InfluxMD Contact Data Types and Connections
Your contact analysis includes six key types of data that paint a complete picture of each person in your system. First, basic contact information, names, emails, phone numbers, and any custom fields you've created.
But more importantly, each contact has a type designation, lead, prospect, patient, or advocate. These aren't just labels. They represent different stages in your patient journey and help you understand conversion patterns.
Second, pipeline stages and status. Your contacts move through defined stages in your sales process, and the system tracks where everyone currently stands and their activity status. This shows you where people get stuck and which stages need attention.
Third, segment memberships. Segments are typically associated with campaigns and the marketing sent to the contact by the InfluxMD automation system.
Contacts may be in several segments throughout the lifecycle. Fourth, communication history. Every email sent and received, SMS messages, staff notes, and follow-up tasks are connected to each contact. This isn't just a log. It shows engagement patterns, response rates, and communication effectiveness.
Fifth, marketing attribution data through UTM tracking. When someone finds you through Google Ads, social media, or your website, that source information stays with their contact record. You can see which marketing efforts actually bring in patients versus just website visitors.
Sixth, ownership assignments. Each contact can be assigned to specific team members, letting you analyze individual performance and workload distribution.
Here's how it all connects. A lead might come in through Facebook ads, get assigned to your intake coordinator, move through your consultation stage, have multiple email exchanges, and eventually convert to a patient. The system maintains all these relationships, so IMA can help you understand not just what happened, but why certain leads convert while others don't.
This connected data is what makes the analysis powerful. It's not just numbers, it's the story of how people become patients in your practice.