How to reward "Referrer" for the "referred"
- The Un-Rewarded Referrals can be found in the lower left-hand corner of your screen.
- Click the "Gift" button
- This takes us to the "Patient's tab"
- A postcard will be queued up: "Referral Thank You (GEN)
- To add a gift to the postcard: Click the "Gift" option at the bottom of the screen
- A pop-up menu will appear and you can choose from a variety of gifts including gift cards and treat incentives
- When choosing gift cards, you must select a "gift amount".
- You can choose to "Preview" the gift and card before completing the order.
- Click "close" on the pop-up preview window
- Click "Send Postal"
- A pop-up will appear: "Referral Reward? Was this message a reward for 'referrer' naming 'referred'?" and you will select Yes.
- This will finish the rewarding process.
- The cost of the postcard and gift selection will be applied to your monthly bill.
- Legwork will not automatically send out referrals. This will need to be done manually.