The Referral module gives your Partners the ability to send you prospective Leads/Referrals. You can then choose to work the Referrals yourself or send them to other Partners as Leads. It also allows you to track commissions and gives the referring Partners full visibility into the progress/status of their Referrals throughout the sales cycle. 


Submitting a Referral: 


Partners can submit Referrals by logging into Channeltivity and completing your Referral form or by sharing their unique Referral Link with prospects. 


For Referrals submitted within Channeltivity, the configuration of your Referral Email Notifications will determine the Internal Users that are notified upon submission of the Referral.  

Referral Form


With the Referral Links functionality enabled, Partners can generate a personalized link to share with their prospects that directs them to the Partner User's dedicated page, which includes a public-facing Referral form. Upon submission, the form automatically creates a Referral under the Partner's Channeltivity account, which then triggers an email notification to the Partner User. Your Referral Email Notifications will determine the Internal Users that are notified about the new Referral. 


Public-Facing Referral Form


Accepting/Rejecting Referrals:


The Internal User can accept or reject the Referral by updating the Referral's Status. The Status field is also used to track commission payments. Any updates made to the Referral will trigger a notification to the referring Partner. 

Referral Status Field


Referral Status Field - Commission Payment 


The referring Partner can also log in at any time to track the progress of their Referrals. 

Referral Details Page - Status 

Sending Referrals to Partners:


Another way to accept Referrals is to send them to Partners as Leads. 

Referral Details Page


The Partner can then convert the Lead to a Deal or close it if there's no business opportunity. 

Lead Details Page


If converted to a Deal, you'll see the Referral details on the Deal details page, and you'll be able to run custom reports that include the Referral commission status/amount fields. 

Deal Details Page


Deals Report - Commission Status and Amount 


Salesforce & HubSpot Referral Integrations:


If the Referral integration with Salesforce is enabled in your portal, the Referral will create a corresponding Lead in Salesforce CRM. This can be configured to happen automatically or on a manual basis. Learn more about this topic here: Salesforce Integration: Referral - Overview.

Referral Details Page - Salesforce Actions Menu


If the Referral integration with HubSpot is enabled in your portal, the referral will create a corresponding Deal in HubSpot. This can be configured to happen automatically or on a manual basis. Learn more about this topic here: HubSpot Integration: Referral - Overview.

Referral Details Page - HubSpot Actions Menu



FAQs


What permissions are available for the Referral module? 

Internal Users can be assigned to Internal Groups that include one of the following permissions: 

  • Referral Administration - Includes full administrative access to the Referral module. 
  • Referral Partner Manager - Includes the ability to manage only the Referrals associated with the Partners they're assigned to as Manager. 


Partner Users:

  • Submit & View All Referrals - Allows Partner Users to submit Referrals and view all Referrals associated with their Partner Organization.
  • Submit Referrals - Allows Users to submit Referrals and view only their submitted Referrals.


Distributor Users do not have access to the Referral module.