The UTM tags feature allows you to specify various marketing tags for your self-scheduling links. By using these tags, you can capture vital information about the "funnel" your clients or patients use—such as a Facebook ad or an email campaign—to reach your business and book an appointment.

Why Use UTM Tracking?

Identify Lead Sources: Know which platforms (Google, Facebook, etc.) drive the most bookings.
A/B Testing: Compare different marketing materials to see which ones perform better.
Enhanced Reporting: Use consistent data to get a clear picture of your marketing ROI.

How to Set Up a Tracking Link

Navigate to Self-Scheduler:
1. Lobbie Settings-> Patient Self-Scheduling
2. Note that your self-scheduling configurations will now have an option on the right called UTM Tracking.
Open the UTM Drawer:
1. Clicking this option will open a drawer where you can specify your tags.
Define Your Tags:
1. Enter the details for the campaign you are building.
2. Available fields include:
  - Source: (e.g., google, facebook)
  - Medium: (e.g., email, cpc, poster)
  - Campaign: (e.g., winter_sale)
  - Content: (e.g., video)
  - Term: (e.g. health)
  - AdGroup: For more granular tracking.

Note: If a specific option is not in the dropdown, you can manually add it for future use.

Generate Link:
1. Click Generate UTM Tracking Link.

Distribute:
1. Copy the URL for digital use (emails/ads)
2. Download the QR Code for digital or print materials like posters.

Appointment UTM Tags

Once a patient or client books an appointment using your utm-enabled self-scheduling link, the UTM data is automatically tied to both the patient record and that specific appointment.

Where to Find Tracking Details:

Appointment Drawer: When you open an appointment from your schedule, the UTM details (Source, Medium, etc.) will appear in the drawer.

Appointment Details Page: A dedicated Tracking section now exists within the appointment details for a quick, at-a-glance view.

Invoicing: If you are billing a patient for a tracked appointment, the campaign tag will be visible, allowing you to apply appropriate discounts or adjustments related to that campaign.

Campaign Reporting & Analytics

To analyze your data at scale, navigate to the KPI Dashboard and select the Campaign Tracking tab.

Patient List: View all patients who have booked via tracked links.
Filter & Sort: Use the various data attributes to sort your leads by source, medium, or campaign.
Performance Insights: Evaluate which marketing funnels are the most successful to optimize your future outreach.

Best Practices for Consistent UTM Tagging

To ensure your data remains clean and your reports in the KPI Dashboard are actionable, follow these naming conventions when using the UTM Tracking drawer.

Use a Naming Convention

Stick to Lowercase: It's generally good practice to use lowercase for consistency of data (e.g., google, email, winter_sale).
Avoid Spaces: Use underscores or dashes instead of spaces (e.g., winter_sale instead of winter-sale) to prevent issues with inconsistent links.
Be Consistent: As you can tell, just be consistent. Use the same names for the same channels every time. If you use cpc for paid ads today, don't use paid_search tomorrow.

Define Your Standard Categories

While you can make these anything you want, here is a recommended framework for your fields.

Source: Where the traffic is coming from (e.g., google, facebook, instagram, linkedin).
Medium: The marketing activity type (e.g., email, cpc, social, poster, sms).
Campaign: The specific promotion or slogan (e.g., winter_sale, new_patient_special).
Content: Used to differentiate similar content or links within the same ad (e.g., video, sidebar_button, footer_link).

Strategic Implementation

QR Codes for Offline Media: If you are printing physical materials, select the Medium as poster or print, then use the Download QR Code feature. This allows you to track how many people book an appointment after seeing a physical flyer.
A/B Testing: Use the Content or Term fields to test different versions of an email or ad to see which specific version leads to more booked appointments.
Check Before You Send: Always use the Generate UTM Tracking Link button to review your selections before copying the URL or downloading the image.

Leverage Tracking for Billing

Campaign Discounts: If a patient books through a specific campaign (like a "50% off winter sale"), the tag will appear on the Tracking area of the appointment details. Use this as a reminder to adjust your Invoicing appropriately during the billing process.