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Send a Referral from the Info Hub

Updated

The Info Hub makes it easy for your members to refer non-members to your organization, by selecting My Info and clicking the Refer Others tab.

 

 NOTE: In order for a member to send you a referral from the Info Hub, they must have Edit access to Referrals. See Setup InfoHub Access for details on access levels.

 

  1. Click My Info in the Navigation Panel.
  2. Click the Refer Others tab.

  3. Fill in the required field (Organization, First Name, Last Name, Email Address)
  4. (Optional) Enter Comments.
  5. Select whether the organization may mention you as the person who referred them.
  6. Click Submit.

 

 NOTE: Staff Members who have subscribed to the Member Referral notification will receive an email with the details of the referral