Rocket Referrals will intuitively match your referral sources. Occasionally, Rocket Referrals will ask you to match a referral source. This can happen when the client listed in your management system shares a name with another client, their name is misspelled or you've entered a category instead of a name. When this happens, you will see an alert in your account that says "Unmatched referrals" asking you to connect the dots to the person responsible for making the referral.

Note: If you are looking for more online reviews and client testimonials, this is hugely important as it teaches Rocket Referrals where to focus communications such as online review requests, testimonial requests, thank you and loyalty cards. 



1.) Step 1: Log in to your Rocket Referrals account and navigate to your Contacts tab. From there, click and select the Unmatched referrals list and select the first unmatched record. Here you will see that one or two things have occurred: either a contact by that exact name couldn't be found OR there were multiple matches for that name (e.g. John Smith). 



2.) Step 2: After typing in a contact name and selecting which contact in Rocket Referrals made the referral, the system will display a window.

(see below: Torey Maerz > was referred by > John Smith who lives at 44 30th St.)



Here you are asked whether you want to:

Match forever > all future John Smith referrals will match to the selected John Smith.
Match current contacts only > will match the selected John Smith to all the contacts listed on the previous screen.
Match Manually > will return you to the previous screen and ask you which John Smith referred each client listed.



When done matching the contacts on the page, remember to Click Save and View Next.

Tip: If you've been using internal codes like BNI- John Smith, you may continue to do so. Just tell Rocket Referrals that you want to "Yes, match forever", forever linking BNI- John Smith to the person named John Smith in your BNI group (assuming there's only one). If you haven't entered your professional contacts like mortgage brokers, BNI contacts, etc. follow this step to do so. 



3.) Step 3: If this is your first time cleaning up your referral sources, you may have a number of broader categories (e.g. Dave Ramsey, Walk-in, Mailer) instead of a person's name. For those like Walk-in, select the red Ignore button and move on to the ones where you can provide a name. 



4.) Step 4 (optional): If you ever need to undo a referral match, simply find the contact who you matched the referral to by going to Contacts > Search Contacts > Torey Maerz > Edit Contact > Remove Referral