Forum Discussion

peekayza's avatar
peekayza
Frequent Visitor
4 years ago

Checking conversions using patient names

Hi everyone   This seems so basic but it's getting the best of me. I'm trying to track conversions on all our marketing contact forms against our internal new patient records. The only field to com...
Need Help
peekayza's avatar
peekayza
Frequent Visitor
4 years ago

Thank you so much! I will look at this right away and report back soonest. Does it make a difference that my name field is both first and last name combined?

DataZoe's avatar
DataZoe
Microsoft Employee
4 years ago

peekayza No, it doesn't make a difference. You want to try and make it as identifying as possible so it's best to keep the first name and last name together.

  • peekayza's avatar
    peekayza
    Frequent Visitor
    4 years ago

    Hi Zoe

     

    Thanks again for your help and patience. So I think I took it a slightly different approach to you. I am wanting to check conversions per brand (TDIC, GDC and SS) against the new patients table names. 

     

    So as first step I've managed to merge all the GDC names into a single conversions table with names. What I am struggling with is the next step of comparing it against the new patient names. I just can't see any easy way to bring the name in from that table. I tried this step below. Any assistance would be appreciated thanks. 

     

     

     

  • peekayza's avatar
    peekayza
    Frequent Visitor
    4 years ago

    Hi DataZoe 

     

    Just checking in if you'd seen my latest update here. Many thanks.