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Referral Engine: What is it?


What is the Referral Engine?

OutboundEngine customers that have the Referral Engine on their account will be given 4 referral sweepstakes per year (one for each quarter). 

Our customers' contacts will be required to enter THEIR CONTACT INFORMATION to be entered into the sweepstakes, in addition to answering a QUALIFYING QUESTION.

For the business owner, the Referral Engine has an increased emphasis on gathering actionable data from existing clients.


Our customers will...

  • Get additional referrals from their existing client base. 
  • Know which of their contacts are warm leads 

In short, the Referral Engine helps our customers surface warm leads from among their contacts, and get more referrals! 


What are the questions asked for each industry? 

REAL ESTATE - How likely are you to buy or sell property in the next 6 months? 

MORTGAGE - How likely are you refinance or seek a new mortgage in the next 6 months?

FINANCIAL ADVISORS - How likely are you to make a change in your career or family life (such as a marriage, new child, or grandchild) over the next 6 months?

INSURANCE - How likely are you to change your coverage in the next 6 months? 

PROMO - How likely are you to buy promotional products in the next 6 months? 

HOME SERVICES - How likely are you to require my services in the next 6 months? 

WELLNESS - How likely are you to require my services in the next 6 months? 

BEAUTY - How likely are you to require my services in the next 6 months? 

AUTO - How likely are you to get service for you vehicle in the next 2 months? 


Do my contacts have to refer someone new to me to enter the sweepstakes?

No! The contacts will be asked to send referrals after entering the contest, though they do not have to. With the Referral Engine, the first screen is simply the entry form, along with the qualifying question.  After they click submit, they'll see a thank you screen with the option to add additional referrals. 

More importantly, THE PAGE HAS A DISCLAIMER: "I appreciate any referrals you can provide.  They have no impact on your chances of winning the sweepstakes.


How do I get the new Referral Engine?

Contact YOUR FAVORITE Customer Success Team!


Login into your account, locate the Referral Program tab, and select "Upgrade to Referral Engine"!


Any of us will be super happy to help you! 





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