Tier: Basic, Professional, Enterprise
This section is about how to refer to programs, and will cover:
- How to make a referral
- What happens after making a referral
- How to log a referral
- “Tracking-only” referrals
- Who can update the status of referrals
How it Works
When you search and identify a program that you are interested in, click on the green colored “connect” button on the program card to directly connect to that program. You will be directed to fill out a contact form for the person you are helping connect to services. You will also need to indicate what is the preferred communication method for the person you are helping find services.
How to Make a Referral
1. Select “I’m referring someone else” and your name will default into the form, if you have already signed up for an account.
2. If this is your first time creating a referral for this person, enter the person’s first name, last name.
3. Enter their email address and/or phone number and communication preference.
4. Add a comment (optional) You can add a comment to the referral to help streamline communication between you and the program.
5. Click Send and you will receive confirmation that the referral was created, a summary of the next steps, and instructions for how you can review the referral. The text will vary based on the specific next step.
What Happens After Making a Referral
The Person Seeking Services:
- Receives a notification with next steps to reach out to the program*
- Has the referral saved so they may log in and review or update it later
The Community Based Organization (CBO):
- If the connection method is Refer or Apply Through Platform, they’ll receive a notification email with next steps to reach out to the person seeking services.*
- Has the referral saved in their inbound referrals dashboard so they may log in and review or update it later
The Helper (you):
- Has the referral saved so you may log in and review or update it later in your “People I’m Helping” Dashboard
*If you choose "Don't reach out", neither the person you are helping nor the program will receive an email, but will be able to view information about the referral in their referral dashboard. The program that was referred to will have less information, however, and will not include the contact information of the person referred.
How to Log a Referral
Sometimes the program’s prefer to be contacted in another way, such as by calling or through an existing application or contact form.
When the connect button says, “See Next Steps” or links to an external application, scheduler, or contact form, helpers can “log a referral”. This will track the referral for the Helper and the Seeker, but nothing will be sent to the CBO as they prefer other ways of being contacted.
- Helpers can “Log a Referral” after clicking on the “See Next Steps” connect button, or having clicked links to an External Apply, Scheduler, or Contact form.
- Follow the same steps as How to Make a Referral.
In these cases, the following things will happen:
- The referral will be logged to the helper in the person seeking services profile
- The referral will be sent via email or text to the person seeking services and will be logged in their Referrals for Me Dashboard
- Nothing will be sent to the CBO and the referral will not be logged in Inbound Referrals
“Tracking-only” referrals are an option for customers who want to track referrals but not send information to the person seeking help or to the community based organization. When tracking-only is configured, no outbound communication (emails or text messages) will be sent.
All “tracking-only” referrals made for a person will be located under the “People I’m Helping” Dashboard, on that person’s Seeker Profile. The person who is being helped will see the referral in their own “Referrals for Me” menu when they log into their personal account. No referral information will appear for the community based organization in their Inbound Referral Dashboard.
Who can Update the Status of Referrals
The people who are searching for services, the people who are helping them, and the community based organizations that are being connected, can all update the status of referrals through email notifications or their respective dashboards. Regardless of who updates the status, the updated status will be reflected in real-time across all dashboards.
To Learn More about Updating Referral Status.