Lesson 2: Referral Guide

Referral Guide Set-UP

Set-Up Instructions


Settings

  • Add Extra Features
  • Group Type
  • Social Learning


Guides

  • Create Guide
  • Create Title & Subheading

"Learn about our VIP Gifting & Referral Program"

"Thank you for helping us grow our referral family with your industry friends and peers!!! Check out our internal referral program details to learn How, Why and What the benefits are for you and those in introduce into our culture."

  • Create Post
  • Drop Link to Client Referral Program Resource Page
  • Comment for Engagement
  • Make Guide Required or Optional (up to you)


Question Tracking

  • manual
  • group kit technology
  • etc.

If You Need To Start Your Groups From Scratch

Micro Setting Checklist:


β‡’ Group Name: Your Inner Circle or graduate group (something just for current/past clients)

β‡’ Group Description: What can they expect as the benefits of this group

β‡’ Web Address: Create a simple url 

β‡’ Color: Closest to your Brand

β‡’ Badges: Don’t touch

β‡’ Group Type: Social Learning

β‡’ Mentorship: Don't Touch

β‡’ Who Can Join the Group: People (pages optional)

β‡’ Who Can Approve Member Requests: Only Admins & Moderators

β‡’ Who Is Pre-approved to Join: Nobody

β‡’ Who Can Post: Anybody in the Group

β‡’ Approve All Member Posts: Off

β‡’ Linked Pages: DO NOT LINK YOUR PAGE

β‡’ Recommended Groups: No Recommended Groups

β‡’ Apps: No Apps

Complete and Continue