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Tracking your leads from source to CRM

Track lead sources to optimise your marketing ROI. Set up, test, and maintain tracking so DenGro can report accurately.

Neil Stephen avatar
Written by Neil Stephen
Updated over 2 months ago

If you're investing in marketing to attract new or returning patients, having robust lead tracking is essential to measure campaign performance and understand return on investment (ROI).


🎯 Why Lead Tracking Matters

Lead tracking allows you to:

  • See which campaigns generate leads

  • Identify marketing channels that need improvement

  • Understand user behaviour on your website or landing pages


πŸ”— How Lead Tracking Works

Lead tracking (or attribution) is set at sourceβ€”this can be done by:

  • Your in-house marketing team

  • Your marketing agency

Once in place, DenGro acts as the end point, receiving tracking data and presenting it in a way that enables smarter marketing decisions.


πŸ› οΈ DenGro's Role

DenGro helps you:

  • Capture UTM parameters on a lead level

  • Report on lead volume and origin by channel, source, campaign, or ad

  • Add external users (e.g. agency analysts or integrators) with limited permissions

  • Test lead forms and audit test activity

  • Access a Developer Doc in every account with integration instructions


βœ… Best Practice Checklist for Practices

We recommend a team member is responsible for:

  1. πŸ” Tracking campaigns and lead sources

    • Know which campaigns are live and where leads come in (e.g., contact forms)
      ​

  2. 🌐 Maintaining your website/landing page forms

    • Ensure forms:

      • Are functional

      • Have spam protection

      • Capture tracking data (e.g., UTM parameters)

      • Pass tracking info correctly to DenGro
        ​

  3. πŸ”„ Regularly testing connections

    • After any updates, test lead submissions to ensure everything still works
      ​

  4. πŸ“£ Raising issues

    • If data stops appearing in DenGro, alert your agency or web team immediately


πŸ†˜ When DenGro Support Can Help

DenGro can assist only if:

  • Tracking is fully set up on your site, but data isn’t flowing into DenGro.

  • In this case, please provide details and we’ll investigate.


🧾 What DenGro Does Not Cover

DenGro is not responsible for:

  • Your actual marketing campaigns or strategy

  • The setup or performance of tracking parameters

  • Managing your agency relationships or accountability

  • Deciding who handles form connection/testing (this is between you and your agency)

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