Introduction
Custom lead groups within Legwork Practice Marketing allow users to organize predefined lead groups or create new groups of leads (or patients) based on their preferences. By customizing these groups, users can efficiently send lead capture forms or targeted campaign messages to the selected group, ensuring more personalized and effective communication. This feature streamlines marketing efforts and enhances the ability to engage with specific segments of leads or patients.
Navigating to Lead Groups
1. Once you have logged into Legwork, click the Patients tab from the left column.
Viewing Predefined Groups
1. Click Groups to view the default list of Predefined Groups available.
Creating a New Group
1. Click Add a Group.
2. Under the Name field, Enter the Title (Name) of the new custom group. Example: Implant Leads or Past Due Treatment.
3. Under the Description Field, Write a brief description of the group. Example: Leads interested in Implant Treatment or Existing patients 6 months past due for Treatment.
4. Click Create Group. Please Note: Selecting the "This is an informational marketing group" option allows patients to add themselves to the group through their patient subscriptions. We recommend unselecting this option if the group will be used for internal office purposes only.
Adding Leads (or Patients) to a Group
1. Click Groups
2. Next to the new group name click Edit, allowing you to manually add or remove leads (or patients) to the group.
3. Click the "+" symbol to add Leads (or patients) to the group
4. Click the "-" symbol to remove leads (or patients) from the group.
5. To save changes, click Update Group.
Legwork Academy Video: Creating and Managing Lead Groups