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      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
        1. Toggle “Start Referral Solicitation” to ON after any of your move-in messages. This will open up a section in the Referral Solicitations worksheet so that you can customize the message the tenant receives:



        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  

      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
      This page is customizable in the spot Referrals worksheet in My Storage. Here are the elements that can be customized:
      • Page title
      • Page body
      • Link
      • Sharing text
        • SMS body
          image.png
        • Email subject and body
          image.png

      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
      The messages and collection method are completely customizable in this section 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
      image.png

      Tracking

      A few things happen once a referral provides their information:
      1. A line is added to your CRM with the referrer’s information included in the Notes column

        image.png
      2. An email receipt is sent to the store, district manager, and any email addresses defined here

        image.png
      3. The referral’s information is sent to your Facility Management Software if you’ve opted into that (more information here: Types of Leads )
      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 Notes to include the word COMPLETE

        image.png
      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
      Additionally, all referral information will be included in your monthly analytics reports 🙂