This article walks you through how to create and manage referral types on your site, including the option to associate them with a marketing campaign.
Before You Begin
Make sure you have the required permissions to access this feature. You'll need either a Master Admin login or a staff login with the following permissions enabled:
- Club Setup: Can access setup
- Club Setup: Can access referral types setup
Steps
- Navigate to Setup > Leads > Referral Types.
- Enter the name of your referral type in the field labeled Name of The Type.
- If this referral type is tied to a marketing campaign, click the checkbox labeled This is a marketing campaign. This will prompt you to enter the following optional details:
- Total cost of the campaign
- Start date of the campaign
- Any additional notes
- Click Create The New Type to save.
Your new referral type will now appear under Existing Referral Types.
Frequently Asked Questions
Q: Can I edit a referral type after it's been created?
A: Yes, existing referral types can be edited. Navigate to Setup > Leads > Referral Types and select the referral type you'd like to update from the Existing Referral Types list.
Q: What is the difference between a standard referral type and a marketing campaign?
A: A standard referral type simply categorizes how a lead was referred to your business. Marking a referral type as a marketing campaign allows you to track additional details such as the campaign's cost, start date, and notes, making it easier to measure the effectiveness of your marketing efforts.
Q: Can I delete a referral type?
A: Referral types that have already been associated with leads may not be deletable to preserve historical data. If you no longer wish to use a referral type, consider renaming it or leaving it inactive.