CommunityConnect Labs

Intelligent Referrals


Connect your clients to assistance based on their needs and preferences


  • 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