Intelligent Referrals
Solution
Connect your clients to assistance based on their needs and preferences
Benefits
- Personalized referral: Match clients to resources based on their language, location, and preferences
- Individualized tracking: Track individual-level referrals with unique trackable links for each referral.
- Easily update look-up tables
Use Cases
Refer clients to volunteer tax assistance sites that speak Vietnamese, are open on Saturday and are near the client’s zip code
Send Spanish-speaking clients a link to watch a Spanish Youtube video
How It Works
Upload Contacts / Promote Text to Opt-In
Write a short 2-question survey
Responses will be segmented
See engagement metrics