Sociamonials

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Q: Can Sociamonials track the names of people referred and the person who referred them?

Can Sociamonials track the names of people referred and the person who referred them? I'm setting up a referral program to reward past clients and friends who refer potential clients to me. I want the system to allow my clients and friends to provide the potential client's name and number while also keeping track of which client or friend made the referral.

Tried to get help multiple times via chat on your website but the responses I received did not address my question or use case...please let me know if chat is the only available support option.

slbsellshomesPLUSNov 30, 2024
Founder Team
Craig_Sociamonials

Craig_Sociamonials

Nov 30, 2024

A: Hello,

Our software does track the names of the referrer and the person referred, but it works a bit differently than you described. We offer a traditional refer-a-friend program. Here's a full webinar on setting this up within our platform: https://youtu.be/d08VyWHQNyI?si=UJ4pj92UFvdRgDqr Your former client would complete a short form and it would generate a unique shareable link for them to share with friends. It provides them with the ability to do this directly from within our campaign so they don't have to go to the social sites. There is a Referral Console to track who earned referral rewards and if the shared link takes them to one of our campaigns, like a Signup campaign, for example, for their friend to request a consultation with your company... we will show you name of the person who referred them. That can be seen in the download CSV and it is available in our Integrations with most CRMs and Email platforms. Live Chat is the only available support system, but there is an escalation policy in place. for example. I can see that they escalated your case to me and that's where I was headed after helping you here :-)

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Posted: Nov 30, 2024

Craig - thanks for the explanation and I appreciate the support from you and your team. I now understand the referral tracking is based on an action taken by the referred person.