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Prerequisites: The Marketing module must be enabled for your clinic. Ask your administrator to turn it on under organization settings if you don’t see Growth in the left sidebar.
The Growth module is where you manage prospective patients — from the moment they reach out or click an ad, all the way through to becoming a patient on your books. You can track where leads come from, move them through customizable stages, measure which campaigns are working, and create marketing content without leaving Decoda. Where to find it: Click Growth in the left sidebar. You’ll see pages for Dashboard, Leads, Pipelines, Campaigns, and Content Studio.

Dashboard

See lead totals, conversion rates, pipeline funnels, and campaign performance at a glance.

Leads

View, create, and manage every prospective patient. Convert leads into patient records when they’re ready.

Pipelines

Set up the stages a lead moves through, from first contact to converted or lost.

Campaigns

Create marketing campaigns, link them to pipelines, and track spend, leads, and return on investment.

Content Studio

Create and schedule social media posts, blog articles, emails, and ads for your campaigns.

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Dashboard

The Dashboard gives you a high-level view of how your lead generation and marketing efforts are performing. Navigate to Growth > Dashboard to open it.

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Date Range

Use the date picker at the top of the page to choose a time window. All numbers and charts update to reflect the selected range.

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Tabs

The dashboard is organized into three tabs: Funnel & Sources — Shows how leads flow through your pipeline stages and where they come from.
  • Total Leads — The number of new leads created during the selected period.
  • Total Conversions — How many leads reached a “won” stage and became patients.
  • Overall Conversion Rate — The percentage of leads that converted.
  • Pipeline Funnel — A visual breakdown of how many leads sit at each stage of a pipeline, with drop-off percentages between stages. If you have multiple pipelines, use the selector to view each one individually or all at once.
  • Lead Sources — A bar chart showing where your leads are coming from (Google Ads, referrals, walk-ins, website, etc.).
Channel Performance — Compares revenue, spend, and efficiency across your marketing channels.
  • Total Revenue, Total Spend, Total Bookings, and Average CPA (cost per acquisition) summary cards.
  • Revenue vs. Spend by Channel — Side-by-side bars for each campaign so you can spot which channels earn more than they cost.
  • ROAS by Channel — Return on ad spend for each campaign.
  • Channel Performance Details — A table listing every campaign with its leads, bookings, spend, CPA, revenue, and ROAS.
Attribution — Helps you understand which marketing touchpoint deserves credit for a conversion. Choose an attribution model (First Touch, Last Touch, Linear, Time Decay, or Position-Based) to see how revenue is distributed across channels under each model.

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Leads

The Leads page shows every prospective patient in your system. Navigate to Growth > Leads to open it.
Turn on Growth & Pipeline Alerts in your Notification Settings to be told when a new lead comes in, and when leads move stage, are won, lost, assigned, or get a note. A new ad or website lead has no other signal — without these alerts it waits on the board until someone looks.

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Viewing Leads

The table displays each lead’s name, pipeline, current stage, campaign source, assigned staff member, and date created. You can:
  • Search by name using the search field.
  • Filter by pipeline, stage, or campaign source.
  • Group leads by pipeline, stage, campaign, or assigned staff member using the Group By option.
  • Sort by name or date created by clicking the column headers.
Click any lead row to open a detail panel on the right side of the screen.

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Lead Detail Panel

When you click a lead, a panel opens showing:
  • Lead information — Name, email, phone, source, current stage, assigned staff member, and creation date.
  • Campaign — Which campaign the lead came from. It saves as soon as you pick it, and setting one also places a lead that has no pipeline yet. The panel shows the lead’s current stage above it.
  • Activity tab — A timeline of every change made to the lead (stage moves, field updates, notes added, etc.), including who made the change and when.
  • Conversations tab — A combined view of all text messages and emails exchanged with this lead, sorted by date.
  • Notes tab — Free-form notes your team has added about this lead. Type a note and click Add Note to save it.

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Create a New Lead

1

Open the Add Lead Form

Click the Add Lead button in the top-right corner of the Leads page.
2

Fill in the Lead's Details

Enter the lead’s First Name (required), and optionally their last name, email, phone number, Campaign, and location.
3

Record Marketing Consent

Under Marketing consent, tick Opted in to SMS marketing or Opted in to email marketing if they agreed to hear from you. Leave a box unticked if you haven’t asked.
4

Save the Lead

Click Add Opportunity. The lead appears in your list.
The form doesn’t ask which pipeline they belong on. If you set a Campaign that has a pipeline, they join that campaign’s pipeline; otherwise they start on your default one. Adding a lead while looking at a Kanban board puts them on that board.

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Put a Lead on a Pipeline

The campaign decides. Set a Campaign on the lead’s panel and it joins that campaign’s pipeline straight away — no other step, and nothing to confirm. A lead has no pipeline when nothing could place it: the campaign it came from has none of its own, or you had no pipelines set up when it arrived. Those leads show Not enrolled in the Pipeline column and sit out of the Kanban board. To find them, filter the Pipeline column by Not Enrolled.
Give a campaign a pipeline and its leads place themselves from then on. Choose one when you create the campaign, or open Settings > Pipelines, pick a pipeline, and tick the campaign under its campaign list. Campaigns imported from Meta or Google have no pipeline until you attach one this way.
Changing a lead’s campaign never moves a lead that is already on a board — it only places one that is waiting. To move a lead along its board, drag its card on the Kanban board, which starts whatever automations that stage runs.
Everyone has a separate SMS and email marketing preference, and each one has three states: opted in, opted out, and no answer recorded yet. “No answer recorded yet” is not the same as opted out — it means nobody has asked, and it’s where everyone starts. Record it in any of three places:
  • Adding someone by hand — tick either box under Marketing consent on the Add Opportunity form.
  • On an existing card — open the card and tick or untick either box under Marketing Consent. It saves the moment you click, so there’s no separate save step. The line under each box tells you what’s recorded now.
  • Importing a CSV — tick either box under Marketing consent in step 3, Choose destination. That answer applies to everyone in the file.
Leaving a box unticked never records an opt-out. It means you aren’t answering for that channel, so whatever is already recorded for that person stays as it is. To record an opt-out, open their card and untick a box that is currently ticked.
The preference belongs to the person, not to one card. Changing it in one place changes it everywhere they appear, including their patient record, and it decides whether marketing sends reach them.

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Convert a Lead to a Patient

When a lead is ready to become a patient:
  1. Click the lead to open the detail panel.
  2. Click Convert to Patient.
  3. A patient record is created using the lead’s name, email, and phone number. The lead is marked as converted with the date recorded.
Converting a lead is a one-time action. Once converted, the lead is linked to the new patient record and cannot be unconverted.

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Pipelines

Pipelines define the journey a lead takes from first contact to becoming a patient (or being marked as lost). Navigate to Growth > Pipelines to view and manage them.

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How Pipelines Work

A pipeline is a series of stages that a lead moves through in order. For example, a default pipeline might look like:
  1. New — Lead just came in.
  2. Contacted — Your team has reached out.
  3. Consultation Booked — An appointment is on the calendar.
  4. Showed Up — The lead attended their consultation.
  5. Converted — The lead became a patient (this is a “won” stage).
  6. Lost — The lead did not convert (this is a “lost” stage).
Each pipeline must have at least one “won” stage (for successful conversions) and one “lost” stage (for leads that don’t work out). Stages are numbered so the system knows the correct order.

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Kanban Board

When you select a pipeline, leads are displayed as cards on a board with one column per stage. You can:
  • Drag a card from one column to another to move a lead to a different stage.
  • Click a card to open the lead’s detail panel.
  • Filter leads by search, stage, or campaign.
  • Add a lead directly from the board using the Add Lead button.
If you have multiple pipelines, use the pipeline selector at the top of the page to switch between them.

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Create or Edit a Pipeline

Pipeline configuration is managed under Settings > Pipelines. Click the Configure Pipeline button on the Pipelines page to go there.
1

Open Pipeline Settings

Go to Settings > Pipelines, or click Configure Pipeline from the Growth Pipelines page.
2

Add Stages

Give each stage a name, a color, and a position number. Mark one stage as the “won” (converted) stage and one as the “lost” stage.
3

Save Your Pipeline

Click Save. New leads assigned to this pipeline will start at the first stage.

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Stage Automations

Each stage can have automations that run when a lead enters it. For example, you could automatically send an SMS when a lead moves to the “Contacted” stage, or create a task for your team when someone books a consultation. Automations are configured in the pipeline settings for each stage.

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Campaigns

Campaigns let you track your marketing efforts and see which ones bring in the most leads. Navigate to Growth > Campaigns to open the campaigns page.

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Viewing Campaigns

The campaigns table shows: Use the Status and Channel filters to narrow the list.

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Create a Campaign

1

Start a New Campaign

Click New Campaign in the top-right corner of the Campaigns page.
2

Fill In Campaign Details

Enter a name, choose a platform (e.g., Google Ads, Meta Ads, organic), set a budget, and optionally pick start and end dates. If the platform list is empty, connect Meta Ads in Growth > Integrations first.
3

Link to a Pipeline

Choose which pipeline new leads from this campaign should be placed into. This determines which stages those leads will flow through.
4

Save the Campaign

Click Save. The campaign appears in your list. Any leads attributed to this campaign will show its name in the Campaign column on the Leads page.

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Campaign Actions

Click the action menu on any campaign row to:
  • View Details — Open the full campaign page with posts and performance data.
  • Edit Campaign — Update the name, budget, platform, or linked pipeline.
  • Pause / Activate — Temporarily stop or resume a campaign.
  • Webhook Setup — For Google Ads campaigns, view the webhook URL and key needed to connect your Google Ads lead form so that leads flow into Decoda automatically.
  • Delete Campaign — Archive and deactivate the campaign in Decoda. The campaign and its posts disappear from active lists, but this does not stop ads running in Meta or Google.

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Review Ad Delivery

Open a campaign linked to Meta Ads or Google Ads, then select Performance. The advertising platform, linked campaign name, and status appear below the campaign name. The Ad delivery area shows the advertising platform’s spend, impressions, reach, clicks, interactions, conversions, leads, and video views when available. Conversions and leads shown here are separate from the opportunities and collected revenue recorded in Decoda. When no delivery information is available, the page shows No insights available with an empty chart layout. Use the date picker to choose a specific period, or select a preset such as Last 7 days, Last 30 days, or Last 90 days. The selected period displays information already saved in Decoda. Click Sync now to request fresh information for those dates, or click Open Meta Ads or Open Google Ads to view the campaign on the advertising platform. The status beside Ad delivery shows whether the information is available, limited, unavailable, or has not been checked yet. The updated time and coverage dates show how current the information is.

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Set a Campaign Budget

Open a campaign and select Budget. The page lists Budget & caps, Goal, and Spend ledger in one workspace. Click Add budget or Edit to set the amount, hard cap, and alert threshold. For a linked campaign using US dollars, saving a Daily budget changes the daily budget in Meta Ads or Google Ads first. Decoda saves the new amount only after the advertising platform confirms it. Shared Google budgets, Meta ad set budgets, lifetime budgets, and accounts using other currencies must be changed on the advertising platform. Monthly and Lifetime entries on this page are tracking and alert windows in Decoda; they do not change the advertising platform’s billing settings.

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Content Studio

The Content Studio is where you create and manage marketing content for your campaigns. Navigate to Growth > Content Studio to open it.

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View Modes

You can view your content in three ways using the controls at the top of the page:
  • Grid — Content displayed as cards in a grid layout. Each card shows the title, type, status, creator, and dates.
  • List — A compact row-based view for scanning many items quickly.
  • Calendar — A monthly calendar showing content placed on its scheduled date. You can drag content from one day to another to reschedule it.

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Content Types

Each piece of content has a type:
  • Social Post — For platforms like Instagram, Facebook, or TikTok.
  • Blog — Written articles for your website.
  • Email — Email campaigns or newsletters.
  • Ad — Paid advertisements.
  • Landing Page — Web pages designed to capture leads.
Use the type filter to show only the content you’re looking for.

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Content Statuses

  • Draft — Work in progress. Not yet scheduled or published.
  • Scheduled — Set to go live on a future date.
  • Published — Live and visible to your audience.
  • Paused — Temporarily taken down.
  • Archived — No longer active, kept for records.

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Edit a Generated Landing Page with AI

After Decoda creates a landing page, open the report and click Edit with AI. Ask for changes in plain language, such as “make the colors warmer” or “shorten the hero section.” Suggested questions can help you start. When the assistant makes a change, the preview updates first and Decoda saves it automatically. The status shows Saving… while the update is being saved and Saved when it is done. If you see Unsaved preview, click Retry save before relying on the updated page.

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Create New Content

1

Open the Content Editor

Click New Content in the top-right corner of the Content Studio page.
2

Choose a Campaign

Select which campaign this content belongs to. This links the content to the campaign’s performance tracking.
3

Write Your Content

Add a title, caption or body text, call-to-action text and link, and any images or videos.
4

Schedule or Publish

Set a scheduled date to publish later, or publish immediately. You can also save as a draft to come back to it.

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Reschedule Content on the Calendar

In the calendar view, drag any piece of content to a different day to move its scheduled date. A confirmation prompt appears before the change is saved. You can only reschedule content to future dates.

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Advanced Configuration

Growth features are controlled by two permissions:
  • Marketing Read — Required to view the Growth pages (Dashboard, Leads, Pipelines, Campaigns, Content Studio).
  • Marketing Write — Required to create and edit leads, campaigns, pipelines, and content.
Permissions are configured under Settings > Users & Roles. See Users & Roles for details.
One pipeline can be marked as the default. When a new lead is created — either manually or from an inbound message — it is automatically placed into the first stage of the default pipeline. You can change which pipeline is the default in Settings > Pipelines.
When someone texts or emails your clinic for the first time and they don’t match an existing patient, the system can automatically create a lead record. The lead is placed into the default pipeline at its first stage, assigned to the appropriate location, and linked to the conversation so your team can pick up the thread right away.
If you run lead ads on Facebook or Instagram, connect Meta from Settings > Integrations. Find Meta Ads and click Connect. A popup walks you through signing in and asks which Businesses, Pages, ad accounts, and Pixels to share with Decoda.When the popup closes, Decoda asks which of those you actually want it to use — see Choosing what a platform shares below. Each Page you choose then shows Lead access ready and Lead webhook subscribed once it is set up; when both appear, new lead form submissions on that Page create leads in Decoda. Leads with matching advertising details are attributed to the related campaign.To disconnect, click Disconnect and confirm when prompted.
Signing in often shares more than your clinic runs — an agency’s Business Manager can cover other clinics’ pages and accounts. Decoda lists everything it was given but uses only what you tick.Click Choose assets (or Manage assets once something is in use) on the platform’s row. Each group says what ticking it does:
  • Ad accounts — their campaigns can be imported, and spend and results tracked.
  • Pages — lead form submissions arrive in Opportunities.
  • Pixels — bookings and payments are reported back for conversion tracking.
  • Instagram accounts — their ads and messages are attributed alongside the linked page.
  • Businesses — group the accounts and pages under them; ticking one on its own changes nothing.
Tick what you want, then click Save choice. Come back any time to add more. If the platform shared something new since you connected, click Read assets again to pull the current list without signing in again.
Unticking something already in use stops new lead deliveries from it and switches off any campaigns imported from it. Nothing already in Decoda is deleted — leads, campaigns, and spend stay on record, and re-ticking brings the campaigns back on the next sync.
Leads can be assigned to a specific staff member. The assigned person appears on the lead’s row in the table and on their detail panel. Assignment can be done manually when editing a lead, or automatically through stage automations (e.g., “when a lead enters the Contacted stage, assign to Dr. Smith”).