Setup your referral agencies

Owned by Matt Kepple
Sept 18, 2023
2 min read

You can use Makerble to store the contact details of your referral agencies and record the details of the referrals they made, i.e.

  • who - the people they referred

  • when - the date they made the referral

  • where - the project of yours they referred someone to

Part 1 - create two Contact Forms to store referrers' details

Form for Referral Agencies

  1. Create a new Contact Form - make sure the type is set to Organisation

  2. Call this form something like Referral Agencies

  3. Add these system-fields to your form (these are fields automatically generated by Makerble)

    1. Upload picture (you can use this to store their logo)

    2. Address

  4. Add these fields:- (if you don’t already have them in your organisation’s library, you can create them)

    1. Email address

    2. Telephone number

  5. If there are other fields you want to add, add them too

Form for staff at the Referral Agencies

  1. Create a new Contact Form - make sure the type is set to Person

  2. Call this form something like Referral Staff

  3. Add these fields:- (if you don’t already have them in your organisation’s library, you can create them)

    1. Email address

    2. Mobile Number number

  4. If there are other fields you want to add, add them too

Part 2 - create a project for Referrers

  1. Create a new project

  2. Call it Referral Partners

  3. On the Project Preferences page, in the Forms to use when creating contacts AND the Forms to use when editing contacts, add the two forms you have just created

  4. Scroll to the bottom and press Save

Part 3 - create a Relationship Type

You can connect the referral staff to the Referral Agency they work for

  1. Create a new Relationship Type called Employer & Employee

Part 4 - start adding details of your referral agencies and their staff

  • Now you can create a contact record for the agencies and each member of staff that refers to you

  • Simply click Create in the top menu, select Contact and in the Choose a Project dropdown list, select Referral Partners then choose which form you want to use depending on whether its a person or agency you are storing

Now you are ready to start recording referrals