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Send a Referral from the Info Hub
Mar 23, 2021
1796
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.
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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. |
- Click My Info in the Navigation Panel.
- Click the Refer Others tab.
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- Fill in the required field (Organization, First Name, Last Name, Email Address)
- (Optional) Enter Comments.
- Select whether the organization may mention you as the person who referred them.
- Click Submit.
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NOTE: Staff Members who have subscribed to the Member Referral notification will receive an email with the details of the referral |
