Referral Groups Member QuickStart Guide

TOPICS COVERED

1. Concepts and Navigation

2. Create your profile

3. Review your groups

4. Invite your referral partners

5. eRefer a member

6. Manage your referrals

Concepts and Navigation.

WHAT IS EREFER.ME? Overview

REFERRAL GROUPS

Local Referral Group

My Black Book

Global Industry Network

Overview

• You invite and connect with your

referral partners through a group.

• All referrals must be sent through

a group.

• You get a default “My Black Book”

referral group when you join.

• You can belong to many referral

groups.

• You may be connected to the

same member in multiple groups.

How they are used in eRefer.Me

1. Main Menu > 2. Section Menu > 3. Tab Menu

SITE NAVIGATION

3. Tab

1. Main Menu

2. Section Menu

Shortcuts

Floating tab “Suggestions” on the right hand side of the screen

HELP US IMPROVE

Issues and Feedback

Create your profile.

Main Menu: Profile > Edit Profile

COPY YOUR LINKEDIN PROFILE (OPTIONAL)

© eRefer - All Rights Reserved.

1. Select the Section to update

Click and follow the directions

Main Menu: Profile > Edit Profile

CREATE/EDIT YOUR PROFILE

2. Complete Fields you want to display

© eRefer - All Rights Reserved.

1. Select the Section to update

Manage your groups.

Main Menu: Groups > My Groups ACCESS YOUR GROUPS

Referral Group

Member’s Private Group

Type of Group

Your hidden list of referral partners.

MY BLACK BOOK - HIDDEN GROUP

Not open for the public. By Invitation Only. Members Only.

MARION COUNTY REFERRAL NETWORK – PRIVATE GROUP

Activity Feed

Send a Referral

Look at Referrals and Reports

Invite your referral partners.

You can send a referral from the Main Menu or the Section Menu

INVITE YOUR REFERRAL CONTACTS (OPTIONAL)

Option 1. Copy and Paste email addresses

Option 2. Select from your address Book

Click on your address book program and select your contacts from your

address book.

OPTION 2: INVITE YOUR REFERRAL CONTACTS

You may need to grant temporary access to Cloudsponge, which is the

service we use for address book integration.

INVITE YOUR REFERRAL CONTACTS

eRefer a member.

You can send a referral from the Main Menu or the Section Menu

EREFER A MEMBER

Send a Referral

Select the member from the group

REFERRAL FORM

© eRefer - All Rights Reserved.

Referral Partners

Listed by Group

Referral form fields to know

REFERRAL FORM - CONTINUED

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Subject Line of your eReferral

Details/Body of your eRefferral

Lead Contact info

Referral form fields to know

REFERRAL FORM - CONTINUED

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Sends the referral lead an email with a link to the public profile page of your referral partner.

Used for reporting. and informs your Referral partner of timing and size Of the opportunity.

Enter past referrals and set current status .

Referral Sent Notification and Next Steps

REFERRAL FORM - CONTINUED

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Manage your referrals.

Two ways to access your referrals:

REFERRAL LIST OR DASHBOARD

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1. Dashboards 2. Lists

Note: Dashboards allow you to quickly drill down to lists by status or referral partner.

SUM( GROUP REFERRALS ) = MY REFERRALS Referrals must be associated with a group

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Local Referral Group

My Black Book

Global Industry Network

My Referrals

+

+

=

My Dashboard

Main menu: Analytics > Your Choice ACCESS REPORTS AND ANALYTICS

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Access Lists and Reports

Main menu: Group > Group Analytics 1. DASHBOARD FEATURES AND NAVIGATION

Share link withpublic

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Clickable Drill-down By status

See who’s closing business

Click to sort by column headers

Total Rev. by member and group

Click Drill-down to member’s referrals

Click on the Dashboard links to drill down to the List of Referrals by status or

by member.

2. LIST OF GROUP REFERRALS

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Click to sort by name, date, status, etc.

Counts and revenue totals

Update Referrals and Add Notes – Send Updates to All

UPDATE REFERRAL DETAILS AND NOTES

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Sending and Receiving members can edit and add notes

Sending and receiving members can view notes

Update Referrals and Add Notes – Send Updates

ADD A NOTE

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Send an automated update

Questions and Next Steps

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