The TikTok Ads integration lets Patient Prism report your phone calls to TikTok Ads as conversions, so TikTok can see which ads are driving valuable calls. Conversions are matched to ads using the TikTok click ID (TTCLID).
Setup takes two steps:
- Connect Patient Prism and TikTok Ads. This lets the two platforms communicate.
- Create a trigger. This tells Patient Prism which calls to report to TikTok, and which event and fields to send with them.
Step 1: Connect Patient Prism and TikTok Ads
- In Patient Prism, go to Manage > Integrations.
- Select TikTok Ads.
- Click Add Account.
- Click Connect with TikTok. You'll be taken to TikTok to sign in.
- Select the TikTok Ads account you want Patient Prism to communicate with, and confirm.
Once the account is connected, Patient Prism and TikTok Ads can communicate. You're ready for Step 2.
Step 2: Create a Trigger
A trigger tells Patient Prism when to send a call to TikTok Ads and what to send. In plain terms: whenever Patient Prism classifies a call a certain way, report it to TikTok. This part is fully customizable.
- In Patient Prism, go to Manage > Triggers.
- Click +Create in the top right.
- Make sure the correct company is selected, then give your trigger a name.
- Click the Call Analysis Updated event.
- Set the conditions for the type of calls you want to report to TikTok. For example:
- To report all new opportunity calls: Classification - Has Any - New Opportunity
- To report new and existing patient calls: Classification - Has Any - New & Existing
- To report only booked calls: Classification - Has Any - New & Existing Booked
- In the Actions section, select Report Conversion To TikTok Ads, then configure the action as described below.
- Click Save.
Configure the Report Conversion To TikTok Ads Action
The action decides where the call is reported, which TikTok event it counts as, and what data goes with it.
- Integration: Select the TikTok Ads account you connected in Step 1.
- Locations/Groups (optional): Select the locations or location groups this action applies to. If you leave this blank, conversions are reported for all locations.
- Event Type: Choose how the conversion appears in TikTok Ads.
- Standard Event: Sends a TikTok standard web event. Pick the event from the Event Standard dropdown.
- Custom Event: Sends a TikTok custom web event. Type the event name in the Event Custom field.
- Fields: Choose which match fields are sent to TikTok to help it match the call to an ad.
- All Fields: Reports every available match field. This is the default.
- Select Fields: Lets you choose specific match fields from the Fields Custom dropdown.
- Review the optional settings at the top of the action, then click Save.
Tips
- Reporting more than one call type? Create a separate trigger for each one. For example, one trigger that sends New Opportunity calls as one event, and another that sends New & Existing Booked calls as a different event. This keeps your conversions clean and easy to read in TikTok Ads.
- Need help? Reach out to your Patient Prism contact and we'll be happy to walk through the setup with you.