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How to Manage The Website Referral Form and Apply Automation

Your website's Referral Form is a dedicated resource with its own features and automation schedule. Managed via Yabber and an Elementor block or shortcode, it may be applied anywhere on your website. It is expected that the form will be integral to your formalised referral, partner, and EDGE post-settlement/repricing programs.

You will find the 'Referral Form' menu by selecting the 'FORMS' option in the 'Website' module.

Referral Form Navigation

  Pictured: You will find the 'Referral Form' menu by selecting the 'FORMS' option in the 'Website' module. The 'Referral Form' is listed within its own menu with a large number of form options.

The form integrates with the partner module, and the type of integration is described shortly.

  The Result

The result of a basic referral form with no custom fields, no default styling, and no partner integration, is shown below. To add a new referral field, your user will select the 'Add Another' button, and to remove a record they'll use the 'Remove' button.

Referral Form

  Pictured: The result of a basic referral form with no custom fields, no default styling, and no partner integration, is shown below. To add a new referral field, your user will select the 'Add Another' button, and to remove a record they'll use the 'Remove' button.

When submitted, results are sent to Yabber and archived in the Referral table, a notification email is sent to the broker, and an option email/SMS is sent to the referred client. The referring client will also receive an email.

The form is usually placed on a page with Elementor, although shortcode may be used.

  Getting Started

Before creating a form, you should create the emails and SMS required for the assigned automation. Complete the following tasks:

  • Referred Email. Create the email that will optionally be sent to those that are referred to you via the form. This email is created as an 'Admin Email Template'. Ensure you assign the email to the category of 'Referral Form' (or similar) with an aptly named reference title.
  • Referrer Email. Create an email that will be sent to the individual that made the referral (details of those clients referred will automatically be included). This email is created as an 'Admin Email Template'. Ensure you assign the email to the category of 'Referral Form' (or similar) with an aptly named reference title.
  • Referred SMS. Create a text message that will optionally be sent to those that were referred to you by your client. This SMS is created as an 'SMS Template'. Ensure you assign the email to the category of 'Referral Form' (or similar) with an aptly named reference title.

Terms and Conditions. The Referral Form will include a disclaimer. This is created as a 'Block', so we're required to navigate to the 'Block Module' and create the required disclaimer.

Terms and Conditions: A suggested boilerplate for the Terms, Conditions, and Disclaimer, is as follows (under teh title of 'Terms and Conditions'. "To refer a friend for a home loan and qualify for any reward, your family member or friend must (i) not already be an existing or previous client; (ii) be an Australian resident; and (iii) be over 18 years of age (iv) mortgage settled must be on or above $400 000. You cannot refer yourself. We reserve the right to vary, supplement or discontinue any referral promotion and these Terms and Conditions at any time without prior notice. If withdrawn, we will honour all referrals entered before the promotion is withdrawn, provided that the loan is approved and funded. Referral Promotions are not applicable in conjunction with any other promotional offer, unless expressly indicated. Terms, conditions, fees and charges apply."

If an incentive program is assigned to the referral, you should include full qualifying details.

The reason for including the Terms as a Block should be clear: we may update the disclaimer block for any forms or all types globally without editing any single asset, and without having to log into our website.

  Understanding Styles and Profiles

Each form will be assigned a 'Style' and a 'Profile'. A style compromises the array of colours applied to the form, while the profile includes the text assigned to each form field, the automation schedule, and the disclaimer. A single style and Profile should initially be created even if you use default values - this enables you to apply global updates in the future. So, while we're introducing the form creation first, you should create an automation schedule, style and profile before anything else.

When you send data to your website, you will be required to create a 'WEBSITE PROFILE', which is a combination of a style and a profile (all your created profiles are updated at the same time). More on this later.

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  Step 1: Create Automation Schedule

A single (default) automation schedule should be created before you continue. When we come back to the 'Profile' shortly the automation will have to be assigned, so it's simply sensible to create our initial automation before anything else. The automation profile will include the two emails and single SMS created earlier in the 'Getting Started' section. The automation schedule may be altered at any time, but we require a single schedule to get started.

Ignore the Partner option for the moment.

Referral Form Automation

  Pictured: Create a name and short description for the automation schedule. The automation profile will include the two emails and single SMS created earlier in the 'Getting Started' section. Define the email where a notification will be sent and an optional webhook (advanced). Note that every broker in your organisation may have their own referral form, so each form may include a different notification email (this email will be sent from the broker's own email and include their own email signature etc).

When the automation schedule is populated, click 'Save' (you may edit and review this later if required).

  Step 2: Create Automation Schedule

Create a basic style profile via the 'Style' panel. For starters, you may simply give a name and description to the values that are populated in the form by default. Perhaps you should name this 'Default Referral Style' so it's easily identifiable in the future. This will take no more than a few seconds.

Referral Styles

  Pictured: Create a basic style profile via the 'Style' panel. For starters, you may simply give a name and description to the values that are populated in the form by default. Perhaps you should name this 'Default Referral Style' so it's easily identifiable in the future.

Click 'Save'.

  Step 3: Create Form Profile

The Form Profile includes all the text included within the form, the declaimer block reference, and the automation schedule. For starters - and assuming that we've created the Disclaimer Block and Automation Schedule as recommended - you should give your profile an easily identifiable name and description, and click 'Save'. Ignore the option for custom fields and the 'Redirect' for now - we'll describe these field options in a moment.

Referral Form Profile

  Pictured: The Form Profile includes all the text included within the form, the declaimer block reference, and the automation schedule. For starters - and assuming that we've created the Disclaimer Block and Automation Schedule as recommended - you may alter only these two values (you can come later to edit). Give the profile an easily identifiable name and description, and 'Save'.

Now we have created the necessary style and profile, we should send our data to the applicable website.

  Step 4: Send Data to Your Website

The Referral Profile sent to your website is comprised of a profile and style. If the style/profile combination you are sending already exists, it will be overwritten, and all existing website records will be updated in the same action. The name assigned to the profile/style pairing will be that used in Elementor, and the resulting combination record ID will be used in shortcode (although it's Elementor you'll use most often to position your form).

From the 'Send' pane you should first, select your website, and then assign a style and profile. The record will immediately be made in Elementor.

Send Referral Profile to Website

  Pictured: From the 'Send' pane you should first, select your website, and then assign a style and profile. The record will immediately be made in Elementor.

  Placing the Referral Form with Elementor

The most common method of placing a Referral Form on any page is with the Elementor Widget. Search for 'Referral Form' in Elementor, drag the block onto a page, and select the Profile created earlier (the profile/style pairing). Publish the page and you're done.

Elementor Referral Form

  Pictured: Search for 'Referral Form' in Elementor, drag the block onto a page, and select the Profile created earlier (the profile/style pairing). Publish the page and you're done.

When searching for your desired profile, the first option will read '-- Use Elementor Data --' - this is an option that you do not want to select. If using Elementor data, we inherit style data from the Elementor block, and no automation will be applied. The Elementor style option is generally reserved for those without Yabber access.

  Using Elementor Styles with No Automation

If you do use Elementor style options (and you shouldn't), a number of options will be shown when '-- Use Elementor Data --' is selected (as described above).

Elementor Referral Form

  Pictured: If you do use Elementor style options (and you shouldn't), a number of options will be shown when '-- Use Elementor Data --' is selected (as described above).

Those without Yabber will simply receive a single email notification from the BM Support email.

  Your Referral Dedicated Page

On all website installations above 2.2, the standard URL for your Referral page is as follows: yourdomain.com.au/resources/referrals/code>. If you're a managed client, this page will exist, but those with earlier frameworks might have to create it (it takes just a few minutes). The URL of the page must exactly match the URL we've just provided (this supports the Partner referrals).

Referral Form WP Menu

  Pictured: If you are required to create the page on an older framework, you should include the page in the 'Resources' post type menu, and you should ensure that the page slug is set to referrals - this is important. Edit the actual page in Elementor as introduced earlier.

By default we'll deliver each product with the Referral Form in the 'Resources' main page menu.

  Custom Fields

The form includes fields for yoru referring client to populate. These fields are simply name, email, phone, and 'More Information'. We've made it easy to facilitate a conversion of some type, but you may add additional fields if required. Given the simplicity of the form, we've limited the additional fields to a single select menu but multiple text fields.

Referral Form Custom Fields

  Pictured: Custom fields in the Referral Form. The select options should be entered into the text field as comma,separated,values, while the additional text fields should be entered in the same way (with the exception that they'll render as text fields).

If using Elementor, custom fields are created individually.

Referral Form Custom Fields in Elementor

  Pictured: Referral Form Custom Fields in Elementor. There are two mmenus: one for the select menu and another for text fields.

  Partner Referral Forms

Having a custom referral form contributes to your expertise and authoritativeness, and carries significant value when dealing with a potential partner. In company with our partner article system and other partner tools, the presence of the form alone will elevate your experience and make you stand out when compared to your competitors.

The partner form is accessed via a discreet URL specific to that partner. Visitors to that page will be met with a title of the Referring Partner (such as 'XYZ Accounting'). The form won't always be used, but there are partners that see value in it.

If you're using our Partner Dashboard, or website-based partner login, those referrals made by the partner are returned to a page.

Partner Referral Form

  Pictured: The partner referral form is identical to the standard referral form with the exception that - if accessed via the partner form URL - it won't require the user add their own details. The partner ID is submitted with the form and integrated with the partner system (if enabled and used). There a likelihood that partners will want to supply additional information, and this is made available via custom form fields.

The partner form integrates with our email marketing system, so if you're sending out an email to your partner list a single placeholder is used to direct the referral partner to their referral page.

Partner Referral URL

  Pictured: Accessing a specific partner form via a dedicated URL. The partner_id shown is the partner_id created in Yabber. Partner details are obviously sent with the form, and all details are integrated with other partner systems.

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  Related Form FAQs

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Note

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Front Page Simple Panel
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  Finance Partner FAQs

FAQs related to the vast array of Partner Features.

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