Track and thank family referrals
Available on Grow
Log which family sent you whom, then thank the referrer once the family they sent enrolls.
A referral is a record of which family sent another family your way. When the new family enrolls, you thank the family who sent them. On the web, open Families and choose Referrals. In the app, open the Grow tab, then Referrals.
Read the Referrals list
Each row is a chain, like "The Okafor Family → The Nguyen Family". The family on the left made the referral. The one on the right is the family or inquiry they referred. Below it you'll see when it was logged.
A referral is one of three statuses:
- Open: logged, and the referrer hasn't been thanked yet.
- Recognized: you've marked it and a thank-you task was created.
- Declined: set aside and won't be recognized.
Log a referral
Log it as soon as a family tells you a friend sent them. Choose New referral (New in the app).
On the web, enter the numbers from each family's record or pipeline page:
- Referrer family ID
- Referred lead ID (optional)
- Referred family ID (optional)
In the app, each of these is a search box, so you look people up by name or email.
You need at least one of the referred lead or the referred family. Link the lead while they're still in your pipeline, and add the family once they enroll. Both have to belong to your school.
Thank the referrer
Once the referred family enrolls, choose Recognize on the open referral. On the web, a window names both families and offers an optional Recognition note of up to 500 characters, like a reminder of how you'll thank them. Confirm with Recognize.
Two things happen. The referral becomes Recognized with today's date, and a task lands on the referrer's family: "Thank them for the referral". Recognizing the same referral twice doesn't create a second task.
Thank them from a family's page
Open a family who has sent others your way. A Families they referred card lists each family that enrolled, with a Thanked or Open tag. On the web, this card is on the family's billing page, which you reach with the Billing button on their record. In the app, it's on the family's page.
Choose Thank them on a row to create the thank-you task right there. Find it later on the family's record or in your team tasks.
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