In this episode, Jenny Bristow, CEO of Hedy & Hopp, is joined by Suzie Schmitt, Senior Digital Producer, to chat about creative solutions for data integration in marketing dashboards. Building on recent discussions about privacy and analytics at industry conferences, they discuss a workaround that enhances the reporting capabilities of data—while staying HIPAA compliant.
Additional Episode Highlights:
- Call Tracking Challenges: Using CallRail’s HIPAA-compliant product and the difficulties in accessing comprehensive reporting data.
- Identifying Essential Data: Determining which data fields are necessary for analysis while avoiding sensitive information.
- Secure Data Management: Managing API keys and maintaining compliance by operating within a secure environment.
- Enhancing Reporting Dashboards: Creative data integration can lead to more robust and informative marketing dashboards.
Connect with Suzie:
Connect with Jenny:
- Email: jenny@hedyandhopp.com
- LinkedIn: https://www.linkedin.com/in/jennybristow/
If you enjoyed this episode we’d love to hear your feedback! Please consider leaving us a review on your preferred listening platform and sharing it with others.
Jenny: [00:00:00] Hi friends, welcome to today’s episode of We Are, Marketing Happy, a healthcare marketing podcast. My name is Jenny Bristow. I’m the CEO and founder at Hedy & Hopp. We’re a full-service, fully healthcare marketing agency, and we are very proud to be the creators and hosts of this podcast. I’m jazzed to be here today with Suzie Schmitt.
She is our Senior Digital Producer here at Hedy & Hopp. And I invited Suzie on because as we’ve covered in recent podcasts, I was at SHSMD a couple of weeks ago talking about privacy and I’m going to be at HCIC in a couple of weeks talking about privacy, and though our agency does so many things beyond privacy we’ve definitely become known as privacy gurus in this space, which is a hat we’re proud to wear.
But the questions keep coming up about workarounds, like even once you get sGTM or some other analytics solution in place, and you’re really comfortable with the way that you’re marketing analytics or your website data is being collected, [00:01:00] used and stored.
What about those third-party tools that you’re using? And so I was having a fun offline conversation with Suzie and I invited her on to talk about a workaround that our team has created that I thought could be interesting to some of our users or some of our listeners today. So, Suzie, I’d love for you to just give us a little bit of the lay of the land.
How did this technology solution, this process even come about?
Suzie: Sure. So we were looking into call tracking options for one of our clients to track campaign performance and we found that CallRail has a great HIPAA-compliant product, but that reporting on it once you leave the CallRail ecosystem can be kind of difficult.
So when we’re trying to tie everything back into all of our marketing efforts to get a holistic picture, we weren’t able to get all of the data we needed just from the out-of-the-box connector. So what we did is we created an API call that [00:02:00] only calls non-sensitive information. So it all gets written to a Google Sheet that has no PII at any time.
So it’s completely clean and kosher from a privacy standpoint. And it runs on a time base every 12 hours and updates our dashboard automatically. And that was a way for the client to get those specific numbers tied to campaigns and tactics into their dashboard where they could see it combined with all of their other tracking metrics.
And we did that through Google Apps Script, which let us connect that API using JavaScript just to a Google Sheet.
Jenny: Excellent. And I love that. And we’ve been long-time recommenders and users of CallRail. Their HIPAA-compliant version is great. And VOCA is another tool that a lot of our clients use.
Again, they have a HIPAA-compliant version, but what we’re talking about here is that with the HIPAA-compliant version, while the tool itself then becomes HIPAA compliant, it can then kind of be [00:03:00] difficult to get all the data you need into your reporting interface to actually report on campaign efficacy.
So for example, with our clients, most of them use Looker dashboards, and we are the ones that set them up from a campaign reporting perspective. And so if we’re trying to do, you know, soup to nuts from spend to final conversion you know, we got to get that data in. And so what you were able to do then with the call reel data is export it.
Only the data that is non-PHI, and then pull it back into Looker and then associate it with the correct campaign information. So we could accurately report on the number of phone calls and conversions that came in, right?
Suzie: Correct. Yeah. It’s kind of like a little custom Looker connector.
Jenny: Absolutely.
And this can be done really with any platform that has API availability, right? Walk us through, like if a marketer on this call is thinking like, Oh, I want to make my dashboard more robust in the third-party tools that I pull in. How can they [00:04:00] think through what tools this could be applicable for?
Suzie: Really, anything that has an API is an option. But as you go through it, think about the fields you do and you don’t need. So for example, for the calls, we needed the number of calls. We needed the average duration. We needed the time of day that the calls were coming through so we could make sure all of our campaigns were running smoothly, but we did not need any of that sensitive data that CallRail needed. And so once we had identified what we did need, we went to the documentation for the API and matched it up. And if you can see that the documentation has it, the ability to get granular enough so that you can get what you need and not what you don’t, it’s probably going to be a pretty good option for a pretty simple JavaScript API call.
Jenny: Yeah, absolutely. And we’ve done it may feel a little manual, but in the end, it’s not manual. We’ve done Google Sheets to feed data into reporting dashboards for lots of different use cases. So this is just another example of creatively pulling data in to customize it for our needs. [00:05:00]
Suzie: That’s correct.
And since most APIs are pretty static and don’t change very often, we have a really low level of maintenance to do with these. And Google also has a built-in way to handle secrets so we’re able to handle API keys securely as well. So it’s been a really great, low-maintenance way to keep our dashboards up to date and make sure that all that data is tying in together and we can tag everything appropriately.
Jenny: Absolutely. So for those on the call, if you’re trying to build out your reporting dashboard for additional data sets or information from other platforms that you use, and there isn’t an immediate way to do it, this is a great way to kind of think outside of the box and kind of problem solve a way to be able to get the data.
Another thing that came to mind for me, whenever you were talking about a solution like this is if you’re an in-house marketer and you create these reporting dashboards and you share them with people outside of your organization, especially people you don’t have a BAA with, this is just another level of [00:06:00] safety to make sure there isn’t any data accidentally being put into those dashboards that you shouldn’t be sharing with third parties.
Suzie: It’s a great clean data source to keep things entirely separate so that you have, if you need to, you can go into CallRail and you could even match that call ID and see those granular details on each one if you need it. But if you want to report and not worry about any of that, it is ready to go. And if it doesn’t have anything sensitive.
So it’s great for reporting, whether it be for a presentation, like it’s something like SHSMD or whether it be to a larger internal team anything where you just wouldn’t want that sensitive data around.
Jenny: Oh, that’s awesome. So what are some watchouts? I know, for example, we were talking through, like, you shouldn’t just go and set this up on your, like, personal Google workspace. So if somebody’s going to pursue the creativity of a solution like this, what should they look out for?
Suzie: Well, the first thing is that we have two BAAs with Google here at Hedy & Hopp. We have one for Google Cloud platform and we have one for our workspace instance, which means that all of [00:07:00] our Google apps for workspace for business are all covered by their BAA.
So this was done on my, on the Hedy & Hopp accounts and not on a personal Google. You can never get a BAA with a personal Gmail account. So you want to make sure that you’re doing this in a secure environment. Anytime you’re dealing with an API, you’re also probably going to have an account number and API key.
And you’re going to want to make sure that you take care of those by using Google’s secrets manager to properly hide those variables. They’re not just exposed and flying out there because that’s kind of just leaving the key to your house in the lock. And then finally, you just want to be really careful about the fields that you pull because you just want to make sure that you’re referring to that documentation and lining it up and making sure that you really are creating what you think you’re creating and that everything that you want to make sure that you’re not just relying on what you think a field name might be.
So those are really my big watch ads for keeping these compliance safe and useful.
Jenny: I love it, Susie. Thank you [00:08:00] so much. And for our listeners, I hope this had you look at the opportunities for data integration to dashboards in a slightly different, perhaps more creative light. I know this is a pretty technical topic to talk about on our podcast, but I like throwing those in every once in a while to kind of encourage some technical thinking and brainstorming, especially because I know based off my conversations over the last few weeks, so many organizations are still focusing on building appropriate reporting dashboards and incorporating as many data sources as possible to have them be holistic.
So hopefully this episode was useful. Please know that if you have specific questions about platform compliance, or even opportunities for what a dashboard could look like please reach out to us. We love talking about this stuff and we’d be happy to hop on a call and talk with you and even brainstorm about specific platforms or tools you’re trying to integrate and see if we can help you problem-solve. So, thank you so much for joining us on today’s episode, Suzie.
And thank you listeners for tuning in. [00:09:00] We will see you on a future episode of We Are, Marketing Happy. Cheers.
