Marketing & search · Planning worksheet

Healthcare marketing dashboards: reconcile channel labels

Illustrative situation

The same campaign appears under three names because links were tagged differently. Paid and organic traffic are mixed in a spreadsheet summary.

The decision

Maintain a controlled campaign naming convention and map historical inconsistencies explicitly. Preserve an unclassified bucket instead of silently guessing every source.

Rehearse this before accepting the change

Submit sample tracking values with spelling differences and missing fields to the reporting model. Confirm the resulting labels and unclassified cases are explainable.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Measure the proportion of recorded enquiries with a usable and consistent channel classification.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare marketing planning with an editorial calendar, audience question and campaign brief.
Start with the audience question and a clear content brief.
Healthcare marketing enquiry journey connecting a service page, message and appointment calendar.
Connect the public promise to a supported next step.
Healthcare marketing measurement illustrated by a dashboard, comparison bars and inspection lens.
Check the evidence and definitions behind the report.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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