Add Referrals to Contacts

MPDⓇ is about deepening relationships and inviting people into what God is doing through your ministry. The MPD Team has recently introduced a shift in language from "referrals" to "connections." The vision behind this shift is: "we want people to connect us with their friends more than refer us to their friends." Though "Referrals" are now formally called "Connections," MPDX uses the term "Referrals." 

In MPDX:

• A “Referrer” is the person who introduced you to a new contact.
• A “Referral” is a person who was introduced by another contact. 
• When you add people as "Referrals" to "A Contact's Page" instead of creating new contacts from the main screen, you are recording the connection between the person you've added and the person who introduced you to this new ministry “Contact.”
• There is a special way to add connections in MPDX that is different from the usual process to Add Contacts (learn about the usual process of how to Add Contacts here). If you use the processes we explain below, MPDX preserves the connection between “Referrer” and “Referral.” 

Adding a New Referral

A “Referral” is a person who was introduced by another contact. Adding a Referral, or Referrals to a contact is done manually and within A Contact’s Page. 

• Click on the Contact Name (i.e. “Charming, Prince and Cinderella”). That “Contact’s Page” will appear from the right side of the page.

• Visit the “Referrals” tab.
• Click the "Add Referrals" button. As a person shares names and contact information enter details such as First Name, Last Name, Spouse Name, Address, Phone and Email.
• Make sure to click "Save."

Under the “Referrals” tab you will see a list of Names with a Referral Date for each “Referral” recorded within this Contact.

Each Name is a hyperlink to that MPDX Contact’s “Contact Page.”

Add a “Referrer” to a Contact

A “Referrer” is the person who introduced you to a new contact.Adding a Referrer to a contact is done manually and within A Contact’s Page.

• Click on the Contact Name (link).

• Visit the Contact Details tab.
• Scroll down to the Others section of the Contact Details tab and you will find the “Referred By” field.
• Click on the pencil icon to the right of "Other" to make changes
• A pop-up box will appear with the option to "Edit Contact Other Details".
  • Select “X” to remove the Existing “Referred By” name
  • Select the dropdown arrow to select a new “Referred By” name from your Contacts. Click and begin typing the Last Name of the contact you have in mind. 

NOTE: You can use Contacts Filters to do a filtered search by Referrer. To do this, unhide the Filters menu, select “See More Filters” and visit the “Referrer” dropdown menu to select a “Referrer” name. 

View Your Referrals on the Dashboard

If you'd like to see a list of all of your recently added connections, you can check out the "Referrals" section of the Dashboard. You may need to scroll down to see it. There are two options: "Recent" and "On Hand." 

• "Recent" referrals are those that have been added in the last 2 weeks. 
• "On Hand" referrals are the total number of referrals in MPDX with the status: Never Contacted, Ask in Future, Cultivate Relationship, and Contact for Appointment.
• Click “View All” for either view to see all contacts of each Referral type.