which ad and which channel did the person come from? In Super Randevu this information is visible on each person’s card; the source is not something to be recalled afterward, it is recorded from the start.
  2. First reply. How quickly was the first message answered? The assistant replies to the message within seconds, and the first-reply time is tracked in the report. A fast reply is often the first condition for not losing an undecided prospect.
  3. Qualification. Have the need, budget and date become clear? The person is marked hot, warm or cold and enters the report with that mark.
  4. Appointment. Was the time given from the real calendar and locked? The doctor, room and duration are held together; that is, a recorded appointment is an appointment with a counterpart in the calendar.
  5. Campaign summary. The same campaign’s lead, hot lead, appointment and conversion counts are gathered on a single screen.

Five numbers to look at in the report

  • Lead: The number of people who came from the campaign and wrote. The first indicator of the ad’s power to attract interest.
  • Hot lead: The number of people whose need and date are clear and who are close to an appointment. Shows whether the campaign brings qualified interest.
  • Appointment: The number of people whose time is locked in the calendar.
  • Conversion: What share of leads turned into appointments. This is the real comparison between campaigns.
  • First-reply time: The time between the message and the first reply. In a campaign with low conversion, the problem may lie not in the ad but in the reply speed.

Three habits that spoil the measurement

  • Asking for the source afterward. If “How did you hear about us?” is asked on the day of the appointment, the answer is mostly forgotten or wrong. The source should be written on the person’s card at the moment of the first message.
  • Collecting all channels in one bucket. A person who comes from Instagram and one who comes from web chat do not behave the same. Interpreting a campaign without reading the channels separately misleads.
  • Looking at the result late. A report looked at months later shows the past but is late to correct the budget. Looking at short intervals, for example weekly, is more useful.

Two campaigns, two results

A fictional example: a clinic runs two campaigns. The first campaign brings many messages, but the number of hot leads and appointments stays low. The second brings fewer messages, but most of those who write are marked hot and most of them get an appointment. Someone who looks only at the ad dashboard thinks the first campaign is successful. Someone who reads the report by campaign moves the budget to the second campaign and also reviews the message of the first. The difference is that the measurement is made in a single chain from the ad to the appointment. This example is fictional, but it describes a situation any business can meet in its own ad budget.

An ad’s job is not to bring messages, but to bring the messages that will turn into appointments.

A weekly reading routine

  1. Sort the campaigns by conversion, not by message count. A campaign that looks cheap but brings no appointments is actually expensive.
  2. In a campaign with low conversion, look at the first-reply time; if the problem is reply speed, changing the ad copy does not help.
  3. If the hot lead count is high but appointments are low, look at the calendar’s availability and the follow-up messages; the customer may want an appointment but not be able to find a time.

Reporting the result to the ad platform

The next step of measurement is to give the result back to the ad platform. In Super Randevu the result is reported to Meta; so the ad learns to recognize not just the person who writes a message but the person who turns into an appointment, and tries to find the right person. This aims to steer the ad budget toward the result that is really valuable to you, that is, the appointment. Otherwise the ad platform does not know which message is valuable and which is worthless, and counts every message the same. In a system that reports the appointment back, the ad tries to reach people who resemble the ones who turned into appointments.

You can see the campaign-level lead, hot lead, appointment and conversion screen on the Super Randevu page. The business, person and amount details in the screens are sample data. Picturing the screen with your own campaign names is the easiest way to see what the measurement means for you.

Frequently asked questions

What does the ad-to-appointment report show?

It shows leads, hot leads, appointments, conversion and first-reply time by campaign, on a single screen.

Where can you see which ad a person came from?

Which ad and which channel the person came from is visible on each person’s card. This feature is within the pilot scope.

Is the result reported to Meta?

Yes. Within the pilot scope the result is reported to Meta; the aim is to help the ad find the right person.

Do these features work today?

The appointment engine and the panel work today. Recognizing who comes from an ad and the campaign report are within the pilot scope; the WhatsApp and Instagram assistant goes live after Meta approval.

FU
Ferhat Uğurlu · YazSis Team

Builds enterprise software, AI and digital transformation products together with the YazSis team.