The document describes an IPM referral rewards program that allows members to earn credits for referring colleagues. The program includes a membership card, thumb drive, and program description card provided in a metal packaging kit. Members can log into an online portal to refer contacts, track referrals and credits earned, and redeem credits for rewards like iPhones or cash equivalents. The portal also allows administrators to manage referred contacts, sales representatives, prizes, and users.

1. IPM Referral Rewards Program

2. IPM Referral Rewards Kit
Program Description Card
IPM Membership Card
(IPM Referral Rewards Card)
IPM Thumb Drive
Designed Metal Packaging
Program Description Card – Describes the Kit contents and how to earn rewards through referrals
IPM Branded Membership Card – includes user PIN
IPM Branded Thumb Drive – Launches Referral Portal (may include PIN preprogrammed)

3. Logo
My Account | Log Out
Refer Colleagues Earn Credits Cash In!
Icon/Image Icon/Image Icon/Image
Email
Password
Sign In
Forgot Password | Request Membership
Note: “Request Membersh
is a link to
mailto:tf@entermarketing.c

4. Logo
My Account | Log Out
You May Know
Your Submissions
Ram Reddy Refer | X
Name Credits Director of IT at First Bank
John Smith 50 View Details
Tim Johnson Pending View Details
Total Credits 50
Total Unused 50 Use Credits
New Referral

5. Logo
My Account | Log Out
New Referral
Contact Information (50 Credits)
Name
Important Note: Your
Title submission will be confirmed for
accuracy by IPM. Once the
Required:
Company elements of your submission are
confirmed, IPM will add the
•Name
Address
corresponding credits to your
referral rewards account. You
•Title
Address 2
can check the status of your
referrals on your account home •Company
page by selecting “view details”
City next to each contact •Phone
State Zip
•Email
Phone
Email
Introductions (25 Credits Each)
I have spoken to contact and mentioned would be in touch
(IRep Name)
I have sent contact an email introduction and CC’d
(IRep Name)
Contact Needs (25 Credits))
Please indicate in the space below, what the nature of the contacts IT challenges are and how
you feel he/she can utilize our services.
Submit Referral

6. Logo
My Account | Log Out
View Details Total Contact Value
50
Contact Information
John Smith
Title Credits
Company
Address 1
Address 2
City, State, Zip
Phone
Email
Status: Confirmed
Note:
Introductions
Can also include the following
I have spoken to contact and mentioned [Rep Name] would be in touch
to lead credit value:
Yes
Personal Meeting: 150
Status: Pending
Opportunity: 300
Closed Sale: 1,000 I have sent contact and email introduction and cc’d [Rep Name]
Yes
Status: Pending
Contact Needs
Blah blah blah
Status: Pending
<< Back to Dashboard

7. Logo
My Account | Log Out
Refer Contact
to: [Contact Email Address] Change
cc: [Rep Email Address]
This will send an email to that person
Message
email will have a vCard attachment wi
Sales Rep’s contact information.
More information about vCards:
http://en.wikipedia.org/wiki/VCard
It will be generated by the server
When someone uses this form to ref
contact, the contact becames a “Refer
Send the database. The following are mark
“TRUE”:
•Contact information is valid

8. Logo
My Account | Log Out
Rewards
Gifts
Note:
Could also have a “Credits for Item: iPhone Item: iPhone Item: iPhone
Cash” option where 2 credits Credits: 500 Credits: 500 Credits: 500
equals $1 – “cash” awarded in
$25 increments as VISA gift
cards IT Consulting
You can also use your credits towards IPM’s IT consulting Services. Submit your project
description below and IPM will prepare a quote. Simply discount your quoted fee by your
number of credits earned. One credit = one dollar
Your project description:
Submit

9. Logo
My Account | Log Out
My Account Required:
Name •Name
Title •Title
Company •Company
Address •Phone
Address 2 •Email
City
State Zip
Phone
Login information:
Email
Change your password:
Password
Confirm
Save Changes

10. ADMIN SECTION
Used by IPM representatives to manage their clients.

11. Email
Password
Sign In

12. Your Clients
Your Clients
Your Referrals
You have 5
new referrals. 1 user redeemed their
See them >> points. See them >>
Prizes to Redeem
Name Company Email Referrals Points
Martha Washington Yahoo martha@yahoo.com 4 2000 Suggest a Referral
George Washington Google george@google.com 3 1000 Suggest a Referral
Abraham Lincoln Microsoft abraham@microsoft.com 2 50 Suggest a Referral
Theodore Roosevelt AOL theodore@aol.com 1 25 Suggest a Referral
John Adams Time Warner john@timewarner.com 0 0 Suggest a Referral
Martha Washington Yahoo martha@yahoo.com 0 0 Suggest a Referral
George Washington Google george@google.com 0 0 Suggest a Referral
Abraham Lincoln Microsoft abraham@microsoft.com 0 0 Suggest a Referral
Theodore Roosevelt AOL theodore@aol.com 0 0 Suggest a Referral
John Adams Time Warner john@timewarner.com 0 0 Suggest a Referral
Martha Washington Yahoo martha@yahoo.com 0 0 Suggest a Referral
George Washington Google george@google.com 0 0 Suggest a Referral
Abraham Lincoln Microsoft abraham@microsoft.com 0 0 Suggest a Referral
Theodore Roosevelt AOL theodore@aol.com 0 0 Suggest a Referral
John Adams Time Warner john@timewarner.com 0 0 Suggest a Referral
Page: 1 | 2 | 3 | 4 | 5

13. Suggest a Referral
Your Clients Suggest a referral to Martha Washington of Yahoo:
Your Referrals
Contact Information
Prizes to Redeem Name
Title Required:
Company
•Name
Address
•Title
Address 2
•Company
City
Zip
•Email
State
Phone
Email
SUBMIT

14. Your Referrals
Your Clients Name Company Email
Your Referrals Martha Washington Yahoo martha@yahoo.com Edit
George Washington Google george@google.com Edit
Prizes to Redeem
Abraham Lincoln Microsoft abraham@microsoft.com Edit
Theodore Roosevelt AOL theodore@aol.com Edit
John Adams Time Warner john@timewarner.com Edit
Martha Washington Yahoo martha@yahoo.com Edit
George Washington Google george@google.com Edit
Abraham Lincoln Microsoft abraham@microsoft.com Edit
Theodore Roosevelt AOL theodore@aol.com Edit
John Adams Time Warner john@timewarner.com Edit
Martha Washington Yahoo martha@yahoo.com Edit
George Washington Google george@google.com Edit
Abraham Lincoln Microsoft abraham@microsoft.com Edit
Theodore Roosevelt AOL theodore@aol.com Edit
John Adams Time Warner john@timewarner.com Edit
Page: 1 | 2 | 3 | 4 | 5
Mark all selected:
Personal Meeting V
SAVE

15. Your Referrals – Bulk Changes
Your Clients
You added “Personal Meeting” points to clients who referred the following contacts:
• Martha Washington
Your Referrals • George Washington
• Abraham Lincoln
Prizes to Redeem
The following contacts had already been marked “Personal Meeting”:
• Theodore Roosevelt
<< Go Back

16. Your Referrals: John Smith
Your Clients Contact Information
John Smith
Your Referrals Title
Company
Prizes to Redeem Address 1
Address 2
City, State, Zip
Phone
Email
Contact Needs
Not provided.
Please confirm the following:
Contact information is valid.
User has spoken to the referral about IPM. Note: Checkbox only appears if the user
checked off the option when he submitted the
User has sent an introductory email to you and the referral. referral. (see slide 5).
Check the following:
Met with the contact.
Generated an opportunity with the contact.
Closed a sale with the contact.
Save Changes Exit Without Saving

17. Confirm Referral
Your Clients There are no more referrals to confirm. Return to “Your Clients.”
Your Referrals
Prizes to Redeem

18. Prizes to Redeem
Your Clients
Name Company Email Prize Phone
Your Referrals
Martha Washington Yahoo martha@yahoo.com iPhone 212-731-2033
Prizes to Redeem
George Washington Google george@google.com iPhone 212-731-2033
Abraham Lincoln Microsoft abraham@microsoft.com IPM credit 212-731-2033
Theodore Roosevelt AOL theodore@aol.com IPM credit 212-731-2033
John Adams Time Warner john@timewarner.com IPM credit 212-731-2033
Martha Washington Yahoo martha@yahoo.com IPM credit 212-731-2033
George Washington Google george@google.com IPM credit 212-731-2033
I have redeemed prizes for the selected contacts

19. SUPERADMIN SECTION
Used by enter:marketing to add users, add sales reps, etc.

20. Email
Password
Sign In

21. Sales Reps
Dashboard
Name Email Referrals Unconfirmed Referrals Unfulfilled Prizes
Edit Sales Reps Martha Washington martha@yahoo.com 4 0 0
Edit Users George Washington george@google.com 3 0 0
Abraham Lincoln abraham@microsoft.com 2 0 0
Manage Prizes
Theodore Roosevelt theodore@aol.com 6 0 2
John Adams john@timewarner.com 10 4 0
Martha Washington martha@yahoo.com 0 0 0
George Washington george@google.com 0 0 0
Abraham Lincoln abraham@microsoft.com 0 0 0

22. Edit Sales Reps
Dashboard Add Sales Rep
Edit Sales Reps Name Email
Add Users Martha Washington martha@yahoo.com Edit Delete
George Washington george@google.com Edit Delete
Manage Prizes
Abraham Lincoln abraham@microsoft.com Edit Delete
Theodore Roosevelt theodore@aol.com Edit Delete
John Adams john@timewarner.com Edit Delete
Martha Washington martha@yahoo.com Edit Delete
George Washington george@google.com Edit Delete
Abraham Lincoln abraham@microsoft.com Edit Delete

23. Delete Sales Rep
Dashboard
Are you sure you want to delete this sales rep? This action is permanent.
Edit Sales Reps
Re-assign the rep’s leads to this sales rep:
Add Users
-- SELECT ONE -- v
Manage Prizes
Delete & Reassign

24. Add Sales Rep
Dashboard
Name:
Edit Sales Reps
Add Users
Email:
Manage Prizes
Password:
Phone:
Save & Add Another Save & Finish
“Edit Sales Rep” is the same as this
page, but with the fields filled in
with the current details.
More information about vCards:
http://en.wikipedia.org/wiki/VCard
Adding a sales rep will generate a vCar
the server.

25. Add Users
Dashboard Assign the leads to this sales rep:
Edit Sales Reps -- SELECT ONE -- v
Add Users
Upload this file:
Manage Prizes
Browse
Please upload a list of users as a CSV with the following column headers:
Name | Title | Company | Address | Address 2 | City | State | ZIP | Phone | Email | Password
Rows with the bolded fields blank will not be imported.
UPLOAD

26. Manage Prizes
Dashboard
Current Prizes:
Edit Sales Reps
Add Users
Manage Prizes
Item: iPhone Item: iPhone Item: iPhone
Credits: 500 Credits: 500 Credits: 500
Edit | Remove Edit | Remove Edit | Remove
Add Prize

27. Manage Prizes – Add Prize
Dashboard
Name:
Edit Sales Reps
Add Users
Credits:
Manage Prizes
“Credits” must be an
Thumbnail: int.
Browse
Preview:
Item: iPhone
Preview
Credits: 500
Save
Preview is empty when
Edit prize is the same,
the superadmin first
with the fields filled in.
adds a prize.