Referral Activated Goal

This goal node is used to check whenever a referral is rejected, requires approval or is approved.

 

Settings

Referral Program: Set the referral program that will trigger this goal.

Referrer Journey: Select this option if you are creating a journey for a referrer.

Referee Journey: Select this option if you are creating a journey for a referee.

Enter Stage: This will move the lead to the specified stage when entering this node.

Achieved Stage: This will set the specified stage of the lead to achieved when entering this node.

Source: Select from sources that can be configured in the journey settings.

Cost: Set the cost for the lead.

Probability: Set the probability for the lead.

Timeout: Set a timeout to the node that will continue the journey using the when timeout connection when the timeout reaches 0.

Time: If set this will cause a timer to execute at a specific time, as well as after the specific delay.

Timeout relative to Date: If set this will cause a timer to calculate execution time relative to this date.

 

Connections: 

When timeout: continues the journey using the connected node when the configured timeout setting is reached. 

When rejected: continues the journey using the connected node when a referral in the specified referral program is rejected.

When required approval : continues the journey using the connected node when a referral in the specified referral program requires approval.

When approved: continues the journey using the connected node when a referral in the specified referral program is approved.

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