If you are using Facebook (FB) and Instagram (IG) as lead sources, MyMedLeads tracks them automatically two ways with no special setup other than creating them at Preferences> Edit Lead Sources.  
  1. When you manually create or change any lead, you can select a social media account as Lead Source from the Lead Details page. This usually happens when someone calls the practice and says “I saw you on FB” or when you create a lead based on a conversation on FB.

  2. When someone browses from FB or IG page to a contact form on your practice website, MyMedLeads can sometimes detect codes (“UTMs”) in the link s/he used and capture that in a Referrer field.  These leads will have Lead Source = (yourwebsite).com and Referrer ‘Facebook.’ Take a look at View Reports> Keyword and Referral Report to see the leads that came in w/Referrers.
You have additional opportunties to track FB / IG activity more precisely and reduce manual entry of new leads.   IMPORTANT: There is configuration required on your MyMedLeads account to fully implement these options; send the relevant setup info to MyMedLeads in a support ticket.
  1. You can create a link from FB or IG to a special landing page that nobody would find just browsing around your practice website. Your web team needs to create the landing page and put a contact form on it. You can use the same form that you use elsewhere on your website; the important thing is the unique landing page.
  2. If you create your social media ads using the Zapier form application, we can integrate them directly to your MyMedLeads account so those leads have Lead Source FB or IG. Here is information about how to set that up.
  3. You can get a special phone number from MML and publish it only on your FB or IG account. These calls forward to your main practice number, and when the staff pick up the phone, the lead appears immediately in MML as a caller with Lead Source = Facebook or Instagram. MyMedLeads works with a carrier that provides tracking phone numbers; you have 10 free numbers on your account.  Go to Preferences> Phone Number Management and follow these instructions.