Referral Types
To get to Referral Types, type referraltype into the Convobar, or go to Meevo > Data > Referral Types.
Referral types are the sources of client referrals. Meevo provides default referral types, but you should create a referral type for every advertising medium your business uses. Good tracking of referrals will result in useful and accurate reporting regarding the effectiveness of your marketing strategies.
Note for multi-locations: Each client referral is unique to the location; referrals do not follow clients to other locations.
What are the default referral types?
The following are the default referral types in Meevo:
- Billboard (BB)
- Existing client (EXISTCLIEN)
- Commercial (CO)
- Employee
- Facebook (FB)
- Newspaper (NP)
- Radio (RADIO)
- Walk-In (WA)
- Website (WEB)
- Word of Mouth (WOM)
Am I required to select a Referred By in a client's profile?
Referred By is not a required field when creating a profile, but the field can be edited any time up until a client's first transaction. You can override this limitation via Security Administration by granting permission to the Edit referral type after transaction has occurred security key under Data > Client > Main > Referred By.
Is there a referral report?
You can view client referrals in the DR020 report.
Adding a Referral Type
- From the Referral Types search form, select Add New.
- Enter a Display Name and Description for the Referral Type.
- When finished, select Save.
Editing a Referral Type
Note: Some fields on the form may not be editable if the current location is not the item's Home Location.
- Locate the Referral Type and select it.
- Select Edit, and make your changes.
- When finished, select Save.
Inactivating or reactivating a Referral Type
When you inactivate a Referral Type:
- In client profiles that currently have this Referral Type selected, the client profile remains unchanged.
- It is no longer selectable from any forms or menus in Meevo.
- It can still appear in Meevo reports.
- It does not appear in Meevo search results unless Inactive is selected from the Advanced menu.
- If you inactivated the item in Central Office, the item becomes inactive in associated locations as well.
- Remember that only the owner (as determined by the Owned By field) of the item can inactivate or reactivate it.
Tip: Remember to select Inactive from the Advanced Search menu to search for inactive items.
To inactivate or reactivate:
- Locate the Referral Type and select it.
- Select Edit.
- Toggle the status switch to Inactive or Active.
- Select Save to update the status.
Deleting or undeleting a Referral Type
When you delete a Referral Type:
- In client profiles that currently have this Referral Type selected, the client profile remains unchanged.
- It is no longer selectable from any Meevo forms or menus.
- It does not appear in Meevo search results unless Deleted is selected from the Advanced menu.
- It may still appear in Meevo reports depending on the report setup criteria.
- If you deleted the item in Central Office, the item becomes deleted in associated locations as well.
- Remember that only the owner (as determined by the Owned By field) of the item can delete or undelete it.
Note:To delete or undelete this item, the current location must be its Home Location.
To delete or undelete a Referral Type
- Locate the Referral Type and select it.
- Select Delete or Undelete.
- If deleting, a confirmation message appears. Select Yes to complete the deletion.
- If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.