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Marketing Channels & CRM Reports

Helix CRM helps clinics track marketing effectiveness by setting up channels (e.g., Facebook Ads, Google Ads, Referrals) and categorize leads/patients. With Reports, you can check client growth, patient lifetime value, demographics, etc.

🌐 Overview

  • Marketing Channels: Define the sources of patients/leads (Facebook, Instagram, Walk-ins, Referrals, etc.) and use them in patient registration for consistent reporting.

  • CRM Reports: A suite of analytics reports to track leads, tasks, demographics, growth, and marketing impact.

  • Quick Checklist ensures all integrations and templates are ready for a smooth CRM go-live.

🧭 Navigation

🔗 Marketing Channels

  • Path: CRM → Marketing Channels → + Add

📑 CRM Reports

  • Path: CRM → Reports

🔗 Marketing Channels – Setup & Use

➕ Adding a Marketing Channel

  1. Go to CRM → Marketing Channels.

  2. Click + Add.

  3. Enter details:

    • Channel Name (e.g., Facebook Ads, Google Ads, Insurance Referral).

    • Details (description, notes, etc.).

  4. Click Confirm.

  • The new channel now appears as an option in Patient Registration → Source field.

👉 This ensures every patient is tagged with a consistent source, allowing reliable marketing analytics later.

 

📑 CRM Reports – Available Analytics

👥 Lead & Task Reports

  • Lead Report: Track all leads, their status (New → Converted), source, and responsible staff.

  • Lead Tasks Report: Monitor follow-ups — pending, overdue, or completed. Ensures accountability for every lead.

 

📊 Patient Analytics Reports

  • Patient Demographics: Breakdown by gender, nationality, country, age, etc.

  • Client Growth: Track the growth in patient volume over time.

  • Non-returning Clients: Identify patients who visited once but did not return.

  • Patient Lifetime Value: Total revenue per patient — useful for segmenting high-value clients.

  • Client Growth per Marketing Channel: Growth of patients segmented by the channel (e.g., Instagram campaign vs Google Ads).

  • Client Growth per Offer: Measure effectiveness of special offers or promotions.

  • Marketing Channels Report: Consolidated performance view of all channels defined in CRM.

  • Source Report: Which lead/patient sources are performing best.

  • Referral Report: Track external referrals and their contribution.

  • Complimentary Visits: Report on free/complimentary services issued (good for measuring promotions).

 

✅ Quick Checklist to Go Live (CRM Setup)

Before using CRM marketing reports effectively, ensure setup is complete:

  1. Control Panel → CRM Setup:

    • Connect Facebook/Instagram and WhatsApp Business.

  2. CRM → WhatsApp:

    • Create Utility and Marketing templates → submit for Meta approval.

  3. Control Panel → Calendar → Notifications:

    • Map Utility templates and turn ON switches for automated reminders.

  4. Control Panel → CRM Setup:

    • Create your own Lead Status (e.g., New, Contacted, Converted, Lost).

  5. CRM → Marketing Channels:

    • Add channels for reporting consistency.

  6. Use Tasks & Logs:

    • Track all follow-ups for leads and campaigns.

💡 Pro Tips

  • Keep channel names clear and consistent (avoid duplicates like “Facebook” vs “FB”).

  • Always assign a source at patient registration → it’s the foundation of marketing ROI reporting.

  • Use Client Growth per Marketing Channel report to see which campaigns deliver real patients.

  • Monitor Non-returning Clients to design re-engagement campaigns.

  • Pair Patient Lifetime Value with channels to identify which marketing investments bring the highest-value patients.

  • Review Complimentary Visits to measure the true cost and effectiveness of free offers.