How to Enable Sales Tracking in Campaigns & Automations

Sales tracking helps you see which messages actually generate revenue – so you can measure conversions, not just opens and clicks.

In Recrevio, sales tracking is available in:

  • Campaigns: Email, SMS, WhatsApp
  • Automations: “Send Email”, “Send SMS”, “Send WhatsApp” steps

💡 Note

Voice campaigns does not support sales tracking because voice messages don’t contain clickable links.

For performance insights after sending, see:

👉 How to Analyze Campaign Performance

👉 How to Analyze Automation Performance

💡 Note

This article focuses on built-in sales tracking inside campaigns and automations (Email, SMS, WhatsApp), where tracking is enabled directly in the campaign or automation flow.

If you want to create and analyze standalone sales tracking links that you can share anywhere – for example in social media, ads, partner links, or external tools – see:

👉 How to Use Sales Tracking Links

👉 Sales Overview – Analyzing Your Business Performance

Enable Sales Tracking in a Campaign (Email, SMS, WhatsApp)

Sales tracking can be enabled in all campaign types that include clickable links:

  • Email campaigns
  • SMS campaigns
  • WhatsApp campaigns

💡 Note

Voice campaigns do not support sales tracking, since voice messages do not contain clickable links.

The setup process is the same regardless of channel. Sales tracking is always enabled in the Summary step of the campaign creation flow.

Step 1 – Create your campaign as usual (Email, SMS, or WhatsApp)

For step-by-step guides on how to create different types of campaigns that support sales tracking:

Step 2- Add links to checkout

Add at least one link that leads toward checkout or a tracked sales flow in the Email, Sms or WhatsApp message content.

Step 3 – Enable Sales Tracking

In the Summary step of the create campaign flow, click enable Track sales from this campaign

Enter your UTM values:

  • Source
  • Campaign
  • Medium

Step 4 – Send or schedule the campaign

You can choose one of the following options.

  • Draft – Save the campaign without sending it
  • Now – Send the campaign immediately
  • Later – Schedule the campaign to be sent at a specific date and time

Enable Sales Tracking in Automations (Email, SMS, WhatsApp)

Sales tracking in automations is enabled per message step, so you can track exactly which automation message drives purchases.

Step 1 – Create or open your automation

Go to Automations and create a new automation or open the automation you want to track.

Step 2 – Add or edit the message step

Add an action step and choose to send a message or click an existing message step:

  • Send Email, or
  • Send SMS, or
  • Send WhatsApp

Step 3- Add links to checkout

Add at least one link that leads toward checkout or a tracked sales flow in the Email, Sms or WhatsApp message content.

Step 4 – Enable sales tracking for that step

Toggle Track sales from this Email/Message.

Enter your UTM values:

  • Source
  • Campaign
  • Medium

Step 5: Save and publish

Save changes and make sure the automation is published/active.

How sales tracking works (UTM explained)

Sales tracking in Recrevio uses UTM parameters to connect your campaigns and automation messages to actual purchases.

UTMs are small tags added to links inside your Email, SMS, and WhatsApp messages when sales tracking is enabled.

These tags make it possible to attribute revenue back to:

  • a specific campaign, or
  • a specific automation message step

All tracking happens automatically once UTMs are defined.

What happens when someone clicks a tracked message

When you enable sales tracking in a campaign or automation:

  1. Recrevio adds UTM parameters to every clickable link in the message

    A recipient clicks the link from an Email, SMS, or WhatsApp message

    The visitor continues to checkout

    When a purchase is completed, the sale is attributed back to:

    • the campaign or automation
    • the specific message
    • the defined UTM values

Message → Click → Checkout → Order

This allows you to see real revenue tied directly to your messaging.

The UTM parameters you’ll configure in Recrevio

When you enable sales tracking in a campaign Summary step or in an automation message step, you’ll add the following UTM values:

  1. Source — where the audience comes from

    Use Source to describe the origin of the audience receiving the message. Think of Source as who or where the message is coming from.

    Typical campaign & automation examples:

    • newsletter   
    • launch_list   
    • waitlist   
    • customers   
    • community   
    • partners   

  1. Medium — the message channel

    Use Medium to describe how the message is delivered. This makes it easy to compare performance across channels.

    Typical values:

    • email   
    • sms   
    • whatsapp   

  1. Campaign — the promotion or initiative

    Use Campaign to define what the message is promoting. This field is key for understanding which initiatives generate revenue.

    Typical campaign & automation examples:

    • black_friday   
    • soft_launch   
    • webinar_followup   
    • cart_recovery   
    • product_launch_march   

Example UTM setups for campaigns & automations

Email campaign

  • Source: newsletter   
  • Medium: email   
  • Campaign: black_friday   

SMS campaign

  • Source: launch_list   
  • Medium: sms   
  • Campaign: last_call_offer   

WhatsApp automation message

  • Source: customers   
  • Medium: whatsapp   
  • Campaign: upsell_followup   

Each message can be tracked individually, even inside the same automation.

Best practices for clean and useful reporting

Keep your UTMs consistent

  • Use lowercase letters
  • Avoid spaces (use underscores)
  • Use clear, descriptive names

Avoid reuse across different initiatives

  • Don’t use the same campaign name for multiple unrelated promotions
  • Create new campaign names for each launch, offer, or sequence

Think long-term

  • Consistent UTMs make it easier to analyze performance over time
  • Clean naming = better insights and faster optimization

Why UTM-based sales tracking matters

With proper UTM setup in your campaigns and automations, you can:

  • See exactly which messages generate revenue
  • Compare Email vs SMS vs WhatsApp performance
  • Identify top-performing campaigns and automation steps
  • Optimize copy, timing, and offers based on real sales data

Sales tracking turns your campaigns and automations into measurable revenue drivers, not just message sends.

Important notes & troubleshooting

  • Sales tracking only works if your message contains at least one clickable link that leads toward checkout or a tracked purchase journey.
  • Voice campaigns don’t support sales tracking (contains no clickable links).
  • Be consistent with UTM naming so your reporting stays clean across campaigns and channels.
  • If you reuse the same UTM campaign name everywhere, reporting can become hard to interpret—use distinct campaign names per initiative.

What’s next?

Once your campaign/automation has been sent and tracking is enabled, you can review:

  • Opens / clicks (where applicable)
  • Revenue and orders
  • Subscriptions and recurring revenue (if applicable)
  • Top performing messages and sources

Continue with:

👉 How to Analyze Campaign Performance

👉 How to Analyze Automation Performance

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