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.

1. Referral Groups Member QuickStart Guide

2. 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

3. Concepts and Navigation.

4. WHAT IS EREFER.ME?
Overview

5. REFERRAL GROUPS
How they are used in eRefer.Me
Overview
• You invite and connect with your
Local Global referral partners through a group.
Referral Industry • All referrals must be sent through
a group.
Group Network • You get a default “My Black Book”
My referral group when you join.
• You can belong to many referral
Black groups.
Book • You may be connected to the
same member in multiple groups.

6. SITE NAVIGATION
1. Main Menu > 2. Section Menu > 3. Tab Menu
1. Main Menu
Shortcuts
3. Tab
2. Section Menu

7. HELP US IMPROVE
Floating tab “Suggestions” on the right hand side of the screen
Issues and Feedback

8. Create your profile.

9. COPY YOUR LINKEDIN PROFILE (OPTIONAL)
Main Menu: Profile > Edit Profile
Click and follow the
directions
1. Select the
Section to update
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10. CREATE/EDIT YOUR PROFILE
Main Menu: Profile > Edit Profile
1. Select the
Section to update
2. Complete Fields
you want to display
© eRefer - All Rights Reserved.

11. Manage your groups.

12. ACCESS YOUR GROUPS
Main Menu: Groups > My Groups
Type of Group
Referral Group
Member’s Private
Group

13. MY BLACK BOOK - HIDDEN GROUP
Your hidden list of referral partners.

14. MARION COUNTY REFERRAL NETWORK – PRIVATE GROUP
Not open for the public. By Invitation Only. Members Only.
Send a Referral
Activity Feed
Look at Referrals
and Reports

15. Invite your referral partners.

16. INVITE YOUR REFERRAL CONTACTS (OPTIONAL)
You can send a referral from the Main Menu or the Section Menu
Option 1. Copy and
Paste email addresses
Option 2. Select from
your address Book

17. OPTION 2: INVITE YOUR REFERRAL CONTACTS
Click on your address book program and select your contacts from your
address book.

18. INVITE YOUR REFERRAL CONTACTS
You may need to grant temporary access to Cloudsponge, which is the
service we use for address book integration.

19. eRefer a member.

20. EREFER A MEMBER
You can send a referral from the Main Menu or the Section Menu
Send a Referral

21. REFERRAL FORM
Select the member from the group
Referral Partners
Listed by Group
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22. REFERRAL FORM - CONTINUED
Referral form fields to know
Lead Contact info
Subject Line of your eReferral
Details/Body of your eRefferral
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23. REFERRAL FORM - CONTINUED
Referral form fields to know
Enter past
referrals
and set Used for reporting. and informs your
current Referral partner of timing and size
status . Of the opportunity.
Sends the referral lead an email
with a link to the public profile
page of your referral partner.
© eRefer - All Rights Reserved.

24. REFERRAL FORM - CONTINUED
Referral Sent Notification and Next Steps
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25. Manage your referrals.

26. REFERRAL LIST OR DASHBOARD
Two ways to access your referrals:
1. Dashboards 2. Lists
Note: Dashboards allow you to quickly drill down to lists by status or referral partner.
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27. SUM( GROUP REFERRALS ) = MY REFERRALS
Referrals must be associated with a group
My Black Book
My Dashboard
+
Local Referral Group
My Referrals
=
+
Global Industry Network
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28. ACCESS REPORTS AND ANALYTICS
Main menu: Analytics > Your Choice
Access Lists and
Reports
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29. 1. DASHBOARD FEATURES AND NAVIGATION
Main menu: Group > Group Analytics
Clickable
Share link
Drill-down
withpublic
By status
See who’s closing
Click to sort by
business
column headers
Click Drill-down to Total Rev. by
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member’s referrals member and group

30. 2. LIST OF GROUP REFERRALS
Click on the Dashboard links to drill down to the List of Referrals by status or
by member.
Click to sort by name,
date, status, etc.
© eRefer - All Rights Reserved. Counts and revenue
totals

31. UPDATE REFERRAL DETAILS AND NOTES
Update Referrals and Add Notes – Send Updates to All
Sending and Receiving
members can edit and
add notes
Sending and receiving
members can view notes
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32. ADD A NOTE
Update Referrals and Add Notes – Send Updates
Send an automated update
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33. Questions and
Next Steps
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