--- title: spot.is Referrals description: Send and track referral solicitations --- [Skip to content](https://learn.tryswivl.com/spot.is-referrals#main-content) English Show submenu for translations ![Full Color.png\]](https://learn.tryswivl.com/hs-fs/hubfs/Full%20Color.png?height=50&name=Full%20Color.png) Open main navigation Close main navigation - English Show submenu for translations - [Go to Studio](https://v3.swivl.studio/) [Go to Studio](https://v3.swivl.studio/) How can we help you? - There are no suggestions because the search field is empty. 1. [Using swivl](https://learn.tryswivl.com/?hsLang=en) 2. [spot.is (QR codes)](https://learn.tryswivl.com/spot-is-qr-codes?hsLang=en) # spot.is Referrals ## Send and track referral solicitations **Innovator Tier** With spot Referrals, operators can increase lead generation while incentivizing existing tenants to promote their brand. With each offer, customers are given a unique URL to share with friends and family that gives them credit for sharing and offers a promotion to the new lead. Once a potential customer becomes a renter, our system synchronizes with your FMS and updates the referral information. This update notifies your team that the referral process has been completed. ### Video Demo   ### Written Instructions #### Send referral links to active tenants This can be done in a few ways, outlined below: ### Option 1 Automate texts and emails to the customer during [move in](https://swivl.studio/my-storage/CronMoveIn) - 1. Toggle “Start Referral Solicitation” to ON after any of your move-in messages. This will open up a section in the [Referral Solicitations](https://swivl.studio/my-storage/CronReferrals) worksheet so that you can customize the message the tenant receives: ![](https://learn.tryswivl.com/hs-fs/hubfs/image-png-Jan-08-2025-09-21-18-5869-PM.png?width=684&height=422&name=image-png-Jan-08-2025-09-21-18-5869-PM.png) 2. In the example above, 3 days after someone moves in they’ll automatically be texted their unique referral link. ### Option 2 Use ad hoc text messaging to send it to one or more tenants on the fly. More information can be found here: [SMS Campaings](https://learn.tryswivl.com/sms-campaigns?hsLang=en)   ### Option 3 Add a button to your spot (QR code) account. Reach out to your swivl account manager to make this update. #### Sharing the referral link When an active tenant follows their referral link, they’ll be prompted to share it like so: ![image.png](https://codahosted.io/docs/zAMzMQFpNt/blobs/bl-yKrlnhuOdS/fe39cc91397794f2b3b6b676281b5011bfc5be24dd62421b6c0d66fd19a12be2e60e400ef6a5f363ab9da7135ae746fde433b86201676bcd15495862b25dafccff774cb28ff56e6622c934e1033a564b8493f44d2ecc5d53cc55223da79b49417747a82c) This page is customizable in the [spot Referrals](https://v3.swivl.studio/properties/page/cortex/sequences/spot-referral) worksheet in My Storage. Here are the elements that can be customized: - Page title - Page body - Link - Sharing text - SMS body ![image.png](https://codahosted.io/docs/zAMzMQFpNt/blobs/bl-vw2ukJD2SR/ebea97daf6a2adace87aa17b51751b4f079562af9027bd43a56cde919a5d8e7bbd3bb6f07c42af53704820bcbae5861a946d78deb283fa06ac1aa151a8f8c17c7efee46582f7361161f93b664d105bbf226002bf811ed982507928b2eb9ea6a6a8f0b88f) - Email subject and body ![image.png](https://codahosted.io/docs/zAMzMQFpNt/blobs/bl-8A__TDtZgd/31d6d9f0eb7be02f4c3e43d1e04fc4a5a8f4044bec63013d1488fcfb3836c54c82e08f873e14a1e9029bbe28ca9c4b41f4530725aafb83520aca4e05dbd9f9b090120d40ddf58710ff615a43163e92dc62e201c5bc5b5cdd05af268a9d73aa9054890568) #### Receiving the referral link When someone follows the shared link, swivlChat will open on your website. They’ll be prompted to provide their information: ![image.png](https://codahosted.io/docs/zAMzMQFpNt/blobs/bl-3pGJnh0ZKn/c4f7bce46c2495ce4fd10ae634757f56dfd1689968f2bb3de3d4c5122f8a983a9fa8059c8b47bb5786e2fb8a385dcf7985d9b72a0a92300b08164006c19ea1f6519135cdc22d20bfa05cfbcbd8770840132c969e8cc676c0ed425adbd480e1948d64b38e) The messages and collection method are completely customizable in [this section](https://swivl.studio/my-storage/SpotReferrals#:~:text=In%2DChat%20Referral%20Collection) of My Storage! Once they provide their information, we’ll tell them how to complete their reservation or rental with the after-navigate messages set [here](https://swivl.studio/my-storage/ShowInventory) ![image.png](https://codahosted.io/docs/zAMzMQFpNt/blobs/bl-_Rpuwr6hZT/9b62266593ee334015512fbd172a6315887dcc98487f90ed901e9111361ec6dcd05ba4856ccd668d34596aa119a97265e33d9cc1b611763b3ff0c52957613f0496a521bf6d03d893c2e77a73d0543c8c226de3e69ce438ab0449c466e0c0ced65406de62) #### Tracking A few things happen once a referral provides their information: 1. A line is added to your [CRM](https://swivl.studio/crm) with the referrer’s information included in the Notes column ![image.png](https://codahosted.io/docs/zAMzMQFpNt/blobs/bl-qDbAd4YDed/fa83aec70e9973ab4e52656414ecfe51dbaf97c49fe41ffc1c15278258b8fa55d584a4c6862db1be404a278761232e147b33daf43b0fe027ff401e13249cdb83b1c043356f9ac36eae5671e741157223a7985a098bd5544b047c219dc5e9fd9120c679ed) 2. An email receipt is sent to the store, district manager, and any email addresses defined [here](https://swivl.studio/my-storage/companyinfo#:~:text=SEND%20RECEIPTS%20TO%20THESE%20EMAILS%20(SEPARATE%20BY%20COMMA)) ![image.png](https://codahosted.io/docs/zAMzMQFpNt/blobs/bl-VAMuJE6ei9/d794c8e9b76a383082072d9f628334d42b3df30c74edb2e340c995b9f60e6d9cb364365add2445f8f318142a3432a9a0d48c48640f189148f609589d44007cc05179a4850d76284167b53ef34f737d48209e340cd32f70a316c30ad4e702c0025b57ec24) 3. The referral’s information is sent to your Facility Management Software if you’ve opted into that (more information here: [Types of Leads](https://learn.tryswivl.com/lead-settings?hsLang=en) ) 4. The referral is added to a workflow that will run every day to determine if they’ve actually become a tenant. This is where we check your FMS to see if the lead has become an active tenant. #### Closing the Loop When the referral rents a unit and becomes an active tenant, we’ll do a couple more things: 1. Update their [CRM](https://swivl.studio/crm) Notes to include the word COMPLETE ![image.png](https://codahosted.io/docs/zAMzMQFpNt/blobs/bl-2jeo9BU1Yt/7d36a388f1086d053db0a33a83534511f6657abdd107a5f97fccb9802e6914b0640b199262522889400c4e738acbb3abb9a52071f848456aeaa8aecd04d04a7ec6e247b77da2e2f243130653f8edd7013d017a4c179db2840df47591bb0aaf0c3f04778a) 2. Send another email receipt with the subject “Referral Complete!” Note: had this not been a test account, the referral’s unit number would have been filled out ![image.png](https://codahosted.io/docs/zAMzMQFpNt/blobs/bl-JjvGMr6aRb/5cff3534040a702e4fc9c4b5d6e8c8041e814fc0539efbe0a7c1199b251d2348e561e648d02d36e92a9524363e5fae107a1ad353809777c2f1b267033e4ab5346263cba796b461bff76687f79ead83501eb83d4a710c336c597000b6b934acb6babf65e9) Additionally, all referral information will be included in your monthly analytics reports 🙂 - [Getting started](https://learn.tryswivl.com/getting-started?hsLang=en#main-content) - [For Admins](https://learn.tryswivl.com/getting-started?hsLang=en#for-admins) - [For Agents](https://learn.tryswivl.com/getting-started?hsLang=en#for-agents) - [Set Up your Bot](https://learn.tryswivl.com/getting-started?hsLang=en#set-up-your-bot) - [Roles & Permissions](https://learn.tryswivl.com/roles-permissions?hsLang=en#main-content) - [Password Resets](https://learn.tryswivl.com/roles-permissions?hsLang=en#password-resets) - [Property Manager](https://learn.tryswivl.com/property-manager?hsLang=en#main-content) - [Details](https://learn.tryswivl.com/property-manager?hsLang=en#details) - [Cortex](https://learn.tryswivl.com/property-manager?hsLang=en#cortex) - [Groups & Locations](https://learn.tryswivl.com/property-manager?hsLang=en#groups-locations) - [Chatbot Setup](https://learn.tryswivl.com/chatbot-setup?hsLang=en#main-content) - [Installing your Bot](https://learn.tryswivl.com/chatbot-setup?hsLang=en#installing-your-bot) - [Advanced](https://learn.tryswivl.com/chatbot-setup?hsLang=en#advanced) - [Escalations (Live Conversations)](https://learn.tryswivl.com/escalations-live-conversations?hsLang=en#main-content) - [Agent Profile & Availability](https://learn.tryswivl.com/escalations-live-conversations?hsLang=en#agent-profile-availability) - [Handling Live Chats](https://learn.tryswivl.com/escalations-live-conversations?hsLang=en#handling-live-chats) - [Notifications](https://learn.tryswivl.com/escalations-live-conversations?hsLang=en#notifications) - [FMS Integrations](https://learn.tryswivl.com/fms-integrations?hsLang=en#main-content) - [Connecting your FMS](https://learn.tryswivl.com/fms-integrations?hsLang=en#connecting-your-fms) - [Leads](https://learn.tryswivl.com/fms-integrations?hsLang=en#leads) - [SMS & Automated Sequences](https://learn.tryswivl.com/sms-automated-sequences?hsLang=en) - [Troubleshooting](https://learn.tryswivl.com/troubleshooting?hsLang=en) - [Reputation Management](https://learn.tryswivl.com/reputation-management?hsLang=en) - [spot.is (QR codes)](https://learn.tryswivl.com/spot-is-qr-codes?hsLang=en#main-content) - [Payments](https://learn.tryswivl.com/spot-is-qr-codes?hsLang=en#payments) - [Performance & Analytics](https://learn.tryswivl.com/performance-analytics?hsLang=en#main-content) - [Analyzing Customer Behavior](https://learn.tryswivl.com/performance-analytics?hsLang=en#analyzing-customer-behavior) - [Connecting Apps](https://learn.tryswivl.com/connecting-apps?hsLang=en#main-content) - [Google](https://learn.tryswivl.com/connecting-apps?hsLang=en#google) - [Resources](https://learn.tryswivl.com/resources?hsLang=en) - [Notifications](https://learn.tryswivl.com/notifications?hsLang=en) - [Contact Us](https://learn.tryswivl.com/contact-us?hsLang=en) - [Payments](https://learn.tryswivl.com/payments?hsLang=en) - [Voice](https://learn.tryswivl.com/voice?hsLang=en) - [Cortex](https://learn.tryswivl.com/cortex?hsLang=en) - [Chatbot Topics](https://learn.tryswivl.com/chatbot-topics?hsLang=en) - [Ticketing](https://learn.tryswivl.com/ticketing?hsLang=en) [![Chill listening crop-3](https://learn.tryswivl.com/hs-fs/hubfs/swivl_logo_dark_png.png?width=80&height=24&name=swivl_logo_dark_png.png "Chill listening crop-3")](https://swivl.studio) swivl Support Copyright © 2026, swivl