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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.

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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, assigned staff member, current pipeline stage, and creation date.
  • 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, and how they found your clinic (source).
3

Save the Lead

Click Save. The lead appears in your list and is placed at the first stage of the default pipeline.

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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:
ColumnWhat It Shows
Campaign NameThe name of the campaign and its platform (Google Ads, Meta, etc.).
StatusWhether the campaign is active or inactive.
SpendThe budget allocated to the campaign.
LeadsHow many leads came from this campaign.
BookingsHow many of those leads converted.
RevenueTotal revenue attributed to this campaign.
CPACost per acquisition — how much you spent for each lead.
ROIReturn on investment.
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.
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 — Permanently remove the campaign.

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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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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.
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”).