How to Integrate with Google Ads

We first need to connect Patient Prism to your Google Ads Account.

  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

Now, in your Google Ads account

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


Now that we are connected to the account and know where to send data, we have to tell the Trigger System when to push the data.

  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 - New Opportunity Booked calls, or All New Opportunity calls
  5. For New Patient Booking calls
    Classification = New Opportunity
    Booking Status = Booked (Only if you only want to push booked calls)
  6. In the Actions section, select Report Conversion To Google Ads
  7. Select your connected 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:
    Screenshot_2023-03-10_at_5.06.10_PM.png
    ----
    Click conversion actions are for calls with an associated google click ID
    Call conversion actions are calls that originated from a mobile click-to-call ad or ad extension.