eReferrals allow you to provide your member's information to consumers when they ask for it. At the same time, you can send that consumer's information to your members giving them a lead. Every eReferral entered via the StaffApp is recorded allowing you to show your members the value that you are giving them. Each referral means you are pointing customers to their business.
- Click Referrals in the left-hand navigation panel.
-
- Click the plus icon in the To line to select which members you wish to send the referral to. You may select by Member, Rep, or Category.
-
- Select desired recipients, and click Done. NOTE: After making your recipient selection(s), you can click View Recipients to view the list of recipients, and deselect any recipients you do not wish to include.
-
- Enter the Name of the potential customer.
- Enter the Email of the potential customer.
- Enter the Phone number of the potential customer.
- Select the Contact Preference. This will default to email. Click the > icon to change the contact preference.
- Message: The default message you have configured in your database is displayed. Click on the message to add further details about the referral.
- Click Send. The referral will be sent to the desired recipients and logged on the member's communication tab.