Organise your Referral Partners using the Contacts App
- Matt Kepple
You can manage your Referral Partners using the Contacts App.
Terminology
Referrals on Makerble are inbound - i.e. recording the sources from which contacts are added to your organisation and its projects
Signposting on Makerble is outbound - i.e. recording the destinations to which you send your contacts
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:
Create a Contact Form to store the details of the organisations that refer to you
Create a Contact Form to store the details of the individuals within those organisations (or indeed individuals who work independently) who refer to you
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
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