Referral Sources/ Marketing Campaigns

Referral Sources/ Marketing Campaigns

Tracking where your customers are finding you is an important piece of a business' marketing program.  Our software allows you to track who (i.e., client or contact) is referring business to you, as well as the effectiveness of your marketing campaigns.  

Managing Marketing Campaigns


Marketing campaigns are managed in Settings under "configuration."  Once created, marketing campaigns can be associated with specific appointments.

To view existing campaigns:
  1. Click on Settings
  2. Click on "configurations" and select the option to view your marketing campaigns
To create a new campaign:
  1. Click on the Settings
  2. Click on "configurations" and select the option to add a marketing campaign
  3. Complete the form that appears, including by specifying the cost of the campaign, if available, and click save 
To edit an existing campaign:
  1. Click on Settings
  2. Click on "configurations" and select the option to view your marketing campaigns
  3. Click on the gear icon next to the campaign you wish to edit, select the edit option and make the desired edits in the form that appears
To deactivate a campaign:
  1. Click on Settings
  2. Click on "configurations" and select the option to view your marketing campaigns
  3. Click on the gear icon next to the campaign you wish to deactivate, select the delete option and confirm the deletion


Applying A Referral Source


Referral sources, which include clients, contacts and marketing campaigns, are assigned to individual appointments when the appointment is created (or later edited).  Simply start typing the name of the individual or marketing campaign that generated that appointment and select it from the list. 

A client's profile will also display the referral source for that client.  By default, the first referral source used when the client's first appointment was created will display.  However, you can edit the referral source by editing the client's profile.

Referral Source Report


The Referral Source report summarizes the number of appointments, value of appointment and the return on investment for each referral type for the date range selected.  The report will also display inactive marketing campaigns in a separate section.  This report helps you view who is sending you business, as well as the effectiveness of your various marketing campaigns.

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