> This is part 1 of 2 of the full documentation (pages 1–100 of 120).
> The content is paginated: fetch every part to see all of it.
> Next part: https://help.doctorlogic.com/docs/llms-full.txt/1
> Page index: https://help.doctorlogic.com/docs/llms.txt

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
This site has an agentic ask interface you may use to query the documentation dynamically by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.doctorlogic.com/docs/index.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

---

# Welcome to the DoctorLogic Help Center

You'll find comprehensive guides and documentation to help you start working with DoctorLogic as quickly as possible, as well as support if you get stuck. Let's jump right in!

{% embed url="<https://doctorlogic.wistia.com/medias/ehbnnmcnz4>" %}


# General


# Logging Into DoctorLogic

Please note: A google account is required to log in. See below for more details. If you need to add additional users, please contact our support team at support\@doctorlogic.com.

## Accessing DoctorLogic

**You can log into DoctorLogic by visiting** [**https://admin.doctorlogic.com**](https://admin.doctorlogic.com)**.**&#x20;

We recommend bookmarking the login URL so you can access it quickly.

## Google Accounts

We utilize [Google's identity services](https://developers.google.com/identity/) to authenticate and validate your access to DoctorLogic. This means that each time you access DoctorLogic, you'll need to first verify your identity/login credentials with Google. This independent verification helps keep DoctorLogic safe and secure. This also means you won't need to keep track of a separate username & password for DoctorLogic. Don't worry! Google's identity services use a technology called [OAuth 2.0](https://en.wikipedia.org/wiki/OAuth) which allows us to verify your identity with Google without having access to your password or anything else stored in your Google Account.&#x20;

### Finding Your Google Account email address

Most users already have a Google Account. A Google Account can also be a "Gmail" account, but it doesn't have to be. Some Google Accounts use a regular email address. To determine the Google Account email [go here](https://myaccount.google.com/email). Once you've identified the correct Google Account email, let our team know so we can grant you access to DoctorLogic. See *Account Permissions* below.

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LAZBZ1DpVB7oV_M4b_P%2F-LAZCJUo1gt6-GdV0UVC%2Fa68d8b9-google-account-email.png?alt=media\&token=1f2232ac-5b8e-4955-bbd1-e49edab7de3a)

## Creating A New Google Account

If you never had a Google Account or wish to setup a new one, follow these steps.

**To signup for a Google Account using your current email address (recommended)** [go here](https://accounts.google.com/SignUpWithoutGmail?).

{% hint style="info" %}
Need help? Here's a video walkthrough. [Click to view.](https://share.vidyard.com/watch/mUapG4HHxyk4pz8QT73dxi)
{% endhint %}

To signup for a Google Account and make a new Gmail email account, [go here](https://accounts.google.com/SignUp).

## Account Permissions

DoctorLogic is serious about security. As a result, we employ state-of-the-art security monitoring and prevent unauthorized access to the platform.&#x20;

When we setup a new user account, our team will grant your account permissions to manage one or more sites on DoctorLogic. If you think you need additional permissions or have questions about your existing permissions, contact support.

## Troubleshooting Common Login Issues&#x20;

Having trouble signing in? Don't worry, we can help!&#x20;

**❓Do you have a Google Account?**

If not, follow the steps above to setup a new one, then contact support to have them grant your account permission to access DoctorLogic.

**❓Does your Google Account have permission to access DoctorLogic?**

Please contact support by emailing <support@doctorlogic.com> and request account permissions.

**😠 I'm not able to log into DoctorLogic**

Open a private browser window (Incognito) and try logging into [Google](https://accounts.google.com/signin/v2/identifier).

If you *can't* log into Google, than it's likely your Google Account email address or password may be wrong. It's also possible that your account was locked by Google because of suspicious activity.&#x20;

If you *can* login to Google, but are still having issues logging into DoctorLogic, it could be related to permissions, cookies, caching, or something else affecting your browser. In this case, contact support by emailing <support@doctorlogic.com> for further assistance.

**😕 I forgot my Google Account email address**

Use [Google's Username recovery process](https://accounts.google.com/signin/usernamerecovery) to find the login/email address for your account.

**😟 I forgot my Google password**

Use [Google's password recovery process](https://accounts.google.com/signin/recovery) to reset the password on your account.

**😡 I can't log in. Nothing I've tried works.**

Please contact support by emailing <support@doctorlogic.com> for further assistance.


# Troubleshooting Cache

## What is caching?

Each web page is read thousands of times more often that it is changed. Caching or using caches helps your site perform run much faster. A cache is a version of a webpage from some time in the past which assumes that the page has not been changed - and as a result does not go all the way back to our servers to check. Most caches update automatically over time - but sometimes you want to make changes get pushed out faster.   The instructions above show you how to clear each kind of cache manually to help in testing and diagnosing problems.

## How to Clear your Browser's Cache

Some browsers will hold copies of pages that have been visited before to improve performance. Select your browser for detailed instructions on how to clear cache:

* [Google Chrome](https://support.google.com/accounts/answer/32050)
* [Mozilla Firefox](https://support.mozilla.org/en-US/kb/how-clear-firefox-cache)
* [Microsoft Edge](https://support.microsoft.com/en-us/help/10607/microsoft-edge-view-delete-browser-history)
* [Safari](https://support.apple.com/guide/safari/manage-cookies-and-website-data-sfri11471/mac) (macOS) / [Safari](https://support.apple.com/en-us/HT201265) (iOS)


# How to Create an Incognito Window Browser

### INSTRUCTIONS

#### Incognito on Chrome (Mac and PC)&#x20;

1. Open Google Chrome.
2. Select the three dot icon in the upper-right corner.
3. Select **New** Incognito window from the drop-down menu. A new window opens, usually darker colored than normal, showing Incognito at the top right.<br>

<figure><img src="https://my.sdsu.edu/_resources/images/incognito.png" alt=""><figcaption></figcaption></figure>

#### &#x20;Private Browsing on Safari (Mac and PC)&#x20;

1. Open Safari.
2. Select File at the top-left corner of your screen.
3. Select New Private Window from the drop-down menu. A new window opens, showing Private at the top left. <br>

<figure><img src="https://my.sdsu.edu/_resources/images/safari.png" alt=""><figcaption></figcaption></figure>

####

#### &#x20;Private Browsing on Firefox (Mac and PC)&#x20;

1. Open Firefox.
2. Select the three lines in the upper-right corner.
3. Select New private Window from the drop-down menu. A purple-themed window opens, showing a mask at the top right.

<figure><img src="https://my.sdsu.edu/_resources/images/frfox.png" alt=""><figcaption></figcaption></figure>


# DoctorLogic Dashboard Training Videos

Click through to see a walkthrough from our Client Success Management (CSM) team on how to use each component of the DoctorLogic dashboard.

Below you'll find a link to video tutorials of each component of our DoctorLogic dashboard.  We're currently working on updating these videos, so please check back soon if you don't see a link to the video you want!

* **Dashboard Overview**
* **SmartAI Galleries / Before & After Photos**
* [**Opportunities**](https://www.loom.com/share/c3f6f078f77e4b02ad2e20bf1430e45d?sid=b3069ee6-f5fe-47e8-8652-168dcc042cda)
* **SmartAI Blogs**
* **SmartAI Promotions**
* **Reviews:**
  * [**Managing Reviews**](https://help.doctorlogic.com/docs/general/doctorlogic-dashboard-training-videos/reputation-management-how-to-publish-reviews) **- Publishing, Unpublishing, and Tagging**
  * **Requesting Reviews - Request New Reviews**

If you have any questions, please reach out to your dedicated CSM or email **<success@doctorlogic.com>**!

## Gallery Guidelines: Best Practices for SEO

{% file src="/files/0WhRGIp4iXPjrsUHkKsd" %}
Download Here
{% endfile %}


# Logging into the Admin Tool

#### Step 1: Google Account Required

* You must log in with a Google account.
* Don’t have one? Create a Google account with your existing email or set up a new Gmail. [CLICK HERE](https://accounts.google.com/lifecycle/steps/signup/name?dsh=S404836661:1757090582154976\&flowEntry=SignUp\&flowName=GlifWebSignIn\&TL=ALgCv6zV1lySMPMWYF4gyetuhxOIqRsYk9vdffCKIIhYoz9qSQY3GgEhQSUIrNN_\&continue=https://accounts.google.com/ManageAccount?nc%3D1)

#### Step 2: Login

* Go to[ https://admin.doctorlogic.com](https://admin.doctorlogic.com?utm_source=chatgpt.com).
  * Bookmark this link for easy access.
  * No separate DoctorLogic password needed — always use your Google login.

#### Step 3: Access & Permissions

* Our team must grant your Google account access.
* Need more access or want to add another user? Email <enterprisesupport@doctorlogic.com>.

### Troubleshooting

* ❓ No Google account? → Create one, then email support for access.
* ❓ No permissions? → Email <support@doctorlogic.com>
* 😕 Forgot email? → [Use Google account recovery.](https://accounts.google.com/signin/usernamerecovery?utm_source=chatgpt.com)
* 😟 Forgot password? → [Use Google password reset.](https://accounts.google.com/signin/recovery?utm_source=chatgpt.com)
* 😠 Still can’t log in?
  * Try incognito/private browser → log in to Google first.
* If Google works but DoctorLogic doesn’t → email <enterprisesupport@doctorlogic.com>


# Making Simple Changes To Your Website

In this video, we walk you through the basics of managing your website using DoctorLogic, focusing on how to make simple content changes. For most support requests, like adding a new provider or swapping out a photo, we recommend using the customer support button to email our team at <support@doctorlogic.com>. For straightforward edits, you can use the on-page editor to make real-time changes directly on your site. If you have questions about SEO strategies or need assistance, feel free to reach out directly to your Customer Success Manager or the Customer Success Team via email at <success@doctorlogic.com>. Remember, our support team is here to help you ensure your site aligns with your brand voice and SEO goals.  [*Click Here to Watch!*](https://www.loom.com/share/19377017e0474a25bc0536bda86912d0?sid=f3a3e0d0-2022-4a71-8ef7-ea3075debaff)


# Reputation Management - How to Publish Reviews

***

#### [Click here to watch this training video](https://www.loom.com/share/5e179669b9e8433a93cb5ada0be665cc?sid=6c2ca590-3348-4ebb-a331-0471e997f6e1) or feel free to follow the step by step instructions below!

#### 1. [Go to DoctorLogic Admin Home](https://admin.doctorlogic.com)

#### 2. Click on Reviews

<figure><img src="https://images.tango.us/workflows/531524af-0f0b-4a1a-a05d-4278d15071f0/steps/828e195f-b43b-4ae4-a44f-7e02ecb3a0c1/4bcc1b10-e401-4ec2-ab0a-cf8b6158b51f.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.1472&#x26;fp-y=0.2481&#x26;fp-z=3.4060&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 3. Click on Manage Reviews

<figure><img src="https://images.tango.us/workflows/531524af-0f0b-4a1a-a05d-4278d15071f0/steps/ada3066d-22ba-4c67-9f4b-890867624fe1/5755e834-395a-492a-91c9-36a1324208fa.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.0331&#x26;fp-y=0.3732&#x26;fp-z=2.8614&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 4. You can use the filter bar on the left hand side to view specific reviews. If you are looking to publish newly scraped reviews, click the "unpublished" filter.

<figure><img src="https://images.tango.us/workflows/531524af-0f0b-4a1a-a05d-4278d15071f0/steps/a99520cd-6e64-427f-943c-fd526f0d745d/b660d5e6-8772-47d5-b12b-bf0a1a09828e.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.1966&#x26;fp-y=0.1781&#x26;fp-z=3.1221&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 5. You may also filter by source, as needed.

<figure><img src="https://images.tango.us/workflows/531524af-0f0b-4a1a-a05d-4278d15071f0/steps/32478f38-56a4-4ffc-85c3-3511d7ee9ec2/3599e887-d6b2-4ff5-905d-54e0a80feeba.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.2141&#x26;fp-y=0.4696&#x26;fp-z=2.1429&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 6. If you'd like to filter by rating, click that option.

<figure><img src="https://images.tango.us/workflows/531524af-0f0b-4a1a-a05d-4278d15071f0/steps/86480dd7-5b91-4e7e-8818-71670dabb926/e2043d38-b6dc-410b-9ad9-939ecf14236e.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.2141&#x26;fp-y=0.6567&#x26;fp-z=2.1429&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 7. If you'd like to publish all reviews of a certain rating or above easily, click the bulk publish button.

<figure><img src="https://images.tango.us/workflows/531524af-0f0b-4a1a-a05d-4278d15071f0/steps/353d9256-309c-4b93-985d-b03415f86fab/0ea48640-7061-4c85-a163-94c91ce2a1ed.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.9570&#x26;fp-y=0.1601&#x26;fp-z=3.1667&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 8. Set your minimum rating to publish.

<figure><img src="https://images.tango.us/workflows/531524af-0f0b-4a1a-a05d-4278d15071f0/steps/45222036-ec02-4c07-b195-68e416543255/890e97f0-cf83-4791-80f8-fe465466f0ab.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5531&#x26;fp-y=0.1387&#x26;fp-z=2.6016&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 9. Click on Publish

<figure><img src="https://images.tango.us/workflows/531524af-0f0b-4a1a-a05d-4278d15071f0/steps/bd276c5c-7dc3-4bc6-8a69-c8640c76d259/60fda7e0-5dff-4bb1-85f6-a65feb1b0ba1.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6253&#x26;fp-y=0.5090&#x26;fp-z=2.9656&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 10. If you would only like to publish certain reviews, you can toggle the "on" button to make it visible on the website.

<figure><img src="https://images.tango.us/workflows/531524af-0f0b-4a1a-a05d-4278d15071f0/steps/85bcfafe-4dcb-471f-9ccb-63a4f99360cc/10d52724-3389-415a-8a54-5a3f2138b713.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.8958&#x26;fp-y=0.2835&#x26;fp-z=3.0471&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 11. If you would like to unpublish a review, click the button to toggle it to "off"

<figure><img src="https://images.tango.us/workflows/531524af-0f0b-4a1a-a05d-4278d15071f0/steps/60a96b9d-e08e-45b4-95f6-5775ebdbf753/2b13aa82-e4ff-4cfb-ad41-42f06cd9af3e.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.9099&#x26;fp-y=0.2835&#x26;fp-z=3.0471&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

{% file src="/files/qDeYoR87td69hY1bL6Wv" %}


# On-Page Editing Tutorial

1\. Go to [DoctorLogic Admin Home](https://admin.doctorlogic.comc)

Need help logging in? Click here: <https://help.doctorlogic.com/docs/general/logging-into-doctorlogic>

#### 2. Click on Website

<figure><img src="https://images.tango.us/workflows/1d944832-1e0c-498d-b195-c98fd0822b12/steps/64e226c2-fdf3-4090-8e3b-796497776b61/7f9ecf18-a7f2-4c50-ba68-bf6326dd82d5.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.0578&#x26;fp-y=0.3805&#x26;fp-z=2.4060&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 3. Click on On-Page Edit

<figure><img src="https://images.tango.us/workflows/1d944832-1e0c-498d-b195-c98fd0822b12/steps/c250d697-40f5-403b-894f-e1b4fbe2f0f8/40aa7fc0-db56-4852-bfb5-6091edc709de.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.0281&#x26;fp-y=0.4600&#x26;fp-z=2.9448&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 4. An On-Page Editing Tour box will pop up. If you're familiar with the tool already, click Next.

<figure><img src="https://images.tango.us/workflows/1d944832-1e0c-498d-b195-c98fd0822b12/steps/8d9d3bbf-c8f8-43ce-9b00-ffaeb76101ef/5426282e-fa9e-42f7-96a4-6585bbcc8da0.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5518&#x26;fp-y=0.5913&#x26;fp-z=2.9855&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 5. Navigate to the page you would like to edit.

<figure><img src="https://images.tango.us/workflows/1d944832-1e0c-498d-b195-c98fd0822b12/steps/2936ec3f-2183-4e5d-97b9-476f25ecd61e/99a9f9d2-46d3-4fe6-b97c-63fe4c5b478b.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5458&#x26;fp-y=0.5609&#x26;fp-z=1.0000&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 6. For this example, I will click on the paragraph text of the service page. Anything with a YELLOW pencil button can be edited. Click into the paragraph you would like to modify.

<figure><img src="https://images.tango.us/workflows/1d944832-1e0c-498d-b195-c98fd0822b12/steps/72099997-4e03-4f7d-b974-fe896546b003/875cfa76-a2ff-4da8-9930-d3a69d61c4f3.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4221&#x26;fp-y=0.3991&#x26;fp-z=1.4004&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 7. You can use the rich text editor to format the text.

<figure><img src="https://images.tango.us/workflows/1d944832-1e0c-498d-b195-c98fd0822b12/steps/a397157f-cfd8-4c93-9653-14068618d51d/37463127-789e-44a4-8d66-2bff19a5fb7c.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;fp-z=2.0000&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 8. Once you are done with your changes, click out of the area. You will see a GREEN outline flash to show that the changes were saved.

<figure><img src="https://images.tango.us/workflows/1d944832-1e0c-498d-b195-c98fd0822b12/steps/3e4faabe-01cf-49cd-8b45-8e97ce677472/1fbe0d5e-26e6-4bff-a7e6-347a079e4055.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4242&#x26;fp-y=0.4941&#x26;fp-z=1.8683&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 9. Click on Finish Editing when you are done making changes to the content.

<figure><img src="https://images.tango.us/workflows/1d944832-1e0c-498d-b195-c98fd0822b12/steps/2744b829-417a-4e3e-9c36-934a1b075d35/b622c310-fbbb-4d1b-82a2-fd930429b98f.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.1978&#x26;fp-y=0.8977&#x26;fp-z=3.6667&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Our On-Page Editing (OPE) tool was created to let you make small tweaks and adjustments to your existing website's content. Please remember that content is the key driving factor for good SEO performance so this tool should only be used for *minor edits.*

If you’d like our team to address larger pieces of content, please contact your Customer Success Manager to come up with a plan that doesn’t compromise your website's performance.

<https://help.doctorlogic.com/docs/contact-support/the-customer-success-manager-library>

You may notice that this tool is only accessible on certain pages/sections of the website. We limit certain areas because those may have an even larger impact on your website if adjusted but of course, we can always take care of these sections for you! **Sections that are&#x20;*****NOT*****&#x20;included in OPE:**

* **Homepage**
* **List Pages**
* **Custom Markups**
* **Contact Page**

Currently, **images** outside of the text area cannot be adjusted through On Page Editing.

If you happen to make a mistake through on-page editing and need us to revert the content, please email <support@doctorlogic.com>. We have a full history of all changes made on the website.
{% endhint %}

***

**Download a copy of these instructions below.**

{% file src="/files/PQ7VWjfWv75CmRcRPNqk" %}


# Articles - How to add a new blog post

#### 1. [Go to DoctorLogic Admin Home](https://admin.doctorlogic.com/)

<https://help.doctorlogic.com/docs/general/logging-into-doctorlogic>

#### 2. Click on Content

<figure><img src="https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/92c045ef-234f-4a8f-ba5f-822f25ab28d0/57833843-b5b7-4adc-aa44-609be76b1d02.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200" alt=""><figcaption></figcaption></figure>

#### 3. Click on Articles

<figure><img src="https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/adaab0f1-8229-475e-8d71-8eebbc454748/2fe77f02-09d2-40c1-8922-fdf984436f63.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5000&#x26;fp-y=0.5000&#x26;w=1200" alt=""><figcaption></figcaption></figure>

#### 4. If you have multiple collections, you will see this page. Here, you can create additional collections as needed. If you want to post a blog article, click on the BLOG collection.

What are collections for? Collections are a grouping of articles or posts. You can create separate collections for content that is about the same subject matter. For example, some clients will create a collection for MEDIA highlights, to document past NEWSLETTERs, or CLIENT EDUCATION documentation.

<figure><img src="https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/aa53ef05-1f3b-485c-9f99-bebda9fedf61/7649cda3-18db-4682-9aa0-42673c58452a.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.2867&#x26;fp-y=0.4780&#x26;fp-z=1.3078&#x26;w=1200" alt=""><figcaption></figcaption></figure>

#### 5. Navigate to the collection you want to view.

<figure><img src="https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/b29cfc16-2fa2-4e9a-b280-d6e2880fe431/5cf3f225-49d1-473c-9439-4b2cc43c5a11.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5591&#x26;fp-y=0.5792&#x26;fp-z=2.9451&#x26;w=1200" alt=""><figcaption></figcaption></figure>

#### 6. Click on Add New Post…

<figure><img src="https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/c6775900-2990-41da-a41b-9f8ee03adb6e/6e92191f-5796-4b21-82fd-44c340ec6929.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.3945&#x26;fp-y=0.4946&#x26;fp-z=1.2673&#x26;w=1200" alt=""><figcaption></figcaption></figure>

#### 7. Fill in the Title of your Blog article

<figure><img src="https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/3b4b501b-5bcc-44c3-a602-800f967f1635/e52d9b4c-0952-40a5-97b8-2a98029c1768.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5578&#x26;fp-y=0.3823&#x26;fp-z=2.8927&#x26;w=1200" alt=""><figcaption></figcaption></figure>

#### 8. Fill in a 1-2 sentence summary of the article to entice readers to learn more.

<figure><img src="https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/f7fcfe2e-d1a8-4ef3-939e-f27d67858693/3839763a-4093-4e72-b3b8-dc1ef11129b4.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5578&#x26;fp-y=0.4780&#x26;fp-z=2.8927&#x26;w=1200" alt=""><figcaption></figcaption></figure>

#### 9. Select the author of the post

<figure><img src="https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/b6f520ae-40f1-4a03-99ac-5b071f99ff98/23fafd13-92a6-4108-b480-e1119fc7e7f3.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5578&#x26;fp-y=0.5760&#x26;fp-z=2.8981&#x26;w=1200" alt=""><figcaption></figcaption></figure>

#### 10. If you'd like to EDIT the featured image, you can upload a new one by clicking on the edit button.

<figure><img src="https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/26dd0d65-e1f5-44dc-baee-c9b9cd6413eb/6aa6b8fd-5fab-4939-8cd9-59239fc57190.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.2766&#x26;fp-y=0.3010&#x26;fp-z=2.2586&#x26;w=1200" alt=""><figcaption></figcaption></figure>

#### 11. Click on NEXT

![Click on NEXT](https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/b9676f6c-9f71-46ed-a060-b7791b3768cf/43043368-a986-4b3e-b46e-8c46c028045d.png?fm=png\&crop=focalpoint\&fit=crop\&fp-x=0.9563\&fp-y=0.9369\&fp-z=11.8400\&w=1200)

#### 12. Click into the rich text editor to fill in the content of your new blog post.

<figure><img src="https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/76dbc760-4f8d-4207-9abc-3f4dc73b55dc/e136d7ce-9f0d-4e3a-8d51-56c2565c6f2b.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.4734&#x26;fp-y=0.7810&#x26;fp-z=2.4075&#x26;w=1200" alt=""><figcaption></figcaption></figure>

#### 13. You can use the components on the righthand side to add more text sections, image sections, videos, or embed HTML code as desired!

<figure><img src="https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/00fe15e9-d765-4a86-9955-712920d9d3f2/03b8fbda-90b3-42cf-bff5-6a3d74e5668a.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.9167&#x26;fp-y=0.5501&#x26;fp-z=1.1072&#x26;w=1200" alt=""><figcaption></figcaption></figure>

#### 14. Click on PUBLISH when you are ready to make the post LIVE!

If you'd prefer to come back to it later, you may click the "Save" button.

<figure><img src="https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/0b3f0d82-a3c7-445c-808a-690b116c9e79/223948e6-59e4-4f3c-b324-9f0b2c9264a9.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6872&#x26;fp-y=0.8455&#x26;fp-z=2.0000&#x26;w=1200" alt=""><figcaption></figcaption></figure>

#### 15. You'll be able to review the post before publishing it to make any edits as desired.

<figure><img src="https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/b53fe1e7-602a-4b95-bc6c-7e8fdfb940e0/b02746ce-59f5-41de-be67-408eaa9f51f5.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.5599&#x26;fp-y=0.5124&#x26;fp-z=2.5729&#x26;w=1200" alt=""><figcaption></figcaption></figure>

#### 16. Click on PUBLISH -- Done!

![Click on PUBLISH -- Done!](https://images.tango.us/workflows/05c6b840-f764-4cdb-9e46-260b51eed871/steps/5c040d12-3f34-4c20-8dd1-b6784d542a5e/a49c0b8a-8c63-4a6a-bb3a-157ca75b80fa.png?fm=png\&crop=focalpoint\&fit=crop\&fp-x=0.7124\&fp-y=0.8675\&fp-z=2.9003\&w=1200)

***


# Articles - How to update a blog post's featured image

If you do not see the ARTICLES tab available in your lefthand side menu, please email support\@doctorlogic.com with the main point of contact CC'd for us to add those credentials to your user.

#### 1. Log in to your DoctorLogic Admin Portal at <https://admin.doctorlogic.com>. Then click "CONTENT"

<figure><img src="https://images.tango.us/workflows/f6c34b49-1d06-4700-817a-25de2bfc5bbb/steps/2106857c-6d1c-47d5-b66c-0d6f6aeb389c/af3aba31-9b95-4760-9d60-949bf4062e16.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.1078&#x26;fp-y=0.2796&#x26;fp-z=3.2360&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 2. Click on Articles

<figure><img src="https://images.tango.us/workflows/f6c34b49-1d06-4700-817a-25de2bfc5bbb/steps/76930b06-d245-4309-9671-98e52bf5a31d/eca2614d-073d-46c5-ac26-6460cc34faf3.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.0578&#x26;fp-y=0.3585&#x26;fp-z=2.4060&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 3. If you want to create a new post, click "NEW POST".

<figure><img src="https://images.tango.us/workflows/f6c34b49-1d06-4700-817a-25de2bfc5bbb/steps/cf3dc13a-7c0a-4cc3-acc4-00bbbab15673/4590be3c-e261-4358-91fb-e7e68e809631.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.2823&#x26;fp-y=0.4994&#x26;fp-z=1.3501&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 4. If you want to modify the photo for an EXITING blog post, find the post and click the pencil "EDIT" button

<figure><img src="https://images.tango.us/workflows/f6c34b49-1d06-4700-817a-25de2bfc5bbb/steps/b0ad9a59-1b3f-4ce3-86db-19c3773db3a1/543de277-faa9-4c55-b82d-50de26ec675a.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6625&#x26;fp-y=0.7238&#x26;fp-z=3.2653&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 5. Once the blog post loads, click the pencil "EDIT" button for the featured image if that is the image you would like to modify.

<figure><img src="https://images.tango.us/workflows/f6c34b49-1d06-4700-817a-25de2bfc5bbb/steps/61d062f0-4af5-46c5-a365-5876c694ab68/a0923834-3adb-4f65-9c10-6f8266ade87d.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6430&#x26;fp-y=0.3286&#x26;fp-z=3.1112&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

#### 6. Click on REPLACE IMAGE

That's it!

<figure><img src="https://images.tango.us/workflows/f6c34b49-1d06-4700-817a-25de2bfc5bbb/steps/fec94126-4796-46c2-8ca0-eec359120eef/75eb16fe-3b71-4b9c-a6aa-3ce684297c44.png?fm=png&#x26;crop=focalpoint&#x26;fit=crop&#x26;fp-x=0.6026&#x26;fp-y=0.6156&#x26;fp-z=2.2222&#x26;w=1200&#x26;ar=1920%3A887" alt=""><figcaption></figcaption></figure>

***


# Dashboard and Analytics

### **What do these terms mean in my dashboard and how are they different?**

There are 4 metrics that makeup the comprehensive view of data for your site on the DoctorLogic Dashboard. The Visitors are the raw number of visitors to the site. The amount of Sessions are the number of the times the group of visitors came to the site and started a fresh interaction. Page Views is the raw number of pages viewed by the Visitors within the date parameters. Conversions are the number of times a visitor filled out a contact form or called the office from the site.

### **What are the industry averages for these metrics?**&#x20;

Industry standards for visitors, sessions, and page views vary. The industry standard for conversions remains at 3 to 5%.

### **Why is my local search conversion rate much higher than the sessions?**

This happens when people find your local listing organically on Google and directly call your practice without actually going to the site. This creates a conversion but does not form a visitor or session to the site.

### **Can I have access to my Google Analytics account?**

&#x20;We can grant "read and analyze" access to your analytics account. To request, email <Support@doctorlogic.com>.


# Google Analytics 4

Google unveiled its first measurement tool, Urchin from Google, in 2005. Google followed this up with Google Analytics (or Google Analytics Classic) in 2007 and in 2012, Universal Analytics was released. So it was no great shock to the DoctorLogic team to learn that Google was again upgrading its measurement tools to Google Analytics 4 (GA4).

What does this mean for DoctorLogic clients, exactly? Rest assured, we are fully prepared for this change and ensuring that our clients' performance metrics and reporting are ready for this change.&#x20;

### To read more about this upcoming adjustment, click here to visit our blog posts:&#x20;

<https://doctorlogic.com/blog/doctorlogic-future-forward-approach-to-google-analytics-4>

<https://doctorlogic.com/blog/doctorlogic-paves-the-way-to-google-analytics-4>

<br>


# Reporting Updates

Google Analytics 4 (GA4) set to replace Universal Analytics (UA) on July 1, 2023

**Overview**

At DoctorLogic we use a combination of proprietary and third-party tools to generate performance reporting for your website. One of the important third-party tools used for tracking website visits and engagement is Google Analytics.

In March 2022, [Google announced that it would be sunsetting their widely-used website analytics tools](https://blog.google/products/marketingplatform/analytics/prepare-for-future-with-google-analytics-4/) and launching an entirely new version. The current Google Analytics tools, used by millions of websites worldwide, is often referred to as Universal Analytics, UA, or GA3. The new version is called Google Analytics 4 (GA4).

In their announcement, Google stated that on July 1, 2023 data collection for Universal Analytics (UA) would no longer be supported. This means website tracking via these tools would stop completely. As such, over the past year they’ve been actively encouraging all users of their UA tools to migrate over to GA4 in advance of this deadline.

Over the past few months DoctorLogic has been working hard behind the scenes to make this transition as smooth as possible for our customers. In fact, we began working on the GA4 transition for our platform just a few weeks after the March 2022 announcement from Google.&#x20;

While the current version of Google Analytics (UA) has been running on your website since becoming a DoctorLogic customer, our team has also enabled GA4 tracking as well. You’ve actually been collecting data from both UA and GA4 for many months!

\
**What’s changing?**

All of your existing DoctorLogic reports, charts, graphs, tables, etc will continue to function as normal until July 1, 2023. In early June you will start to see new versions of these reports, now powered with GA4 data, added into your customer dashboard and running in tandem with the legacy reports.&#x20;

The new reports will be nearly identical to the legacy reports, with the exception of a few new metrics and visualizations.

On a future date, communicated in advance by our team, DoctorLogic will remove the legacy reports from your customer dashboard, leaving only the new GA4 reports. Since the legacy reports won’t be collecting any new data after July 1, 2023 their usefulness diminishes as time passes.

\
**What’s not changing?**

As your trusted digital marketing partner, DoctorLogic will continue to stay ahead of the curve to ensure your website performance and practice growth continue to rise.&#x20;

Additional reporting enhancements will be introduced in the future but for the near term your most commonly used reports (ex. Overview, Traffic, Pages, etc) will function as you expect. The only difference is that your site is now future-proofed and using the latest and greatest website reporting data from our partnership with Google.

\
**Additional help and resources**

If you would like some additional information about the transition to the new GA4 reporting, please contact your Customer Success Manager.


# The new DoctorLogic Admin Portal GA4 Reporting

Your DoctorLogic portal has been updated to pull in new insights and information using data from [Google Analytics 4 (GA4)](https://help.doctorlogic.com/docs/general/dashboard-and-analytics/reporting-updates).

Once you login, click on the Reports menu item on the left-hand side. You will now see two sets of reports: (1) the new ones that have been updated to include data from GA4 (2) your legacy reports that include Universal Analytics (UA) data. These legacy reports will stop updating on July 1, 2023, based on Google's timeline.

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FUeC1taPMApxQBXEYid7c%2FAdmin%20Reports.png?alt=media&amp;token=1ed9beda-4fdc-4a62-ba61-de4c87b86773" alt=""><figcaption></figcaption></figure>

### Need help logging in?&#x20;

{% content-ref url="/pages/-LAZADmz9-kX89LfMZ0u" %}
[Logging Into DoctorLogic](/docs/general/logging-into-doctorlogic)
{% endcontent-ref %}

### Would you like a walk through of the new reporting? Please contact your Customer Success Manager to schedule a meeting.&#x20;

{% content-ref url="/pages/Hkecq1Ax8z1BewLgMH0U" %}
[The Customer Success Manager](/docs/contact-support/the-customer-success-manager)
{% endcontent-ref %}

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FbTNsFDHw7ttKQZEKteU7%2FScreenshot%202023-06-06%20at%2010.01.20%20AM.png?alt=media&amp;token=c9e67924-a50d-45e3-b833-e677fe55b0ce" alt=""><figcaption></figcaption></figure>


# How-To Tutorials

### **How do I upload new Before and After Galleries to my site?**

**Potential new patients love to view your work. The DoctorLogic platform works to maximize your gallery content while leaving a lasting impression on the client. To add a new gallery, follow the steps below. begin uploading galleries, you must first login to your dashboard by going to <https://admin.doctorlogic.com>.**

Creating a New Gallery

1. **Log into your DoctorLogic dashboard at admin.doctorlogic.com.**
2. **Click on “Galleries” on the left navigation bar.**
3. **Click on the green “+”  icon in the top right corner of your screen.**
4. **Follow the prompted steps.**

Edit Existing Galleries

1. **Click the yellow pencil on the specific gallery you want to edit.**
2. **Make your desired changes**
3. **Ensure the gallery is published by checking that the icon in the top right corner is “On” and green. The gallery is unpublished if the button shows “Off” and is red.**

**If you have any trouble logging in to your dashboard, please follow this link for assistance:** [**Help with Login**](https://help.doctorlogic.com/docs/general/logging-into-doctorlogic)**.** With Before and After Galleries being one of the most important updates you can make on your site, DoctorLogic strongly recommends you add engaging and informative content along with the before and after pictures.&#x20;

### How do I submit Review Requests to my Clients?

**Review Request is a fantastic tool of the platform allowing you to seek out reviews on third party sites from clients who have received a procedure/ service.**

1. **First you must login to your DoctorLogic dashboard.**
2. **After logging into the dashboard for your site, the “Review Request” tab can be seen on the left.**
3. **The form will need to be filled out with the sender’s email and name. The next field asks for the recipients' email.**
4. **This is where you add all the patients' email addresses from which you would like reviews.**

### **How do I add a new location to our site?**

1. **To add a new location to your site, you would need to submit a Support request by emailing the Support team directly at** [**Support@doctorlogic.com**](mailto:support@doctorlogic.com)**.**
2. **Provide the information on your new location:**
   1. **Facility Address**
   2. **Facility Hours**
   3. **Facility photos**
   4. **If there are any specific doctors who ONLY work at this location**

{% hint style="warning" %}
&#x20;**It is important to remember that your contract limits you to a number of locations. If you have any questions about this, please contact your Client Success Specialist.**
{% endhint %}

### **I hired new staff, how can I add them to the site?**

1. **To add a new staff member to your site, you would need to email the Support team directly at** [**Support@doctorlogic.com**](mailto:Support@doctorlogic.com) **and provide information on the new team member including a photo, their bio information, and title.**
   1. &#x20;**Providing information on your new staff member is key. Including a list of education, certifications, and technical skills will assist our team in providing a bio for your new team member.**

**If you wish to write the content for the staff bio, please include a CV  or resume in your email to our Support team.**

{% hint style="warning" %}
**It is important to remember that your contract limits you to a number of staff listed on the site. If you have any questions about this, please contact your Customer Success Manager.**
{% endhint %}

### **How do I upload videos to my site?**

**Adding videos to your site is a wonderful way to engage potential clientele about your services. Topics of videos can differ by practice but an introduction to a physician, explanation of a procedure/ service, and patient testimonials are all great information that could be in a video.  Our platform supports Youtube videos. You must have a youtube account to add videos to your DoctorLogic site.**

1. **Create a Youtube account**
2. **Upload the video to your account.**
3. **Send the link of the video to** [**Support@doctorlogic.com**](mailto:Support@doctorlogic.com)

### **Will DoctorLogic add images to blog posts for me?**

**We absolutely can add images to your blog posts. You can include the images in your article by logging into <https://admin.doctorlogic.com> and selecting "Content Multipler" from the menu and then "Articles".  You can also email the post and images to** [**support@doctorlogic.com**](mailto:support@doctorlogic.com) **to be posted.**

### **How can I grant access to a new user to help manage my site and what permissions are available?**

**To grant access to your site, email** [**support@doctorlogic.com**](mailto:support@doctorlogic.com) **and provide the google affiliated email for which you want to grant access. A selection of roles is available for access:**

* **Customer Approver: This grants access to approve and publish content using the On-Page Editing tool.**
* **Customer Author: This grants access to author content using dashboard tools but cannot publish to site.**
* **Gallery Approver: This permission grants access to your gallery function, allowing  creation of new galleries with editing and publishing ability.**
* **Opportunities: This allows access to the Opportunities section of your dashboard where your conversions are tracked and accessible.**
* **Reporting: This grants access to the dashboard to review site analytics.**
* **Testimonial Approver: This permission allows for the creation and publishing ability of testimonials/reviews.**

### **Can I have access to the FTP files of my site?**

**The DoctorLogic platform is a multi-tenant application. This means that our websites utilize a proprietary and private code structure rather than static files that are accessible via FTP or other means. We can not expose our code base to anyone because it would expose our intellectual property. The code base is heavily obfuscated using an object oriented language rather than standard html or css files that most people know how to manipulate. Our websites are dynamically generated on the fly, this is how we are able to update and react to google algorithm changes more quickly than our competition. We have one code base to manage vs. 1000s of points of maintenance.**


# How to create a Google Business Profile for your practice

***Creating a Google Business page is an important step for any business, regardless of size. It gives customers an easy way to find information about your products and services, as well as contact details and reviews. Having a comprehensive business profile on Google will also help you reach more potential customers. It's a great way to ensure that new and existing customers can easily find all the information they need about your business online.***

#### **Step 1:  Start by going to** [**google.com/business**](https://google.com/business) <a href="#step-1-start-by-going-to-google.com-business" id="step-1-start-by-going-to-google.com-business"></a>

Be sure to bookmark this address, as you’ll need it to access your Google Business Profile listing in the future.&#x20;

#### **Step 2:  Log in with your Google account** <a href="#step-2-log-in-with-your-google-account" id="step-2-log-in-with-your-google-account"></a>

If you don’t have a Google account, visit [google.com/accounts](https://www.google.com/accounts). You’ll be able to create a free account with any email address.

#### **Step 3: Enter your business name** <a href="#step-3-enter-your-business-name" id="step-3-enter-your-business-name"></a>

Be sure you spell your name correctly and use *Title Case* (where you capitalize the first letter of each word.) This is the first impression for a customer, and you want to make sure it’s a positive experience.&#x20;

#### **Step 4: Enter your business address** <a href="#step-4-enter-your-business-address" id="step-4-enter-your-business-address"></a>

This screen is where you’ll enter your business address, so Google can verify that your business exists. This cannot be a post office box or mailbox in a storefront like Postal Annex or UPS Store. You can also only have one business per residence.

#### **Step 5: Choose whether you’re a storefront or a service provider** <a href="#step-5-choose-whether-youre-a-storefront-or-a-service-provider" id="step-5-choose-whether-youre-a-storefront-or-a-service-provider"></a>

Here’s where you choose whether you want customers to visit your storefront or if you work from home or would prefer your customers don’t visit your office, you can choose a mile radius around your business, a specific city or state, or a group of zip codes.&#x20;

#### **Step 6:  Choose your Primary business category** <a href="#step-6-choose-your-primary-business-category" id="step-6-choose-your-primary-business-category"></a>

Choosing your primary category is very important because it dictates where and when you will show up on Google searches. Google is all about relevance, so if a potential customer searches for “Italian Restaurant” but you’re a pizza place, then you may not show up. If the customer searches for “Best pizza near me,” then you’d have a much better chance of your business profile showing up in the search results.&#x20;

#### **Step 7: Add your phone number and website** <a href="#step-7-add-your-phone-number-and-website" id="step-7-add-your-phone-number-and-website"></a>

Both phone calls and website clicks are tracked by Google Business Profile, so make sure your information is correct here.&#x20;

#### **Step 8: Verify your local listing (most likely with a postcard)** <a href="#step-8-verify-your-local-listing-most-likely-with-a-postcard" id="step-8-verify-your-local-listing-most-likely-with-a-postcard"></a>

According to Google, to manage your business information in Search, Maps, and other Google properties, you must verify your business listing. The verification process helps Google make sure your business information is accurate and that only you, the business owner or manager, have access to it.

If you need any assistance in getting this process completed, please don’t hesitate to reach out to us. **Once the listing is created, please let us know and we can review it, tailor, and optimize it for SEO.** We appreciate your partnership with DoctorLogic.

<br>


# How to set up your Facebook Business Page

Today more than ever, having a digital presence is essential for businesses of all sizes. Having a Facebook business page is one of the best ways to connect with customers and build brand recognition. It allows you to reach new potential customers quickly and easily, allowing you to reach people who may not have found your business otherwise. In addition to this, a Facebook page also provides many other benefits that can help your business grow and succeed.

### Here are the general steps to set up a Facebook business page:

1. Go to the Facebook homepage and click on the "Create" button.
2. Select "Page."
3. Choose the type of business page you want to create: Local Business or Place, Company, Organization, etc.
4. Fill out the required information for your page, including your business name, category, and contact information.
   1. Note: The contact information should be a shared email belonging to the business or an individual's business email to avoid any disruptions from employee turnover.&#x20;
5. Upload a profile picture and cover photo that represents your business.
   1. *Upon launch, you should have received your branded social media assets folder from your Implementation project manager. If you cannot find these assets in your inbox, please get in touch with <implementation@doctorlogic.com> for assistance.*&#x20;
6. Add more information to your page, such as a description of your business and a website link.
7. Click on "Create Page."

Done!

It's also important to note that you must have a personal Facebook account to create a business page and that you can only create a page for an organization or business that you represent, otherwise, you may face account disabling.

Also, after creating a page you'll have access to Facebook Business Manager, where you can have deeper access to Facebook insights, advertisement capabilities, etc.


# How to set up your practice's Instagram profile page

Instagram is an incredible platform that has revolutionized how businesses interact with customers and share content. With the growth of social media, having a business page on Instagram is now essential for any company looking to grow and succeed.&#x20;

### **Here are the general steps to create an Instagram profile page:**

1. Download the Instagram app from the App Store (iOS) or Google Play Store (Android).
2. Open the app and tap on "Sign up" to create a new account.
3. Enter your email address or phone number, or sign up with your Facebook account.
   * Note: Be sure that the contact information all belongs to the practice or practice owner, vs. an individual employee.&#x20;
4. Choose a username and password for your account.
   * Note: Save this information in a secure location that can be accessed by the practice owner.
5. Fill out your profile information, including your name and a brief bio.
6. Add a profile picture that represents your brand, business or personal self.
7. Connect your Instagram account to other social media accounts, such as Facebook or Twitter, if desired.
8. Start posting photos and videos, and engaging with your audience by liking and commenting on other users' posts.

You can also access Instagram via browser, and it would be the same process of creating an account. You can also create a Professional account if you represent a brand or business and have access to extra features such as contact buttons, insights, or shoppable posts.

Also, keep in mind that you must be at least 13 years old to create an Instagram account and that it's important to always follow Instagram's terms of use and community guidelines, in order to keep your account in good standing.


# How to create bios for your team

Having a bio on your website can be an invaluable tool for establishing trust and credibility with potential visitors. It's a great way to give customers an insight into who you are and why they should choose your services. Not only can bios help you build relationships with customers, but they can also boost your visibility and authority on the web.

**Once you have some or all of the information below, send it over to <support@doctorlogic.com> and we'll do the rest!**

**PHOTO (HEADSHOT)**

Need tips?&#x20;

{% content-ref url="/pages/Li1vDieXYUqf3phamwl9" %}
[Tips for an upcoming photoshoot](/docs/branding-and-onboarding/tips-for-an-upcoming-photoshoot)
{% endcontent-ref %}

**MEET THE PROVIDER**

* What does the provider want to be known for? Experience? Compassion?
* How long has the provider been in practice?
* Special interests (as opposed to specialties) This would be, for example, helping people feel better about themselves, focusing on the underserved, building trust with patients, etc.)
* Is the provider involved in any philanthropic work, volunteering activities, community involvement, etc.?

**SKILLS AND SPECIALTIES**&#x20;

This part of the bio always incorporates the top procedures provided by the provider

**EDUCATION AND TRAINING**

It’s very important to have the doctor’s education and training history available on the website. Where they obtained their degrees, residencies, fellowships, additional training, etc (schools and city/St.). Dates aren’t required, but they are helpful if available

**PROFESSIONAL MEMBERSHIPS/ASSOCIATIONS**

A good bio talks about the societies and memberships as well as current organizations and associations the physician is involved with.&#x20;

**LEADERSHIP AND APPEARANCES** (optional)

Speaking engagements, ongoing media appearances, lectures or training for other surgeons, research and development

**AWARDS AND RECOGNITION** (optional)

Special recognitions, awards, mentions in magazines, publicity, etc.

**PERSONAL** (optional)

This can be short and sweet. Married, how long, wife’s/partner’s name, how many children, hobbies, things enjoyed in spare time, etc.

### **STAFF BIO INFO:**  <a href="#implementationclientcommunication-gettingbioswritten-staffbioinfo" id="implementationclientcommunication-gettingbioswritten-staffbioinfo"></a>

* Name
* Professional title
* How long in practice / how long with current practice
* Main daily duties
* Something personal (favorite part of working with the practice, what led to the career choice, family if applicable - partner, kids, hobbies, etc.)&#x20;
* Photo (Headshot)

{% file src="/files/laPk94CBELvhtyBuqZwH" %}

{% file src="/files/9oGEVZtEbqG7wNtY6Ofq" %}


# How to dispute a 1-star review

Receiving a 1-star review can be incredibly frustrating. You work hard to provide a service and may sometimes receive negative feedback on your Google Business Page or Yelp Page. If that does happen, here are some tips to guide you.&#x20;

Public Response: The best approach is to respond to the review in a polite, professional manner. Acknowledge the customer's concerns and apologize for any inconvenience they experienced. Offer to make it right by providing a refund, second consultation free of charge to discuss their concerns or a credit for future service, if applicable. Finally, invite them to contact you directly so that you can further discuss their experience. Posting a response shows that you care about your patients' experience and will acknowledge any issues they experienced.&#x20;

If the 1-star review was inaccurate or created by spam, you can report it.&#x20;

**Instructions for Google:** <https://support.google.com/business/answer/4596773?hl=en&co=GENIE.Platform%3DDesktop>

**Instructions for Yelp:** <https://www.yelp-support.com/article/How-do-I-report-a-review?l=en_US>


# How to create a QR Code for your practice

QR codes can be a great way to incentivize patients to leave a review before they even step foot outside of your practice. We recommend having these visible in the waiting area or even on the front reception desk, so that as your staff checks the patients out they can also ask for a positive review.

Generating QR codes is easily done through a free online generator like [![](https://www.qr-code-generator.com/wp-content/themes/qr/favicon.ico?v=2)QR Code Generator | Create Your Free QR Codes](https://www.qr-code-generator.com/) . You can even upload your logo for a more customized, branded look. We recommend focusing on Google, Yelp, or Facebook for new reviews. As a reminder, these reviews will be automatically scraped into your DoctorLogic Admin Portal for you to publish as you see fit, benefitting your website’s performance too!

**Want us to take care of this for you? Contact your Customer Success Manager about signing up for our managed social media growth accelerator.**&#x20;

**Find your Customer Success Manager's contact information here:** [**https://help.doctorlogic.com/docs/contact-support/the-customer-success-manager-library**](https://help.doctorlogic.com/docs/contact-support/the-customer-success-manager-library)

<br>


# How to get your Facebook Business Page verified through a TXT Domain Record

We are happy to help you verify your Facebook Business account through domain verification. In order to do so, please follow the steps below:

1. In Facebook Business Manager, click on the Business Settings button in the upper right corner.
2. In the Business Settings, select the Brand Safety tab, and select Domains from the left side navigation list.
3. Click on the Add button, and enter your domain in the Add a Domain pop-up dialog.
4. If you have more than one domain listed, select the domain for which you desire to confirm ownership.
5. Choose the method you wish to use to verify your domain: [DNS Verification](https://developers.facebook.com/docs/sharing/domain-verification/verifying-your-domain#dns-txt).
6. Send us the txt record information
7. Done!


# How to move a Facebook Business Page

What are the steps to move a Facebook business page you no longer have access to, to a Facebook profile that you can access? If you no longer have access to your Facebook business page, you'll need to follow these steps:<br>

1. First, try to regain access to your business page. If you're an admin of the page, you can try to request access to it again. To do this, you'll need to provide proof that you're the owner of the page. Facebook will review your request and, if approved, will give you access to the page again.
2. If you're unable to regain access to the business page, you'll need to create a new Facebook business page and start from scratch. To do this, you'll need to log in to your personal Facebook profile and click on "Create" in the top right corner of the page. From there, select "Page" and follow the prompts to create your new business page.
3. Once you have access to your new business page, you can try to merge it with your old business page. To do this, you'll need to be an admin of both pages. Then, go to the "Settings" tab of your new business page and click on "Merge Pages." From there, you'll be able to select the old business page that you want to merge with your new page.
4. If you're unable to merge the two pages, you'll need to manually transfer the content from your old business page to your new one. This will likely involve copying and pasting text, photos, and other content from the old page to the new one. You may also want to reach out to your followers and let them know about your new business page.

If these steps were confusing or difficult to complete, please bring up this issue on your next scheduled call with your Customer Success Manager. They can assist you through the process.&#x20;

**Need to schedule a call? Click the button below.**

{% content-ref url="/pages/Hkecq1Ax8z1BewLgMH0U" %}
[The Customer Success Manager](/docs/contact-support/the-customer-success-manager)
{% endcontent-ref %}


# SEO FAQS

### **What does DoctorLogic do for my SEO?**

**Our software is designed to continually give you the tools you need to enhance the SEO of your website by generating new, rich content.  By utilizing the tools within your admin site to generate more content specific to your practice, your SEO will improve over time resulting in better organic positioning and the potential to increase online conversions.  Our engineers are always up-to-date on what is to come with Google search. This allows us to make updates to your site so that your business is ahead of the curve when Google makes a change in how people will find you.  This is a very important service and it is included in your contract as a way to improve SEO**

**We set up on-page SEO elements like title tags and meta descriptions when we create your site to ensure that you are set up for the greatest success.  Our monitoring efforts are ongoing and regular in-depth performance reviews, allow us to identify key successes and opportunities to make adjustments. Weekly review scraping and local listing audits ensure that your brand is represented well across the internet and that you have a higher chance of being presented as an option when people search for you or your services.**

### **How does adding more galleries help with SEO?**

Potential patients love to see your work. The before and after galleries page, on average, will be one of the top most visited pages of your site. The more content provided will keep clients engaged on the page for a longer period of time. When clients spend more time on a page, this triggers Google to increase the search inquiry rank of this page because the user finds the content to be quality and engaging based on the length of time spent on the page.

### **How does publishing more reviews help with SEO?**&#x20;

Publishing reviews on your website can help with SEO in several ways. First, it helps to create fresh, relevant content for your users. This content signals to search engines that your website is up-to-date and active. Additionally, reviews often contain keywords that are related to the product or service being reviewed, which can help boost your rankings for those terms. Finally, reviews can also be used to generate backlinks from other websites, which can further improve SEO.

### **How does adding blogs help with SEO?**&#x20;

Adding a blog to your website can help improve your SEO in a few ways. First, it provides a way to regularly add new, relevant content to your site, which can help increase the number of pages indexed by search engines and improve your chances of ranking for relevant keywords. Additionally, blog posts can be optimized for specific keywords, which can help boost your rankings for those terms. Finally, a blog can also help drive traffic to your site through social media shares and backlinks from other websites. If that sounds too overwhelming for you, we have a content marketing product to take care of blogs and other content updates for you. Please get in touch with your Customer Success Manager for more information on this growth accelerator.

### **Why can’t I publish all of my 5-star reviews?**

The reviews with ratings only do not hold any power from an SEO standpoint so we have disabled them from being live on your website. It tends to make the reviews page look cluttered and a bit spammy. We only alert you as a courtesy to let you know that you are receiving them from the given third party. You can either leave them unpublished or just go ahead and delete them. Deleting them from your DoctorLogic dashboard does not delete them from the original source

### What is Call Tracking?

DoctorLogic uses call tracking to monitor how clients reach your site. We set up different phone numbers for each channel: Organic, Direct, Referral, Local Search, and Paid Search (if applicable). The phone numbers for each channel are all directed to your practice's ring-to-number: your standard number that was set up initially by your telephone provider. This allows us to track the conversion based on the channel corresponding to that phone number.

&#x20;Don’t fret about having different numbers show on the site depending on how you landed there. Research has shown that call tracking does not cause any phone number confusion for your clients. Also, your ring-to-number is still functional if clients save that number in their contacts. DoctorLogic highly recommends the call tracking service provided for your practice to allow the most precise data on overall conversions. If you have any questions or concerns about call tracking, your Customer Success Specialist would be more than happy to assist you.

### **Why can I not see all of my google reviews anymore?**

The reason for this could vary. In the past, Google has tweaked the way it displays reviews frequently. There are a few scenarios that might keep your reviews from being displayed. If the client left a review with poor grammar and spelling, google might choose not to display it. Google also stopped linking third-party reviews to its platform including Yelp and Facebook.  Most recently, Google has been removing anonymous reviews from many sites. They have not come out with an explanation for this move as of yet. If you have any questions regarding your google reviews, please email <support@doctorlogic.com>.

###


# Privacy FAQs

This page is designed to address frequently asked questions regarding privacy.

### Google Analytics is asking me to review the data retention settings related to GDPR. What do I need to do?

***TL;DR:** Since DoctorLogic only collects standard reporting data, which is based on aggregated data, the data retention controls are not something that need to be reviewed or changed at this time.*

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LC0Dv9dKxzSl8rjGEI3%2F-LC0I1_x_WoPBbFZIhBT%2Fdata-retention-googl.png?alt=media\&token=3c6d4c06-1045-44e5-8f64-4d6f5854b4a5)

**Long Answer:** [According to Google](https://support.google.com/analytics/answer/7667196), “the *Google Analytics Data Retention* controls give you the ability to set the amount of time before **user-level** and **event-level** data stored by Google Analytics is automatically deleted from Analytics’ servers.”  DoctorLogic manages a dedicated Google Analytics account to capture visitor analytics and data from your site. Since we only collect standard reporting data, which is based on aggregated data, the data retention controls are not something that need to be reviewed or changed at this time. Keep in mind that DoctorLogic also imports analytics data into our own databases which have longer data retention policies in place. This means that even if Google deletes the data and/or the account, DoctorLogic will still have a snapshot of the data from that point in time.&#x20;

If you manage you're own, seperate Google Analytics account and have it associated with your DoctorLogic website you may want to [review the data retention settings](https://support.google.com/analytics/answer/7667196#) for that specific analytics account. This is particularly important if your implementation leverages user-level and event-level data associated with cookies, user-identifiers (e.g., User-ID) or advertising identifiers (e.g., DoubleClick cookies, Android’s Advertising ID, Apple’s Identifier for Advertisers). Google's default data retention is 26-months.

###


# External Google Tag Manager

***If you are considering adding your Google Tag Manager container/account to our platform, please acknowledge the information below and we will move forward with your request:***

*We understand that site performance which includes but is not limited to site speed and security may be impacted by tags added without our knowledge.*&#x20;

*We understand that by adding any external Google Tag Manager, not managed or created by Doctorloigc, we will not be able to disable or edit specific tags.  If requested or deemed necessary, Doctorlogic will only be able to remove the entire container/account from the site.*


# Browser Support Policy

At DoctorLogic, we’re committed to developing and maintaining best-in-class website experiences for all users. Our design and engineering teams strive to leverage modern web standards, capabilities, performance, and security features available exclusively in modern, up-to-date browsers.&#x20;

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LX6-HKEjuz_O_AcptSm%2F-LX65kNpYjXG5TKV1YGW%2Fbrowser.png?alt=media\&token=003c9483-f639-40c2-b253-56a33c585f04)

Our Websites Product includes support for the current and previous releases of [Chrome](https://www.google.com/chrome/), [Firefox](https://www.firefox.com/), [Edge](https://www.microsoft.com/en-us/windows/microsoft-edge), and [Safari](https://www.apple.com/safari/) on a rolling basis. We support desktop, smartphone, tablet versions (devices) of these respective browsers on the Windows, Mac, iOS, and Android platforms. Each time a new version is released, we begin supporting that version and stop supporting the third most recent version. We re-perform our browser testing for each release cycle.  In the event we discover compatibility issues related to supported browsers, our team will work expeditiously to remedy in coordination with browser vendors and/or hosting providers. For an optimal experience, we recommend that users enable/allow browser support for cookies, images, HTML5 video, CSS, and JavaScript.

Our team regularly analyzes browser usage data both on our user-base and across the healthcare industry. We also review the status of browser products to ensure they are being actively maintained and are releasing enhanced support for web and security standards. \
\
For non-supported browsers (included non-supported devices or platforms) aspects of a page's layout, design, and/or interactivity may be degraded. In rear cases, older browser may lack critical security capabilities needed to verify a TLS certificate and our server may not allow a user to submit forms or access certain pages or components of a page.


# Healthcare Industry Social Profiles

Optimizing your practice's presence on specialized platforms like Healthgrades, Vitals, ZocDoc, and others is crucial for showcasing your expertise and building credibility in the healthcare sector. These platforms are pivotal for improving your visibility to potential patients seeking healthcare services. By claiming and refining your profiles, you highlight your specialties, share patient successes, and gather positive reviews, which are integral to building trust with your audience.&#x20;

Another reason to look into these platforms is that DoctorLogic can import reviews from almost all of these platforms to post on your DoctorLogic website. This is denoted on each listing.&#x20;

Moreover, these sites boost your search engine rankings thanks to their high domain authority. A strategic approach to your online presence on these industry-specific sites sets you apart in a competitive marketplace and strengthens your reputation as a patient-focused, trustworthy provider.

Most of the sites below offer some service options for free and then an elevated level of paid services.&#x20;

#### [Healthgrades](https://www.healthgrades.com/) - [Domain Authority](https://moz.com/learn/seo/domain-authority) - 71

* **What's Good About It**: Healthgrades helps people decide which doctor or dentist to see by showing what other patients say about them. It shares info like the doctor's education and awards.&#x20;
* **Who Can Use It**: Doctors, dentists, and many other health workers can have profiles here.
* **SEO Perks:** When people search for a doctor's name online, Healthgrades profiles often show high in Google search results, making it easier for people to find them.
  * **DoctorLogic&#x20;**<mark style="color:green;">**CAN**</mark>**&#x20;monitor and import Healthgrades reviews**
* [Claim Your Profile](https://update.healthgrades.com/landing/claim) (FREE)
* **Verification**: Your DEA or State license number is required for verification purposes.

#### [Vitals](https://www.vitals.com/) - [Domain Authority ](https://moz.com/learn/seo/domain-authority)- 66

* **What's Good About It**: Vitals focuses on what patients think about their doctor, including how long they wait and how easy it is to get an appointment. This information helps potential patients know what to expect.
* **Who Can Use It**: It's great for doctors, dentists, and other healthcare professionals who want to better connect with patients online.
* **SEO Perks**: A Vitals profile can help a provider's name appear in search results when people look up medical help, making it more likely for patients to find them.
  * **DoctorLogic&#x20;**<mark style="color:green;">**CAN**</mark>**&#x20;monitor and import Vitals reviews**
* [Claim Your Profile](https://go.vitals.com/vitals/doctor/claim/) (FREE)

#### [Wellness.com](https://www.wellness.com/) - [Domain Authority](https://moz.com/learn/seo/domain-authority) - 56

* **What's Good About It**: Wellness.com is all about living healthy. It's a place where providers can talk about health and wellness and attract people interested in staying well.
* **Who Can Use It**: This site is good for people like psychologists, chiropractors, and those running wellness centers.
* **SEO Perks**: Being on Wellness.com can help providers appear in online searches for health and wellness topics, boosting their visibility.
  * **DoctorLogic&#x20;**<mark style="color:green;">**CAN**</mark>**&#x20;monitor and import Wellness.com reviews.**
* [Claim Your Profile](https://www.wellness.com/docs/12761/wellness-provider-program) (FREE)
* [Wellness Sponsored Stories](https://www.wellness.com/docs/11321/advertise-on-wellness-com) (PAID)

#### [ZocDoc](https://www.zocdoc.com/) - [Domain Authority](https://moz.com/learn/seo/domain-authority) - 73

* **What's Good About It**: ZocDoc makes booking doctor appointments easy. It shows when doctors are available and lets patients book right away. Plus, reviews are from real patients.
* **Who Can Use It**: Doctors, dentists, and certain specialists and therapists find it useful.
* **SEO Perks**: ZocDoc can help more local patients find a doctor when they search online, making it a good tool for doctors who want more people to visit their practice.
  * **DoctorLogic&#x20;**<mark style="color:green;">**CAN**</mark>**&#x20;monitor and import ZocDoc reviews.**
* Profile Options:
  * [Zocdoc Practice Solutions](https://www.zocdoc.com/about/practice-solutions/) (FREE) - provides online scheduling, intake and reminders, and video service products that can be added to any DoctorLogic website
  * [Zocdoc Marketplace](https://www.zocdoc.com/about/join) (PAID) - allows providers to list their practice on zocdoc.com, where patients can find and book appointments with them

#### [RateMDs](https://www.ratemds.com/) - [Domain Authority](https://moz.com/learn/seo/domain-authority) - 63

* **What's Good About It**: RateMDs lets patients write reviews about their doctors. Doctors can also reply, which shows they care about what patients think.
* **Who Can Use It**: Any healthcare provider that sees patients can use this site.
* **SEO Perks**: Good reviews and talking to patients on RateMDs can help a doctor rank better in Google searches, making their profile easy to find.
  * **DoctorLogic&#x20;**<mark style="color:green;">**CAN**</mark>**&#x20;monitor and import RateMD reviews.**
* [Claim Your Profile](https://www.ratemds.com/plans/doctor/) (FREE)

#### [WebMD](https://www.webmd.com/) - [Domain Authority](https://moz.com/learn/seo/domain-authority) - 94

* **What's Good About It**: WebMD is full of health articles and is not just for finding doctors. Doctors can write articles or answer health questions, showcasing their expertise.
* **Who Can Use It**: Many healthcare workers, including doctors, can use WebMD to reach many people seeking health information.
* **SEO Perks**: Writing on WebMD can help doctors get seen in searches for health questions, drawing more attention to their profiles and websites.
  * **DoctorLogic&#x20;**<mark style="color:red;">**CAN NOT**</mark>**&#x20;monitor and import WebMD reviews.**&#x20;
* [Claim Your Profile](https://go.webmdcare.com/doctor/claim/2) (FREE)
* ["Content Promotion"](https://www.webmd.com/mediakit) (PAID)

#### Benefits of Claiming Profiles on Industry-Specific Sites

* **SEO and Domain Authority**: Many of these industry-specific sites have high domain authority, meaning that a presence on these sites can boost the search engine rankings of your practice's website. This is due to the quality backlinks from these sites to the practice's website, signaling to search engines that the site is also reputable.
* **Increased Visibility and Credibility**: Claiming and optimizing profiles on these platforms increases your practice's visibility online. Detailed profiles with reviews and accurate, comprehensive information build credibility and trust among potential patients.
* **Patient Trust and Decision Making**: Positive reviews and high ratings on these platforms significantly influence patient trust and decision-making. Many patients use these platforms to research healthcare providers before making appointments.

Using general and industry-specific platforms can help improve your medical practice's online presence, reach new patients, and build trust in the healthcare market. This approach also benefits SEO and domain authority, making it easier for potential patients to find your practice online.


# Product Features

Overview of the key features and tools available within your DoctorLogic account.


# Admin Navigation

We are thrilled to announce that we've revamped your DoctorLogic admin portal based on feedback we received from you, our valued customers. These updates to the left-hand navigation to make it even easier to access the features you use regularly and discover other parts of the platform that can help your practice grow.

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FfISSz19GEVPLBoVIkLP0%2Funnamed.png?alt=media\&token=a8f83037-3e20-434b-917e-6341a31001c1)&#x20;

| <h2>What changed?</h2><ul><li>Simplified section labels. We’re using a single word to describe what’s in each section to make it crystal clear for all customers.</li><li>Refreshed icons for all main navigation elements. Now in color!</li><li>The menu is open by default when you log in. You can still manually collapse it if you choose.</li></ul> |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |

{% content-ref url="/pages/-LAZADmz9-kX89LfMZ0u" %}
[Logging Into DoctorLogic](/docs/general/logging-into-doctorlogic)
{% endcontent-ref %}


# Admin Home Page

The Home page provides a 360 degree view of all your top performance metrics (SEO, website traffic, conversions) and also acts as a shortcut into other areas of your account.

<div align="center"><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-MWZvvK8PBUBpCTDBqHA%2F-MWZw9-uZVlwBaXExVl4%2Fhp-macbook.jpg?alt=media&amp;token=13f0b67d-aa42-4239-a46a-774336b08d4a" alt=""></div>

When logging into your DoctorLogic account you will land on your admin Home page. This pages displays a wealth of important information about your website's performance as well as useful tips and recommendations to help your practice grow. On each Home page card you'll find links that will drill down into sections such as Reports, Opportunities, Reviews, Galleries, and Articles.


# Opportunities

This feature provides a secure, CRM-style view of the new conversions generated from your website.


# Premium Call Tracking

Premium Call Tracking (PCT) is a robust, feature-rich call tracking solution that tracks the actual phone call, not just the initial click. PCT works by adding a dedicated call tracking number to customers’ websites and Google Business Profiles. This tracking number rings through to the practice’s main number, and when someone calls the practice using the tracking number the call is automatically recorded and added to their Opportunities dashboard within Customer Admin.

Conversions generated from Premium Call Tracking (PCT) will be displayed in a few places within Customer Admin: the Opportunities dashboard, the Admin Home page, and the Traffic Report.

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FGmpRJGQENVKpEJt8gmya%2FOpportunities.png?alt=media&amp;token=4e358122-2ccd-46b3-9308-308a16053aba" alt=""><figcaption></figcaption></figure>

On the Opportunities dashboard, PCT records will show in the summary pane, indicated with a “PHONE” pill icon. The right side detail panel shows additional information about the call, in addition to the standard set of data displayed with CTC. The data fields shown include:

* Caller’s name
* Patient Status (this field is set by our customer when reviewing leads)
* Inbound phone number (phone number of the person that called)
* Call status (ex Answered, No Answer, Voicemail)
* Call duration
* Call recipient
* Call recording (audio file of the full call)
* Spam reporting (this allows users to mark phone leads as spam if deemed to be not a legitimate inquiry for the practice - spam phone leads will not be tracked in conversion reports and metrics)


# Click to Call Tracking

Click to Call tracking captures a "call event" when a visitor clicks on any phone number link on your website. With Click to Call tracking our system will report that a website visitor displayed intent to contact your practice and showed a level of engagement. This will be classified as a Click to Call conversion, or CTC for short.

It's important to note that the call event that is logged is a click and it may or may not result in an actual phone call being completed. Below is a representation of how Click to Call conversions will be displayed on the Opportunities dashboard.

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FvGyIgH9h4SrR02APRtMY%2FCTC_GBP%20(1).png?alt=media&amp;token=38c428a5-7547-4f0e-a441-41223da44d57" alt=""><figcaption></figcaption></figure>

With Click to Call tracking our system will also capture similar call events from your Google Business Profile as well. [Click here](https://help.doctorlogic.com/docs/apps/opportunities/click-to-call-tracking/google-business-profile-call-clicks) to learn more about GBP call event tracking.

Finally, for customers in need of more advanced call tracking functionality, please review the details on DoctorLogic's [Premium Call Tracking feature](https://help.doctorlogic.com/docs/apps/opportunities/premium-call-tracking).


# Google Business Profile "Call Clicks"

The Google Business Profile (GBP) "Call Clicks" metric refers to click event data that is captured when a visitor to your GBP profile clicks the Call button. While this click event does not provide a guarantee that the visitor actually completed a live phone call, the "call click" event is a direct indication that they showed intent to reach out to your practice.\
\
See below for a visual of the the Call button on a Google Business Profile:

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2Fp2kCBJoOY7TogbDNUwFX%2FIMG_8578%20(1).png?alt=media&amp;token=4ad636be-0772-4232-9785-47881575765e" alt="" width="375"><figcaption></figcaption></figure>

For customers using our Click to Call phone tracking features, GBP call clicks are another way to assess your inbound call volumes and serve as useful indicator of your local search performance. When reviewing your reporting and Opportunities dashboard, you will see references to Google Business Profile call clicks as the total daily counts will be included in the grand total of conversions for your specified timeframe.

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FcYCrMAlBT0PM7oFTw1vf%2FGBP_Opp_Dashboard.png?alt=media&amp;token=71675c51-f2e3-4d6d-be06-71077135f17d" alt=""><figcaption></figcaption></figure>


# Lead management


# Mark a Form lead as Spam

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2Fb6LsRAPHNAfr3ELpr3cA%2F34e9a516-31d6-4a13-ba15-3cc69fcc5a7f.png?alt=media&amp;token=c6423b7a-fd47-4b77-88ae-cd0e590d5e54" alt=""><figcaption></figcaption></figure>

We understand that it can be very frustrating to receive multiple forms from the same user within a short span of time. If you see an entry or multiple entries that may be spam, you are able to log in to your customer admin portal at [https://admin.doctorlogic.com](https://admin.doctorlogic.com/).&#x20;

{% content-ref url="/pages/-LAZADmz9-kX89LfMZ0u" %}
[Logging Into DoctorLogic](/docs/general/logging-into-doctorlogic)
{% endcontent-ref %}

Once you’ve logged in, you’re able to click “**Lead Generator**” from the left-hand side menu and then “Opportunities” from the dropdown. Select the form that you have determined as spam and click the red “**REPORT SPAM**” button on the right-hand side of the page. This will block that email address from contacting you again and remove the entry from your conversion count.


# Dispute a Managed Chat lead

The 4 qualifying facts for a lead are:&#x20;

* Name
* Procedure
* Phone Number
* Email

If you receive a lead that does not have 1 of these qualifying factors, you are welcome to dispute it.&#x20;

To dispute a lead, follow these simple steps:

* Log In to your [Admin Dashboard ](https://admin.doctorlogic.com/)
* On the Left Hand Side, select "**Opportunities**"
* Find the chat lead that you wish to dispute&#x20;
* Above the Chat Box, select "Dispute"

#### The Dispute button will only be available for 72 hours after the lead was submitted.

*\*Please Note: Each dispute will need to be verified by our team.\**


# Reports

Reports makes it easy to monitor the performance of your DoctorLogic website and advertising campaigns.

## Performance Dashboard Report

The Performance Dashboard Report makes it easy to keep track of your website's performance.

### Reporting Period

By default we pull the last 30 days of performance for your site. If you would like to change the reporting period date range, simply select a different start and/or end date.

![It's easy to change the reporting period.](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LJU7dL4QaQRpuUeJgAR%2F-LJUS2Kq5GPzShDbyFyo%2Fezgif-5-adb2306a8c.gif?alt=media\&token=09c6ae00-3a59-48c9-8e92-aeb8b604238f)

### Historical Performance Charts

We make it easy to visualize your site's performance over time. Based on your reporting period we will graph the following dimensions over time: Visitors, Sessions, Page Views, and Conversions.

Click the applicable KPI tile to update the chart's dimension. Hover over points on the chart to reveal the totals for that particular day or month.

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LJUSKNlxoB1VkRG109d%2F-LJUU-u8vfbXIv2OXyVx%2Fezgif-5-8f73264ca8.gif?alt=media\&token=dfbe6c95-c5a4-491f-ad7a-3f140200de2f)

You can also change whether the data is aggregated by day or by month.&#x20;

### Key Performance Indicators (KPI)

Right below the historical performance charts, we display key performance indicators for your site. Here is a breakdown of each KPI along with description:

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LJUUNCVucbHwqdCEzsC%2F-LJUVRHgBaOPgYlYNdpZ%2FKPIs.png?alt=media\&token=8306e677-4a48-49f4-9729-3119ede847e5)

| KPI                    | Description                                                                                                            |
| ---------------------- | ---------------------------------------------------------------------------------------------------------------------- |
| Visitors               | Displays the total number of visitors (unique devices) during the reporting period.                                    |
| New Visitors           | Displays the percentage of visitors that do not have an exisiting tracking cookie on their device.                     |
| USA Visitors           | Displays the percentage of visitors who originate from an IP address in the United States.                             |
| Sessions               | Displays the total number of sessions (unique visits) by visitors during the reporting period.                         |
| Sessions Per Visitor   | Displays the ratio of sessions per visitor.                                                                            |
| Avg. Session Duration  | Displays the average duration of a session (in minutes/seconds).                                                       |
| Page Views             | Displays the total number of page views (unique page loads) that occured in a session during the reporting period.     |
| Page Views Per Session | Displays the ratio of page views per session.                                                                          |
| Unique Pages           | Displays the total number of unique pages of a site.                                                                   |
| Conversions            | Displays the total number of unique conversions (contact form, phone call, chat, etc.) that resulted during a session. |
| Conversion Rate        | Displays the percentage of sessions that resulted in a conversion.                                                     |
| Conversions Per Day    | Displays the average number of conversions that occurred per day for each day during the reporting period.             |

<div align="center"><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-MWZwPLkewtZ1whAgSiH%2F-MWZwncI-YL6IAXqRLzr%2Freports-macbook.jpg?alt=media&amp;token=4a47ebdb-1c7d-48fb-8e63-1cd4ccd4e602" alt=""></div>

## Keywords Report

With this report, you can see how your website site ranks in Google search results for keywords and phrases relevant to your practice. Track keyword performance, rankings, and positions to monitor your SEO performance over time.\
\
On this report you’ll find:

* Total Keywords
* Page 1 & Page 2 Keywords
* Keyword position
* Keyword performance

## Traffic Report

With this report, you’ll be able to view website visitor engagement such as the frequency and duration of their sessions. In addition, you can see which channels are driving the most sessions and conversions.\
\
On this report you’ll find:

* Sessions
* Sessions/User
* Average Session Duration
* Sessions by Channel
* Conversions by Channel
* Sessions over Time
* Sessions by City
* Sessions by Device Type
* Conversion by Type

## Pages Report

With this report, you’ll be able to see how visitors engage with the different content on your website and how this changes over time. You will get an overview of the procedure, blog, and gallery content that resonates the best with your audience.\
\
On this report you’ll find:

* Pageviews
* Pages/Session
* Bounce Rate
* Pageviews over time
* Pageviews by page type
* Popular pages
  * All
  * Gallery pages
  * Procedure pages
  * Blog pages


# Glossary

## Channels

The channel overview breaks down the traffic source information which tells you the different ways that people can find your website.

### Organic&#x20;

Visitors who are considered organic find your website after using a search engine like Google or Bing and click on a non-paid search result.&#x20;

### Direct Traffic

Direct traffic is most often the result of a user entering the URL into their browser or using a bookmark to directly access your website. This channel often accounts for existing patients, direct referrals from other physicians or other offline forms of advertising.&#x20;

### Referral Traffic

Visitors that find your website from a source outside of a search engine would be considered referral traffic. When someone clicks on a hyperlink to go to a new page on a different website, Google sees that as referral traffic. Example: new stories, social media, review sites, hospital websites&#x20;

### Local Traffic

Local traffic is a result of someone that interacted with your site via an online directory or local listing. This also includes your Google My Business listing.

### Paid Traffic

This is the traffic that you purchase via AdWords or pay-per-click ads. These listings typically show above the non-paid results and are indicated as ads to the end-user.


# Data Accuracy

DoctorLogic imports reporting data directly from Google Analytics (GA) each day. The data in DoctorLogic and GA is usually consistent, however, there are circumstances in which the data can differ. This article will breakdown known discrepancies so you can better interpret the data for your site.

## Hostname-level Filtering

Google Analytics captures *all* data it receives associated with your Google Analytics Tracking ID (sometimes called a UA code). By default, Google does NOT require that the reporting data originates from your hostname. This means that anyone on the Internet can fire corrupt data to your Google Analytics Tracking ID, without your permission, and potentially skew your analytics data with bad data. Once the analytics data is corrupted, there is no way (via GA) to remove it. The only option in GA is to use a series of segments and views to filter it out.

Many customers that regularly use GA, will notice that the data reported in the DoctorLogic Performance Dashboard may appear lower that GA. This is because DoctorLogic only imports GA data collected for **valid** hostnames (aka domains). If we encounter analytics data fo an unknown/invalid hostname in GA, we will ignore it and NOT import it into our database. We also filter out traffic to staging or test versions of your site so they do not artificially inflate the number of sessions/visits occurring on your site. Since the staging and test versions are on an alternate domain, we're able to easy filter this out. We do all of this to ensure that we provide the most accurate representation of performance on your *actual* site.

## Referral Spam Filtering

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LAx97f-GoxZT3pmFpv5%2F-LAx9Mhc-VNw7h5-X-A7%2Ffae89ea-khorsandi-bad-link-2.png?alt=media\&token=cb68b514-7828-477a-bbab-d7d9512fb6e9)

It's very common to see "ghost referrers" or referral spam in Google Analytics. 99.9% of the time they’re not linking directly to your site but rather generate fake hits / traffic using your Google Analytics tracking ID. Their goal is to trick users into visiting spammy websites. If you open one of these URLs in your browser, you will likely be redirected to an online store, marketing scam or malware site. The goal of referral spam is to mess with your Google Analytics data to drive traffic to shady websites. Their goal is to perk your curiosity and get you to come to their site, resulting in more traffic for them. If you open one of these URLs in your browser, you will likely be redirected to an online store, marketing scam or malware site.&#x20;

Since referral spam is a common problem, DoctorLogic uses a number of filtering techniques to filter out spammy traffic so that it is not included in your Performance Dashboard. Our filtering software generally filter out 95% of all referral spam we see across the sites we manage. If we see the same hostname responsible for referral spam across multiple sites, we'll take action to have it blocked globally. Since new spammy sites pop up every day, it's a never ending cat & mouse game to stay on top of these sites.

## Automated Bots

We regularly see third-parties use automated bots or scripts to crawl to aggressively crawl our customers' websites. When these bots crawl a website they can cause massive surges in traffic which can skew website performance. We constantly monitor data from Google Analytics and regularly filter out traffic from known bots and crawlers which could impact the accuracy of your website traffic.

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LC9BKkwXE9v6S0M6FMt%2F-LCEivYyGSkj9fvmlk3c%2Ftraffic-spike.png?alt=media\&token=ad096ddd-2bcc-41b4-90dc-dd0bb14fc417)


# Promotions

Promotions is the ***newest*** addition to the DoctorLogic digital marketing platform! It’s a brand-new tool built to help healthcare practices publish and share important updates with both patients and prospects.

With a convenient, intuitive workflow, practices can create high-quality, social media-optimized Promotions and stand-alone landing pages to highlight special offers, events, practice updates, and more. In addition, the Promotions product can also be used for general brand awareness campaigns and social media posts.

Click the video to learn more!&#x20;

{% embed url="<https://doctorlogic.wistia.com/medias/vxpa45fmg5>" %}
Click the video to learn more!
{% endembed %}

### Promotions Benefits

#### Stay on Brand -- Conveniently

The Promotions tool automatically imports your practice’s website colors, fonts, and logos to ensure that every Promotion created matches perfectly with the branding and theme of the website.

#### Designed to Convert

Each Promotion landing page has an embedded lead form directly on the page so visitors can instantly provide their contact information to you.

#### Share the Word

Each Promotion you create will generate pre-sized graphics that you can easily drag and drop into any of your preferred social media platforms, extending the reach of your updates.&#x20;

### How Do I Start?&#x20;

If you want to sign on for this innovative tool to boost your specials, events, memberships, and more, contact your Customer Success Manager today!

{% content-ref url="/pages/Hkecq1Ax8z1BewLgMH0U" %}
[The Customer Success Manager](/docs/contact-support/the-customer-success-manager)
{% endcontent-ref %}


# All About Promotions

Ready to dive into our new tool? Check out this quick 3 minute video for a sneak peak....

{% embed url="<https://doctorlogic.wistia.com/medias/fk86tgk4hu>" %}


# Promotions Tool Features

{% embed url="<https://doctorlogic.wistia.com/medias/loqpkucrmh>" %}

| Set Up & Management                                                         |
| --------------------------------------------------------------------------- |
| Complete DIY (Do-It-Yourself) workflow. 24/7/365 access.                    |
|                                                                             |
| **Content Creation & Image Editing**                                        |
| Built-in design tools                                                       |
| Fully branded to match your website's logo, fonts, colors                   |
| Dozens of professionally designed layouts                                   |
| Upload your own image                                                       |
| Choose image from media libarary                                            |
| Image editing (crop, re-size, rotate)                                       |
| Create drafts for future updates                                            |
|                                                                             |
| **Preview & Scheduling**                                                    |
| Pre-publish "Live Preview"                                                  |
| Custom date range selection                                                 |
| Smart pre-sets for date range selection                                     |
| Instant publishing and unpublishing                                         |
| Future scheduling                                                           |
|                                                                             |
| **Search Engine Optimzation & Lead Capture**                                |
| Custom landing page dedicated to your Special or Promotion                  |
| Embedded form to capture new leads on the landing page                      |
| CTA link to redirect visitors to another page on your site or external URL  |
| Add additional text, disclaimers, and details                               |
| Tag practitioners, facilities, and procedures to cross-link related content |
| Dedicated page to organize and display all live Specials or Promotions      |
|                                                                             |
| **Social Sharing & Reach Expansion**                                        |
| Social media-compatible exports                                             |
| Promotions is compatible with the following platforms:                      |
| Share on Facebook                                                           |
| Share on Instagram                                                          |
| Share on LinkedIn                                                           |
| Share on Twitter                                                            |
| Share on Google Business Profile                                            |
| Share via email                                                             |
| Share via text                                                              |


# How to Create a Promotion

## Adding a new Promotion is as easy as 1,2,3!

### Add your content

1. Enter in text for your tagline, headline, description, and call to action
2. Choose your Promotion image
   1. You'll be able to use the defaulted image, upload a new image, or select an existing image from your media library.
3. Customize
   1. You'll be able to then toggle on or off whichever components you want to show on your new Promotion.
      1. Note: *the text input fields are all required, even if you choose to toggle them off. The information input into these fields is used for SEO purposes (meta title and description) and is needed to ensure your dedicated Promotions landing page follows SEO best practices.*

{% embed url="<https://doctorlogic.wistia.com/medias/dpohj6q6ok>" %}

### Choose your design

1. You'll be shown a display of various layouts and designs that are all branded according to your site's color palette for seamless, cohesive branding. Select your preference.

{% embed url="<https://doctorlogic.wistia.com/medias/h46efmyewi>" %}

### Schedule your Promotion

1. You can tag the Promotion to any associated people or services in this step.&#x20;
2. If you have any additional information to provide, you can add that content there.
3. Set the date range for when you'd like this Promotion to be available
4. Preview the final design&#x20;
5. Publish or schedule for a later date!

{% embed url="<https://doctorlogic.wistia.com/medias/umf9c30c5y>" %}

**Our new tool was specifically designed with you in mind to make adding new Promotions easy, seamless, and convenient! This process takes a total of 2 minutes from start to finish.**&#x20;

### Share it Out!&#x20;

{% embed url="<https://doctorlogic.wistia.com/medias/x7gnqx0465>" %}


# Choosing your Promotion Design

{% embed url="<https://doctorlogic.wistia.com/medias/srpbn4jnoc>" %}

### **Design is essential to any successful Promotion, as it can greatly impact its effectiveness in attracting potential customers. If you're looking to create a promotion, there are a few key steps you can take to pick the right design for your needs.**

First, consider your branding and website theme. The Promotions tool automatically imports your website colors, fonts, and logos to ensure your promotion matches your existing branding perfectly. This helps create a cohesive look and feel instantly recognizable to your audience.

Next, explore the dozens of professionally designed layouts that are available within the Promotions tool. These layouts are designed to be eye-catching and effective at driving engagement, so they're a great starting point for your design. If you have a specific image in mind, you can also upload your own image or choose one from the media library.

**Ready to customize your design?**&#x20;

Take advantage of the built-in image editing tools that are available within the Promotions tool. You can crop, resize, and rotate your images to ensure that they fit perfectly within your design.

You can toggle various aspects of the Promotion on or off in order to work best with the design vibe. Turn off the text, logo feature, or button to tailor the design to meet your needs.&#x20;

&#x20;By taking the time to carefully consider your design options and customize them to your needs, you can create a highly effective promotion to drive conversions and grow your business.


# How to Share Your Promotion

### Ready to spread the word?&#x20;

Once a Promotion has been created and published, you'll be able to easily share it on social networks to expand your overall reach. There are two ways to share a Promotion.<br>

| Promotions is compatible with the following platforms |
| ----------------------------------------------------- |
| Facebook                                              |
| Instagram                                             |
| LinkedIn                                              |
| Twitter                                               |
| Google Business Profile                               |
| Email                                                 |
| Text                                                  |

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FZEcg8T8Ew5hWZSkpDuYv%2FScreenshot%202023-05-03%20at%206.47.10%20PM.png?alt=media&amp;token=9f5dcd7b-3f5c-44bc-8707-9ddfcb572e5b" alt=""><figcaption></figcaption></figure>

### **Share the link to the Promotion with a link**

Customers can copy and paste the link to their Promotion Item Page into specific social networks that support link sharing. Examples include Facebook, LinkedIn, and Twitter.&#x20;

***Note: Instagram does not support link sharing with posts.***\
\
Once the link is pasted, you will see a preview image of their Promotion. You can add text or hashtags to the post and share it when ready. Viewers of the social post will see the image, and clicks on the post will redirect them back to the Promotion Landing Page on your website.

&#x20;

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FMt1n3r1g9ddT1oCoUGGs%2FFacebook2.png?alt=media&amp;token=cd262be9-7661-47be-a866-f41497b6a0b6" alt=""><figcaption><p>Facebook SOCIAL post</p></figcaption></figure>

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2F4e9zBqFuGqXNXckNBa5u%2FLinkedIn2.png?alt=media&amp;token=36a97c56-6ff1-418e-b4a4-20ab05453613" alt=""><figcaption><p>Linkedin SOCIAL post</p></figcaption></figure>

### **Upload and share an image of the Promotion**

Promotions users can also export one of the three Promotion images from the Confirmation page and upload those to Facebook, LinkedIn, Twitter, and Instagram. In all cases, additional text can be added to the post, which will accompany the image that was uploaded. The images are all pre-sized and ready to go for you to easily drag and drop them into your social media profiles.&#x20;

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FudOv7Pmp1kO9kzcbzW6l%2Fc411cad6-68cf-4b66-937c-a0ada0139c77.png?alt=media&amp;token=60def5b7-1f22-427f-b4ac-c2de36380e1a" alt=""><figcaption></figcaption></figure>


# Promotion Confirmation Alert

## Our automated confirmation email will serve as a helpful notice that a promotion that has been activated or pre-scheduled is LIVE! The confirmation conveniently features a shareable link that you can use to email out to clients or to post on social media. If you need to make any adjustments or reschedule the promotion for another date, a link is also provided to take you straight to your customer portal to make any changes in real-time easily.

&#x20;

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FslXOUbmNMJ7K1al6gdOh%2FScheduled%20to%20Published.png?alt=media&amp;token=5e695ff4-85bd-4c5a-9251-83709eb04011" alt=""><figcaption></figcaption></figure>


# Promotions vs. Specials

## *Promotions offer more control and more impact.*

{% embed url="<https://doctorlogic.wistia.com/medias/kntv2b15kd>" %}

The Specials product offering, although beneficial, requires customers to collaborate with a DoctorLogic staff member for the entirety of the process. While it is comparable to Promotions in terms of its core use cases, we believe that the DIY features and enhanced capabilities of Promotions make it a more robust product offering. Our intention with Promotions is to give customers more autonomy over the design and publication process, allowing them to create and schedule promotions as they see fit.

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FPmff2UPeugvc9zG1g7b4%2FSpecials.png?alt=media&amp;token=cf693ca2-cf63-4b2a-a26d-55b832db52c3" alt=""><figcaption></figcaption></figure>

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FtNxL3YnIAsBcimxehnSd%2FModern%20Purple%20Green%20Package%20Comparison%20Chart%20Graph.png?alt=media&amp;token=70f5e901-56fc-48a8-9796-7de1903dd5d9" alt=""><figcaption></figcaption></figure>


# Promotions Do-It-For-Me

Please complete the form below and Submit a Promotion, Special, or Event Request.

{% embed url="<https://forms.monday.com/forms/8cbc56ef361b022546e2f14f23fe72e1?r=use1>" fullWidth="true" %}


# Top Ten Ideas for Promotions

Special offers can be powerful incentives for clients in several ways. First and foremost, special offers provide clients with a clear benefit or advantage that they wouldn't normally receive. Whether it's a discount, a freebie, or an exclusive deal, these incentives create a sense of value for the client.

## **Here are some ideas to get you started with your NEW Promotions tool!**

1. **Introductory Package:** Offer a discounted package for new clients that includes a combination of popular treatments or services to give them a taste of what your medical spa has to offer.
2. **Seasonal Promotions:** Create seasonal promotions that align with holidays or events, such as Valentine's Day couples' packages or summer skincare specials, offering unique treatments or discounts during specific times of the year.
3. **Referral Incentives:** Encourage clients to refer friends and family by offering incentives, such as discounted treatments or referral bonuses, when a new client books and mentions their name.
4. **Birthday Treatments:** Provide clients with a complimentary treatment or special discount during their birthday month to make them feel valued and appreciated.
5. **Package Deals:** Create bundled treatment packages that offer a discounted rate when clients book a combination of services, encouraging them to try multiple treatments and increasing their overall satisfaction.
6. **Membership Programs:** Offer tiered membership programs where clients pay a monthly fee to receive exclusive benefits, such as discounted treatments, priority booking, or access to special events.
7. **Social Media Contests:** Run contests or giveaways on your social media platforms where participants can enter to win free treatments or discounted packages, helping to increase engagement and attract new clients.
8. **Flash Sales:** Occasionally announce limited-time flash sales, where specific treatments or services are heavily discounted for a short period, creating a sense of urgency and encouraging immediate bookings.
9. **Upgraded Enhancements:** Provide complimentary upgrades or enhancements to existing treatments, such as a free upgrade to a higher-grade skincare product or a luxurious add-on service, to enhance the client's experience and encourage repeat visits.
10. **Complimentary Consultation:** Offer a free initial consultation to potential patients. This allows them to discuss their concerns, learn about the available procedures, and get personalized recommendations without any financial commitment.

Remember to tailor these special offers to your medical spa's target audience and goals and regularly analyze their effectiveness to adjust and optimize your Promotions accordingly.


# Promotions FAQs

**Q: What are Promotions?**

A: Promotions are the newest addition to the DoctorLogic digital marketing platform! It’s a brand-new product built to help healthcare practices publish and share important updates to patients and prospects.&#x20;

With an easy-to-use, intuitive workflow, practices can create high-quality, social media optimized Promotions to highlight special offers, events, practice updates, and more. In addition, the Promotions product can also be used for general brand awareness campaigns and social media posts.\ <br>

**Q: How can Promotions help healthcare practices?**

A: With this powerful DIY tool, practices can create a compelling Promotion to publish immediately on their website or schedule for display on a future date. The Promotion that is designed can also be shared on a variety of social media platforms which helps the practice connect with an even wider audience and expand their overall reach.

**Stay on brand.** The Promotions tool automatically imports the practice’s website colors, fonts, and logos to ensure that every promotion created matches perfectly with the branding and theme of their website.

**Designed to convert.** Each Promotion landing page has an embedded lead form directly on the page so visitors can instantly provide their contact information to the practice. If the practice needs to send visitors to another page to convert (ex. 3rd party site to purchase event tickets) they can do that as well.

**Q: How are Promotions different from Specials?**

A: Specials is a useful legacy product offering that has some similarities to the core use cases that Promotions addresses, but the former requires customers to work with a DoctorLogic employee to create, schedule, and manage the entire process. The DIY benefits of Promotions, as well as the enhanced feature set make it a stronger overall product offering and a great new addition to the customer-facing tools that DoctorLogic provides.

Our goal with Promotions is to give YOU more control over the entire design and publishing process so you can create what you want, when you want.&#x20;

{% content-ref url="/pages/aOf9Sc08m1PcsvQDZ5XG" %}
[Promotions vs. Specials](/docs/apps/promotions/promotions-vs.-specials)
{% endcontent-ref %}

**Q: What are the steps for creating a Promotion?**

A: Creating a Promotion is very easy and the entire process can be completed in just a few minutes. There are only 3 steps in the workflow: **Add your content, Choose your design, Schedule your promotion.**

When you create a Promotion you will be designing an image that will serve two important purposes. 1) It will reside on a dedicated landing page on your website so visitors can learn more and convert. 2) It will be able to be conveniently shared on social media: either as a link or an uploaded image. Inbound traffic from those social posts are brought to your dedicated Promotion landing page to learn more or submit a form to get their appointment booked.&#x20;

{% content-ref url="/pages/Jzmml0HY6wlhmDfNEVZt" %}
[How to Create a Promotion](/docs/apps/promotions/how-to-create-a-promotion)
{% endcontent-ref %}

**Q: I'm ready to start! How do I access Promotions?**

A: Log into your Customer Admin portal and click "Content" from the lefthand sidebar menu. This will show "Promotions" as a sub-menu item. If you do not see this item, you may not yet have been fully onboarded. You will receive an alert via email once you are set up and ready to dive into Promotions!

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2F8js5WphcItIga49S3BWz%2FScreenshot%202023-05-03%20at%206.22.07%20PM.png?alt=media&amp;token=5562073f-ff68-4b57-91ff-762a55ba2dfd" alt=""><figcaption></figcaption></figure>


# Galleries

The Gallery app makes it easy to share and showcase patient transformations.

## Core Features

### Easily Rotate Photos in Gallery

We  support photo rotation for gallery photos. Once you've uploaded your photo, click the rotate button (⟳) until you achieve the desired orientation. Don't forget to hit Save!

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LBXhiEcKzKWHjeGlhhq%2F-LBXhtH7iIzs7xVincOW%2Fb3134c3-photo-rotation-2.0.gif?alt=media\&token=7ce1e5c7-967d-4afe-a4af-6db558fb820b)

Photo rotation can be applied to new and existing gallery photos.

## Gallery Guidelines: Best Practices for SEO

{% file src="/files/-LYXfPLk1jqxGy\_cF18r" %}
Download Here
{% endfile %}


# SmartAI™ Galleries

## Meet SmartAI™ Galleries

SmartAI Galleries is a brand new feature within our Gallery Tool that will assist you in generating content to maximize your website's SEO and showcase the results in your before and after photo galleries, *all at the touch of a button*!&#x20;

## How to use SmartAI™ Galleries

{% hint style="info" %}
Log in to your DoctorLogic portal at <https://admin.doctorlogic.com>. Need help logging in? [Click here.](https://help.doctorlogic.com/docs/general/logging-into-doctorlogic) Need a refresher tutorial on adding galleries in general? [Click here](https://help.doctorlogic.com/docs/general/doctorlogic-dashboard-training-videos).&#x20;
{% endhint %}

Once you're logged in, proceed to add a new gallery as usual. You'll notice the SmartAI Galleries tool on step #5 of the gallery workflow. Here's where SmartAI Galleries strategic algorithm will use the data you've input on the previous steps to craft a case headline and description.&#x20;

Click the **Write It** button and see it work its magic!

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FVBg6o9hfpEsnRMu9Xqc4%2F%20DoctorLogic%20Gallery%20-%20Description%202023-07-20%2014-10-54.png?alt=media\&token=e3de833d-86fb-4f3a-abcf-03def7e52606)

## Frequently Asked Questions:

**Can I use this tool on galleries I made before SmartAI Galleries was available?**

Yes! This tool will work on any existing galleries as well as any new ones you create moving forward.

**Will I have the option to edit and customize the content that SmartAI Galleries generates?**

If you don't like the description or headline, you can click the yellow "RE-WRITE IT" button to have the tool create new information. If you preferred the previous description, click "UNDO" to revert it back. Additionally, you can manually edit the text that was generated to your liking.

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FSZihOozssRLYE70q0cLh%2F%20DoctorLogic%20Gallery%20-%20Description%202023-07-18%2012-53-07.png?alt=media\&token=b594b1ed-b8f6-4c7a-b37b-3ebc8682bf82)

**I'm seeing an error that there's not enough information to use the tool. How do I resolve this?**

SmartAI Galleries needs some information from the previous steps in the process in order to generate content that will accurately showcase your before and after gallery. Input more details in the fields currently left as "undisclosed" to use the tool or write up a description of your own if you would prefer to leave those fields as-is.

![Write it For Me Error - Not Enough Information](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2F5ySjzxqVJVEhFSO7csrC%2F3ebbc4a1-a100-427b-9766-a0a1cbd31705.png?alt=media\&token=f56e0ac3-ce7b-45fe-8671-581039bc8411)

**Where do I send my feedback or ideas?**&#x20;

Please fill out this form with any suggestions for how we can improve this tool or how it has been beneficial to you. <https://help.doctorlogic.com/docs/apps/product-feedback> We look forward to hearing your thoughts!

**I'm confused about this tool. Who can I speak to?**&#x20;

Want a personal walk through for SmartAI Galleries? Contact your Customer Success Manager to set up a meeting. <https://help.doctorlogic.com/docs/contact-support/the-customer-success-manager-library><br>

Check out more recent admin changes here: <https://help.doctorlogic.com/docs/apps/the-new-admin-portal-navigation>


# Blogs

Blogs is a publishing app with many blog features which allows you to author rich content posts that can include formatted text, images, videos, and smart tags which link to other pages.

## Core Features <a href="#core-features" id="core-features"></a>

### Collections <a href="#collections" id="collections"></a>

Each site can have one or more Collections, which are groups of related posts. Collections can be used to group blogs, press releases, medical journals, news mentions, podcasts, etc. This flexibility allows us to maximize the impact of the content your practice creates as you grow.

Each collection has its own dedicated list page which displays all posts in decending (most recent at the top) order. Each collection also has its own RSS feed (see below), which makes it easy for your visitors to subscribe and be alerted of new posts.

### Video <a href="#video" id="video"></a>

​You can add YouTube videos to any post. Just follow the instructions below.

1. Find the YouTube video you want to include in your post
2. Under the video, click SHARE ![Share](https://lh6.googleusercontent.com/Mp5TgBMBcKA-_hhVdV7Tbxc5zgBPTkcOQY9laWhxcHRIpjphFuCEICgo7uvYjz3BvljocIhaNNwwjoIq0JKUnDOgc9un45JBZ9iVAVd5YdLGJRdD9kXGGn95BqGOMr5UbEWrN4MY)
3. Click **Copy** to copy the video link
4. Paste the video link into **Video** content block inside the post editor

### Tagging <a href="#tagging" id="tagging"></a>

Each post can be tagged by related people, places, and products (procedures/services). We encourage you to tag where it's relevant but don't try to overdo it. For example, if you're writing a general post about dentistry, don't tag every service and every staff member just because they are all "related". We recommend choosing the best 3-5 tags.

At the bottom of every post we include a comment form. Most blog platforms allow visitors to submit *public* comments that are published as part of a open disucssion on the post. While we believe this public discorse can be helpful, it also presents challanges in the healthcare space. Today, comments submitted through the comment form are treated like a standard contact form submission. This means the practice will receive email notifications and see conversions inside of Opportunities. We encourage you to respond to post comments just like you would any patient request. In the future we may consider offering a traditional comment system. If this is something you would find value in, please let us know by submitting a Feature Request.

![](https://blobscdn.gitbook.com/v0/b/gitbook-28427.appspot.com/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LAxDGqRc7-0DabGEd2q%2F-LAxDbUH4xUTbPb2CgND%2Fleave-a-comment.png?alt=media\&token=806f9587-abc1-471b-845b-40ec341837b9)

Each collection has it's own [RSS](https://en.wikipedia.org/wiki/RSS) feed. RSS feeds makes it easy for third-party applications such as [feed readers](https://zapier.com/blog/best-rss-feed-reader-apps/) to subscribe to new posts. RSS is an acronym for Really Simple Syndication. A RSS feed is automatically generated for each collection that has at least 1 published AND indexed post. All posts in a RSS feed are in descending order, with the most recent (by post date) posts at the top. Unpublished and/or noindex'd posts are not included.

Here is the feed URL format:

![](https://blobscdn.gitbook.com/v0/b/gitbook-28427.appspot.com/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LAxBkrR_pr6HCZH2FIr%2F-LAxCc52cgXrTUsUDdMm%2Fimage2017-10-11%2010_12_7.png?alt=media\&token=e8a99efb-2533-44c0-a4e9-aa4b78bbd75c)

​

We've also include an [RSS autodiscovery snippet](http://www.rssboard.org/rss-autodiscovery) for each collection RSS feed to make it easy for browsers and third-party applications to discover valid RSS feeds on a site. The RSS autodiscovery snippet appears in the \<head> of every page on a site. The autodiscovery snippet is only included for collections with at least 1 published and indexed post. If a site has multiple collections, we'll include a new auto discovery snippet for each one.

### XML Sitemap <a href="#xml-sitemap" id="xml-sitemap"></a>

All published & indexed posts are included in a site's Blog XML sitemap. XML sitemaps are used to alert search engines of new or updated posts. Every site has at least 1 published an indexed post will generate an Blog XML sitemap.

​

## &#x20;<a href="#submit-a-new-post" id="submit-a-new-post"></a>

​

​

​


# SmartAI™ Blogs

Create fresh and compelling blog posts in seconds!

**Overview**

SmartAI™ Blogs is our latest AI-powered product specifically designed to help you create and publish fresh blog content. Whether it’s a lack of time due to your busy schedule or a case of writer’s block when you finally do find a free moment, SmartAI™ Blogs is the perfect tool for generating compelling, relevant content with the click of a button.

{% embed url="<https://doctorlogic.wistia.com/medias/04lcgtzfxn>" %}
View a demo of SmartAI™ Blogs
{% endembed %}

**How it works**&#x20;

SmartAI™ Blogs is integrated directly into the existing Blogs product inside your DoctorLogic Admin Portal. Simply create a new post and choose the SmartAI™ option. Next, describe in your own words the topic of your post and then click "Write It." A draft of your post will be automatically generated for you to review, edit, and customize before publishing.

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FiKSzpUH9pX5BaRxf9yhb%2FArticles%202023-10-31%2023-44-32.png?alt=media&amp;token=06a68614-1a54-4178-9743-9afa52a04d6d" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FT5knYzlqVqmoNEpSLKkI%2Fimage%201.png?alt=media&amp;token=f482450a-2121-4390-ae96-89c029077f87" alt="" width="563"><figcaption></figcaption></figure>

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FRitAzrM78ryfIFCSjEOb%2FArticles%202023-10-31%2023-33-21.png?alt=media&amp;token=dc0d24e1-ba16-48d2-b44d-be21eebe11c1" alt="" width="563"><figcaption></figcaption></figure>

**Key features**&#x20;

* Unlimited possibilities for content creation. Just tell SmartAI™ what you'd like to write about.
* Use SmartAI™ to create standalone posts or add AI-powered sections into an existing post.
* Right tone, every time. Select a voice and tone for your SmartAI™ post that matches your topic and brand identity.

**Key benefits**&#x20;

* Save time! Create and publish new blog posts in seconds.
* Improve SEO. Google loves fresh website content published on a regular basis.
* Zero learning curve. Built into the existing Blogs workflow you already use.

**Next Steps**

If you are already a DoctorLogic customer and would like to learn more about SmartAI™ Blogs, please [contact your Customer Success Manager](< https://help.doctorlogic.com/docs/contact-support/the-customer-success-manager-library>).

If you are not yet a DoctorLogic customer, please [contact our sales team](https://growth.doctorlogic.com/get-a-demo?utm_campaign=help%20center\&utm_source=smartai-articles) for demo of our entire suite of products and services, including SmartAI™ Blogs.


# Creating SmartAI™ post topics

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FPjg6k1BqiEdIxhNEZ7hG%2Fimage%201.png?alt=media&amp;token=547109b2-798a-46c9-adbb-522c7281bc84" alt=""><figcaption></figcaption></figure>

Creating topics for your SmartAI™ post is very simple and does not require any formal training or previous experience using the tool. Below are some tips and suggestions to help you along the way.

**Define your post topic**

Type in a short summary or a few sentences that clearly explains the post you wish to create. You can also request to include and/or exclude specific topics in the draft output. Don't worry, you will be able to fully review and edit the post right away. You can customize it to meet your specific needs or even click the Rewrite button to have a new version of the content regenerated.

* Example post topic 1: *"Write a short blog post about the benefits of flossing your teeth. Include recommendations for specific techniques and suggestions for dentist-approved floss brands."*<br>
* Example post topic 2: *"Create a blog article that highlights the top 5 reasons to get the LASIK procedure. The article should cater to prospective patients who may be nervous or anxious about what to expect."*&#x20;

**Include topic tags (optional)**

After you've created your post topic (previous step) you can further customize the output by including specific references to practitioners, procedures, and facilities affiliated with your practice. The tags that you select will be fed into the AI engine and used as additional data points as it creates your post.&#x20;

You can review the draft post to locate the tag references added into the content and make any necessary edits to meet your exact needs. Note: we recommend using a small number of topic tags so the AI engine can effectively weave these into your post.

**Selecting tone of voice**

You know your audience better than anyone so authoring content in a tone that resonates with them is very important. SmartAI™ Articles provides multiple tone options to choose from and you can use the drop-down selector to pick the best one for your post. Just like the post topic and topic tags mentioned above, you can easily change the tone of voice for your post at any time. Simply click the Rewrite button on the editor and you'll be able to make updates.


# Reviews

Monitor your online reputation, solicit feedback from patients, and publish to your website with a click of a button.

**Why do reviews matter for your practice and your website?**&#x20;

1. Fresh Content: Reviews are a form of fresh content that can help your website stay relevant and attract more visitors. Search engines like to see fresh content, so regularly publishing reviews can help boost your website's rankings.
2. Keywords: Review pages often include specific keywords that people might use when searching for products or services related to your business. By including these keywords in your reviews, you can help your website rank higher for those specific keywords and phrases.
3. User engagement: Reviews can also help improve user engagement on your website. When users find the reviews helpful and informative, they are more likely to spend more time on your website, which can help lower your bounce rate and signal to search engines that your website is valuable to users.
4. Social proof: reviews can act as a kind of social proof, showing potential customers that other people have tried and liked your products or services. This can help boost your credibility and authority, which can in turn help boost your search engine rankings.

Want some help getting reviews from patients? Log in to your DoctorLogic Dashboard and use the Review Request tool! <https://help.doctorlogic.com/docs/general/logging-into-doctorlogic>


# Local Listings

## FAQs

**I received a report / scan results from Yext (or another vendor) which shows that my local listing data is inaccurate. Why do these inconsistencies and inaccuracies exist?**

It's helpful to know that there are several reasons why local listing data can be reported as inaccurate or inconsistent:

1. *Exact Match:* Most scan tools (including Yext) are looking for exact match data. This means that if the person initiating the scan puts in data points (like business name, address, phone number, etc.) the tool will look for listings that have the exact same spelling, formatting, and values. Any deviation from the input will result in an "issue". Any time you see a lot of listing issues surface for your business location, it's always a good idea to identify the information entered in the scan tool to make sure it's the same as what you're providing via DoctorLogic. A slight deviation in input can create a very different set of report results.&#x20;
2. *Inaccuracies vs Inconsistencies*: When it comes to listing data, there is a big difference between inaccuracies and inconstancies. Our primary goal is to ensure that accurate data exists for your business. Things like bad addresses, phone numbers, hours, etc. can have a negative impact on patient experience. As a result, we work hard to constantly audit the information that is being disseminated via our Local Data app. Of secondary concern is inconsistent data. There are hundreds of directories and services that exist online. Each one has different rules of engagement as it pertains to duplicate suppression, updates, verification, listing ownership, etc. Our software works hard to ensure that your data is consistent across the specific listing sites that we manage. In some cases, there can be a delay (days to weeks) from when we make a change to when that change is updated and reflected in a particular directory. There are also variations in how some directories categorize and display information.&#x20;
3. *Sales Pitch:* A common tactic for digital marketing agencies is to run a "scan" on a business' listings which hopefully will surface inconsistencies and inaccuracies. Once an agency identifies one or more "issues" they'll use the report/scan results to open up a sales conversation with a potential customer. The report "issues" are designed to induce fear which ultimately opens the door to a deeper discussion about listing accuracy. Keep this in mind if you receive one of these reports. Reacting based on a sales pitch may not be the right move if you really value long-term results in local.
4. *The Illusion of Control:* It's a good idea to remember that listing data is not something that any one person or organization controls. Each directory sources there data from dozens of sources and has their own recipe in terms of how they prioritize one source over another. Regardless of any sales pitch you may have heard, no one has complete control of evert aspect of their Local listings. Even the best solutions, like DoctorLogic, has to operate in a ever changing ecosystem where data and the rules of data evolve. If you have a specific source that seems to be inaccurate, [let our support team know](https://help.doctorlogic.com/docs/contact-support) so we can investigate further.


# Share Product Feedback

This form is where we collect feedback on the tools offered as part of the DoctorLogic platform. We’re grateful for your ideas and for taking the time to share these with us.&#x20;

Don’t hesitate to share any thoughts, big or small, below.

{% embed url="<https://www.cognitoforms.com/DoctorLogic/DoctorLogicFeatureFeedbackForm>" %}
Feedback Form
{% endembed %}


# Add Ons


# Paid Search (PPC)


# Google Pay Per Click Ads: Approvals and Disapprovals

Navigating the intricate landscape of Google Ads can be a boon for businesses aiming to bolster their online presence. With DoctorLogic's PPC experts, we take care of the strategy and the heavy lifting so that you can enjoy the results.&#x20;

However, amidst the allure of Pay-Per-Click (PPC) advertising lies a potential challenge: ad disapprovals. These rejections from Google can be frustrating hurdles. Still, the DoctorLogic team is readily available to provide guidance on procedures to avoid PPC campaigns, ensuring that your ads run smoothly and effectively.

***

**Approved Procedures**

* General Health Procedures
* Dental Services
* Skin Care Services
* Noninvasive Treatments
* Med Spa Treatments (Not Including PRP or Cosmetic Injectables)
* Nutritional Programs (Not including weight loss supplements)
* Vision/ Optical Procedures
* Dermatology Procedures (Not including PRP)

**Approved Limited Procedures**

* Plastic Surgery Procedures (No images with nudity permitted)
* Cosmetic Surgery Procedures (No images with nudity permitted))
* Botox&#x20;
* Cosmetic Injections (Certification needed by the practice)
* Sexual Services (Not including P-shot)
  * Women’s Sexual Health
  * Men’s Sexual Health
* Hormone Treatments
* Weight Loss Programs (*Not including name-brand weight loss injections*)

**Disapproved Procedures**

* Abortion Services
* Addiction Services
* Birth Control
* Behavioral Health
* CBD/ Medical Marijuana
* Cellular (non-stem) therapy
* Clinical Trials
* Experimental Medical Treatments
* Gene Therapy
* Ketamine Treatments
* Laser Nail Fungal Treatment
* Mental Health Services
* Opioid Painkillers
* Prescription Drugs
* PRP Services
* STD Testing
* Stem Cell Therapy
* Substance Abuse
* Thyroid
* Unapproved Pharmaceuticals
* Unapproved Substances
* Brands of Weight Loss Injectables (Wegovy, Semaglutide, etc.)

*While ads on these topics are generally disapproved - content on these procedures can still remain accessible on the websites, as long as it does not appear on any landing pages the ads run to or in any navigational menus.*&#x20;

*Please note: This list is consistently evolving as Google adjusts its guidelines. Consult your CSM for the most up-to-date information.*

***

#### If you are ready to reap the benefits of Google PPC ads but have any additional questions or would like to discuss your campaign strategy, please contact your Customer Success Manager.

{% content-ref url="/pages/Hkecq1Ax8z1BewLgMH0U" %}
[The Customer Success Manager](/docs/contact-support/the-customer-success-manager)
{% endcontent-ref %}


# Google Ads Healthcare Policies

Google AdWords has specific policies applicable to healthcare advertisers. DoctorLogic works closely with Google to stay up-to-date on the latest advertising policies and standards. We also proactively adjust our customers' campaigns to ensure that they are always compliant with Google AdWords policies.

## Prescription Drug Restrictions

Google restricts the promotion and advertising of controlled prescription drugs in Google Ads. Throughout the 2010s, Google was hit with several major lawsuits and paid over [$800 million](https://www.justice.gov/opa/pr/google-forfeits-500-million-generated-online-ads-prescription-drug-sales-canadian-online) in settlements to various state/federal agencies. In addition to the financial settlements, Google was forced to adopt new policies and reporting measures to ensure that only legitimate advertisers could use the Google AdWords platform to promote prescription drugs.&#x20;

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FlqvLTfogAmvWxLC10s2z%2Fimage.png?alt=media&amp;token=3d02dacc-641b-4919-82d6-3cd0725a2ce8" alt=""><figcaption></figcaption></figure>

Google partnered with the [NABP (National Association of Boards of Pharmacy)](https://nabp.pharmacy) who administers the [.Pharmacy website verification program](https://www.safe.pharmacy). Google requires healthcare advertisers that wish to run ads, bid on keywords, or link to landing pages with prescription terms to be verified through the .Pharmacy program.&#x20;

### Becoming .Pharmacy Verified

Please Note: DoctorLogic is unable to complete application process on behalf of our customers or provide specific  support for the .\*Pharmacy Website Verification Program\*. If you have any questions, we recommend contacting the NABP directly at <custserv@safe.pharmacy> or [847-391-4406](tel:18473914406).

### Costs

The *annual* [cost to participate](https://www.safe.pharmacy/apply/fees-and-pricing/) in the program starts at $975 per site review + \~$1000 per domain. These fees are payable directly to the NABP & the approved domain registrar, not DoctorLogic or Google.

### Application Process

The NABP provides a [breakdown of the application process](https://www.safe.pharmacy/apply/application-instructions/#Pros_consultants) along with specifics about the documentation they will require in order to be eligible for the program. Most customers are instructed to complete the application for *Medical Professionals Sites* category. If you are unsure of which category your practice falls under, we encourage you to reach out to the NABP directly for guidance. &#x20;

Our customers report that the application process usually takes a few hours to complete, providing you have the required documentation readily accessible. Once the application has been completed and submitted, it can take 6-8 weeks for a final decision from the NABP. Once NABP has approved your application, you'll be able to purchase a .Pharmacy domain (see additional details below).

### .Pharmacy Domain

DoctorLogic will also need to update your Google AdWords campaign with the .Pharmacy domain, to enable ads and bidding on prescription terms. Please communicate with your Customer Success Manager during the application process so that we can assist in getting this added to your campaign as soon as possible.&#x20;

### Final Notes

The entire process, start to finish can take 2-3 months, since it involves multiple steps with multiple parties. Please allocate enough time to get this process completed if you plan on launching a campaign alongside the launch of a new website**DoctorLogic Requires .Pharmacy Approval To Advertise for Prescription Drugs**

{% hint style="danger" %}
**DoctorLogic Requires .Pharmacy Approval To Advertise for Prescription Drugs**

If you choose not to participate in the .Pharmacy program, DoctorLogic will not be able to run ads, bid on keywords, or link to landing pages which contain restricted prescription terms. Google employs sophisticated filtering and monitoring as well as human audits to ensure every advertiser complies with their advertising policies related to prescription drugs.
{% endhint %}

## Misleading or Unrealistic Promotions

Google requires that ads and landing pages are upfront, honest, and provide users with the information they need to make informed decisions. In May 2017, Google began to aggressively audit and suspend healthcare advertisers who violate their [policies](https://support.google.com/adwordspolicy/answer/6020955?hl=en#366) designed to prevent misrepresentation and misleading/false claims. Providers need to specifically avoid *using false claims or claims that entice the user with an improbable result (even if this result is possible) as the likely outcome that a user can expect*.

Here are specific policy areas to be aware of:

### Guarantee Claims

We can't include statements which implicitly or explicitly "guarantee" an outcome or experience. This includes claims that set an expectation that Google deems to be unlikely to be be fulfilled by the provider. As an additional measure, Google requires that all pages include a general disclaimer that reads: *"\*Individual results are not guaranteed and may vary from person to person."* This disclaimer is designed to cover items like testimonials, reviews, galleries, etc. which demonstrate results without making explicit claims.

### Permanence Claims

We can not make any claims that are construed as having permanence.

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FO8jen0XikVT8aUs5paJn%2Fimage.png?alt=media&amp;token=86e35dc2-2eae-4253-b4a1-475a8695e879" alt=""><figcaption></figcaption></figure>


# Vendor Exclusivity Policy

We will not run campaigns concurrently with another PPC vendor for the same domain or for the same business entity with multiple websites.

## Our Policy

We will not run campaigns concurrently with another PPC vendor for the same domain or the same business entity with multiple websites. If a customer is subscribed to our Managed PPC service, DoctorLogic must be the exclusive vendor for managing Google AdWords.&#x20;

There are a few key reasons why we implemented this policy:&#x20;

### **Serving ads from multiple Google Ads accounts violates Google's policies**

The applicable section of Google AdWords policy is called [Unfair Advantage](https://support.google.com/adwordspolicy/answer/6020954?hl=en). It states:

> The following is not allowed: Using the Google Network to **gain an unfair traffic advantage over other participants in the auction**. Affiliates that advertise on AdWords against the applicable affiliate program rules, **promoting the same or similar content from multiple accounts on the same or similar queries, trying to show more than one ad at a time for your business, app, or site**.

This policy is broader and more ambiguous than the former policy (from 2015), called the Double-serving policy. We've included a link to the archived version of the policy. A few items from this version of the policy which are worth highlighting:

> To protect the value and diversity of the ads people see on Google, we generally discourage advertisers from **running ads for the same or similar businesses across multiple accounts triggered by the same or similar keywords**. This policy, known as "double serving", prevents **multiple ads from the same or commonly-owned company from appearing on the same search results page**.

There are multiple online examples of Google suspending one or more advertisers' accounts for violating its broad *Unfair Advantage* policy. For this reason, we have determined that it is in the best interest of our customers and our relationship with Google to implement and uphold our Exclusivity Policy.

### **Serving ads from multiple Google AdWords accounts to a single domain complicates call tracking and reporting.**

DoctorLogic works hard to provide accurate and transparent reporting to our customers. Adding a second (or third) source of Google AdWords to a single site can make it very difficult (if not impossible) to track performance and conversions. Since we know performance and campaign ROI are very important to our customers, we will not operate alongside another vendor managing Google AdWords.&#x20;

{% hint style="info" %}
It's important to note that Google AdWords has a history of evolving their policy. We regularly review all policies (internal and external like Google) to make sure we are making the best decisions for our customers. If you have any questions about any policy, please [Contact Support](https://help.doctorlogic.com/docs/contact-support).&#x20;
{% endhint %}


# Google Partners

The Google Partner badge denotes that DoctorLogic is recognized for maximizing campaign success for our clients, driving practice growth by maintaining clients’ campaigns, and demonstrating Google Ads skills and expertise with certifications.

The DoctorLogic Google Partner badge and links to our partner page on Google's Partner website are below.

[![](https://www.gstatic.com/partners/badge/images/2024/PartnerBadgeClickable.svg)](https://www.google.com/partners/agency?id=9138310800)


# Running Multiple Google Ads Accounts to One Website

**Introduction**

At DoctorLogic, we strive to provide our clients with the most effective and efficient advertising strategies. A critical aspect of this is adhering to Google’s advertising policies. This article explains why you cannot run your own Google Ads account on your website if you also run Google Ads with us.

**Understanding Google’s Policy**

Google has strict policies to ensure fair and effective use of its advertising platform. One such policy is the prohibition against running ads to the same website from multiple Google Ads accounts. This policy prevents unfair advantages and maintains a level playing field for all advertisers.

**Policy Implications**

When multiple accounts run ads on the same website, it can lead to several issues:

1. **Ad Auction Interference:** Google’s ad auction system could be disrupted, leading to inflated costs and reduced ad performance.
2. **Policy Violations:** Google may flag your website for violating its policies, which can result in penalties or account suspensions.
3. **Quality Score Impact:** Multiple accounts can negatively impact the Quality Score, affecting your ad rankings and costs.

**Benefits of Consolidating Ads**

By consolidating your Google Ads efforts through a single account managed by DoctorLogic, you ensure compliance with Google’s policies and optimize your ad performance. Our expertise allows us to:

1. **Maximize Ad Efficiency:** We utilize advanced strategies and insights to ensure your ads perform at their best.
2. **Streamline Management:** A single account means streamlined management, reporting, and optimization.
3. **Avoid Penalties:** Adhering to Google’s policies helps avoid potential penalties and ensures the longevity of your advertising efforts. Action Required

**Action Required**

Before our ads can start running, all existing Google Search ad campaigns from other accounts must be terminated to comply with Google’s policies. This ensures all advertising efforts are consolidated under our management, providing you with the best possible results.

**Conclusion**

Adhering to Google’s advertising policies is crucial for maintaining the effectiveness and integrity of your advertising campaigns. By allowing DoctorLogic to manage your Google Ads, you can be confident that your campaigns are compliant, efficient, and optimized for success.

If you have any questions or need assistance with this transition, please do not hesitate to contact your [customer success manager](/docs/contact-support/the-customer-success-manager) or our [support team](mailto:undefined).


# Understanding PPC Billing

## What PPC Billing Covers

#### Monthly PPC Management Fee

Your monthly PPC management fee covers the ongoing management of your advertising campaigns. This includes campaign monitoring, performance reporting, strategy development, account optimizations, and routine account maintenance. Our team continuously reviews campaign performance and makes adjustments to help maximize results and align with your business goals.

#### Advertising Budget

Your advertising budget is the amount spent directly on Google Ads each month. These funds are used to generate clicks, leads, and traffic from your campaigns. Our team monitors spending throughout the month to ensure your budget is being utilized effectively. If there is any overspend or underspend, we actively manage the account to keep spending aligned with your monthly budget.

#### Setup Fees

Any applicable setup fees are established before your campaign launches. These fees cover the initial work required to build your advertising foundation, including Google Ads account setup, campaign creation, keyword research, ad development, conversion tracking implementation, and launch preparation.

***

### How Advertising Spend Works

#### Management Fees vs. Advertising Spend

Your PPC management fee and advertising budget are separate expenses.

* Management Fee: Covers the professional services required to manage, optimize, and report on your campaigns.
* Advertising Spend: The budget used to run ads on Google and generate traffic and leads.

#### Who Is Billed for Advertising Costs?

Advertising costs are billed directly to you, and they are directly paid to Google Ads. These funds go toward the delivery of your ads and are separate from your PPC management fee.

***

### Budget Changes

#### Requesting a Budget Change

If you would like to increase or adjust your PPC budget, please contact your Customer Success Manager. They will work with our PPC team to review your request and provide recommendations based on your campaign goals, current performance, and growth opportunities.

Not sure who your Customer Success Manager is? You can find your assigned Customer Success Manager by visiting our help article:\
<https://help.doctorlogic.com/docs/contact-support/the-customer-success-manager>

Once your request is submitted, our team will evaluate the budget change and discuss the best implementation timeline to help maximize campaign performance and budget utilization.

#### When Budget Changes Take Effect

To ensure proper budget pacing and campaign performance, budget increases are typically implemented on either the 1st or 15th of the month. This allows us to effectively manage spending and maximize the impact of your advertising investment.

#### How PPC Budget Billing Works

Your PPC advertising budget is included as part of your monthly billing and is collected upfront before the start of each billing cycle. Once collected, those funds are allocated directly to your Google Ads account to fund your advertising campaigns throughout the month.

Our billing system is connected to each client's Google Ads account, allowing advertising funds to pass directly into the designated Google Ads account for campaign delivery. This ensures your ad budget is applied specifically to your campaigns and used to generate traffic, leads, and other advertising results.

Your advertising budget is separate from your monthly PPC management fee, which covers the ongoing strategy, optimization, reporting, and management of your campaigns. This separation provides transparency between the cost of running ads and the services provided to manage and improve campaign performance.

<br>

<br>

<br>


# What to Expect After Purchasing PPC

## What to Expect After Purchasing PPC

### Initial Setup and Kickoff

After purchasing PPC services, the first step is completing our PPC Questionnaire. This questionnaire helps our team better understand your practice, the services you would like to promote both now and in the future, your target locations, and any additional information that will help us develop an advertising strategy aligned with your business goals.

If you haven't received your questionnaire, please reach out to your CSM for the link. You can find their contact information here: <https://help.doctorlogic.com/docs/contact-support/the-customer-success-manager>

Once your questionnaire has been submitted, our PPC team will work closely with them throughout the onboarding process. Your Customer Success Manager will serve as your primary point of contact and will provide updates regarding campaign setup, launch timing, and ongoing performance.

PPC campaigns are built after the website goes live. This ensures that advertising traffic is directed to a fully functional website that is ready to convert visitors into leads and patients.

Once your website is live and all campaign setup requirements have been completed, our team will build your custom PPC campaign, including keyword research, ad creation, targeting setup, conversion tracking, and campaign configuration.

To ensure proper budget pacing and campaign performance, new PPC campaigns are launched on either the 1st or 15th of each month. Launching on these scheduled dates allows us to effectively manage advertising budgets and maximize campaign performance throughout the month.

Throughout this process, your Customer Success Manager will serve as your primary point of contact, keeping you informed of important milestones, campaign progress, and your campaign launch date. If you need assistance identifying your Customer Success Manager, you can find their contact information here: <https://help.doctorlogic.com/docs/contact-support/the-customer-success-manager>

\
\ <br>

### Campaign Build and Launch

Once we have the information needed, our team will create a custom PPC campaign based on your practice type, advertising budget, services, and target locations.

This process includes:

* Writing ads for your selected services
* Performing keyword research and selecting relevant keywords
* Setting geographic targeting
* Building the campaign structure
* Integrating call tracking and conversion tracking
* Configuring campaign settings and budgets
* Preparing the campaign for launch

Once setup is complete and all required items are in place, your campaign will be scheduled for launch.

PPC campaigns will go live on the 1st and/or the 15th of each month. Our goal is to launch your PPC campaigns within the first 30 days of your website going live, provided all required onboarding information has been received and campaign setup is complete. Launching campaigns on these scheduled dates helps ensure proper budget management and allows for consistent campaign monitoring and optimization from the start.

When your campaign goes live, you will receive a PPC Go Live Email from your Customer Success Manager. This email will include:

* A target location map showing where your ads will appear
* An ad preview so you can review your live advertisements
* The primary campaign focus and services being promoted
* A reminder of your monthly advertising budget & management fee
* A PPC Welcome Guide outlining what to expect during the first month of your campaign

This information provides a clear overview of your campaign strategy and helps set expectations as your ads begin generating traffic and leads.

### Early Performance: Weeks 1–4

During the first few weeks, Google begins collecting performance data and learning which searches, ads, and targeting settings are driving the best results. It is normal for lead volume and performance to fluctuate during this initial period.

While this data is being collected, our team closely monitors your campaigns to make sure ads are running properly, traffic is relevant, and early performance trends are reviewed.

### Ongoing Optimization & Management

PPC is not a one-time setup. After launch, our team continues to manage and optimize your campaigns on an ongoing basis.

Our ongoing campaign management and optimization efforts may include:

* Reviewing overall account performance&#x20;
* Conducting ongoing keyword research and management, including adding new keyword opportunities and removing underperforming keywords
* Adjusting bids to improve visibility and campaign performance
* Monitoring ad spend, budget pacing, and campaign delivery throughout the month to ensure your budget is utilized efficiently while maximizing lead opportunities.
* Reviewing search terms to identify new opportunities and eliminate irrelevant keywords
* Creating, testing, and updating ad copy to improve engagement and conversions
* Creating, reviewing, and recommending landing pages to ensure each campaign directs visitors to the most relevant content to improve user experience, increase conversions, and support overall campaign performance.
* Identifying and addressing landing page tracking issues&#x20;
* Updating campaigns to align with new Google Ad features, platform updates, and best practices
* Managing account verification requirements and maintaining compliance with Google Ad policies&#x20;
* Monitoring for and acting upon any ad disapprovals&#x20;
* Analyzing competitor activity with impression share metrics to identify competitive opportunities.

The goal of these ongoing optimization efforts is to improve campaign performance over time by increasing lead quality, reducing wasted spend, maximizing return on investment, and helping your budget work more efficiently.

### Transparent Reporting

You will have access to PPC reporting that shows how your campaigns are performing. This includes visibility into leads, calls, conversions, campaign activity, and budget usage.

Your PPC report will typically be created and shared approximately 30 days after your campaign launches. This allows sufficient time for data collection and performance analysis. Once your report has been shared, you will have access to real-time campaign data that updates automatically.

Your Customer Success Manager can help walk through the report with you and explain what the data means, so you have a clear understanding of campaign performance without needing to interpret everything on your own.

For additional information about report access, reporting metrics, conversion tracking, and how to interpret your PPC performance data, please visit our [Reporting & Performance Reviews ](https://help.doctorlogic.com/docs/add-ons/paid-search-ppc/reporting-and-performance-reviews)guide.

<br>


# Reporting & Performance Reviews

### Accessing Your PPC Reports

Your PPC reports are provided by your Customer Success Manager and are powered directly by Google Ads data. Once you receive your report link, you will have access to real-time campaign performance data that updates automatically.

The report link can be shared with anyone within your organization who would like visibility into campaign performance. Because the report updates automatically, you can continue using the same link each month without needing a new report to be sent.

For easy access, we recommend bookmarking the report link in your web browser. As long as your PPC campaigns remain active, you can use the bookmarked link to view real time performance data whenever you'd like. This allows you to check campaign results, lead activity, and performance trends at any time without waiting for a monthly report update.

### When Reports Become Available

As part of our initial campaign launch process, PPC reports are typically created approximately 30 days after your campaigns go live. This allows enough time for data collection and performance analysis during the first month of advertising.

Once your campaigns are live, reporting data is available in real time.

### What Your PPC Reports Include

Your report provides visibility into key campaign performance metrics, including:

* Keywords your campaigns are targeting
* Clicks, impressions, and other Google Ads performance metrics
* Conversions generated through your campaigns
* Conversion sources, such as phone calls and form submissions
* Target location maps
* Overall campaign trends and performance data

### Understanding Conversion Data

The conversion data displayed in your report comes directly from Google Ads. In some cases, conversion numbers may differ slightly from the leads shown within your website admin dashboard or our internal systems.

This can occur for several reasons:

* A user may call multiple times, but only be counted once in certain reporting systems.
* A visitor may click an ad and return later to complete a form submission.
* In some cases, Google may assign partial credit for a conversion if a user initially visited through a paid ad and later returned through another channel.

Because of these attribution methods, small differences between Google Ads reporting and website reporting are normal and expected.

### Historical Reporting Access

If PPC services are canceled, access to the live reporting dashboard will no longer be available. However, historical campaign data remains accessible within Google Ads, and our team can provide historical performance information upon request before cancellation.

\ <br>


# Website Accessibility

{% embed url="<https://doctorlogic.wistia.com/medias/9o6in3ly9r>" %}

Website accessibility is of paramount importance as it ensures that digital content and services are available to all individuals, regardless of their abilities or disabilities. A truly accessible website accommodates a diverse range of users, including those with visual, auditory, motor, or cognitive impairments. This inclusivity not only aligns with ethical principles of equality and non-discrimination but also adheres to legal requirements in many jurisdictions. Moreover, an accessible website enhances user experience for everyone, as it considers various devices, browsers, and assistive technologies that people may use to access the internet. By prioritizing website accessibility, businesses and organizations foster a more inclusive online environment, reaching a broader audience and demonstrating a commitment to social responsibility. Ultimately, the significance of website accessibility lies in its ability to break down digital barriers and provide equal opportunities for information and interaction, fostering a more inclusive and equitable online landscape.

Ready to make sure your website is fully accessible for visitors?&#x20;

**Contact your CSM today to ask about adding this important service.**&#x20;

{% content-ref url="/pages/Hkecq1Ax8z1BewLgMH0U" %}
[The Customer Success Manager](/docs/contact-support/the-customer-success-manager)
{% endcontent-ref %}


# Website Translation

Incorporating a website translator is crucial for expanding the reach and accessibility of digital content on a global scale. A website translator allows users from diverse linguistic backgrounds to navigate and comprehend information in their preferred language, breaking down language barriers and fostering inclusivity. Practices can engage with a broader and more diverse audience by offering content in multiple languages, increasing user engagement, satisfaction, and potential customer acquisition. In the interconnected world of the internet, a website translator becomes a powerful tool for enhancing international communication, facilitating cross-cultural understanding, and promoting the dissemination of information across borders. It broadens the user base and demonstrates a commitment to a diverse audience, making the website more user-friendly and aligning with inclusivity and cultural sensitivity principles in the digital landscape.

Ready to make sure your website is available to visitors in other languages?&#x20;

**Contact your CSM today to ask about adding this important service.**&#x20;

{% content-ref url="/pages/Hkecq1Ax8z1BewLgMH0U" %}
[The Customer Success Manager](/docs/contact-support/the-customer-success-manager)
{% endcontent-ref %}


# Managed Chat

Elevate your website's user experience and customer engagement with our premium Managed Chat service. With our managed chat product, your website visitors will be able to receive instant, personalized conversations that seamlessly connect your visitors with your practice. Our team of skilled chat operators is here to enhance your customer support, capture leads, and drive conversions 24/7. With Managed Chat, you can focus on growing your business while we handle the live interactions, ensuring that every visitor's inquiry is met professionally and efficiently. Whether it's answering queries, guiding users through your products or services, or addressing concerns in real-time, our dedicated team is equipped to provide a human touch that automated systems can't replicate. Don't miss out on valuable connections – let Managed Chat transform your website into a dynamic, customer-centric hub, boosting satisfaction and driving success. Try it today and watch your online interactions reach new heights!

Ready to make sure your website is available to visitors in other languages?&#x20;

**Contact your CSM today to ask about adding this important service.**&#x20;

{% content-ref url="/pages/Hkecq1Ax8z1BewLgMH0U" %}
[The Customer Success Manager](/docs/contact-support/the-customer-success-manager)
{% endcontent-ref %}


# Qualifying Managed Chat Leads

What is a qualifying lead?

When it comes to new opportunities, we want to ensure that you and your facility only receive the most quality leads. That's why if your new lead, or opportunity, does not meet these 4 qualities, you will able to dispute it.&#x20;

* Name
* Procedure
* Phone Number
* Email

If you receive any lead or opportunity that does not have all of these 4 qualities, you are able to [dispute it](/docs/apps/opportunities/lead-management/how-to-dispute-a-lead) for up to 3 business days afterward.&#x20;

To dispute a lead, please log into your DoctorLogic Portal, click on the Opportunities menu item, and then select the specific lead in question. If it says "NOT BILLABLE"-- you're good to go! If it says "BILLABLE", for 72 hours after the lead, the red "Dispute" button will be available.&#x20;

{% content-ref url="/pages/-MAY6adauEHchQnrw4Ju" %}
[Dispute a Managed Chat lead](/docs/apps/opportunities/lead-management/how-to-dispute-a-lead)
{% endcontent-ref %}


# Managed Social Media


# Facebook Alert 🚨

Scammers have been sending messages to Facebook Business/Community Page owners, falsely claiming that their pages have been disabled.

As we see accounts falling victim to facebook hackers, it's important to be prepared and stay aware. Many hackers are posing as Facebook Business Support, even using the META logo as their profile picture. They claim that your FB Page will be disabled if you don't "verify this account" by clicking on the link they provide in their message.&#x20;

**Reminder to never interact with suspicious messages, links or attachments.**

​.............................................................................................................

Facebook hackers may contact you through email or FB Messenger.

🚫 Here is an example of a **hacker** posing as Facebook Business Support via Facebook Messenger:

![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqyFRLmBPskerYk6GoPR4%2Fuploads%2Fz94HWNg2vqsLDasiOjz2%2FFB%20Hacker.jpg?alt=media\&token=6659c818-f1b2-477d-8865-55b2e891128c)

.............................................................................................................

✅ Here is an example of a **true** META Support Messenger account:![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqyFRLmBPskerYk6GoPR4%2Fuploads%2FzhoWD6fUojfzZ6dmwEgc%2FMETA%20Messenger.jpg?alt=media\&token=def9b078-8052-4709-b268-231ce3d62b97)

* *META Business Support will always indicate 'Business Chat' under their name*&#x20;
* *Show proof of blue Verification Checkmark*&#x20;

.............................................................................................................

🚫 Here is an example of a **hacker** posing as META via email:&#x20;

<figure><img src="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqyFRLmBPskerYk6GoPR4%2Fuploads%2FvpQEtHkfC0FnLQp6VnJZ%2FMETA%20hacker%20email.jpg?alt=media&#x26;token=efbc67be-1fc2-46b5-bdc9-dc68bf777e58" alt=""><figcaption></figcaption></figure>

* *You can confirm this email is fake by paying close attention to the email address it was sent from*

.............................................................................................................

✅ Here is an example of a **true** Facebook Support email address:

![](https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqyFRLmBPskerYk6GoPR4%2Fuploads%2FkZhlULUpyat11N5Zx2bL%2FScreenshot%20at%20Oct%2024%2013-54-57.png?alt=media\&token=e760a61b-23c4-4aaa-a04f-9a063280b566)

* *Facebook's email address will end in **@support.facebook.com***

🤝 Additional META/Facebook assistance: [Policies and Reporting](https://www.facebook.com/help/1216349518398524)


# Accepting Facebook Partner Request

How to accept a Facebook Partner Request sent by DoctorLogic

**Important:**

* *If your page is owned by a Meta account, please be sure to use a profile login that is also listed as a Business Admin of the Meta Account when accepting this request.*
  * *Not sure if your account is owned by a Meta Business Account? Check Here:* [*https://app.gitbook.com/o/-LAUTtHNZsmg4nNK212d/s/-LAUTtHOF4cY8fyDoNkF/add-ons/managed-social-media/meta-business-account*](/docs/add-ons/managed-social-media/meta-business-account)
* *Navigate these instructions by using your desktop, do not use mobile.*

&#x20;

**New Page Experience - How To Accept Partner Request**

1. On the FB business page: click **Manage**

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FcA7diC2bvCkT3oPy6JIU%2FScreenshot%20at%20Mar%2008%2010-25-02.png?alt=media&amp;token=d080664b-d371-40a1-b06c-0d3f52709f2b" alt=""><figcaption></figcaption></figure>

2. Click **Page Access**

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FJ4JRdfCiIugdC2QVWVSi%2FScreenshot%20at%20Mar%2008%2010-26-29.png?alt=media&amp;token=b4fa57a7-c6da-4095-bff6-f12d9d0ff8a0" alt=""><figcaption></figcaption></figure>

3. In this screenshot below, the Partner Request has already been accepted. Otherwise, prior to accepting, there will be a button to the right of DoctorLogic’s Request labeled “**Review Request**”. Click **Review Request** and follow prompted instructions.

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FCbDYsBz810s7DLH34VJ3%2FScreenshot%20at%20Mar%2008%2010-27-25.png?alt=media&amp;token=210e1eb2-0bfd-436c-b084-24e188762eb7" alt=""><figcaption></figcaption></figure>

4. Done.


# Meta Business Account

How to know if your Facebook Page is owned by a Meta Business Account and if you have access to it.

1. When a **Meta Business Account** owns a **FB Page**, it looks like:
   * This can be found by navigating to Page Access.&#x20;

<div align="left"><figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2F1DCt7URBtjfldX0PIfkI%2FScreenshot%20at%20Mar%2008%2010-48-42.png?alt=media&amp;token=34142b2d-5ebd-4773-8852-aefc65f364b9" alt="" width="563"><figcaption><p>The Meta Business account is shown above the Facebook page, typically with a letter icon as the profile image. </p></figcaption></figure></div>

* If you have access to **multiple** Meta Business Accounts, Meta may refer to your account as a **portfolio**:

<div align="left"><figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FiBkVfuth7PpNqQORYm37%2FScreenshot%20at%20Mar%2008%2010-48-56.png?alt=media&amp;token=02af2ca2-1009-49e5-b177-a8cd845c31c5" alt="" width="563"><figcaption><p>The Meta Business account is shown above the Facebook page, typically with a letter icon as the profile image.</p></figcaption></figure></div>

2. When you **have access** to a Meta Business account, **as a business admin**, it looks like:

<div align="left"><figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FWZ4lP9ZODcqoGNtC38Tb%2FScreenshot%20at%20Mar%2008%2011-06-28.png?alt=media&amp;token=d3925677-fcc5-463e-a1ae-9da26d6e022a" alt="" width="375"><figcaption></figcaption></figure></div>

* Navigate to the **Meta Business Suite**. To the left of the business suite, click the drop down menu. Here you will find your access to Meta Business Account(s) with granted permissions to your Facebook Business Page(s).&#x20;
* To enter the Meta Business Account, in order to access other business settings and requests, click the **settings icon** to the right of the account.
* <mark style="color:red;">If you do not see any listed Meta Accounts, you will need to connect with the person or agency that previously created the account.</mark> You can either **request to be added as a business manager** of the Meta Account **or** you can request the Meta Account relinquish your Facebook Page.&#x20;


# Paid Social Media KPIs

These KPI definitions will help you better understand your social media reporting

<mark style="background-color:yellow;">Paid Performance Overview</mark>

**Total Spend:** The total amount spent on selected campaigns. The number reflects native currency.\
**Impressions:** The total number of times ads from selected campaigns were viewed.\
**CPM:** Cost Per 1000 Impressions. The average cost per 1000 impressions across selected campaigns.\
**Engagements:** The total engagement driven by selected campaigns.\
**CPE:** Cost Per Engagement. The average cost for a single engagement across selected campaigns.\
**Clicks:** The total number of clicks driven by selected campaigns. Clicks include URL clicks, certain types of interactions with the ad container, links to desired destinations, links to expanded ad experiences and more.\
**CPC:** Cost Per Click. The average cost for a single click across selected campaigns.\
**Web Conversions:** The total number of conversions driven by selected campaigns, as calculated by the advertising network's tracking pixel or equivalent solution.\
**CPCon:** Cost Per Conversion. The average cost for a single conversion across selected campaigns.

&#x20;

<mark style="background-color:yellow;">Paid Impressions</mark>

**Total Impressions:** The total number of times ads from the selected campaigns were viewed.\
**CPM:** Cost Per 1000 Impressions. The average cost per 1000 impressions across selected campaigns.\
**Average Impressions per Day:** The average number of times your ads were displayed to users each day.\
**Average Daily Reach:** Average number of unique users that saw content associated with each Facebook Business campaign.

&#x20;

<mark style="background-color:yellow;">Paid Engagement</mark>

**Total Engagements:** The total engagement driven by selected campaigns.\
**Reactions:** The number of reactions on your ads driven by selected campaigns. The reactions on ads include Like, Love, Haha, Wow, Sad or Angry.\
**Shares:** The number of shares driven by selected campaigns. Shares include ads shared on their own or friends' Timelines, in groups, and on their own Pages.\
**Comments:** The number of times users commented or replied on your ads driven by selected campaigns.\
**Link Clicks:** The total number of clicks on links within the ad driven by selected campaigns. For ads promoting Instagram profile views, link clicks include clicks on the ad header or comments that led to the advertiser's profile.\
**Other:** The total number of other engagement driven by the campaigns in the selected breakdown; this roll-up metric encompasses engagements outside the comments, shares, likes, and link clicks. The other engagement include video views.

**CPE:** The Cost per Engagement is the average cost for a single engagement across selected campaigns.\
**Engagement Rate (per Impression):** The number of times users engaged with your campaigns as a percentage of impressions. This indicates how engaged people are with your brand.\
**Average Daily Engagements:** The average number of engagements each day calculated for selected campaigns.

&#x20;

<mark style="background-color:yellow;">Reach</mark>

**Reach** is the number of users who were shown your post or story during its lifetime at least once.

<br>


# Extensions & Integrations

We offer a variety of tools and services to extend the functionality of your DoctorLogic website.


# NexHealth

Add a real-time appointment scheduling widget to your DoctorLogic website.

One of the most popular customer requests we receive is for a real-time appointment scheduling solution that directly integrates with their DoctorLogic website.

Different from an appointment request, real-time scheduling allows a patient to view your up-to-date calendar and schedule an appointment for a specific procedure, location, and provider. Once scheduled, the appointment details are automatically synced with your EHR (electronic health records) system.

We’re very excited to have partnered with NexHealth to directly integrate with their 30+ EHR platforms across a variety of specialities. Working with the teams at DoctorLogic and NexHealth we can get you set up with an integrated real-time scheduling solution in a matter of minutes.

For additional information please contact <support@doctorlogic.com>[<br>](https://help.doctorlogic.com/docs/extensions/hubspot)


# HubSpot

This integration lets you automatically sync new leads from your DoctorLogic website into your HubSpot account.

We know that many of our customers use a variety of patient management and customer relationship management tools to run their practice. As a result, we are always looking for ways to integrate DoctorLogic into those applications to add additional value to your existing business workflows.\
\
This is exactly why we built our **new integration with HubSpot,** one of the leading providers in the CRM space. Now when new leads fill out a form on your website they will be automatically synced into your HubSpot account.\
\
No more exporting and importing. No more tedious, manual data entry. After a one-time set up you can sit back and let the automation handle the rest!\
\
​​​​- Our team will walk you through the step-by-step process to get the integration configured\
\
\- Once leads fill out the form on your site, the data will populate inside your DoctorLogic account and then be instantly added into your HubSpot account\
\
\- Create custom reports inside HubSpot to organize your new leads and then follow up

For additional information please contact <support@doctorlogic.com>


# Salesforce

This integration lets you automatically sync new leads from your DoctorLogic website into your Salesforce account.

We know that many of our customers use a variety of patient management and customer relationship management tools to run their practice. As a result, we are always looking for ways to integrate DoctorLogic into those applications to add additional value to your existing business workflows.\
\
This is exactly why we built our **new integration with Salesforce,** one of the leading providers in the CRM space. Now when new leads fill out a form on your website they will be automatically synced into your Salesforce account.\
\
No more exporting and importing. No more tedious, manual data entry. After a one-time set up you can sit back and let the automation handle the rest!\
\
​​​​- Our team will walk you through the step-by-step process to get the integration configured\
\
\- Once leads fill out the form on your site, the data will populate inside your DoctorLogic account and then be instantly added into your Salesforce account\
\
\- Create custom reports inside Salesforce to organize your new leads and then follow up

For additional information please contact <support@doctorlogic.com>


# Facebook Pixel

Facebook Pixel allows you to track ad performance and key metrics from people visiting and converting on your website.

The [Facebook Pixel](https://www.facebook.com/business/learn/facebook-ads-pixel) makes it easy to track conversions and determine the ROI of your Facebook (FB) advertising campaigns. Enabling this extension adds the FB Pixel code blocks to the *\<head>* of each page with the correct FB Pixel ID and event values.

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LBRIvty4Wj6upW4dYJe%2F-LBRJ69opV8b4PQ9EKuE%2F4421b85-facebook_pixel.png?alt=media\&token=5a04200f-9ffc-4a29-a3da-2021d1a95ed5)

## Prerequisites

You must [create/setup a FB Pixel](https://www.facebook.com/business/help/952192354843755?helpref=faq_content#createpixel) in your FB advertising account. Make sure you enable the *Lead event* during setup. Once setup, please \[Contact Support]\(doc:contact-support) and include the FB Pixel ID in your request.

## Helpful Notes

* On all page loads (except Confirmation page) we fire the *Pageview* standard event.
* On the Thank You (Confirmation) page the *Lead* standard event.
* We do not *currently* support firing custom events/conversions.
* A site can have 1 or more FB Pixels providing they are not duplicate FB Pixel IDs.
* The FB Pixel only renders on production and Implementation URLs. It does NOT render on on-page editing URLs.

## Testing + Troubleshooting

It is recommended that you test/validate that the FB Pixel is correctly functioning. You can easily accomplish this by using the [Facebook Pixel Helper chrome extension](https://developers.facebook.com/docs/facebook-pixel/pixel-helper). Once installed, you'll get details about which FB Pixel and event was fired.

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LBRIvty4Wj6upW4dYJe%2F-LBRKTqxgOB6SArIrhCk%2F25008ce-image2017-8-10_8_49_53.png?alt=media\&token=5d91e443-0ec9-4dea-8c42-54c56900d9d3)


# Google Analytics

Google Analytics is a freemium web analytics service offered by Google that tracks and reports website traffic.

## Background

By default, DoctorLogic manages a dedicated Google Analytics account to capture visitor analytics and data from your site. A small percentage of our customers wish to manage their own Google Analytics account, apart from DoctorLogic. This usually happens when the customer has an existing account (with historical data) and/or they want to customize and use advanced features (like goals or custom reports) in Google Analytics.

## Adding Your Own Google Analytics Tracking Code

If you would like website analytics data to be sent to your own Google Analytics account, please [contact our support team](/docs/contact-support) and provide them with your [Google Analytics Tracking ID](https://support.google.com/analytics/answer/1008080?hl=en). Our team will add your tracking ID to ensure it fires alongside the DoctorLogic managed Google Analytics tracking ID.

## FAQs

### Isn't it bad to fire more than one Google Analytics tracking code on a single webpage?&#x20;

Despite confusion in the analytics/SEO community, Google supports firing multiple Google Analytics tracking IDs on a single page. Google [provides best practices](https://developers.google.com/analytics/devguides/collection/analyticsjs/creating-trackers#working_with_multiple_trackers) which we implement to ensure data is correctly firing.

### What data will be sent to Google Analytics?

Everything. We fire the Google Analytics tracking code on each and every page load. This also includes page loads on development, testing and stage environments. This means that you're receiving raw and unfiltered data. See the article: [Understanding Data Inconsistencies](/docs/apps/insights/understanding-data-inconsistencies) to see what DoctorLogic filter's out of our reporting.&#x20;

### How can I test that my own Google Analytics tracking ID is "firing" correctly on a webpage?

Google provides [detailed documentation](https://support.google.com/analytics/answer/1008083?hl=en) on the best ways to verify that you're receiving data and that the tracking code is correctly firing on a webpage.&#x20;


# How to Create an External GA4

If you choose to set up an external GA4 account to create custom event tracking, please provide the identifier to <support@doctorlogic.com> for us to add it to your website.&#x20;

1. Log into your Google Analytics Account
2. Click the Admin button
   1. In the *Account column*, make sure that your desired account is selected. (If you only have one Google Analytics account, it will already be selected.)
3. Click the blue "Create Property" button
4. Insert your property name and your practice's time zone
5. Set up your Data Stream
   1. Select "Web" and name the data stream
   2. Check the "Enhanced Measurement" option
   3. Click "Create Stream"&#x20;
6. Set up any desired custom conversion events
7. Click the "View Tag Instructions" button
   1. Select the "Install Manually" button
   2. Copy that information and paste it into an email to send to <support@doctorlogic.com>


# How to Create a GA4 Custom Event

## Before you proceed, you will have to have completed the following:&#x20;

* Create your GA4 Account
* Create a web data stream
* Delivery of the ID to the DoctorLogic support team via email&#x20;

### Instructions:&#x20;

1. Select "Events" from the lefthand side menu
2. Click the blue "Create Event" button
   1\.

   ```
   <figure><img src="/files/Jzigru28Xttdw2yOGlWc" alt=""><figcaption></figcaption></figure>
   ```
3. Fill in your Custom Event Name
   1. Ex: Contact Form Submission
4. Add a name, parameters, a trigger, and custom dimensions.&#x20;

   1.

   ```
   <figure><img src="/files/AS7fx6GXqTdaZ1ANd3Kh" alt=""><figcaption></figcaption></figure>
   ```

   **Click Create!**

### How to test your event:

* Visit your website
* Replicate the custom event you have provisioned&#x20;
* In GA4, go to Reports > Real Time
  * Verify that you see your custom event was triggered!


# Zapier

Zapier is a service that connects your DoctorLogic website to over 1,000 web apps.

[Zapier](http://zapier.com) is a service that connects over 1,000 web apps. Using Zapier's platform you can easily integrate apps and automate workflows. Enabling the Zapier Extension allows DoctorLogic to easily push conversion data from your site to one or more CRMs, email marketing, or marketing automation services.&#x20;

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LBRKsP2kRWoEQ0zn5J5%2F-LBRLGU8B2ZDoXuFA87a%2F1644411-zapier-logo.png?alt=media\&token=fb1c6e74-9df8-48f8-ae02-283cb8fe10d1)

## Prerequisites

In order to utilize the Doctorlogic Zapier extension, you'll need to 1) [create a Zapier account](https://zapier.com/sign-up/) and 2) [subscribe to a paid Zapier plan](https://zapier.com/pricing).

You'll also need the login credentials for the services you wish to push data to via Zapier. Zapier supports over 1,000 integrations. Check out their [list of integrations](https://zapier.com/apps/integrations) to ensure they support the product/service you're thinking about integrating with.&#x20;

## Initial Webhook Trigger Setup

1\. Log into Zapier with your account credentials.

2\. At the top of the Zapier interface click the **Make a Zap!** button.

3\. Zapier will create a brand new Zap workflow. At the top-left, make sure to give your new Zap a memorable name so you don't forget it's purpose.&#x20;

![](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LAUTtHOF4cY8fyDoNkF%2F-LBRKsP2kRWoEQ0zn5J5%2F-LBRM00sCVKMmnAvOrQb%2F6738dab-2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_2018-04-06_name-a-zap.png?alt=media\&token=26e5cbb1-eb67-4d4f-8d77-63632eaa97c1)

4\. Next, in the main window, scroll down and click the **Webhooks** icon under the *Built-In Apps* section.

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2F1WL8Ro1JSHENynJa6Doj%2FScreenshot%202023-05-19%20at%2010.18.26%20AM.png?alt=media&amp;token=cec1fc8b-0060-4a65-a1a5-4faad5de47c7" alt=""><figcaption></figcaption></figure>

5\. On the next screen, choose **Catch Hook**, then click the **Save + Continue** button.

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2F70ukdK9H3sj8ZdaZth12%2FScreenshot%202023-05-19%20at%2010.18.47%20AM.png?alt=media&amp;token=045e5041-0044-4304-a2e5-9d20198e46cf" alt=""><figcaption></figcaption></figure>

6\. On the next screen you'll be given the opportunity to configure an optional setting *Pick off a Child Key*. Skip this step and click the **Save + Continue** button to continue.

7\. Next, Zapier will provide you with a custom webhook URL. Locate the webhook URL and click the **Copy to clipboard** button to copy the URL to your clipboard.

<figure><img src="https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FGkb8Psh9srEeh6XBURJK%2FScreenshot%202023-05-19%20at%2010.19.36%20AM.png?alt=media&amp;token=74be8801-347b-4dc7-aaed-826d36b8a0ec" alt=""><figcaption></figcaption></figure>

8\. Click the **OK, I did this** button.&#x20;

9. Copy the link provided by Zapier and send it in via email to <support@doctorlogic.com> to set up your website.&#x20;

## Troubleshooting & Support

Since Zapier is not managed by DoctorLogic, we're unable to provide direct support or troubleshooting. The good news is that paid Zapier customers have access to several resources. Zapier also offers [helpful guides and documentation](https://zapier.com/help/).


# Customer & Technical Support

Here are the people who can help you with all things DoctorLogic!

## Contact your Customer Success Manager

Contact your CSM with any questions regarding your account, its performance, or any growth accelerators you've signed up for with DoctorLogic. If do not know who your Customer Success Manager is, visit your DoctorLogic dashboard and reference the side information panel or email <success@doctorlogic.com>.

## Submit a Support Request

Please email **<support@doctorlogic.com>** to submit a support request if there are direct changes you'd like to have made to your website.

## **Phone Support**

To contact our Customer Support team, please call: [469-458-7101](tel:469-458-7101)

To contact our Billing team, please call: [469-458-7149](tel:4694587149)

Phone support is available Monday – Friday from 9:00 am – 5:00 pm (CST)


# The Customer Success Manager

Your Customer Success Manager (CSM) is your dedicated point of contact for all things DoctorLogic and Yapi. Your CSM will be able to help you strategize methods to improve your digital marketing efforts, answer questions about your account, and more!&#x20;

**If you do not know who your Customer Success Manager is,** visit your DoctorLogic dashboard ([https://admin.doctorlogic.com](https://admin.doctorlogic.com/)) and refer to the side panel information, **or email** [**success@doctorlogic.com**](mailto:success@doctorlogic.com)**.**

![Where to find your CSM in DoctorLogic Admin](https://2741824567-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LAUTtHOF4cY8fyDoNkF%2Fuploads%2FyVFw8uIXpgJQL2SvFoha%2Fimage%20\(21\).png?alt=media\&token=9cc50eda-2d8a-4b44-a21b-3fa3f1b3c112)


# Benefits of a Customer Success Manager

When it comes to website performance and success, a customer success manager is an invaluable asset. This role involves providing guidance and support to DoctorLogic customers throughout the customer journey from onboarding through the launch of the site and beyond! With the help of a customer success manager, businesses can improve their website performance by tracking important metrics such as website visits, user engagement, and SEO rankings.

The primary goal of a customer success manager is to ensure customers get the most out of their DoctorLogic services. Our skilled customer success managers will provide guidance on optimizing website performance to maximize conversions and drive revenue growth. They’ll also monitor key metrics such as page load times, bounce rate, and SEO rankings to identify areas for improvement. Additionally, they will be able to provide feedback on user experience design and suggest tactics to increase sales or create repeat business opportunities.


# DoctorLogic Support SLAs

If you have a change you'd like to have made to your website, please email support\@doctorlogic.com.

Below are the timelines you can expect for a variety of our most typical requests.&#x20;

Note: For any requests submitted, you should receive an automated message confirming receipt within 10 minutes. If you do not receive that confirmation, please resend it to <support@doctorlogic.com>.

| Request Type                              | Turnaround time            | Details                                                                                                                                                                                            |
| ----------------------------------------- | -------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **First Time to Response**                | **1 business day**         | **You may expect acknowledgment/receipt of your outreach within this window**                                                                                                                      |
| Adding Admin users                        | 2 business days            |                                                                                                                                                                                                    |
| Lead routing updates                      | 2 business days            | A change to where leads are sent                                                                                                                                                                   |
| Singular People Place updates             | Up to 3 business days      | Adding, subtracting, editing providers, or facilities                                                                                                                                              |
| Standard Blog additions                   | 3 business days            | Additional blog posts requested may increase the total time for completion                                                                                                                         |
| Home page content or image edits          | 3 business days            | Varies from images swap outs, delivery time depends on number of sites requiring this update                                                                                                       |
| Client-Authored Content - Procedure Pages | 5 business days            | Client must provide content                                                                                                                                                                        |
| Bug fixes - Urgent                        | FTTR 4 hours, Custom Scope | Urgent means affecting access to sites or lead collection & distribution or obvious, public errors that affect consumer experience or misrepresentation of a brand, provider, facility, or service |
| Simple templated markup pages             | 5 business days            | Templates selected from our markup template library in Admin                                                                                                                                       |
| Custom development work                   | Varies based on scope      | Additional fees apply.                                                                                                                                                                             |
| New homepage inset(s)                     | 5 business days            |                                                                                                                                                                                                    |
| New Procedure Page Content Creation       | 2-3 weeks                  | A project fee will be outlined and once agreed upon, please expect 2-3 weeks turnaround time. Bulk adds/updates may increase the timeline.                                                         |
| Custom-coded markup pages                 | 2-3 weeks                  | Additional fees apply.                                                                                                                                                                             |
|                                           |                            |                                                                                                                                                                                                    |
| **Regular Touchpoints**                   |                            |                                                                                                                                                                                                    |
| Biweekly Case Updates                     |                            | You may expect to receive a biweekly update for any cases spanning more than 2 weeks for completion                                                                                                |


# New Staff/ Personnel

## New Staff/ Personnel Form

Please email <support@doctorlogic.com> with a bio, headshot photo, the person's title, and any bio content that you would like to include. Please be sure to let us know the facility or facilities where they provide services for your clients.&#x20;

{% file src="/files/-Mj\_nDnUKeyqJBLMKMVd" %}
Practitioner Bio Help&#x20;
{% endfile %}


# Auto Import YouTube Videos

We want you to make the most of your creative YouTube content. We know how important it is to have a smooth and easy way to reach your audience and new patients.&#x20;

Through your DoctorLogic platform, we have streamlined the entire process for YouTube content creators to positively impact your website's performance.&#x20;

**If you want to have your Youtube videos automatically imported, please email the link to your YouTube Channel to <support@doctorlogic.com>.**&#x20;

###

### Certain fields are important for you to optimize as you upload the video itself onto YouTube, as they will be pulled into your website automatically.&#x20;

**TITLE:** Optimizing your YouTube video title for SEO involves using keywords that are relevant to the topic, making sure the title is short and descriptive, and including the brand name if applicable. Additionally, you can add a call to action in the title or include numbers or special characters to make it stand out. Finally, make sure to use different titles across multiple videos so that each one stands out on its own.

{% hint style="info" %}
**Good Example:** Patient Testimonial | Breast Augmentation Review in Houston, Tx | Practice Name

**Bad Example:** Linda's Plastic Surgery Story
{% endhint %}

**DESCRIPTION:** To optimize your YouTube video description for SEO, make sure to include relevant keywords in the first few lines (ex: the city and state where the practice is located, services or providers mentioned in the video, etc.). Additionally, use natural language and avoid keyword stuffing as this could hurt your ranking instead of helping it. Finally, keep your description concise and informative so viewers can quickly understand what the video is about.

{% hint style="info" %}
**Good Example:**  Experience Linda's patient testimonial of her review of our practice. She had surgery with Dr. Xavier Logic to address her aesthetic concerns. After a recovery period of X weeks, she was very happy with her results and her increased confidence. Contact \[practice name] to schedule your consultation and learn more about this procedure.

**Bad Example:** Linda says her thoughts on her plastic surgery.

(*Too short, not descriptive enough, minimal keywords. )*
{% endhint %}


# How to Submit a Support Ticket

### In order to submit a request for a website change, please email <support@doctorlogic.com>.

Please include your practice name or URL for us to identify your account quickly.&#x20;

Please specify what change you would like made, and if relevant, include a specific URL of the page you want to be modified or a screenshot of the area you'd like adjusted.&#x20;

Common change requests:&#x20;

* Adding a staff member's bio
* Adjusting your homepage content
* Adding a new menu item
* Adding a new patient form
* Changing a photo on the site

There are a few changes that can easily and quickly be made in real-time through your Customer Admin portal. For more information, please see: <https://help.doctorlogic.com/docs/general/doctorlogic-dashboard-training-videos>

This includes changing content through on-page editing, adding a new blog article, publishing new reviews, and more!


# Why we deliver support to our clients "Email First"

## At DoctorLogic, we have found that email support delivers you the best possible experience and here is why:&#x20;

### Emailing Support Saves You Time

Although we promise to respond to all emails within 4 business hours, you'll often hear from us much sooner than that. In fact, our average response time during regular business hours is usually under 60 minutes. Providing us with all of the necessary information to begin your request assists us in pulling up your account and researching the information available before reaching back out to you. Over the phone, while we do that labor, you would be waiting on hold-- something no one enjoys experiencing. This way, we spend time figuring out the situation and working on the solution while you focus on what matters to you -- running your practice.&#x20;

### Your Issue Finds the Right Person Faster

Knowing the background of your request from an email will help us direct the communication to the right DoctorLogic expert or to coordinate with several team members behind the scenes to quickly find resolutions or answers for you. The faster we get the request to the right team, the faster you'll get a solution-- all without being transferred around.

### We Receive the Full Scope of Technical Details From the Start

Over email, it's easy to send a specific page's URL, a screenshot of an error message, or a video screen recording of what you want to see changed. Email is the most convenient way to communicate these details clearly and efficiently.&#x20;

### Emails Provide a Point of Reference

When you email us, we have a complete history of your previous requests and the context surrounding your past changes. If you are needing to add a new user to access your DoctorLogic customer portal or add an IT person to your domain's hosting account, we'll need the request in writing to show that the request was approved by the main point of contact for the account. Sending this type of request in via email from the start helps expedite results for you!&#x20;


# Client Success Specialist + The Support Team

### **What is the difference between my Client Success Specialist and the Support Team?**

Your Client Success Specialist is your personal concierge to all things DoctorLogic with a goal to provide you with consistent information on what this technology is doing for you. Client Success Specialist works to review site performance with you on a monthly basis. They also work to help increase your digital footprint on Google with SEO strategies. Each client is assigned a Client Success Specialist after your site goes live.

The Support Team makes the requested changes to your site. DoctorLogic sites are never static and should always represent your brand as best as possible. The Support Team works to make these changes happen as they are requested.  The Support Team can be reached at <support@doctorlogic.com>.


# Billing Support

If you have a question regarding an invoice or wish to update your payment method, please reach out to **<billing@doctorlogic.com>** for assistance.&#x20;




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