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

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)
• On the workshop tab, highlight and replace preview=true in your address bar with source=source name
  
  Example: If you wanted to track leads who use the link from your newsletter, you would replace 'preview=true' with 'source=newsletter'
• Hit Enter on your keyboard, then bookmark your custom landing page URL. Now you can share it wherever you'd like!

Check out this short video to see custom sources in action: