--- title: "Understanding the Pro Plan: Tracking, Ad Optimisation, and Broadcasts" description: "A quick guide to using Boxly Pro for smarter marketing and lead tracking." url: https://help.boxly.ai/en/articles/10182764-understanding-the-pro-plan-tracking-ad-optimisation-and-broadcasts collection: "Getting Started" updated: 2026-11-07 language: en --- # Understanding the Pro Plan: Tracking, Ad Optimisation, and Broadcasts A quick guide to using Boxly Pro for smarter marketing and lead tracking. > 📣 **Note:** The **Pro Plan** includes our full **Marketing Suite,** allowing you to send **Broadcast** Emails, WhatsApp Campaigns, and beautifully designed **HTML Templates** directly from your automations. ## ⚡ TL;DR: Quick Summary Don’t have time to read it all? Here’s the short version of what you need to know. > 1⃣ **Pro Plan** automatically sends your important lead events back to **Google & Facebook** for smarter ad optimisation. > > 2⃣ **Always send the full submission URL** (with GCLID/FBCLID + UTMs) for every lead. > > 3⃣ **Zapier users:** fill the **Submission URL** field. If empty, the lead becomes “Direct Traffic.” > > 4⃣ **Facebook Leads:** Use the native channel for best accuracy. > > 5⃣ **Every milestone** reached by a lead is reported back automatically. > > 6⃣ The **Marketing Suite** lets you send **Emails, WhatsApp Broadcasts,** and **HTML Templates** directly from automations. 🎉 ## 💡 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: [Boxly’s Pro Plan](https://www.boxly.ai/pricing) [![](https://staticfiles.gleap.io/ghelparticle/kqLeQWEtCOksR0th2t8tg7sK79xYtTQAGfQvCb3fN50SnXz75xGK8hSXRdDZzf2L4RRemrwYzNB.png)](https://www.boxly.ai/pricing) ## 🚀 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](https://help.boxly.ai/en/articles/10182757-all-in-one-marketing-suite-guide.md#heading-3-broadcast-campaigns) and [WhatsApp Campaigns](https://help.boxly.ai/en/articles/10182757-all-in-one-marketing-suite-guide.md#heading-16-create-whatsapp-broadcast-campaigns) to your contact lists. - 🧠 Upload, create and save [Contact Lists](https://help.boxly.ai/en/articles/10182757-all-in-one-marketing-suite-guide.md#heading-14-contact-list) for future outreach or automation. - 🎨 Design stunning [HTML Templates](https://help.boxly.ai/en/articles/10182757-all-in-one-marketing-suite-guide.md#heading-8-html-templates-used-in-boxly-s-visual-email-builder) 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. ![](https://staticfiles.gleap.io/ghelparticle/zvxy9e3wP5n8qJlqgd9ATftgGLhc53LIJ4X55ykiuphj8bDQVhsf7jvjfZzCSiGwPDaLZAIo3Ly.png) > **Success:** **Tip:** Most practices set **Consultation Booked** as their **primary conversion milestone** at first. You can always update this later as you gather more data. [ All-in-One Marketing Suite Guide All-in-One Marketing Suite Inside Boxly Guide ](https://help.boxly.ai/en/articles/10182757-all-in-one-marketing-suite-guide.md) ## ⚙ 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

Term

What It Means

GCLID

Google Click ID – added automatically to your landing page URLs from Google Ads

FBCLID

Facebook Click ID – added automatically by Facebook/Instagram Ads

UTMs

Custom tags like utm_source, utm_medium, utm_campaign that label your traffic source

> **💡** If your leads come from Boxly’s Facebook Lead Ads Channel, we also receive a **unique Meta Lead ID** in the background. ![](https://staticfiles.gleap.io/ghelparticle/rG7S4O6qvTvE7UKbuqzxIkS4SQSpdRrBXSvPgLCdCZ6kNreMzRgc6aCnezUJjfLRc9CPKdJQ7nM.png) 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. [ Lead Sources Track where your leads are coming from ](https://help.boxly.ai/en/articles/10182693-lead-sources.md) ### 🌐 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 > **Info:** **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](https://help.boxly.ai/en/articles/9465045-webform-forwarding.md) 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 [![](https://staticfiles.gleap.io/ghelparticle/GN6UshEpfLqVmziWZSOzm4nJ7H1iEeJvagENvs0JwZzCooJIbUfOiUPL26UlSILJJgGRZko3c4a.png)](https://qa.boxly.ai/channels/connect-channel/lead-channel) > **Info:** **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. [ Webform Forwarding Get your webform leads into Boxly with Webform Forwarding Addresses ](https://help.boxly.ai/en/articles/9465045-webform-forwarding.md) ### 2⃣ Zapier (Standard Forms and Webhooks) When sending leads through [**Zapier**](https://help.boxly.ai/en/articles/10182725-create-or-update-a-lead-in-boxly-using-zapier.md), 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 [![](https://staticfiles.gleap.io/ghelparticle/GY4Op6vIoQVf7am3VQ14cUW67Gq7lJTMWqdwo600o6bTjkkJHFOAwfllSC493gfNjAWtHSjlmNZ.png)](https://qa.boxly.ai/channels/connect-channel/lead-channel) ### 3⃣ Facebook Lead Ads via Zapier (⚠ Important) If you’re running **Facebook Lead Ads** and connecting them to Boxly through **Zapier,** please note: > **Error:** **⚠** **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**](https://help.boxly.ai/en/articles/10182725-create-or-update-a-lead-in-boxly-using-zapier.md)**,** 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 [ Create or Update a Lead in Boxly Using Zapier Use Zapier to automatically update an existing lead or create a new one ](https://help.boxly.ai/en/articles/10182725-create-or-update-a-lead-in-boxly-using-zapier.md) - **Best Practice:** Use Boxly’s **native** [**Facebook Lead Ads**](https://help.boxly.ai/en/articles/7228334-connect-facebook-lead-ads.md) **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. [![](https://staticfiles.gleap.io/ghelparticle/OoXg7IbmBcidaCwgKxPCv4svyN7qilffAYiTJTvLULM5Lo6s7xMJPKHB25U14Jw2tzCO9FsxPxT.png)](https://qa.boxly.ai/channels/connect-channel/lead-channel) ### 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 > **Info:** **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 * * *

Channel

Send Full URL?

Conversion Data Sent Back?

Notes

Webform Forwarding

✅ Yes

✅ Yes

Must include full GCLID/FBCLID + UTMs

Zapier (standard forms)

✅ Yes

✅ Yes

Map to Submission URL field

Zapier (Facebook Lead Ads)

✅ Optional

❌ No

Use native FB Lead Ads Channel for tracking

Landing Pages (Google/Facebook Ads)

✅ Yes

✅ Yes

Capture full page URL with all parameters

API / Custom Integrations

✅ Yes

✅ Yes

Include full URL in payload

## 📊 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**](https://help.boxly.ai/en/articles/10182686-boxly-s-ai-assist-classifying-leads.md) (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**](https://help.boxly.ai/en/articles/10182688-milestones.md) - 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](https://help.boxly.ai/en/articles/10182729-connect-google-ads-to-boxly.md) to Boxly - Connect [Facebook (Meta) Ads](https://help.boxly.ai/en/articles/10182731-connect-facebook-and-instagram-lead-ads-to-boxly.md) to Boxly > **Info:** **Tip:** Most practices set **Consultation Booked** as their **primary conversion milestone** at first. You can always update this later as you gather more data. [ Track Conversions Automatically from Boxly Conversion Tracking feature: Learn how to connect your ad platforms directly to Boxly ](https://help.boxly.ai/en/articles/10182728-track-conversions-automatically-from-boxly.md) ## ❓ 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!  > Contact us at [support@boxly.ai](mailto:support@boxly.ai) if you need any assistance!