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
7. Go into tools and settings in Google Ads
8. Select "Measurement" and then "Conversions"
9. Create a new conversion action
10. Press "Import"
11. Select "Other data sources"
12. Select Clicks
13. Goal and action optimization --> Converted Lead
14. Name the "Conversions name" --> Patient Prism-Booked Appointment-Clicks
15. Use the same value --> $1
16. Select Count any
17. Set your Conversion window
18. Select Data-driven
19. Repeat steps 7-18 but for Calls instead of Clicks
20. Skip next step
21. See new conversions lead actions

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 (New Patient Booked calls and/or New Patient Not Booked)
5. For New Patient Booking calls
   Classification = New Opportunity
   Booking Status = Booked
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
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: