Manage Referral Codes

Referral Codes
How do I add, edit or remove Referral Types?

Atlas helps you quantify member benefits by tracking Referrals Types. By default, Atlas automatically tracks referrals through various Web Modules, including the Business Directory, Event Sponsorships, Front Desk, and Banner Ads. You may also manually assign Referrals through the Profile Selector or on the Referral Tab within each Profile Record. Follow these steps to create Referral Types.

1. Go to Admin > Manage Codes > Member Codes > Referral Types.

2. In the Selected Code text fields, enter the Name and Description of your new Referral Type. Leave the text field on the far right blank; it will auto-fill with the Name.

3. Click Save. Your new Referral Type will apear in the Codes datagrid.

Note: The System Referral Codes Data Grid lists the standard Referral Types automatically tracked by Atlas. These codes are not editable.

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