Directory Referrals (Backup July 4)

Directory Referrals

Directory Referrals refer a visitor to a directory or list of companies, as shown below, after the visitor completes a referral form.

The referral companies are all sent the visitor's information, and they are able to contact the visitor based on the information in the referral form.

Each referral company is charged the same amount per lead.

In the example below, a visitor to the website Best Prices For Painting.com entered into a Referral Form that they were looking for Paint Quotes. There are 10 Paint Companies that received the lead to bid on the job. Each paid $10 per lead. The website owner receives $100 each time a visitor to their website completes the Referral Form.

To find advertisers, and to see what they are paying for leads, you can use Google's Keyword Tool.

How To Create A Directory Referral Program

To begin, you create your Directory Referral Program by completing the information below. Then you'll need to add Referral Companies that will pay you for your leads, and a Referral Form that captures your Visitor's email address and any addional information requested by your Referral Companies.

1. Referral Program Title: Enter in a name for your Directory Program. This is only seen by you and for your own reference.

2. Enter the rate to charge per email referral.

3. Enter any notes or a description for your program, this is also only seen by you.

The Results Page is the page where your directory of companies is shown on. Content you insert into this content editor will appear above the directory.

4. Enter a page title for the results page.

5. Enter the content for the results page.

The No Referral Found page is only used when:

A. You have multiple referral companies in a program with trigger and/or location filters.
B. You have added answers into the form that aren't covered by your referral companies.
C. You want to see how many referrals you are getting from a Location or Trigger Answer that you don't currently have a Referral Company covering.

6. Select which kind of No Referral Found page you want to use.

7. If you want this program to only refer one exclusive company, select the company from this drop down menu.

8. If you have any companies already registered, you can add them to your account by checking them off.

9. To create the program, click the 'Insert' button.

Adding A Referral Company Registration Form To A Page

Now we're ready to attach a 'Directory Referral Company Registration Form'.

1. Click on the page you want to add the registration form to. The form will be added under the Page Content of this Page.

The content of this page should entice companies to register, you should also put the referral rate on this page.

2. Click the 'Advanced Settings' tab.

3. Select 'Show A Email Referral Registration Form'.

4. Click the 'Save' button. The next step will show you what this form this looks like.

Adding A Referral Company Registration Form To A Page

1. This is the demo page content I've added to my page. I've mentioned the Email Referral Rate for my program here as well.

2. The form will always appear under your page content. The title and fields are pre-made and ask the company for general information.

3. The company will enter their 'Email' that they will also use to login to the Referral section of your website.

4. The company will create a 'Password' that they will use to login to the Referral section of your website.

5. The 'Referral Contact' is the person who will receive the information from referrals. This is optional for the company.

6. The company can select which Countries, Provinces, and Cities that they service and would like to receive referrals from.

7. When the company clicks the 'Submit' button, they will show up in the 'Referral Companies' page. The next step will show this.

Referral Company Program Settings

If you checked off a program in the previous step you will be automatically sent to this section to set up your program.

If you didn't check off a program yet, you can get here later by clicking on the 'Directory Referral Settings' tab when editing this company.

This page allows you to set up the settings for this company in this program. You will need to set up every company in program.

The only required section is 'Company Profile', this is the directory listing

1. This preview will show you what the directory listing for this company will look like to your visitor. The listing includes the company name, website, and a description that you create.

2. Enter the company name in this field.

3. Enter the company website in this field.

4. Enter the company description here, this could include their telephone number, business hours, company information. Its up to you what you want to show your visitors.

5. Click on 'Browse' to upload a company logo.

6. If you want to filter this company by locations, select the country, provinces, and cities it wants referrals from.
These locations will automatically be shown in your referral form in the referral questions that ask for the visitor's location.
If you only have 1 company in your program, or you aren't filtering by location, skip this section.

7. If you want to filter this company by a Trigger Question, type the trigger question and answer here.
The answer will automatically be shown in your referral form in the Trigger referral question.
If you only have 1 company in your program, or you aren't filtering by trigger question, skip this section.

Referral Company Program Settings

The referral period is the time period in which the company will participate in this program.

By default, the referral period will be ongoing until it is paused or stopped.

1. Optional: Select a referral period, if applicable.

In the advanced setting area you can pause this company in the program, set a custom referral rate, and more.

2. Optional: Set up any advanced settings for your company.

3. Click on 'Update Program Settings' to update the settings for this program.

Creating A Referral Form

1. Select 'Paid Referral Form'.

2. To attach this form to a referral program, select the program from this dropdown.

3. Fill in the 'Form Reference Title', this title will only be seen by you.

4. You can type in text into the 'Introductory Comment Line' that will appear above your Form.

5. Type what you want your submit button to say. Examples; Submit, Sign Me Up, Contact Me.

6. Enter in an Concluding Comment, this text will appear above your form. Example: "We won't share this information with anyone."

7. Now decide where you want this form placed, you can place it below your page content, or above your page content or choose a location to embed this form, somewhere in the middle of your content. Don't worry, you can change the location of the form later.

8. Now you can attach this Form to one of your pages by checking them off.

9. Click 'Continue' button to go to the next step.

Adding Referral Questions

1. You can add regular form questions (first name, email address, etc...) using this section at the top. Enter a question, then hit the 'Add Question' button.
Note: Your regular form questions will appear under your 'Referral Questions'.

Filtering By Location (Optional):
2. If you entered a city, province, or country in your company settings, and want to filter by location, type the question here, otherwise skip this step.
Select 'Country Question' if you are filtering by country (This is used when you have Referral Companies that service different countries in your Referral Program).

3. The locations you entered for every company in the program will show up here.

4. Any answers typed in this box that are chosen by the visitor will send them to the 'No Referral Found Page' that is set up in Referrals > Lead Generation Referral Programs.

5. Select the question order for your referral question.

Filtering By Trigger Question (Optional):
6. The trigger question you set up in your company settings will appear here. You can change it here if you need to.

7. The trigger answers you entered for every company in the program will show up here automatically.

8. Any answers typed in this box that are chosen by the visitor will send them to the 'No Referral Found Page' that is set up in Referrals > Lead Generation Referral Programs.

9. Click the 'Continue' button to go on to the final step.

Adding Referral Questions

Important: When a visitor completes a referral form for a directory program, 2 things happen:

A. They are sent to the page with the list of directories.
B. The information the visitor submitted using the form is emailed to every referral company shown to them.

1. Enter the subject of the email you will be receiving.

2. Enter in the email addresses to send this email too. Separate multiple emails by commas.
Example: YourName@Website.com, Coworker@hotmail.com

3. Enter in the email content in the content editor. Be sure to give your visitor an action to perform that will take them through your sales path.

No Referral Found Email (Optional):
4. Enter in the Subject Line of the email that the visitor will receive if they are sent to your No Referral Found page.

5. Enter in your email content in the content editor. Be sure to give your visitor an action to perform that will take them through your sales path.

6. Click the 'Choose File'/'Upload' button if you want to include an email attachment in the email.

7. To finish your Form, click the button. You can change all of the settings for a Form easily if you want to add or change anything.
Note: You should always test your Referral Forms to make sure its working the way you want. Also remember to delete any test Referrals you do.

Directory Referrals (Backup July 4)