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Turn Chats into Referrals ✨🤝

🎉 Your happiest customers are your best salespeople - swivl makes it easy to capture that moment right in the chat, no extra forms, no extra steps, no lost momentum. 🚀

Referrals are most likely to happen when a customer is already engaged and feeling good about their experience. If you send them to a separate form or ask them to follow up later, that moment passes. With swivl, the entire referral process happens in the conversation itself - so you never lose a warm lead to friction.

The process takes less than two minutes and requires nothing from the customer except a phone number!

How to Submit a Referral

  1. The customer starts the conversation - They type something like "Can I refer someone?" in the chat.

  2. They select "Provide Referral" - swivl offers two options: learn about the referral program or submit one. The customer picks Provide Referral.


  3. They enter the referral's info - swivl asks for the referral's name and phone number.

  4. They verify their identity - The customer provides their own phone number and confirms it with a one-time code sent by text.
  5. Done! - swivl confirms the referral was received and lets them know you'll be in touch with their referral soon.

What happens next?

Once a referral is submitted, an email receipt is automatically sent to the store and district manager with the subject line: swivl <> [Your Company Name] Referral

The email includes:

  • Referral's name and phone number
  • Referrer's name, phone number, email, and store
  • A link to the conversation (login required) plus a public transcript link that expires after 72 hours - so don't wait too long!

That's it! No chasing down leads, no manual data entry, no lost momentum. Just a smooth, in-conversation experience that makes referring a neighbor or friend as easy as sending a text. 🎉

The rest is up to you - reach out to that referral while they're warm and let your happy customers do the talking. 🗣️✨

Want to take referrals a step further? With spot Referrals, you can automate the entire referral solicitation process — sending tenants a unique referral link via text or email right after move-in, and automatically tracking whether their referral becomes an active renter through your FMS. Learn more about spot.is Referrals here.