Guru's Verification engine ensures consistency, confidence, and trust in the knowledge your organization shares. Learn more.

Invite friends & the referral dashboard - account - app

IA_portal_member_call (1).png

Members can quickly and easily send a link to family or friends to sign up with Branch. Depending on the state, a member can get discounts or gift cards by making referrals. Reference the branch.com - community programs section for more details.

This resource also helps members invite friends and track their referrals—all from the Branch app.


Steps to inviting friends - using the referral dashboard in the app

  1. Click Invite Friends
  2. Click Refer a friend to get your personal referral link
  3. Copy link to text
    1. Go to messages on your personal phone and paste link and send
  4. Click arrow to toggle open email option and enter emails and message
    1. Check box to send a reminder
    2. Click Send Email
  5. View completed referrals details (if applicable)
  6. View pending invites (if applicable)

image.png

Example text message when sharing referral link

IMG_7655.jpg

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.