Organizing Your Contacts: An in-depth guide to all of the fields in Dewy
Fields are the gold standard for keeping your account/contacts organized. Fields are used to store important data about your customers like what treatment or service they’re interested in, their zip code, birthday and other information. Some fields, like treatment or last visit date, may change frequently while others, like birthday and first visit date, may never change. You can use fields to create different patient segments for targeted email and SMS campaigns, call lists and so much more.
Within Dewy, there are two main types of fields:
Contact Fields are used to store lots of information about your customers.
Filling out as many contact fields as possible will help you segment your contacts later if you want to search for patients according to a specific field or run a report according to specific fields. There are three types of contact fields that come standard in every Dewy account:
Note: Your account may have different fields.
General detail fields store the contact’s basic information and demographic data.
First Name: Contact’s first name
Last Name: Contact’s last name
Email: Contact's email
Phone: Contact's phone number
Job Title: Contact’s job title
Treatment: Contact’s treatment interest
Past Treatment Interest: Contact’s past treatment interest
Lead Status: Contact’s lead status according to your pipeline (ex: new lead, in progress, booked consult, consult no show, etc)
Location: (if applicable) One of your business locations the contact visits
Marketing detail fields store valuable information that you can use to run reports and generate lists based on specific dates, revenue or age.
Medium: The “medium” through which the contact was created (ex: social media)
Lead Source: Which referral source the contact came from (ex: google, referral, instagram, facebook, etc)
Campaign: The paid campaign the contact clicked on
First Visit Date: Contact's first visit at your practice
Last Visit Date: Contact's most recent visit at your practice
Birthday: Contact's birthday
Age: Contact's age
Gender: Contact's gender
Total Spent: Total amount of money spent by this contact at your practice
Net Promoter Score: How likely a contact is to refer your practice to a friend/colleague
Zipcode: Contact's zip code
These are all where all Sakari details about your contact are stored. If you have questions about specific Sakari details please contact firstname.lastname@example.org
Deal fields store important information about your the revenue opportunities (deals) associated with each contact. Since you likely have repeat patients, a contact can have one or more deals (revenue opportunity with your practice) over time. Filling out these deal fields will help your practice gain insights into your sales process when running reports. There are four types of deal fields.
General Details: General detail fields will give you insight into your clients deal
Quote Details: Filling out quote details will give you insight into your contact’s treatment quote details
Financing Details: Filling out financing details will give you insights into your contact’s financing plan and status
Reporting Details: Filling out reporting details will help you run reports to gain insight into your sales and marketing efforts.
Below is the list of field names and descriptions.
Pipeline: Pipeline deal is in (your practice may have multiple pipelines, such as exiting patients, or for different practice locations)
Stage: Stage in the pipeline deal is in (New Lead, Booked Consult, Consult, Still Considering, etc)
Status: If the deal is open, lost or won
Deal Title: Treatment - Contact's Full Name
Deal Description: Details about the appointment (if needed)
Contacts: The contact associated with the revenue opportunity
Deal Owner: Owner of deal at your practice
Deal Value: Value of this deal ($)
Created: Date deal was created
Last Updated: Last time deal was updated
Win Probability: Probability of winning this deal
Forecasted Close Date: Forecasted close dat on contact's treatment
Consultation Date: Contact's consultation date
Quote Created Date: Date contact's quote was created
Quote Expiration Date: Expiration date of contact's quote