inSITE Performance Checklist

inSITE Settings

Ensuring these actions are taken will increase the search ranking of your inSITE store, increase patient compliance and order frequency, and create a consistent experience across your practice’s website and inSITE store. Instructions on how to log into your inSITE store as an admin can be found here.

“About Us” section enabled and completed
Subscribe & Save enabled
Company logo and practitioner photo uploaded
This Visual Setup Guide provides further instructions and specifications regarding these images and settings

Google Business Profile

A Google Business Profile will make your practice visible on searches for your business type. A robust, accurate profile will help your website rank higher and drive more traffic to it.

If you haven’t already, set up a Google Business Profile. Relevant: Google My Business: A Guide to Google Business Profile
Encourage Google reviews
Upload photos of office to Google Business Profile

Social Media

Posting consistent educational content builds credibility and increases the likelihood of potential new patients finding your practice. Promoting your inSITE store on these channels is an easy way to drive traffic there once a following is established.

If using Linktree in your Instagram bio, include a link to your inSITE store
Promote inSITE store via link alongside educational content in social media posts
Post relevant, timely content on a consistent schedule to increase following
Use as many channels as possible that you can consistently update: Facebook, Instagram, X, YouTube, TikTok

Email Marketing

Building an email list and sending consistent, relevant, and educational content along with a link to your inSITE store or specific product can drive traffic and sales.

Capture emails from EMR software, appointment setting software, and/or your website to build an email list
Use Mailchimp or similar email marketing platform to send marketing emails regularly. Relevant: Getting Started with Mailchimp
Include links to your inSITE store or specific products to drive traffic alongside relevant, educational content

Main Website

These changes will help to increase the ranking of your practice’s website on Google and facilitate the navigation to your inSITE store.

Include a link to your inSITE store on your main website. Here are how-to guides on how to add links for the most popular website builder platforms:
Decrease the number of clicks necessary to get from your website’s homepage to the inSITE store
Include accurate business name, address, and phone number that matches your Google Business Profile listing and inSITE store

Leverage In-Office Traffic

Pulling your current patients and in-office traffic into your digital ecosystem builds loyalty and credibility and makes your practice more likely to be found by potential new clients.

Include postcard with QR code pointing to inSITE store with any in-office purchases, facilitating reordering and patient compliance
- Canva QR Code Generator
- Vistaprint or similar businesses allow you to create custom postcards and other printed material
Promote Google reviews and inSITE store on in-office displays (QR codes can also be used here)
Promote your social media and email list