In this article we will show you how to create a referral and the different ways you can send one. Note you can create an unlimited amount of referrals on NuOp for free! PS: Check out the attached video for an example.
Referral - A referral provides the following three functionalities:
You will have the ability to require a referral fee, and have said fee legally bound in an agreement between you and the receiving party.
You will have the ability to track income generated from the referral if a transaction takes place
Both Members who are part of the referral will have the ability to review one another.
If you are trying to track a past referral that you have sent, then you will be able to accommodate this as well
Three different referral sending methods
In the second step of the referral creation flow "Who can view this referral?" you will be able to choose the sending method that you want.
1. Direct Referral - In the pick list, select " Only the candidate(s) that I select. Then in the next step you can search or create a contact in order to select one candidate to send a referral to.
2. First Come, First Served - In the pick list, select " Only the candidate(s) that I select. Then in the next step you can select up to 5 candidates for your referral and the first one to claim it will receive the referral. This is a great method for when you have a couple of candidates in mind but need someone to act fast on the referral.
3. *Open referral* - In the pick list, select "Everyone" and this will notify all members in the location of your referral. Let us do all the work for you to find ready, willing, and able candidates. We highly recommend this method because it will be marketed on social media and we create it's own landing page to help build you and your company's SEO, so this will help you show up higher in a google search.
Instructions Desktop
Click on the Create + button at the top of the page.
Select Opportunity
In the first step of the creation flow, select Referral
Follow each step and enter all the details pertaining to your referral. *If you would like NuOp to create a binding agreement for you then you will need to enter the clients information in. The client information will not be released until you award the referral to a member*
Review your information and then click Submit
Instructions Mobile
Tap the (+) Icon
Tap New Op
In the first step of the creation flow, select Referral
Follow each step and enter all the details pertaining to your referral. *If you would like NuOp to create a binding agreement for you then you will need to enter the clients information in. The client information will not be released until you award the referral to a member*
How to Create an Opportunity In this article we will show you how to create an Op, the 3 types of op's, and the different ways you can send one. Note you can create an unlimited amount of opportunities on NuOp for free! Types of Ops you can create ...
A Direct Referral is where a Member sends a referral directly to another Member. Below are some important things to know about direct referrals: You can choose to withhold client contact information when submitting a direct referral. Click here to ...
It is really simple to assign an Open Op to a candidate and you can do it within seconds. Please note, if you need to learn what an Open Op is, click here to read this article first. 1. Navigate to the candidate component located inside the Op. In ...
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Claiming an Open Opportunity An Open Opportunity is an opportunity exchange method that a NuOp member can use when they do not know who to send their opportunity (referral) to. In other words, if a NuOp Member has a client referral and needs help to ...