Referral Suite

The Referral Center serves as a comprehensive platform for optimizing professional connections, exclusively available to Pro and Enterprise professionals. By leveraging meticulously crafted email templates, logged-in users can effortlessly request referrals, significantly enhancing their prospects of receiving high-quality recommendations from partners, customers, and friends.

The Referral Center offers a centralized platform to efficiently manage all inbound referrals and outbound referral requests. Users can easily track referral requests, monitor referred professionals, manage received referrals, and stay informed about any leads generated from the platform.

Requesting Referrals

The Referral Request feature simplifies the process of seeking professional and word-of-mouth recommendations, offering a straightforward means of requesting referrals through customizable email templates.

How do I request a referral?

1. On the Referrals page, click the Request a Referral button.

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2. Add recipients manually or upload a CSV file*.

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3. Customize the subject line and message templates, as desired.

4. Click Send to request referrals.

Manage the Referrals You Requested

Professionals can manage referral requests efficiently by utilizing the options available in the action () menu. If follow-up communication is required, they can opt to resend the referral request or follow up. Alternatively, if the request is no longer relevant or needed, they have the option to archive it, streamlining their referral management process effectively.

Actions can be taken on several requests at the same time by ticking the checkbox to the left of each request and then using the action menu in the top right corner to resend or archive.

Managing Referrals You Receive

The Referrals Received page offers a comprehensive overview of all referrals (leads) received by the professional. The table can be filtered or searched for specific leads by clicking the filter icon in the top right-hand corner.

Within the table, professionals can access key information such as the lead's details, including their name and email address, along with their location if provided by the referrer. Additionally, the page displays the details of the referrer, encompassing their name and email address. Also in the table, professionals can track the number of follow-up attempts made, along with the date of the latest follow-up, ensuring effective communication and timely follow-ups to nurture leads.

Professionals can take action on leads by utilizing the Follow-up option, enabling them to send a personalized message to the lead, building on the initial connection made by their mutual contact.

Additionally, if a referral is no longer relevant, it can be archived from the list, streamlining the management of received referrals. To take action on several leads at one time, tick the checkboxes to the left of the lead, then use the Action icon () to follow up or archive the transactions.

Giving Referrals

In addition to receiving and requesting referrals, users can also refer professionals within their network, facilitating reciprocal networking opportunities—tracking given referrals within the referrals suite.

How do I send a referral to a professional on Experience.com?

To refer someone within your network to a professional on Experience.com, whether it's a preferred partner or a teammate, follow these simple steps:

1. Search and/or Navigate to the profile of the professional you wish to refer on Experience.com.

   1. If you have located the professional in the search results, click the blue Refer button on the right side of their profile card.

2. Click Add Recipients Manually and enter the requested information. Add any additional recipients.

3. Customize the email subject line and body text to be sent to your contact. They’ll receive an email with this professional’s profile and reviews attached.

4. Complete the reCAPTCHA verification and click Send.

By following these steps, you can easily connect individuals within your network to other professionals on Experience.com, sharing their profiles and facilitating meaningful connections and collaborations.

View the Referrals You Gave

On the Referrals Given page, professionals have access to a list of individuals to whom they have sent referrals. This list includes essential details such as the name of the referred professional, the date of the referral, and the contact information of the person referred.

Using the action menu represented by an ellipsis icon (), professionals can perform the following actions:

1. Resend Referral: If needed, professionals can resend previous referrals they've given. This option allows them to reinitiate the referral process for a specific individual, editing and updating the referral email as desired.

2. Archive Referral: Professionals can choose to archive a referral if it's no longer relevant or needed. Archiving the referral removes it from the active list, keeping the Referrals Given page organized and focused on current referrals.

Reporting on Referrals

Professionals have the capability to generate reports that communicate referral activity through the Reports page. These reports provides insights into various aspects of referral activity, including:

• Referrals Given,

• Referrals Received, and

• Referrals Requested.

To access this functionality, users first select the desired report type based on their specific requirements.

Once the report type is chosen, specify a date range to tailor the report to the preferred timeframe. After configuring these parameters, export the report.

When it is finished generating, it will appear on the right side of the page in the Activity Feed. Click Download Report to efficiently manage and analyze referral data, facilitating informed decision-making and strategic networking efforts.