Contact Sources

Jump To:

• What are Contact Sources?
• Source Types
• What are Custom Sources?
• How to Create a Custom Source

What are Contact Sources?

• The 'Source' column tells you where your leads are coming from. 
• You can see the contact source throughout Breakthrough: on the contact page, on the workshop registrants page, and on your Follow-Up page.

Source Types

• Facebook Ad
• Facebook Organic (Leads generated by your shared links and posts on Facebook)
• Email
• Email Replies
• Google Search
• Green Ink Letters
• Newsletter
• Newspaper
• Partner
• Past Patient
• Phone Call (Leads generated from inbound phone calls to the practice’s Call Tracking number greater than 20 seconds)
• Physician Referral
• Radio
• Walk-In
• Direct Mail
• Friend / Family Referral
• YouTube
• TikTok (Leads generated by TikTok ads)
• Other (Leads generated from custom URL sources)

What are Custom Sources?

• Custom sources can be used to track marketing efforts outside of Breakthrough. 
• You should create a custom source for:
  • Website links
  • Newsletter links
  • Organic social media posts
    
  • QR codes

Ask Support if you need any help with custom sources.

How to Create a Custom Source

• Click the Settings gear, then click Preview Links.
• Click on the workshop link you'd like to create a custom URL for (the link will open in a new tab)
  • To find an active workshop link, you can use Cmd + F to find the name of the funnel more easily.
• On the workshop tab, add the custom source after "utm_source=" in your address bar. The screenshot below shows the example "websitetest" as the utm source:

Example: If you wanted to track leads who use the link from your newsletter, you would add "utm_source=newsletter"

• Hit Enter on your keyboard, then bookmark your custom landing page URL. Now you can share it wherever you'd like!

Please reach out to support@getbreakthrough.com for any questions.

I've added the custom source after "utm_source=websitetest" in my address bar. Once I've done that, I hit 'Enter' and the page refreshes. I register for the workshop. When I go into PT Workshops and click on the Follow-Up Tasks page, I can see the test contact I just registered to the arthritis workshop. I click on the contact's name to bring up the contact's profile page, and in the Activity log, I can see the source I just added, "websitetest."