Managing Marketing Sources

This information appears in the Marketing Information section of each lead's profile and helps your team understand which outreach and referral channels are bringing in new patients.

Unlike UTM tracking (which captures digital campaign data automatically), Marketing Sources capture the answer to a simple question:

“How did you hear about us?”

Tracking this information helps your organization better understand which marketing efforts and referral channels are generating patient inquiries.

How Marketing Sources Work

Marketing Sources populate the “How did you hear about us?” field on a lead.

There are two ways this information can be collected:

Manual entry by staff
When speaking with a patient, staff can ask how they heard about the clinic (or review UTM details) and select the appropriate source when creating or updating the lead.

Digital collection through Sites
A “How did you hear about us?” question can be added to Digital Front Door sites. When patients complete the form, their answer automatically populates the Marketing Source field.

If you would like to add this question to your intake forms, contact support for assistance.

Managing Marketing Sources

Administrators can manage the list of available Marketing Sources by going to Settings > Leads > Marketing Sources. From here you can:

• Add new marketing sources

• Edit existing source names

• Reorder sources

• Remove sources that are no longer used

Keeping this list accurate helps ensure staff select the correct source when recording how a patient found your clinic.

Common Marketing Sources

Typical examples include:

• Google Search

• Facebook

• Instagram

• Friend or Family Referral

• Doctor Referral

• Insurance Provider

• Billboard

• Radio

• Television

• Print Advertisement

• Event or Health Fair

• Other

These sources can be customized to match the marketing channels most relevant to your organization.

Best Practices

Keep the list focused
Only include sources your clinic actively uses or expects patients to reference.

Ask consistently
Encourage staff to ask new patients how they heard about the clinic when creating or updating leads.

Review periodically
Updating the list as marketing strategies change helps ensure the data remains useful.

Capturing Marketing Sources helps your organization better understand which channels are driving patient interest and where to focus future marketing efforts.