Step-by-Step Guide to Using Referron

🔹 Step 1: Download & Sign Up

• Download the Referron app from the App Store or Google Play

• Sign up using your name, email, and mobile number.

🔹 Step 2: Create a Powerful Profile

• Create your digital business card
•         Upload a photo.
•         Add a tagline (e.g. “Mortgage Broker | Helping families build wealth”).
•         Include your bio or services summary
•         add name, title, company, phone, 
• don’t forget to upload your socials .(Will take a few minutes)  

• Become a premium member and include a great video and your calendly on your business 

• Premium members can track activities and analytics (and a whole lot more ($100 per year or $10 per month )

🔹 Step 3: send your card and Add Your Connections

Populate your connections by Sending  your vCard and making referrals to those that you know like and trust .    

• Tap “Connections”.

Add people by

• sending your vCard Sharing your digital card link
•         from you connections or by Adding manually (name, phone, email)

🔹 Step 4: Share Your Digital Business Card

•  add people you meet  to connections 

• send them your vCard 
• Send them a message (I use short and friendly 

🔹 Step 5: Make a Referral

Be a connector! 

Here’s how:

1. Tap the “Refer” button.

2. Press “Add Provider” (this is the person delivering the service)

• Choose them from your connections or search.

3. Press “Add Seeker” (this is the person needing the service)

• Choose them from your connections.

4. Add a note explaining the referral (why you’re connecting them).

5. Press “Send” (top right corner).

🔔 All parties will get a WhatsApp/SMS notification, and the referral will be logged in your activity tab.

🔹 Step 6: Track Your Activity

• Go to the Activity Tab to view:

• Referrals made and received

• Connections added

• Engagement history

Be sure you sign up to premium to get access to filters and ability to slice and dice and export your activities 

🔹 Go to the account / analytics  Tab to view analytics 

What you can measure you can scan manage 

🔹 Step 7: Be a Connector

• Make warm introductions.

• Position yourself as a center of influence in your network.

• Track how much value you’ve created by connecting others.

🔹 Step 8: Use Referron at Events

• Share your QR code on your name badge
•         send your vCard to add contacts to your Rolodex 
• Add them from group created by event organiser 

• Connect instantly.

• Boost post-event engagement by making by sending them messages to connect with you via your vCard  and making referrals.

🔹 Step 9: Upgrade for Teams and Groups 

• Businesses can upgrade to manage:
• creation of groups 

• being invited to groups 

• whitelabelling business cards 

• Referral analytics 
Tracking of activity 
• Brand customization

• Adding YouTube and calendly to profile 

• Access to courses - valued at $995