The Referral Thank You sends a message to a Client within one day after you enter their name as the Referral Source of another Client.
The following predefined criteria must be met in order for the Autopilot to send:
- The Referral Thank You is active.
- The Client who referred the other Client has an email address on file in the Details section of their record.
- The Client who referred the other Client is entered as the Referral Source.
- This Autopilot only sends once per Client. It doesn't send to the Client each time you enter them as a Referral Source.
- This Autopilot sends retroactively. Once it's running, a Client who has previously been entered as Referral Source will receive it.