Getting Started with Pivotal

Welcome to Pivotal! This guide will walk you through setting up your account and launching your first Google Ads campaign.

1

Create Your Account

Sign up and verify your email address

If you haven't already, create your Pivotal account by signing up with your email address. You'll receive a verification email - click the link to confirm your account.

What you'll need:

  • Valid email address
  • Strong password
  • Your facility name
2

Complete Facility Information

Provide comprehensive information about your treatment center

The onboarding wizard will guide you through entering your facility information. This data is used to create targeted, relevant ads that accurately represent your services. Our admin team will use this information to set up your dedicated Google Ads account.

Basic Information:

  • Facility name, address, phone number, and website
  • Operating hours and admission availability
  • License numbers and accreditations (LegitScript, JCAHO)

Services & Treatment Programs:

  • Levels of care you provide (detox, residential, outpatient, etc.)
  • Specialized programs (MAT, dual diagnosis, adolescent treatment)
  • Client demographics and restrictions
  • Amenities and facility features

Insurance & Payment:

  • Insurance types accepted
  • Medicare/Medicaid acceptance
  • Payment methods and financing options
  • Scholarship availability
Pro Tip: Be as detailed and accurate as possible. Better information leads to better ads and more qualified leads.
3

Set Your Advertising Budget

Determine how much you want to spend on Google Ads daily

Choose a daily budget that aligns with your marketing goals. Pivotal automatically distributes this budget across your campaigns for optimal performance.

Budget Guidelines:

  • Minimum: $100/day - Enough to test campaigns and generate initial data
  • Recommended: $300-500/day - Provides good volume and faster optimization
  • Aggressive: $1,000+/day - Maximum visibility and lead generation
Pro Tip: You can adjust your budget at any time through Settings. Changes take effect within 30 minutes.
4

Configure Geographic Targeting

Choose which locations you want to reach with your ads

Select the geographic areas where you want your ads to appear. You can target by states, cities, ZIP codes, or radius around your facility.

Targeting Options:

  • State-level: Target entire states (e.g., California, Texas)
  • City-level: Target specific cities or metropolitan areas
  • ZIP codes: Target specific ZIP codes for precision
  • Radius: Target within X miles of your facility
Pro Tip: Start with a broader targeting area and narrow down based on performance data. You can always adjust your targeting later.
5

Review and Submit

Finalize your setup and let our team create your campaigns

Once you've completed all the steps, review your information and submit your setup. Our admin team will:

  • Create a dedicated Google Ads account for your facility
  • Set up optimized campaign structures (P1, P2, and Performance Max campaigns)
  • Configure shared budgets across your campaigns
  • Apply your geographic targeting preferences
  • Configure ads with your facility information
  • Begin automatic optimization and monitoring
What happens next: Your campaigns typically go live within 24-48 hours after our team completes setup and Google Ads reviews them. You'll start seeing impressions and clicks shortly after launch.
6

Monitor and Optimize

Track your campaign performance and make data-driven decisions

After your campaigns launch, regularly check your performance metrics and make adjustments as needed through Pivotal's dashboard.

Key Areas to Monitor:

  • Analytics Dashboard: View impressions, clicks, conversions, and costs
  • Leads: Track form submissions and contact requests from your ads
  • Call Log: Monitor phone calls generated by your campaigns (if CTM is connected)
  • Budget Pacing: Ensure your daily spend aligns with your goals

Optimization Tips:

  • Give campaigns at least 2-4 weeks to gather sufficient performance data
  • Review performance weekly and make small, incremental adjustments
  • Test different landing pages to improve conversion rates
  • Adjust geographic targeting based on lead quality and conversion rates
  • Update your facility information in Settings when services or pricing change
Next Steps
Continue learning and optimizing

Now that you've completed the basics, explore these advanced features:

  • Create custom landing pages with our landing page builder
  • Set up CallTrackingMetrics integration to track phone calls
  • Invite team members to collaborate on campaign management
  • Configure custom operating hours and admission schedules

Need Help?

If you have questions or need assistance at any point, our support team is ready to help.