Location Settings

Modified on Wed, 26 Jul 2023 at 10:45 AM

The Location settings are where we store location-specific information to create your landing pages, and automate email and call tracking. 


  1. In Breakthrough, navigate to the top right corner and click the Settings gear.

  2. Click Location Settings.


  3. Click the Edit Icon for the location you are setting up. 

  4. Enter the Email of the primary contact for this location (typically this is the owner's email).

  5. Choose your Call to Action that will be offered in Breakthrough automated emails. 
    Tip: Free screens are proven to convert, but you have the option to choose an appointment offer if you do not use free screens!

  6. Select the location’s Timezone.

  7. Enter Your Big Hairy Audacious Goal for this location.
    Tip: A great BHAG will cause your team to stretch beyond the obvious and beyond the status quo. Not sure what this should be? Contact your CSM for guidance! 

  8. Enter Your Practice Address (Line 1), including building number, street, and suite number. Please leave Address Line 2 blank.

  9. Enter the location address Zip Code, City, and State.

  10. Enter the Desired Area Code for Tracking Number that is most recognizable in your area. The area code you put here is the one we will create your tracking number with - it may or may not match your practice's area code.

  11. Enter the clinic's Practice Phone (this will be replaced with the Breakthrough tracking number). We route your tracking number to the number entered here, so make sure this is where you want your incoming calls going.

  12. Enter the FROM Name for your emails from this location, either workshop presenter name or practice name. This is the name that will populate in recipients' inboxes when we send emails on your behalf.
    Tip: Use a person's name (like the owner's name) for a more personal touch when patients receive your emails.

  13. Enter the best email to receive email replies in Send Replies To Address. This is the email where you'll receive any replies to your campaigns, so make sure you can access it regularly. 

  14. Enter the email of the person responsible for BOOM follow-up at the location in Front Desk Email for Receiving BOOM

  15. Enter the Owner Email for Receiving BOOM. This email receives workshop registrant and phone BOOMs only. 

  16. Click Update



PLEASE NOTE: After clicking Update, the address fields and the BOOM fields will lock to protect this information from being changed accidentally. Please reach out to prosupport@getbreakthrough.com if you need to update these fields. 

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