Skip to content
Log inSign up
Templates
Create referral event and issue credit to referrers

Create referral event and issue credit to referrers

Your patient referral submissions arrive untracked, leaving referrer details and reward eligibility unclear. Referral events are recorded and referrer credit queued for outreach same day.

Create referral event and issue credit to referrers

Overview

Referrals should generate action, not extra work — this flow captures referral submissions, records marketing events, queues store-credit issuance, and alerts operations so referrers are rewarded same day. It turns loose form entries into reliable leads and timely outreach.

Create referral event and issue credit to referrers