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Leads and results

Reading your funnel

Your dashboard home shows how customers move from your placements to a finished letter.

1

Visits

People who tapped your link, clicked a badge, or scanned a QR code.

2

Letters submitted

Visitors who started a letter request. They appear in Leads as In progress.

3

Letters paid

Customers who paid for their letter. They show as Paid.

4

Letters sent

Customers whose Letter of Medical Necessity was reviewed and delivered. They show as Letter sent.

What to do with it

  • Few visits? Your placements aren’t being seen. Move the placard to the register, add the badge next to the price, and have staff mention it. See Print and place your QR placard.
  • Lots of visits, few letters submitted? Customers may not know why it matters. Add the FSA/HSA page kit or tell staff the one-sentence pitch.
  • Submitted but not paid? Follow up with customers who are still In progress. Contact us and we’ll look at the drop-off with you.

Each placement has its own numbers too. See Tracking placements.