Boxly Training Track 1 - Session 2: Settings & Power Moves

GET FIT FOR BOXLY

Boxly Training Track 1: Admins & owners
Session 2: Powered Up: Settings & Power Moves

Welcome to Session 2 of our 5-part training series designed to get you fit for Boxly! This tailor-made admin and owner track helps you optimise your workspace, fine-tune your settings, and supercharge your data attribution.

What this ‘Training Track’ series will cover

Session 1 - Plugged In: Every Channel, One Inbox
Session 2 - Powered Up: Settings & Power Moves (you’re here)
Session 3 - Think Inside the Box: Boxes, Stages, Automations & More
Session 4 - Reporting: The Numbers Don't Lie
Session 5 - Market Like a Pro (coming soon)

Watch the Replay | Session 2: Powered Up: Settings & Power Moves

Session Overview

The second session of this 5-week series breaks down how to set up your workspace data, tracking, and attribution in Boxly. Fine-tuning your settings and reporting ensures no revenue opportunity slips through the cracks.

Who is it for: Account Administrators & Practice Owners
Core Focus: Advanced workspace settings, AI lead routing, practitioner tracking, and ad attribution setup.

Key Topics

• (Pro) BI API & Data Warehouse Sync: Connect Medfin & external tools

• AI Assist & Lead Routing: Lead routing and labelling to boost attribution accuracy

• Treatment Labels & Revenue Values: See exact revenue figures in your reports by labelling leads with their treatment type & cost.

• Referral & Practitioner Tracking: Track leads from referring dentists and measure booking conversion rates for each practitioner in your practice.

• (Pro) Ads Sync: Enable two-way conversion tracking with Google Ads, GA4 and Meta

• Submission URLs: Why including submission URLs is vital to avoid "Direct Traffic" errors

Missed Session 1?
We’ve got you covered

Watch the replay - Plugged In: Every Channel, One Inbox

Useful links

API (Pro feature) articles:

Referral article - Manage referrals from dentists in one place

AI Features

Auto Value Leads

Practitioners - Track practitioner performance from lead right through to conversion

Ads Management (Pro feature)

1. What Boxly Needs to Track Your Leads Correctly (and Send Conversions Back to Google Ads & Facebook Ads)

2. Track Conversions Automatically from Boxly

3. Connect & Optimise Google Ads Conversions with Boxly

4. Track Conversions Automatically from Boxly

Boxly is here to help you work smarter, not harder.
Let’s keep streamlining your lead management together!