Welcome to the Lead Sources page in MyResidentCare! This page is dedicated to tracking how leads are referred to your assisted living or long-term care facility. Understanding lead sources is crucial for evaluating the effectiveness of your marketing and outreach efforts. In this guide, we’ll walk you through how to manage lead sources and their hierarchical structure.
Lead Source Categories
The Lead Sources list has been pre-loaded to include entries such as:
- Online Search
- Social Media
These entries represent broad categories that describe how leads find out about your facility. Additionally, some of these primary categories have sub-entries to provide more specific details. For example, the primary category “Advertising” includes sub-entries like “Newspaper,” “Magazine,” “Google Ads,” “Direct Mail,” “Email Campaign,” and more. These sub-entries allow for greater granularity in tracking lead sources.
Creating Lead Sources
To create a new lead source entry or sub-entry:
- Click on the “Create” button on the Lead Sources page.
- Enter the name of the new lead source.
- Optionally, choose a “Parent” category if it’s a sub-entry. Selecting a “Parent” will create the entry as a child entry under the selected category.
- Save your changes.
By setting up these lead source entries, you can effectively categorize and track how leads are referred to your facility.
Updating Lead Sources
To update an existing lead source entry:
- Locate the entry you wish to modify on the Lead Sources page.
- Click on the “Update” button next to the entry.
- Make the necessary changes to the name or hierarchy.
- Save your updates.
Updating lead sources helps keep your records accurate and up-to-date.
Deleting Lead Sources
You can delete lead source entries when they are no longer needed, as the system marks them as deleted without impacting data integrity. Here’s how to delete a lead source entry:
- Find the entry you want to delete on the Lead Sources page.
- Click on the “Delete” button.
- Confirm the deletion if prompted.
This non-destructive deletion method allows you to manage your lead sources with confidence, knowing that historical data is preserved while keeping your records up-to-date. Always ensure that you no longer need the entry before deleting it.
Here are some best practices for managing lead sources effectively:
- Use sub-entries to provide more specific information about lead sources.
- Maintain a consistent naming convention for lead sources to ensure accurate reporting.
- Regularly review and update lead sources to reflect changes in your marketing strategies.
Tracking lead sources is vital for evaluating the success of your marketing efforts and lead acquisition strategies. By organizing and categorizing your lead sources, you can make informed decisions to improve your facility’s marketing and outreach.