Turn relationship records into referral records, using Automations on Makerble

• There are three ways to record a referral on Makerble (i.e. designating one contact as being the referrer of another contact)

  • Manually by a colleague, once a contact is in your CRM - Record who a referral came from

  • Automatically while a signup page is being filled in - Create a multi-person Signup Page

  • Automatically, whenever particular conditions are met - using an automation as explained in this article

When you might want to use this

• If you import related contacts via a spreadsheet and need to categorise one column of contacts as referrers of another column of contacts

Step by step instructions

1. Select Create in the top menu

2. Select Automation.

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3. You arrive on the Create Automation page.

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4. Select which project this Automation should operate across.

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5. 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.

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

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6. 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).

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

8. You arrive on the Manage Automations page.

Related Links:

• Record a referral

• Turn on referral tracking

• Automations