Marketing & search · Website help · Report reconciliation

A report mixes clicks with accepted enquiries

A supplier adds phone clicks, form attempts and verified submissions into one headline called leads.

What to change

Keep unlike actions separate unless a clearly explained combined measure is useful. The practice needs to know what each event proves and what remains unverified. Ask the supplier to list the contributing event definitions and show a fictional journey containing several of them. That example will reveal whether the same person can contribute multiple times. Rename the headline or change its construction before using it for cost-per-enquiry or growth claims.

A worked example

Illustrative example

Illustrative test: A visitor clicks a phone link and later submits a form; both actions remain distinguishable.

How to check the result

The dashboard describes measured actions without implying two independently verified enquiries.

A mistake to avoid

A combined activity count should not be presented as unique patients.

Your action checklist

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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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.

Further reading

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

Related decisions

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