You can manage your Referral Partners using the Contacts App.

When you use the Referred By feature on Makerble you can:

• Record the Referral Partner Organisation and even the Individual at that Referral Partner Organisation who referred a contact to one of your projects (How to record the referrer)

• Report on the number of referrals you have received from Referral Partners (How to report referrals)

• Report on the number of referrals you have received from each individual Referral Partner

• Understanding which organisations and individuals are signposting clients to you

Setup steps

This guide covers the 3 stages of setup:

1. Create a Contact Form to store the details of the organisations that refer to you

2. Create a Contact Form to store the details of the individuals within those organisations (or indeed individuals who work independently) who refer to you

3. Create a project to storing the organisations and individuals that refer to you. (This could be the same project that you use to store your Signposting Partners)

Stage 1. Create a Contact Form to store the details of organisations that refer to you

• Create a Contact Form that you can use to store details of your Referral Partner Organisations

  • For simplicity you could call it “Referral Partner - Organisation”

• Consider adding the following fields:

  • Address/Location - so you can plot them on a map (this is a default field that is auto-generated by Makerble)

  • Profile Picture - so you can upload their logo (this is a default field that is auto-generated by Makerble)

• Set the Contact Type as Organisation, not Person

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Stage 2. Create a Contact Form to store the details of individuals that refer to you

• Create a Contact Form that you can use to store details of your Referral Partner Individuals

  • For simplicity you could call it “Referral Partner - Individual”

• Consider creating or adding the following fields:

  • Email Address

  • Landline Telephone Number

  • Mobile Number

• Set the Contact Type as Person

Stage 3. Create a project to store your partners

• Create a separate project for your partners - it could include both your Signposting Partners and your Referral Partners.

  • Click Create in the top menu and select Project.

  • Call the project “Partners” and press Save. (Alternatively you might want to call the project “Stakeholders”)

  • Add the two Contact Forms you created (the one for organisations and the one for individuals) to the Partners project using the steps outlined here Add a contact form and states to a projectarchived

Related articles

• Organise your Signposting Partners