Bring referrers into Effi so their leads arrive tagged and they can track progress themselves.
Who this is for: Enterprise admins
Add a referral partner
Go to Referrers in the left-hand menu and click Add Referrer.
Enter their name, business name and logo.
In Referring Contacts, add each person at that business who refers clients. You can add as many as you need.
Optional: use Assigned To on each referring contact to show which broker or staff member looks after them.
Click Save.
What the partner gets
A welcome email with a temporary password for the partner portal, where they can submit referrals and track progress.
A Partner API key and an embeddable form, so leads from their website arrive in Effi already tagged to them.
Good to know
On a lead, choose the referring person from the drop-down to use their saved details, or type a name or email if they're not saved yet.
Admins can filter, edit and deactivate referral partners in the mobile app too.
You control which messages partners can see on a lead.
Need a hand?
Email [email protected] and our team will get back to you.