Overview
Fuel word of mouth promotion by making it easy for customers to refer you, earn with you, and return to you.
Set up a referral program where your clients can earn credit when they refer a friend to your business. For each successful referral, clients will earn a discount either as a fixed amount or percentage which will be tracked automatically so it can be applied to an invoice.
Referrals offers tracking so you can see how many referrals your clients have generated, the jobs that were created from referrals, and how much revenue those jobs brought it.
Referrals availability
Referrals is included as part of Jobber’s Marketing Suite, along with:
View our current pricing plans.
To check what plan you’re on, navigate to the Gear Icon, then select Account and Billing. If you have any questions about your plan’s features or pricing, our support team is here to help!
Get started with referrals
The first step is setting up the referral credit that clients will receive when they refer a friend to your business and that friend books with you.
Note: Only admin users or users with the Marketing Suite permission can view the Referrals dashboard. Learn more about user permissions.
- From the side navigation, select Marketing, then Referrals.
- Use the Type dropdown menu to select if the referral credit will be a fixed amount ($) or a percentage (%), then enter the amount and select Continue.
Send a referral campaign to spread the word
You have the option to send clients an email campaign to spread the word about your referral program. Prebuilt email campaigns designed specifically for referrals are available through the Referrals dashboard.
To send a referral campaign in Jobber:
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Navigate to your Referrals dashboard.
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Select Settings, then select Ask For Referrals.
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Choose one of the following campaign types:
- One-off Campaigns: manual campaigns you send when you want to promote referrals at a specific time, for example after a big job or during a seasonal promotion.
- Automated Campaigns: campaigns that run in the background and automatically ask clients for referrals after a job is completed.
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Review the campaign preview that appears next. The recipients and content are pre-filled, but you can still edit them to customize the email for your referral program. Review the campaign’s:
- Recipients: the client segment that will receive the email campaign.
- From: the email address the email will be sent from.
- Reply-to email address: if customers reply, this will be the default reply-to email address. This is your email address listed in your Company Settings. At this time, the reply-to address cannot be changed.
- Subject line: the email campaign’s subject line.
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Select your target client segment. Options include:
- All clients that haven’t been archived.
- Clients with upcoming visits: clients with at least one visit scheduled within the next 30 days.
- Past clients: clients whose last job was completed more than 12 months ago, with no upcoming jobs scheduled.
To narrow a segment down further, select Edit to view the clients that fall into it, then select Edit criteria to add additional segmentation using tags.
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Once you’ve selected the client segment, select Save.
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Customize the email content. You have the option to edit or add:
- An email subject line
- A header image (optional). Note: format this image in landscape orientation.
- A heading (optional)
- An email body
- Text and content formatting in the email body
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Select Save. This brings you to an overview of the content you’ve added for the campaign. To make changes, select Back to return to the previous step.
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Select Send to make your campaign live. Emails begin sending immediately. Warning: once emails are sent, this cannot be undone. If you’d rather send the campaign at a later time, select Schedule, then choose a date and time for the campaign to send. You can schedule any number of campaigns.
Here are a few additional considerations to keep in mind:
- The referral link each client receives is unique to them, so the email preview shows a placeholder. This placeholder can’t be copied and pasted, since each client has their own link.
- If you haven’t verified your email by sending a previous campaign, you’ll need to verify it before this one can send. Jobber emails you a verification code to enter the code in the box provided. The code expires 10 minutes after it’s sent.
- By default, campaigns are sent from your company email address, which you can adjust from the Company Settings page. Replies are sent to this same address.
- Scheduled campaigns may send up to 10 minutes after the scheduled start time.
- If you edit a scheduled campaign’s content before it sends, the campaign returns to draft mode and the scheduled send is paused.
View referrals on clients
Once your clients start referring others to your company, on the referred client’s profile, you will see “Referral” in the lead source field as well as a field that shows the client who referred them to your business.
Referrals can be added either manually or automatically.
To manually add a referral, create or edit a client. From the lead source field, select Referral. This will add a field for the referrer’s name where you can add the client who made the referral.
When a client refers a new client to your business and the new client uses the existing client’s referral link to request a service, the new client will be added into your client list automatically. The new client’s profile will show the client who made the referral as the referral lead source.
Your clients can find their unique referral links in client hub or from receiving your referral campaign.
View referral credits on invoices
When a referred client books their job, the invoice for the client who referred them will have the referral credit applied automatically. Below the subtotal line, the referral credit will show as a dollar value.
Referral credits are awarded when a referred client makes their payment. If Client A refers Client B and Client C, and both Client B and Client C pay their initial invoices, Client A will receive a referral credit for each of them. However, when Client A is invoiced, only one credit can be applied per invoice, even if they have multiple credits available. Their earliest earned referral credit will be applied to the invoice and any remaining credits will be applied to future invoices.
You can add a referrer to an existing client’s profile manually at any time. The referral credit will apply the next time that client pays an invoice, even if they’ve already had jobs and invoices before. Only one credit is given per referral.
Note: Referral credits do not apply to invoices generated through automatic payments or the mobile app. Referral credits are automatically applied to invoices you create manually.
Use the Referrals dashboard to track referral performance
To track the performance of your referrals, select to Marketing from the side navigation, then select Referrals to open the Referrals dashboard.
At the top of the Referrals dashboard are insights including:
- Leads: This is the total number of leads gained through referrals
- Jobs: The total number of jobs created through referrals
- Job revenue: Total value of jobs created through referrals
If you have previously sent the referral campaign, select View Campaign from the “Track your referral performance” insight to see how the campaign has performed. The insight will also show the date your last referral campaign was sent.
Below the referral insights is an itemized list of each referring client with columns for:
- Referred: The total number of clients or leads that were gained through this client’s referrals
- Jobs: The total number of jobs created through this client’s referrals
- Job revenue: Total value of jobs created through this client’s referrals
- Balance: The referring client row will show the remaining balance for the referring client. The rows of referred clients will show the incentive credit earned by referred clients
Select the referring client from the list to expand their referrals. The expanded referral client will show information about this specific client’s referrals, including:
- Referred: the name of the leads or clients that came from their referral
- Jobs: the job number for the referred client’s first job that was scheduled from a referral. When the first job hasn’t been scheduled for this client or lead yet, this will show a dash
- Job revenue: the job revenue brought in from their referral. This is the subtotal of line items from the referred client’s first job
- Credit status: This is where the referral credit is in its lifecycle. The statuses are:
- Earned: An invoice was paid, so the credit is now available
- Pending: A lead has been created or a job has been created, but an invoice has not yet been paid
- Applied: The credit has been used
- Balance: This is the incentive credit earned by referred clients
Manage your referrals
To make changes to your referral program:
- Click Marketing from the side navigation.
- Click Referrals.
- From the Referrals dashboard, Select the Manage button to make changes to your referral program.
There are three options to manage your referrals:
Incentives
To update the incentive that you’ve offering, select Incentives then set the Set credit for referrals toggle to On.
This is where you can update the type of referral credit you’re offering (fixed or a percentage) as well as the amount.
This is also where you can preview the credit email that clients will receive when they refer someone to your business.
Share your referral program
The manage referrals drawer has an option to launch your referrals campaign.
If you’ve previously sent the referrals campaign, the drawer will show the date the campaign was last sent.
Referral link message
To preview the message your clients will be sending their friends when referring your business, select the Referral link message from the Manage drawer.
This message is not customizable. By default, it will include a link to your request form so that new customers can request work.