All About Referral Tiers
If you'd like to be able to track, sort, and filter your referral sources, you can do just that with Referral Tiers. Here's how:
How to Enable Referral Source Tiers
Note: You must be an account administrator to enable referral source tiers.
- Navigate to the profile menu
- Click Agency settings
- Choose Referrals
- Toggle the Enable referral source tiers option
Note: When this feature is enabled, there are four default tiers: Top Referrer, Strong, Developing, and Dormant.
How To Customize Your Default Referral Source Tiers
Note: You must be an account administrator to customize your default referral source tiers.
- Update your tier name
- Edit an existing activities type and cadence
- Add a new activity to your referral tier
- Choose a color for your tier
- Delete a tier
Once you’ve set up your tiers, you’ll then want to add sources to these tiers. Please navigate here to learn how.
How To Customize Your Personal Referral Source Tiers / Marketing Playbook
If you'd like to make edits to your personal referral source tiers or marketing playbook, you can do so under My Agenda by choosing View/Edit Plan.
From here, you can make a number of edits to your marketing playbook, including adding a new scheduled activity or editing an existing activity. Please note that some functions are not available here, such as adding another referral tier.
How to Create a New Scheduled Activity for a Referral Tier
After clicking Add Activity, you can select the cadence and the type(s) of activity you'd like to complete for this tier.
You can select a single activity or multiple options that you'd like to complete. For example, if you'd like to text or email sources on this tier every two weeks, you'd select these options.
You are able to set up multiple activity schedules, which may include different activities or cadences.
Note: The activity and visit types available are customizable by your account administrator.
How to Add a New Referral Source Tier
Note: You must be an account administrator to add a new referral source tier.
To add a new tier, select Add Tier
How to Mark a Source With a Tier
To mark a referral contact or organization with a referral source tier, navigate to the source profile and choose your tier from the Referral tier dropdown.
Have more questions? Feel free to reach out to us at support@seniorplace.com!