Frequently Asked Questions
How can a contact see if a referral signed up?
The contact will receive an email letting them know their referral signed up and that they are now an Advocate.
How does a contact become an Advocate?
A contact automatically becomes an Advocate when a referral completes their referral form. The contact will need to complete their account by setting their password in the email sent to them.
What fields are required in the CSV?
You must include the first name, last name, and email address. Optionally, they can also include the phone number and sales rep’s email address.
Can contact be automatically uploaded via API?
Yes, your company can set up an automatic connection from your CRM using a webhook or Zapier. While we don’t have a built-in Zapier action you can still send contacts to Referral Boost using Zapier’s Webhooks feature.
How many contacts can be uploaded at once?
There are no limits but we recommend that they are uploaded in batches of less than 250,000 contacts at time.
What sales reps are contacts tied to?
Contacts are tied to the default sales rep unless a sales rep’s email address is added at the creation of the contact. Then when the contact becomes an Advocate they will be created under that specific sales rep.
Is the subdomain of the personal URL link customizable?
No, the subdomain is the same for all companies.
Can I customize the email address that emails are sent from?
Yes, the email address and from name that Get The Referral sends emails from can be customized for your company by navigating to Settings > Sender Configuration.
Do personal referral links expire?
No, the links still work even after the homeowner becomes an Advocate.
Can I resend a referral link to a contact?
Yes. You can reselect the contact, click “Send Email,” and choose the same referral template again.
Can contacts be edited after they’re uploaded?
Yes, you can edit a contact’s details such as name, email, phone, or assigned sales rep from the contact list.
Can a contact refer more than one person?
Yes, there’s no limit. Their referral link can be shared with as many people as they like.