Genius Referrals
 

How do I Link an Advocate to a Referral?

To link an advocate to a referral, click on the All Members link on the left side navigation menu, use the filters to find the referral, click on the three dots under the actions column, and click View.
Under Program Information, click Update in the right side.
Once you've clicked Update, a modal with a form will appear to complete the fields. You can search for the advocate email and select the campaign name and the network used to generate the referral. Once the form is complete, click on the 'Update' button.
To verify if the advocate was updated successfully, check the email field under the advocates section.
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