Marketing List Management

Marketing-List Management

HENO's marketing platform allows you to market your PT clinic to referring physicians, and track your activities in our contact log.  In order to use HENO marketing, you'll want to create contact types.  

This area is designed to create a list of your marketing contact types, companies, geographical areas and referral sources

Contact types

Contact types are the different types of places you will be marketing your services to. It is important to set up a contact types library for adding content to the marketing activity log. 

Click "create", to add a new contact type.

All the is required is the name of the contact type (e.g. hospitals, medical office, schools, community, social media marketing). Click "apply changes"

Companies

Refers to the different types of companies you will be marketing your services too. It is important to set up a company library for creating companies and adding content to the marketing activity log. 

Click "create", to add a new company.

Enter a company name, type of company, geographical location (next tab). Also make sure to include additional information about the companies you will be in contact with such as primary contact information, their social media websites, company address, and company descriptions (e.g office hours). Apply changes.

Marketing Areas

Refers to the different geographical locations you will be marketing your services too. It is important to set up marketing areas for adding content to the company details.  Click create

Enter location name, description and the employee responsible for marketing in that area. Apply changes

Referral Sources

The system comes pre-built with different referral sources. To add a new referral source, click the "add row" button. Before exiting the page, click "save".

If you need additional assistance, please contact Support@Heno.io