referral groups - member quick start guide
DESCRIPTION
Getting Started with your eRefer.Me Referral Group. Covers how to create your networking profile page, access your groups, review group metrics and send eReferrals. Create your referral networking profile, manage your groups, eRefer your referral partners, track your referrals and analyze your referral business.TRANSCRIPT
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Referral Groups Member QuickStart Guide
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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
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Concepts and Navigation.
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WHAT IS EREFER.ME? Overview
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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
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1. Main Menu > 2. Section Menu > 3. Tab Menu
SITE NAVIGATION
3. Tab
1. Main Menu
2. Section Menu
Shortcuts
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Floating tab “Suggestions” on the right hand side of the screen
HELP US IMPROVE
Issues and Feedback
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Create your profile.
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Main Menu: Profile > Edit Profile
COPY YOUR LINKEDIN PROFILE (OPTIONAL)
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1. Select the Section to update
Click and follow the directions
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Main Menu: Profile > Edit Profile
CREATE/EDIT YOUR PROFILE
2. Complete Fields you want to display
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1. Select the Section to update
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Manage your groups.
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Main Menu: Groups > My Groups ACCESS YOUR GROUPS
Referral Group
Member’s Private Group
Type of Group
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Your hidden list of referral partners.
MY BLACK BOOK - HIDDEN GROUP
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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
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Invite your referral partners.
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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
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Click on your address book program and select your contacts from your
address book.
OPTION 2: INVITE YOUR REFERRAL CONTACTS
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You may need to grant temporary access to Cloudsponge, which is the
service we use for address book integration.
INVITE YOUR REFERRAL CONTACTS
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eRefer a member.
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You can send a referral from the Main Menu or the Section Menu
EREFER A MEMBER
Send a Referral
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Select the member from the group
REFERRAL FORM
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Referral Partners
Listed by Group
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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
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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 .
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Referral Sent Notification and Next Steps
REFERRAL FORM - CONTINUED
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Manage your referrals.
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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.
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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
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Main menu: Analytics > Your Choice ACCESS REPORTS AND ANALYTICS
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Access Lists and Reports
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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
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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
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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
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Update Referrals and Add Notes – Send Updates
ADD A NOTE
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Send an automated update
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Questions and Next Steps
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