Follow up process for referrals within Connect

Mr Steve Hockley

March 31, 2019 04:00

More active members often complain that they do not hear back about referrals and that TYFB is not put in. 

I suggested to the support team that maybe an email follow up could generate a 6-8 weeks back the the referree prompting them to put in TYFB and advise the referrer what was happening. They made the point that this could result in yet more BNI emails - a fair point. I wonder if we could get the same effect with a notification on the App or just a monthly - these were the referrals you received a couple of months ago, what did you do with them message?

1

• Official comment

  

  Jeremy Walsh

  April 18, 2019 18:02

  @allan @steve - Referral Tracking is a great suggestion! We do have it on our list already and we will gladly add this comment as an "upvote" to push it one notch higher on the priority list. Thanks a bunch!
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  Mr. Allan Lau

  April 04, 2019 15:48

  Hi Steve,

  Great one! That would create a great follow up process. One other feature suggested is to have the trigger inside the app itself, and this is in the list of suggestion for future enhancement. Jeremy will add yours into the list as well.

  Thank you.

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  Sra. Ana Carolina Soares

  October 16, 2019 23:34

  Good idea. Here at Northeast Brazil I feel that some members do not remember to follow up the referals received, and this may impact on group results/performace.

   

  Ana

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