How to Integrate with Google Ads

This setup consists of three major steps:

1. Connect your Google Ads account to Patient Prism
2. Build the Conversion Action in Google Ads that you would like to push conversions to
3. Configure a Patient Prism trigger to push specific calls as conversions to the Custom Actions

** Please ensure Auto-Tagging is enabled in Google Ads

1. Connecting your Google Ads account to Patient Prism

1. Go to the Integration Page in Patient Prism
2. Select the Company you would like to link your Google Ads account with
3. Click "Link Account"
4. Select Google Ads Account
5. Go into your Google Ads account
6. Select the account associated with the Company that was linked in Step 3

2. Building the Conversion Action in Google Ads that you would like to push conversions to

1. Go into the Google Ads account that you linked in the last steps
2. Go into tools and settings
3. Select Measurement and then Conversions
4. Create a new conversion action
5. Select Import
6. Select Manual import using API or uploads
7. Select Calls
8. Goal and action optimization --> Converted Lead
9. Give the conversion a name
10. Use the same value --> $1
11. Select Count One
12. Set your Conversion window
13. Select Data-driven
14. Skip next step
15. See new conversions lead actions
16. Repeat steps 1-12 but for Clicks instead of Calls if you are also using our website number integration

3. Configure a Patient Prism trigger to push specific calls as conversions to the Custom Actions

(this part is completely customizable, you will be setting conditions that dictate when we report a conversion to Google Ads) 

1. In Patient Prism, go to Manage--> Triggers
2. Create and name your trigger
3. Click Call Analysis Updated
4. Set the condition to the type of calls you want to push to Google Ads
   For example - anytime Patient Prism analyzes the call as being a New Opportunity
5. If you would like to report all New Opportunity calls:
   Classification Equals New Opportunity
   ** If you are working on multiple locations and want this trigger to be for just 1 location conversation, you will have to add a condition that says Location Equals X (x = the desired location the integration is for)
   ***You can also condition based on the tracking number to restrict by location since a number can only be assigned to one location 
6. In the Actions section, select Report Conversion To Google Ads
7. Select your connected Google Ads account in the Integrations dropdown
8. For the Web Conversion Action, select the Clicks conversation you made prior (if this was made)
9. For the Mobile Conversion Action, select the Calls conversation you made prior
10. Set your Conversion Value to 1 (this will increment each conversion by 1)
11. Click Save on the top right of the page
    
    

Your Trigger should look like this: