EReferrals

What is an eReferral?

The eReferral was designed to accomplish two tasks with a single entry - - getting desired member information to a consumer while letting the member know that they’ve been referred.

Pertinent consumer information is entered and then the eReferral tool is used to generate an email message or printout that includes the selected member(s) contact information in referral format.

You can then choose to pass along the consumer's information to the members you referred. Through a separate email message, your member(s) are informed that their business information was passed on to an interested consumer. In turn the consumer's information is provided to your members so they can, if they so choose, provide additional outreach to that consumer.

Take for example, a consumer that calls and asks for a list of restaurants in your area. You enter their contact information in the eReferral screen. After selecting the Restaurant category members as your designated recipients, you click one button to email the detailed restaurant list with addresses, phone numbers, and web site address to the consumer. Then you click one additional button to send an email to the restaurant members with a message indicating that they have been referred. All these steps are handled under one screen.

If you don't want to send an email to your members that's no problem. You can still record that you referred a member to them so they can see or be shown the added benefit of their membership with your organization.

Sending an eReferral

1. Click the Add button at the top of your database.
2. Choose eReferral
3. Enter in as much or as little consumer information as desired.
4. Select the members you wish to refer.

   You can select by member name, business category, representative name or by group.

   • When selecting by member name or category you can filter by boolean (checkbox) type member custom fields using the advanced filters option.

   Check off and remove any records you wish to exclude by clicking Remove Selected Recipients

5. Click Preview final referral recipients list with options to print/email potential customer
6. Review the information and at the bottom you can print or email this list to the consumer.
7. In the Referral Recipient Options you can select the desired Lead Source (see EReferral Lead Source below)
8. Check or uncheck the option to Send email to Referral Recipients

   Checked will send an email using the options below to those being referred and will record it in the member's communication history.

   Unchecked will just record the eReferral in the member's communication history.

9. Adjust your Email From, Carbon Copy, Subject Line and your message with details about the consumer if desired.
10. Click Send and Record Referral or Record Referral