Referral Groups - Member Quick Start Guide


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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.

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Referral Groups - Member Quick Start Guide

  1. 1. Referral Groups Member QuickStart Guide
  2. 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. 3. Concepts and Navigation.
  4. 4. WHAT IS EREFER.ME?Overview
  5. 5. REFERRAL GROUPSHow 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. 6. SITE NAVIGATION1. Main Menu > 2. Section Menu > 3. Tab Menu 1. Main Menu Shortcuts 3. Tab 2. Section Menu
  7. 7. HELP US IMPROVEFloating tab “Suggestions” on the right hand side of the screen Issues and Feedback
  8. 8. Create your profile.
  9. 9. COPY YOUR LINKEDIN PROFILE (OPTIONAL) Main Menu: Profile > Edit Profile Click and follow the directions 1. Select the Section to update © eRefer - All Rights Reserved.
  10. 10. CREATE/EDIT YOUR PROFILEMain Menu: Profile > Edit Profile 1. Select the Section to update 2. Complete Fields you want to display © eRefer - All Rights Reserved.
  11. 11. Manage your groups.
  12. 12. ACCESS YOUR GROUPSMain Menu: Groups > My Groups Type of Group Referral Group Member’s Private Group
  13. 13. MY BLACK BOOK - HIDDEN GROUPYour hidden list of referral partners.
  14. 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. 15. Invite your referral partners.
  16. 16. INVITE YOUR REFERRAL CONTACTS (OPTIONAL)You can send a referral from the Main Menu or the Section MenuOption 1. Copy andPaste email addresses Option 2. Select from your address Book
  17. 17. OPTION 2: INVITE YOUR REFERRAL CONTACTSClick on your address book program and select your contacts from youraddress book.
  18. 18. INVITE YOUR REFERRAL CONTACTSYou may need to grant temporary access to Cloudsponge, which is theservice we use for address book integration.
  19. 19. eRefer a member.
  20. 20. EREFER A MEMBERYou can send a referral from the Main Menu or the Section Menu Send a Referral
  21. 21. REFERRAL FORM Select the member from the group Referral Partners Listed by Group © eRefer - All Rights Reserved.
  22. 22. REFERRAL FORM - CONTINUED Referral form fields to know Lead Contact info Subject Line of your eReferral Details/Body of your eRefferral © eRefer - All Rights Reserved.
  23. 23. REFERRAL FORM - CONTINUED Referral form fields to knowEnter pastreferralsand set Used for reporting. and informs yourcurrent Referral partner of timing and sizestatus . 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. 24. REFERRAL FORM - CONTINUED Referral Sent Notification and Next Steps © eRefer - All Rights Reserved.
  25. 25. Manage your referrals.
  26. 26. REFERRAL LIST OR DASHBOARD Two ways to access your referrals: 1. Dashboards 2. ListsNote: Dashboards allow you to quickly drill down to lists by status or referral partner. © eRefer - All Rights Reserved.
  27. 27. SUM( GROUP REFERRALS ) = MY REFERRALSReferrals must be associated with a group My Black Book My Dashboard + Local Referral Group My Referrals = + Global Industry Network © eRefer - All Rights Reserved.
  28. 28. ACCESS REPORTS AND ANALYTICSMain menu: Analytics > Your Choice Access Lists and Reports © eRefer - All Rights Reserved.
  29. 29. 1. DASHBOARD FEATURES AND NAVIGATIONMain 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 © eRefer - All Rights Reserved. member’s referrals member and group
  30. 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. 31. UPDATE REFERRAL DETAILS AND NOTESUpdate Referrals and Add Notes – Send Updates to All Sending and Receiving members can edit and add notes Sending and receiving members can view notes © eRefer - All Rights Reserved.
  32. 32. ADD A NOTEUpdate Referrals and Add Notes – Send Updates Send an automated update © eRefer - All Rights Reserved.
  33. 33. Questions and Next Steps Your Logo