Patient Acquisition & Lead ManagementPurpose
1.2. Automatedly link advertising spend, campaign channels, and lead sources to revenue attribution per patient or prospect.
1.3. Centralize and automate data collation from ad platforms, landing pages, call tracking, CRM, and practice management systems.
1.4. Enable automated alerts and dashboards for surgical practice managers and marketing staff on ROI fluctuations, optimization triggers, or campaign underperformance.
1.5. Automate performance optimization recommendations by correlating spend against acquisition cost, procedure revenue, patient retention, and downstream procedures.
1.6. Facilitate automating multi-touch attribution to dissect patient journeys and optimize cross-channel strategy for higher ROI.
Trigger Conditions
2.2. Incoming LASIK patient lead or completed form on landing page.
2.3. Call tracked to campaign-specific number.
2.4. Digital ad click event or impression logged.
2.5. New patient entry or appointment in practice management or CRM.
2.6. Procedure revenue or payment received.
2.7. Pre-defined ROI or CPA metric threshold breach.
Platform Variants
• API: Reports API — automate extraction of campaign, ad group, keyword spend and clicks.
3.2. Facebook Ads Manager
• API: Marketing API — automates pulling conversion, cost, and lead data.
3.3. Bing Ads
• API: Reporting API — automate spend, click-through, and conversion data download.
3.4. CallRail
• API: Calls endpoint — automated call attribution and cost per lead tracking.
3.5. HubSpot
• API: Contacts & Deals endpoints — automate integration of captured leads and closed deals for revenue attribution.
3.6. Salesforce
• API: Opportunity/Lead endpoints — automate mapping of leads to marketing origin and deal values.
3.7. Google Analytics
• API: Measurement Protocol — automate session, source, and multi-channel conversion recording.
3.8. Zapier
• Feature: Automating cross-platform event triggers/updates for new conversions or spending.
3.9. Microsoft Power BI
• API: Dataflows — automate real-time dashboarding of ROI metrics.
3.10. Segment
• Source: Connections — automates multi-touch data piping from web/app to analytics stack.
3.11. Marketo
• API: Lead Activities — automate ROI reporting by campaign tags.
3.12. Twilio
• API: Programmable Voice Log — automate call conversion and tracking per campaign.
3.13. Tableau
• API: REST API — automate creation/updating of ROI dashboards.
3.14. Stripe
• API: Events API — automate matching payment inflows to marketing channel engagement.
3.15. Google Sheets
• API: Sheets API — automate ROI calculations and aggregation in tracking workbooks.
3.16. Shopify
• API: Order Create Webhook — automate purchase attribution for elective LASIK packages.
3.17. Slack
• API: Incoming Webhooks — automate ROI threshold alerts.
3.18. Mailchimp
• API: Campaign Reports — automate email conversion tracking.
3.19. Intercom
• API: Lead/Web Events — automate correlation of messaging engagement to campaigns.
3.20. Monday.com
• API: Boards API — automate campaign status and ROI visualization for team ops.
3.21. Pipedrive
• API: Deals API — automating tracking of contract/appointment conversions from marketing sources.
3.22. Meta Pixel
• Feature: Event Manager API — automate web activity and conversion tracking tied to ad spend.
Benefits
4.2. Saves manual entry by automatedly syncing data from disparate marketing and ops platforms.
4.3. Enables data-driven marketing resource allocation via automated analysis.
4.4. Reduces lag between campaign spend and performance feedback through automated dashboards.
4.5. Automates detection of underperforming channels and triggers for rapid campaign optimization.
4.6. Strengthens accountability by automatedly mapping patient revenue to acquisition channels.
4.7. Supports scaling spend on profitable campaigns by automating lead-to-revenue tracking.
4.8. Frees staff to focus on patient care and campaign strategy by automating repetitive ROI tracking workflows.