Advocating for more complete attribution
After spending tons of time making increasing the effeciency of google ads campaigns, SEO, website and webserver performance optimization, social media and other methods of attracting new patients for a group of detox facilities, showing real attribution, aka proof that this 10k in ad spend in one city delivered X number of patients into the facility, was an interesting challenge last year.
This led to several conversations with others including some back and forth with support from Kipu, about combining data for a more robust look into our attribution reporting.
I know there are other methods for combing call data with admissions data for dynamic visibility into all sorts of things, and I will be doing a follow up post discussing some other methods and options. (sign up for newsletter / new post notifications!)
At the time in mid 2025, we had data from Call Tracking Metrics mostly also in Kipu CRM and EMR.
No google analytics or tag manager type of data (not HIPAA compliant)
I had spent a little time in 2024 and 2025 trying to tie together additional information about user journeys and multiple touch points for our patients, and their family and friends or others who may be researching or supporting / advocating for them in some capacity. Yet not quite landed on a solid reporting mechanism between all the other busy work.
As I dug deeper into what Kipu offered in it’s reporting, it appeared it was very close to what we needed. Lots of opitons, good graphs / visuals, options for selecting different columns or fields, it was very close to being to provide the view into some data that I knew we had.
I moved into Kipu BI – the higher level business intellegence reporting options, spoke with colleages, read a lot of docs, ended up with support describing the issues. Several back and forth showing other options. As of October 2025 the combining of the particular data I was trying to visualize did not seem possible inside Kipu.
I ended up with a feature request form being filled out.
I had seen in a webinar featuring other customers of Kipu that they are responsive to making additional features, but I am not sure if they ever did anything with this one request.
I am posting some notes here to remember the processes.
Look for another post on my 2026 and beyond methods for not wasting time with things like this.
A longer story short (look for the longer more complete in a new post next month)
I wanted to find all the phone numbers that called using a google ads tracking number (not tracking via google, tracking via CallTrackingeMetrics, that was assigned to only show in or when someone clicked on a google ad), and combine that list with patients that admitted (and people who did not with list of reasons why) – but also combine that information with the list of people (or other phone numbers) associated patients who admitted.
This was so we could better see that a couple grand spent on google ads went to a patient’s parent or spouse and they did the research via that stage of the funnel / journey, and that led to an admission (or not) for example.
At the time we just couldn’t get that data combined inside Kipu’s reporting. I did manage to use Kipu to sort and filter the data that was porting over from CTM, and from that I took a couple of reports and pasted them into an excel spreadsheet and did some lookups for matches, and was able to find 2 patients that admitted within 30 days where the initial touchpoint was a google search ad click – viewed our landing page, made a call. Some time later their family member came in and got treatment.
Without doing this extra manual work, we showed 0 signups per $30,000 spent with google ads during this 30 days.
A lot of work to attribute 2 signups, but that definitely changed the math for the equations that the CFO was anxious about.
More reporting and data options were also in my plan book, combining data and looking at lifetime value and if an ads signup was a re-admit, which also drastically changes the value.
This is additionally challenging when you can’t upload customer lists to google because of Hipaa. Non-Hipaa businesses have more options for showing / not showing ads based upon emails or other info. More on that in another post.
Found part of the email thread, this was Feb 2025
Feb 28, 2025, 5:32 PM EST
We were able to create a new custom pipeline flow, which does has an option to see records based on ‘opportunity status’ … but we do not have a column in that for ‘crm marketing event’ and tracking source/
We need both of those in the same report at a minimum.
Is this possible within the system or do we need to create a custom excel that combines two reports?
Steve



