Release Note
Set Your Own Referral Sources
Release date:
Before, every account had the same fixed list of referral sources, and answers from referral forms never reached the Referral Source field at all. Now the list is yours to manage, and form answers carry straight through.
Referral Sources Setting
• Control Panel → General Settings → Referral Settings → Referral sources. Click Manage to add, rename or remove sources, or Reset to default.
• An account that never changes it keeps the default list it has today.
• Clients and referrals that already have a source keep it, even if it's removed from the list.
Where the List Shows
• Add New Client, the referral forms, the client list filter and automation rule conditions.
• Creating a client from a referral fills in the referral's source.
Referral Forms Carry the Source Through
• A form answer to the standard Referral Source question now fills the referral's Referral Source, so it shows on the client profile and in Analytics.
• Linking a referral to a client with no Referral Source copies it onto the client. A source staff already set is never overwritten.
• On the client profile, the pill that used to say "Referral Source" (Form / Manual) now reads Received via. The actual Referral Source shows under it.
Good to Know
• Every account gets this. Nothing to switch on.
• Saving the list in Settings sorts it alphabetically.
• Known limitation: automation Dry Run still offers the default list.
