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Create and invite program member from referral submissions

Create and invite program member from referral submissions

Your referral submissions aren't enrolled in the advocacy roster, causing missed invites and lost referrer credit. Add referred nominees automatically so managers can invite and report same day.

Create and invite program member from referral submissions

Overview

Referrals are only valuable if they reach your program promptly; this flow turns inbound referral submissions into invited program members the same day. It removes manual enrollment work, preserves referrer credit by marking duplicates, and gets your community managers acting within minutes.

Create and invite program member from referral submissions