Adding Targets and Competitors to Market Navigator

Adding Targets and Competitors to Market Navigator

Before using the Market Navigator map, you will need to set up targets and competitors. These are entered through two setup buttons located in the marketing folder, above the Market Navigator report.

Competitors

What are Competitors?

Competitors are other facilities in your area with whom you compete for residents. For clients who use SNF Metrics Referral Tracker, competitors are identified automatically -  when a referral is recorded as lost to another facility, that facility appears as a competitor. No manual setup is needed.

For clients who do not use Referral Tracker, competitors must be added manually through the Competitors setup page.

How to Add Competitors

  1. Open the Competitors page from the button above the Marketing Navigator.
  2. For each facility, search and select competing facilities from the list. The list is sourced from the CMS (Centers for Medicare & Medicaid Services) provider database.
  3. Add as many competitors as needed. These will appear as pins on the map.
Info
For SNF Metrics Referral Tracker customers, only competitors with more than 5 total lost referrals are displayed on the map, to avoid clutter.

Targets

What are Targets?

Targets are any locations or organizations your facility markets to — hospitals, community centers, pharmacies, doctor's offices, religious centers, and more. Logging targets and their interactions allows you to track your marketing investment and see it reflected on the map alongside your admissions data.

How to Add a Target

  1. Open the Targets page from the button above the Marketing Navigator.
  2. Click Add Target.
  3. Enter the target name and address. Use the address autocomplete to ensure the address is captured correctly — the pin location on the map depends on this.
  4. Enter the contact name and phone number.
  5. Select the related facilities. These are the facilities focused on this target. If a target is relevant to multiple facilities, select all that apply — dollar amounts entered on interactions will be split evenly across the selected facilities.
  6. Add any relevant notes.
  7. Set a status.
Info
Clients who maintain target lists in spreadsheets can request an initial bulk import. Contact SNF Metrics to arrange an upload.

Target Statuses

  1. Prospecting: Initial evaluation; minimal contact made.
  2. New: Active outreach; relationship is new.
  3. Established: Existing relationship; primarily in maintenance mode.
  4. Limited ROI: Target has been tried but is not producing results; reduced investment.

What are Interactions?

An interaction is any marketing activity performed at a target — a lunch, an event, a flyer drop-off, a presentation, or any other outreach. Logging interactions allows the map and charts to show how much marketing activity has been done and how much was spent, so you can evaluate the return on your efforts.

How to Log an Interaction

  1. Go to the Targets page and find the target in the list. You can search by name, ZIP code, or target type.
  2. Click Add Interaction.
  3. Enter the interaction date.
  4. Optionally enter a dollar amount spent. If the target is linked to multiple facilities, the total is split evenly across them.
  5. Click Save.
Info
The Interaction Date filter on the map controls which interactions are shown on the side cards and tooltips. It does not remove targets from the map — targets always remain pinned regardless of the interaction date filter.

Editing or Deleting a Target

To edit a target, find it in the target list and click into it to update any fields. To delete a target, open the target and use the delete option. Deleting a target will also remove it from the map.

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