Grow your organization with CareCade's marketing tools. Manage campaigns, track referral sources, and measure your outreach effectiveness—all integrated with your client management.

Overview

The marketing module helps you:

Track how new clients find you
Manage referral relationships
Create and monitor marketing campaigns
Generate reports on marketing ROI
Coordinate outreach activities

Accessing Marketing

Navigate to Marketing from the main navigation. You'll see:

Campaign dashboard
Recent leads
Referral source overview
Upcoming outreach activities

Lead Management

Understanding Leads

A lead is a potential client who has expressed interest but isn't yet enrolled. Leads can come from:

Website inquiries
Phone calls
Referrals from case managers
Facility recommendations
Community events
Online advertising

Creating a Lead

Click + New Lead
Enter contact information:
- Name
- Phone number
- Email (optional)
- Preferred contact method
Add lead details:
- Service interest
- Location/area
- Referral source
- Notes from initial contact
Click Save

Lead Statuses

New - Just received, needs follow-up
Contacted - Initial outreach made
Qualified - Meets service criteria
Nurturing - Not ready yet, stay in touch
Converted - Became a client
Lost - Did not convert

Working Leads

Click on a lead to:

View all contact information
Add notes from conversations
Log activities (calls, emails, visits)
Schedule follow-up tasks
Move to the next status

Referral Source Tracking

Why Track Referral Sources

Understanding where clients come from helps you:

Focus marketing efforts effectively
Build relationships with top referrers
Calculate marketing ROI
Plan future outreach

Setting Up Referral Sources

Go to Marketing → Referral Sources
Click + Add Source
Enter source details:
- Name - Source identifier
- Type - Category (Hospital, Case Manager, Online, etc.)
- Contact - Primary contact person
- Notes - Relationship details
Save

Default Source Types

CareCade includes common source types:

Case Manager Referral
Hospital/Facility Discharge
Family/Friend Recommendation
Online Search (Google, Bing)
Social Media
Community Event
Direct Website Visit
Other

Linking Sources to Clients

When adding a client:

Select the Referral Source field
Choose the appropriate source
Add any source-specific notes

This data flows into your marketing reports.

Campaign Management

What Is a Campaign?

A campaign is a coordinated marketing effort with:

Defined goals
Target audience
Timeline
Budget
Trackable results

Creating a Campaign

Go to Marketing → Campaigns
Click + New Campaign
Set up the campaign:
- Name - Campaign identifier
- Type - Email, Event, Advertising, Outreach
- Goal - What you want to achieve
- Start Date - When it begins
- End Date - When it ends
- Budget - Allocated spend (optional)
Add campaign details and materials
Save

Campaign Types

Email Campaigns

Newsletter to case managers
Client family updates
Promotional announcements

Event Campaigns

Health fairs
Community presentations
Facility lunch-and-learns

Advertising Campaigns

Google Ads
Social media ads
Print advertising

Outreach Campaigns

Facility visits
Case manager meetings
Community partnerships

Tracking Campaign Results

For each campaign, track:

Leads Generated - New inquiries attributed to this campaign
Conversions - Leads who became clients
Cost - Actual spend
ROI - Revenue from converted clients vs. cost

Outreach Activities

Scheduling Activities

Plan marketing activities:

Go to Marketing → Activities
Click + New Activity
Enter details:
- Activity type
- Date and time
- Location
- Team member(s) assigned
- Notes/talking points
Link to a campaign (optional)
Save

Activity Types

Facility Visit
Case Manager Meeting
Phone Outreach
Email Follow-up
Event Attendance
Presentation
Material Drop-off

Activity Calendar

View all scheduled activities on the calendar:

Filter by team member
Filter by activity type
Filter by campaign
Export to external calendars

Partnerships

Managing Partner Relationships

Track organizations you work with:

Go to Marketing → Partners
Click + Add Partner
Enter partner information:
- Organization name
- Type (Facility, Hospital, Agency, etc.)
- Primary contact
- Contact information
- Relationship notes
Save

Partner History

For each partner, view:

All activities and touchpoints
Leads/referrals received
Clients from this partner
Notes and communications

Marketing Reports

Available Reports

Navigate to Marketing → Reports:

Lead Reports

Lead Pipeline - Leads by status
Lead Source Analysis - Where leads come from
Conversion Rate - Leads to clients ratio
Time to Convert - Average days to conversion

Campaign Reports

Campaign Performance - Results by campaign
Campaign ROI - Cost vs. revenue generated
Campaign Comparison - Side-by-side analysis

Referral Reports

Top Referral Sources - Highest volume sources
Source Conversion Rates - Which sources convert best
Source Trends - Changes over time

Activity Reports

Activity Summary - Activities by type
Team Activity - Activities by team member
Activity Effectiveness - Activities that led to conversions

Exporting Reports

All reports can be exported as:

PDF for presentations
CSV for analysis
Excel for further processing

Dashboard Widgets

Add marketing widgets to your main dashboard:

Lead Funnel - Visual pipeline
Monthly Leads - Trend chart
Top Referrers - Quick reference
Upcoming Activities - What's scheduled

Go to Dashboard → Customize to add widgets.

Best Practices

Lead Follow-Up

Contact new leads within 24 hours
Document every interaction
Set follow-up reminders
Know when to move on

Referral Relationships

Thank referrers promptly
Keep them updated on their referrals
Look for ways to add value
Stay in regular contact

Campaign Planning

Set clear, measurable goals
Track all costs accurately
Attribute leads correctly
Review results and adjust

Data Quality

Keep contact info current
Update lead statuses promptly
Record accurate referral sources
Clean up old/inactive leads

Help Center

Marketing Module