How To Use Campaign Tracking

Gather Information

To begin, compile a list of all of the marketing campaigns you wish track and the associated tracking number provisioned within Patient Prism. You will need to assign a unique campaign tag per location to each campaign that will link the campaign to the tracking number. See the Campaign Tag Rules below for how to appropriately name a campaign tag.

Campaign Tag Rules

• Can be alpha-numeric, consisting of or using both letters and numbers
• Can contain dashes and underscores
• Cannot contain spaces
• Cannot contain any other special characters or symbols not listed above

Setup Web Pages

You will need to have the Patient Prism javascript snippet installed on any web pages that you would like to enable campaign tracking features. 

For a phone number on your website or landing page to display the appropriate campaign tracking number, the HTML element of the phone number must already by tagged with the data-pp-sid of another tracking number for the same location that has been provisioned in Patient Prism.

One-to-One

Let's say that you have a generic New Opportunity tracking number (555) 555-5000 for the Tampa location provisioned in Patient Prism, with the tracking number SID 9MfCIgdGiJ8lvbQ2Jabp.

You might have a simple element on your page like the one below

<span data-pp-sid="9MfCIgdGiJ8lvbQ2Jabp">(555) 555-5000</span>

We know that this tagged element is for the New Opportunity tracking number associated with the Tampa location.

When a user visits this page from a tagged marketing campaign, such as facebook-winter-tampa from the table above, any phone numbers that are tagged with the  data-pp-sid  of a tracking number that is associated with the Tampa location within Patient Prism will be switched to the appropriate campaign tag tracking number, in this case (123) 567-7890.

One-to-Many

There are many scenarios where you may not wish to have a unique campaign tag per location for a specific marketing campaign.

For example, you run a single, on-going Google Adwords campaign that doesn't specifically target one of your locations. You might not have a unique landing page for Adwords leads and instead just point users directly to your main website. Since you have multiple locations, Tampa and Orlando, you'll most likely be displaying phone numbers for both locations and will want to have the associated campaign tracking number inserted for both of these numbers on your website.

You might have a few simple elements on your page like the ones below

<p>
<b>Tampa:</b><span data-pp-sid="9MfCIgdGiJ8lvbQ2Jabp">(555) 555-5000</span>
</p>

<p>
<b>Orlando:</b><span data-pp-sid="UowWzMEsaHNSfdl7zSNd">(444) 444-4000</span>
</p>

We can see that there are two phone number elements, one corresponding to the Tampa location and one to the Orlando location.

When a user visits this page from a tagged marketing campaign, such as adwords from the table above, any phone numbers that are tagged with the  data-pp-sid  are replaced with the appropriate campaign tag tracking number for the location associated with the original phone number displayed, in this case the Tampa phone number would be replaced with (123) 345-4567 and the Orlando phone number is replaced with (123) 567-7890. This happens because both of these tracking numbers have the adwords campaign tag.

Update Campaign Links

Once your campaign tags have been setup in Patient Prism and you have your web pages setup with tracking numbers, you will need to modify any inbound links to add the appropriate campaign tag parameters.

In the above example you created a Facebook Winter - Tampa campaign that runs an advertisement on Facebook for users in the Tampa area. 

Before implementing campaign tracking, you were sending user clicks to http://www.example.com without any additional parameters.

In order for Patient Prism to detect the lead campaign, you will need to add the parameter ppclid=facebook-winter-tampa to the link generated by the Facebook advertisement.

Patient Prism expects a key of ppclid and a value of whichever campaign tag generated the lead, in this case facebook-winter-tampa.

The resulting URL would be http://www.example.com?ppclid=facebook-winter-tampa

When a valid campaign tag is detected, the corresponding tracking numbers will be automatically inserted into the web page.