Overview
This article provides a comprehensive 7-step guide to setting up Referrals 2.0 for new users, including enabling the feature, navigating the interface, integrating with APIs, configuring default campaigns, managing lead transfers to CRM systems, activating campaigns for advocates, and handling referrals from both members and non-members.
Information
- Enable Referrals 2.0
- Enable the Influitive API Integration
- Set up your Default Referral Campaign
- Push leads from Referrals 2.0 to your lead tracking system
- Activate Referrals 2.0 for Advocates
- Open your hub to allow anyone who submits a referral to register (optional)
- Manage Incoming Referrals
Enable Referrals 2.0
Talk to your Influitive coach or a support representative to check your eligibility and then enable you for Referrals 2.0.
Once Referrals 2.0 is enabled you will notice Referrals now appears under the Program tab. Click here to learn more about the Referrals Tab .
Enable the Influitive API Integration
In order for Referrals 2.0 to work, you will need to enable our API integration. For instructions on how to this, see here .
Set up your Default referral campaign
Now you want to set up your first referral campaign. This is called the "default" campaign and the one that your advocates will see when they click the Referrals tab when logged in.
The default campaign is pre-created by the system. It has a URL that ends in /refer/default, and is called "Customer Referrals." Make sure you edit THIS particular campaign, as this is the one your advocates will see by default.
Follow the steps in this document to configure your default referral campaign .
Push leads from Referrals 2.0 to your lead tracking system
Once you have set up your default referral campaign, you may want to push the leads generated from this campaign to your CRM system or marketing automation system. Below are the systems which AdvocateHub has an integration with.
Choose the integration below you'd like to set up
Salesforce
Configuring Salesforce integration
Marketo
Configuring Marketo integration & pushing leads
Hubspot
Configuring Hubspot integration & pushing leads
Eloqua
Configuring Eloqua integration
Activate Referrals 2.0 for Advocates
Once you are ready to enable your advocates to use your new Referrals 2.0 campaign, follow these steps.
Please be aware of what will happen once you activate Referrals 2.0 for advocates
- Any existing Referral 1.0 challenges will be unpublished
- You will no longer be able to create challenges with stage "Refer a Prospect"
To proceed:
1. Under Settings -> Advanced Referrals -> Click "Activate Advanced Referrals"
2. You will now see this confirmation screen.
3. After you click enable, you will see a confirmation message.
Open your hub to allow anyone who submits a referral to register (optional)
Referrals 2.0 campaigns are public, meaning that anyone can submit referrals (even if they are not a member of your hub). You may be interested in allowing people who submit a referral that are not members of your hub, to join. If so, you will need to adjust a few settings in your Hub.
Note: if you do not wish to allow non-registered people to submit referrals, then you will not be required to follow 1 and 2 below
FAQ
How do I enable Referrals 2.0 for my account?
To enable Referrals 2.0, contact your Influitive coach or support representative to determine eligibility and have the feature activated for your account.
Where can I find the Referrals Tab after activating Referrals 2.0?
Once Referrals 2.0 is activated, the Referrals option will be located within the Program tab of your AdvocateHub interface.
How do I integrate Referrals 2.0 with my CRM system?
AdvocateHub offers integrations with several CRM and marketing automation systems. You can configure the integration by clicking on the relevant link provided in the article for your chosen system.
Can non-members of my hub submit referrals, and how can I manage this?
Yes, Referrals 2.0 campaigns are public, allowing non-members to submit referrals. If you wish to allow these individuals to join your hub, you will need to adjust your Hub settings accordingly. If you prefer not to allow non-registered individuals to submit referrals, no additional steps are required.
What should I do to manage incoming referrals effectively?
The article provides tools and resources for managing and tracking incoming referrals, which can be found in the AdvocateHub interface once Referrals 2.0 is set up.
Priyanka Bhotika
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