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

  1. From the Referral Types search form, select Add New.
  2. Enter a Display Name and Description for the Referral Type.
  3. 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. 

  1. Locate the Referral Type and select it.
  2. Select Edit, and make your changes.
  3. When finished, select Save.

Inactivating or reactivating a Referral Type

Mark an item "inactive" if you are setting up data and want to restrict its use until the item is completely set up or ready, or if you no longer require the item in any capacity but may want to reactivate it in the future.

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:

  1. Locate the Referral Type and select it.
  2. Select Edit.
  3. Toggle the status switch to Inactive or Active.

  

  1. Select Save to update the status.

Deleting or undeleting a Referral Type

Delete an item if it is no longer needed in any capacity, and you don't anticipate needing it in the future. Most deleted items can be undeleted, and the ones that can't display a warning before Meevo lets you fully delete.

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

  1. Locate the Referral Type and select it.
  2. Select Delete or Undelete.
    1. If deleting, a confirmation message appears. Select Yes to complete the deletion.
    2. If undeleting, the form becomes active after you select Undelete. Select Save to finish undeleting.