Understanding the Pro Plan: Tracking, Ad Optimisation, and Broadcasts

⚡ TL;DR: Quick Summary

Don’t have time to read it all? Here’s the short version of what you need to know.

💡 What the Pro Plan Does

The Pro Plan helps you get more value from your marketing by tracking leads accurately and optimising your ads automatically.

It combines advanced tracking with powerful communication tools, giving you everything you need to attract, manage, and convert more high-quality leads.

Check out Boxly’s Pro Plan on the Boxly website:

🚀 Part 1: Why Upgrade to the Pro Plan

1⃣ Smarter Tracking & Ad Optimisation

When a lead reaches an important milestone in Boxly (for example Consultation Booked or Treatment Started), Boxly automatically sends that event back to your connected ad platforms (Google Ads and Meta Facebook/Instagram).

This helps your campaigns learn which leads are genuine and improve future targeting.

2⃣ Accurate Attribution

Boxly records every lead’s tracking data including UTM parameters, Google Click IDs (GCLID), and Facebook Click IDs (FBCLID) so you know exactly which ads, campaigns, and channels are performing best.

3⃣ Continuous Ad Learning

As Boxly sends verified conversion data back to Google and Meta, their systems learn which types of leads become customers. Over time, this helps your campaigns bring in more qualified leads at a lower cost.

4⃣ Full Marketing Suite Access

Your Pro Plan also unlocks the Marketing Suite, where you can:

• ✉ Send Broadcast Emails and WhatsApp Campaigns to your contact lists.

• 🧠 Upload, create and save Contact Lists for future outreach or automation.

• 🎨 Design stunning HTML Templates with our drag-and-drop builder.

• ⚙ Use those templates inside automations for professional, on-brand messages that go out automatically.

• 📊 Track performance and see open rates, clicks, and engagement.

Tip: Most practices set Consultation Booked as their primary conversion milestone at first. You can always update this later as you gather more data.

⚙ Part 2: How to Send Data Correctly

Getting tracking right from the start ensures Boxly can link your leads back to the ads they came from and send the right conversion events to Google and Meta.

✅ The Golden Rule

Always send the full submission URL (the complete web address of the page where the form was submitted).

That URL must include all tracking parameters such as GCLID, FBCLID, and UTM tags.

These parameters tell Boxly (and Google/Facebook) which ad brought the lead in.

🔍 What Those Tracking Bits Mean

This ID allows Boxly to automatically send conversion data back to Meta with all the relevant details, so Meta can match the event to the exact ad, campaign, and audience that generated it.

This is why we highly recommend using our native Facebook Lead Ads Channel instead of Zapier for the best tracking accuracy and ad optimisation.

Think of them like luggage tags for your leads. If they get lost, we can’t match the lead back to the ad that brought it in.

🌐 Good URL Examples

Google Ads example:

https://www.yourwebsite.com/teeth-whitening?gclid=EAIaIQobChMI9a7v2Oe4hQIVy5BoCR3gkgdREAAYASAAEgI7MPD_BwE&utm_source=google&utm_medium=cpc&utm_campaign=teeth_whitening_october

Facebook/Instagram Ads example:

https://www.yourwebsite.com/teeth-whitening?fbclid=IwAR1k9WzOq8&utm_source=facebook&utm_medium=cpc&utm_campaign=invisalign_leads

Do not trim or edit these URLs. They might look messy, but every bit of data matters.

📬 How to Send the URL (by Channel)

Every lead that enters Boxly must include the full submission URL, exactly as it appears in the browser.

This allows Boxly to detect the source of the lead (Google, Facebook, etc.) and send the correct conversion data back to those platforms.

1⃣ Webforms (Boxly Webform Forwarding)

If you’re using Boxly’s forwarding address for webform submissions, make sure your webform sends the entire page URL including all tracking parameters such as GCLID, FBCLID, and UTM tags as a submission or Entry point url.

✅ Example – Google Ads form submission:

https://www.yourwebsite.com/implant-offer?gclid=EAIaIQobChMI2dC_8L6ehQIVs5BoCR3gkgdREAAYASAAEgI7MPD_BwE&utm_source=google&utm_medium=cpc&utm_campaign=dental_implants_october

✅ Example – Facebook Ads form submission:

https://www.yourwebsite.com/teeth-whitening?fbclid=IwAR3abC3Dszq2X9kKta83utm_source=facebook&utm_medium=cpc&utm_campaign=teeth_whitening_offer

Tip: Your form builder (like Swipepages, WordPress, Webflow, or Unbounce) often has a hidden field for “Page URL” or “Full URL”. Use that field to pass this data through to Boxly.

If you remove or split the URL, Boxly won’t be able to link the lead to its ad, and Google or Meta won’t receive conversion data for optimisation.

2⃣ Zapier (Standard Forms and Webhooks)

When sending leads through Zapier, always map the page URL or landing page field from your source app to Boxly’s Submission URL field.

If the Submission URL field is left empty, Boxly will mark the lead as Direct Traffic, and we won’t be able to identify which ad or campaign it came from.

✅ Example mapping in Zapier:

• App Field (from form tool): Landing Page URL or Page URL

• Boxly Field: Submission URL

• Value Sent: https://www.yourwebsite.com/invisalign-consultation?gclid=EAIaIQobChMIxP7z5qzshQIVkq1oCR3gkgdREAAYASAAEgI7MPD_BwE&utm_source=google&utm_medium=cpc&utm_campaign=invisalign_october

3⃣ Facebook Lead Ads via Zapier (⚠ Important)

If you’re running Facebook Lead Ads and connecting them to Boxly through Zapier, please note:

⚠ We cannot send conversion data back to Facebook if the leads come through Zapier.

Facebook’s tracking identifiers (FBCLID) are not passed via Zapier, so Boxly cannot match the lead back to the ad for reporting and optimisation.

✅ If you still want to use Zapier, you can:

• Give each Zap a clear name (for example FB Lead Ads – Invisalign – October Campaign)

• In Boxly, set a default lead source for that channel (for example Facebook Lead Ads)

This ensures the leads are at least categorised correctly inside Boxly, even though ad-level conversion reporting won’t work.

Example default setup:

• Zap name: FB Lead Ads – Whitening – October

• Default Source: Facebook Lead Ads

• Channel: Zapier

Submission URL:

https://www.yourwebsite.com/whitening?fbclid=IwAR8dfgh62&utm_source=facebook&utm_medium=cpc&utm_campaign=whitening_october

• Best Practice: Use Boxly’s native Facebook Lead Ads Channel instead.
  This allows us to capture the unique Meta Lead ID, pass full tracking data (including FBCLID), and send verified conversion events back to Meta for optimisation.

4⃣ Facebook or Google Ads → Landing Pages

If your ads send visitors to a landing page before submitting a form, make sure the form captures and sends the exact URL the visitor submitted, including all the tracking parameters.

• For Google Ads traffic, the URL will contain the GCLID parameter.

• For Facebook Ads traffic, it will contain the FBCLID parameter.

✅ Google Example:

https://www.yourwebsite.com/smile-makeover?gclid=EAIaIQobChMI6Pz1wJybggIVs6FoCR3gkgdREAAYASAAEgI7MPD_BwE&utm_source=google&utm_medium=cpc&utm_campaign=smile_makeover_october

✅ Facebook Example:

https://www.yourwebsite.com/smile-makeover?fbclid=IwAR2xzC4vJt&utm_source=facebook&utm_medium=cpc&utm_campaign=smile_makeover_october

Tip: If your landing page tool supports hidden fields (like “Referrer URL” or “Current Page URL”), use that to automatically include the tracking data in each submission.

5⃣ API or Other Connected Channels

If you’re sending data to Boxly via API, you must include the full submission URL in your payload.
Do not trim, modify, or shorten it, as this is how Boxly identifies the ad source.

✅ Example JSON payload snippet:

{
"lead_name": "John Doe",
"phone": "+447123456789",
"submission_url":
"https://www.yourwebsite.com/veneers?gclid=EAIaIQobChMIi6Wg_v6ehQIVx5BoCR3gkgdREAAYASAAEgI7MPD_BwE&utm_source=google&utm_medium=cpc&utm_campaign=veneers_october"
}

🧭 Summary

📊 What Events Boxly Sends to Google & Facebook

When tracking is set up correctly, Boxly automatically sends key conversion events to your connected ad accounts.

How it works:

1⃣ When a new lead comes in

Boxly classifies it as:

• Qualified Lead (a real potential customer)

• Spam (marketing or junk)

• Other (existing patients or non-sales enquiries)

• Unknown (not yet classified)

One of these events is then sent back to Google Ads and Meta so they can understand which leads are valid.

2⃣ When a lead moves through Milestones

• Every time a lead reaches a milestone (for example Consultation Booked, Treatment Started, or Treatment Finished), Boxly reports that event back to Google and Meta.

• These updates help your ad platforms learn which ads and audiences bring you real, high-value leads and optimise for more of them.

How to connect Google Ads and Meta:

• Connect Google Ads to Boxly

• Connect Facebook (Meta) Ads to Boxly

Tip: Most practices set Consultation Booked as their primary conversion milestone at first. You can always update this later as you gather more data.

❓ FAQs

Do I need a developer?
Not usually. Your web person or agency can map the Submission URL in a few minutes.

Are long URLs okay?
Yes, absolutely. Leave them as they are.

Do phone calls or walk-ins get tracked?
They don’t have click IDs (GCLID/FBCLID), but you can still track them in Boxly manually through milestones.

Boxly is here to help you work smarter, not harder, let’s keep streamlining your lead management together!