Referrals
Find answers to questions related to referral generation and tools for your sales reps.
Referral Requests
How do I use the quick referral request tool?
- Log in to your Snoball account and navigate to "Request" on the left-hand side. Ensure that the "Referrals" tab is selected.
- Choose between a company or personal referral request. Admin controls determine who manages the messages for company requests.
- Add the first and last name of the person you're requesting a referral from, along with their phone number. If applicable, select the referral payout option based on admin settings.
- Preview the referral request to ensure it looks correct.
- Click "Send Request" to deliver the message to your contact.
- Check out the referral summary, referral leaderboard, and referral history report to track referral activity and payouts.
How do I use the messaging feature to communicate with referrals?
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Log in to your Snoball account, and select the "Message" tab from the menu on the left.
Note: To have access to the Messaging Desk, you must be on our referral plan with a paid seat. You'll also need to assign yourself to the messaging desk in "Admin Controls." -
Use the search bar or filter icon to find specific conversations.
Click the pencil icon to start a new conversation with a contact.
Select a conversation. Identify referral, review, and video testimonial icons underneath the customer's name and phone number. Icons are highlighted when actions are performed.
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Click on the message field. You can type a personalized message or use templates.
Click on the template icon to select the template you'd like to use.The template will auto-populate, and you can edit the message to fit the specific conversation.
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Click the paper clip icon to add attachments to the message.
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Use the bell icon to set reminders to follow up with the customer.
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Either send the message immediately, or click the arrow icon to schedule the message.Choose a date and time. Click "Schedule."
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Access and manage scheduled messages from the clock icon next to the search bar.
How do I use the referral marketing assets and widgets?
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Log in to your Snoball account.
Select the "Referral Marketing" tab from the menu on the left.
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Stay on the "Create Placement" tab.Scroll down to find the assets and widgets.
- Click on each asset or widget to generate it. You'll be directed to a form to fill out details like name, description, and payouts.
- The payouts you set are specific to that individual asset and will have no effect on payouts you have set in “Admin Controls.”
- After generating, click on "Copy Link" or "Copy Code" or "Download PNG" to access the asset or widget you created.
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Manage the assets & widgets by editing details, changing payouts,
or deleting them in the "Manage Placements" section.
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Referrals will automatically be sent to your CRM if it has been integrated.
You can also track referrals in the Snoball platform
by accessing the "Referrals Report",in the “Admin Controls” tab.
Sales Rep Tools
How do I build my personal profile?
- Log in to your Snoball account, and select the "Profile" tab from the menu on the left.
- If it's your first time, click "Get Started" after reading the introductory pop-up.
- Click "Upload Photo" to add your profile picture.
- Enter your full name.
- Choose your title from the drop-down menu.
- Select your start date in the "When did you start selling" field.
- Type out a compelling personal introduction in the "About Me" section.
- Include links to your personal social media accounts.
- Activate "Text Me" and "Make Me Visible on Google" features if you have a paid seat.
- Click "Save Changes" at the bottom to complete your profile.
- Scroll to the top. Click "View Your Public Page" to preview how your profile appears to the public.
- Click "Copy Public Page Link" in your Snowball account to share your public profile link.
How do I use the quick endorsement request tool?
- Log in to your Snoball account, and select the "Request" tab from the menu on the left.
- Click on the "Endorsements" tab at the top.
- Provide the first name, last name, and mobile phone number of the customer you'd like to request the endorsement from.
- Manually type a personalized text or use a template. Click the "Select Template" dropdown to choose a template.
- Click "Preview" to see how the text will appear to the customer.
- Click "Send Request" once you're satisfied with the preview.
- Scroll to the bottom to view your endorsement summary and history.

Need additional help?
Have you noticed some features listed above that you don't have access to with your current plan? We'd love to chat and see how we can provide you with all the tools you need.
Schedule DemoIf you still have questions or need assistance navigating the software, please don't hesitate to reach out. We're here to help!
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