The first step is to connect your Google Ads account and Patient Prism account. The Google Ads account(s) you link should be the account(s) that you would like to push data to from Patient Prism.
**We recommend that the user using a shared/service email address is the one who makes the connection (for example: integrations@mydomain.com). This is because the email that creates the integration essentially serves as a bridge between Patient Prism and Google Ads.
If this email is downgraded or removed from Patient Prism or Google Ads, the integration as a whole will break.
- Go to the Integration Page in Patient Prism.
- Click the Google Ads option.
- Select your Company.
- Click "+Add Account."
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Log in to Google using the credentials for the Google Ads account that you would like to report data to.
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Grant Patient Prism access:
- Click the three dots on the integration that was just created and select Edit:
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Select the Account (and Client Account if applicable) that you want to push data to.
****** If you manage multiple client accounts under an MCC (manager account), we recommend selecting just the MCC here and leaving the Client Account unselected — one connection can then serve all of its client accounts. When you build your Trigger in step 3 of this guide series, selecting the MCC in the Actions section will reveal a dropdown to pick the specific client account for that Trigger.
In this screenshot, we did not select a Client Account because we want the integrations to use the MCC, and I can select the account in the Trigger drop-down later:
- You have now designated the place you will push data to.
- Repeat Steps 4-10 for any other accounts you would like to link.
****** If you linked an MCC, you do not need to repeat these steps for each client account under it — the single MCC connection covers them all.
Next, you will have to Build the Conversion Action in Google Ads That You Would Like to Push Conversions To