---
title: Marketing Channels & CRM Reports
description: "Helix CRM helps clinics track marketing effectiveness by setting up channels (e.g., Facebook Ads, Google Ads, Referrals) and categorize leads/patients.\n\nWith Reports, you can check client growth, patient lifetime value, demographics, etc."
---

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1. [Helix | Knowledge Base](https://help.helixbydoctors.com/kb?hsLang=en-us)
2. [CRM & Marketing](https://help.helixbydoctors.com/kb/crm-marketing?hsLang=en-us)

August 29, 2025

# 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.

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---

### 📑 **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.

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---

### 📊 **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).

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---

### ✅ **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.

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