Want to add or change your referral sources? Ask ClinicMonk™ Support through the chat widget, or join office hours for a walkthrough. We’ll help update your contact form and the connected reporting setup so your referral sources are tracked correctly.
Why we help with this change
Your Contact Form asks How did you hear about us? The answer is saved on the contact record, and a connected workflow copies matching answers to the lead for reporting. Adding or renaming a dropdown choice also means checking the lead-field choices and workflow mapping.
Contact ClinicMonk™ Support before making the change so we can guide you through the complete setup.
1. Prepare your referral sources
Make a list of the sources you want to add, rename, or remove. These might include a local physician’s office, a referral partner, or a directory.
Adding: provide the exact new name.
Renaming: provide both the current name and the new name.
Removing: identify the source and tell us whether it has been used on existing contacts or leads.
Also tell us if you use the same referral question on other forms.
2. Ask ClinicMonk™ Support
Open the chat widget in ClinicMonk™, or join office hours Monday to Friday at noon ET for a walkthrough. Visit the Support Dashboard for details.
You can copy this message:
“I’d like help updating our referral sources. Please add [new sources], rename [current name] to [new name], and review removing [sources]. We also use this question in [other forms, if applicable]. Please help us update the contact form and connected reporting setup, and check that the answers reach our leads.”
3. Complete the setup together
During the walkthrough, ClinicMonk™ Support will help you find Funnels and Forms → Forms → Contact Form and the existing How did you hear about us? question.
Click the screenshot to see it full size.
We’ll help coordinate the dropdown choices, the lead-field choices, and the Copy Referral Answer to Leads workflow. We’ll also review any affected reporting filters and whether existing records need attention.
Keep the existing referral question in place. Replacing it with a new field can disconnect the workflow. For general form-editing guidance, see Editing Your Contact Form.
4. Check the finished result
Once the setup is ready, check that the correct sources appear on your website’s contact form. Arrange a test with ClinicMonk™ Support, since submitting the form can start automatic messages and follow-up.
We’ll help check the answer on the contact record, the lead’s How did you hear about us? (Lead) field, and the Digital Marketing & Referrals dashboard using a date range that includes the test.
ClinicMonk™ Support
Ask ClinicMonk™ Support through the chat widget, or join office hours for a walkthrough. Find the details on the Support Dashboard.