Create a customer referral system
Please allow us to add a customer on our list already as the referrer and track that so that we can reward our customers that give referrals. A tier system for rewards would be fantastic but just the ability to attach the referring customer to their file would be good and be able to report on it.
Mike
shared this idea
We have this, on the customer edit/new pages – you can select referred by “customer” – and it will ask which one
Be sure you have “Customer” in your list, case sensitive; https://www.evernote.com/l/ADmog54QHglEMa-n6o9aR1avUyx8TDGQ4BA
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Dillon
commented
Hi Troy,
So I was able to get as far as you showed with the evernote, but is there a way to track the customer 'Who referred them?' so we can offer them incentives based on the amount of times their name has been mentioned as a reference. I tried to search the Customer Name who referred them, but I didn't see anything. -
Vineet Gurmukhani
commented
Is there a way to give discount to customers who refer others?
A system where when a ticket or invoice is created for the customer some window pops up displaying customer eligibility to receive discount. -
Help@TW
commented
Troy,
How about the ability for custom "Customer" type functionality? I've got strategic partners who have salespeople sending us referrals and I need to track them individually. I'm currently using the system in it's limited form as I've made the partner/employer the customer and then I rely on a custom google form to track the individual.. It'd be much better if this sort of functionality was built in to RepairShopr.
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Jarred Casselton
commented
this one's worthy of a Feature Friday
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Jarred Casselton
commented
can u make another one for advertising - with a configurable drop down options? We could report on effective advertising too!
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Jarred Casselton
commented
Errmergerd, love it! we are a referral based business (best customers!) and this is amazing.
can this be reported on? is there a KB page? I want to give customers a discount for good referrals -
bart
commented
Thanks Troy, i figured it was me. i'll try the fix.
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AdminRajesh Agarwal
(Admin, RepairShopr)
commented
For reference, this is what it should do : https://www.evernote.com/l/ADmog54QHglEMa-n6o9aR1avUyx8TDGQ4BA
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AdminRajesh Agarwal
(Admin, RepairShopr)
commented
@bart, maybe get rid of the ALL CAPS - it should be "Customer"
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bart
commented
I must have set it up wrong, I select customer... nothing happens, there is no prompt to "tag" 1 of our customers.
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timothy meredith
commented
Troy,
Can you make this field an option on the new customer page so when you create a customer employees can type right there who referred them? Getting employees to go back and change a customer to reflect who referred them would be an uphill battle, at best.
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Timothy Gleaves
commented
I would love a feature like that, or additionally a way to ad a preset discount to their account for those of us who give a discount off next purchase per referral.