Automate Your Referrals

Owned by Riya Bansal (Unlicensed)
May 23, 2024
2 min read

Why is it useful

  • As a user, it is beneficial for you to have a complete record of which contact referred another contact to the project.

  • Earlier recording a referral was done manually, but now with this functionality, your record of referrals will be done automatically, so you can now focus on more important things.

How it works

  1. Select Create in the top menu

  2. Select Automation.

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  1. You arrive on the Create Automation page.

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  1. Select which project this Automation should operate across.

  1. In the Automation Criteria section: Select the conditions that need to be met to trigger the alert - you have to select from Relationships fields.

    1. Make sure you have created a relationship category before creating the automation.

b. Here, you will find three options, IF, IS, and THIS fill this necessary condition to create the automation.

 

  1. In the Automation actions, select the tab 'Record Referral'. You can choose the relevant relationship title as the referrer from the relationship category that you created (shown with a red arrow). You also have an option to choose if there are several contacts who have a matching relationship which has 3 radio buttons (shown with a purple arrow).

 

  1. Once you enter all the necessary details, press Save.

  2. You arrive on the Manage Automations page.

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