Boxly Training Track 1: Admins & owners
Session 5: Marketing
Welcome to the final session of our 5-part training series for admins and practice owners! To wrap up Track 1, we’re showing you how to supercharge your marketing setups, link your key ad channels directly to Boxly, and run targeted re-engagement campaigns that fill your calendar fast.
Session 1 - Plugged In: Every Channel, One Inbox
Session 2 - Powered Up: Settings & Power Moves
Session 3 - Boxes, Stages, & Automations
Session 4 - Reporting: The Numbers Don't Lie
Session 5 - Market Like a Pro (you’re here)
Session 5 focuses on automating your marketing setup and making your ad budgets work harder. We cover how to connect Meta and Google Ads directly to Boxly, feed conversion signals back into those platforms to improve ad targeting, and tap into our Engagement Suite to send targeted bulk broadcasts over WhatsApp and email.
Ad Platform Sync: Link Meta and Google Ads directly to Boxly to follow every lead from initial click to paid treatment.
Smart Feedback Loops: Where to find real conversion data to send back to your ad platforms so their algorithms target higher-value patients automatically.
The Engagement Suite: Set up and launch targeted bulk messaging campaigns across WhatsApp and email.
Database Re-activation: Run quick broadcast campaigns to turn cold leads and past patients into fresh bookings.
What Boxly Needs to Track Your Leads Correctly
Check out the articleConnecting your ad platforms (Track Conversions Automatically from Boxly)
Check out the articleConnect & Optimise Google Ads Conversions with Boxly
Check out the articleWhat Boxly Sends to Your Ad Platforms
Check out the articleAll-in-One Marketing Suite Guide
Check out the articleCheck ou these Video guides!
Boxly Training Track 2: Team & General Usage Recording
28th Aug 2026 | New Boxly Training Webinar Replay
Boxly is here to help you work smarter, not harder.
Let’s keep streamlining your lead management together!
Contact us at [email protected] if you need any assistance!
