Referral Trees

Referral trees allow you to analyze how much revenue that referrals are generating.  Following are some of the most common referral sources:

• Existing clients (word of mouth)
• Employees
• Advertisements
• Web sites

Millennium creates a referral tree for every referral type that brings a new client to your business, and the tree continues to grow when the referred clients refer additional new clients.

Example:  The following diagram illustrates the referral tree for Jane.  Jane referred two people who in turn referred three people.  This means that Jane's lifetime value includes the money spent by all five of the clients in her referral tree.

For referral types such as clients and employees, referral trees allow you to view the lifetime value of each client and employee.  For referral types such as advertisements and web sites, referral trees allow you to determine whether you are seeing a return on your advertising spending.

Viewing Referral Trees

The Millennium Referral Tree window displays the referral trees for each referral type.

You can access the Millennium Referral Tree window by selecting Marketing > Referral Tree.

If you select a referral type and click Analyze Referral Tree, a referral tree displays with a list of clients referred by the referral type during the specified date range.  The Total Generated to-date field displays the amount of revenue generated from the clients in the tree.

Step-by-Step Guides

• Viewing a Referral Tree for a Referral Type

  1. Select Marketing > Referral Tree.

  The Millennium Referral Tree window displays.

  2. In the Referral Type field, select the referral reason to analyze.

  3. In the Client Referrals Between fields, select one of the following options:

  • Select a date range if you only want to display referred clients with a first visit during the specified period.

  • Remove the date range if you want to display details for all referred clients.

  4. Click Analyze Referral Tree.

   

• Viewing a Referral Tree for a Client

  1. Select Marketing > Referral Tree.

  The Millennium Referral Tree window displays.

  2. In the Referring Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client’s profile using the Quick Search window.

  3. In the Client Referrals Between fields, select one of the following options:

  • Select a date range if you only want to display referred clients with a first visit during the specified period.

  • Remove the date range if you want to display details for all referred clients.

  4. Click Analyze Referral Tree.

   

• Viewing a Referral Tree for an Employee

  1. Select Marketing > Referral Tree.

  The Millennium Referral Tree window displays.

  2. In the Referring Employee field, select the employee to analyze.

  3. In the Client Referrals Between fields, select one of the following options:

  • Select a date range if you only want to display referred clients with a first visit during the specified period.

  • Remove the date range if you want to display details for all referred clients.

  4. Click Analyze Referral Tree.

   

• Viewing a Referral Tree for a Date Range

  1. Select Marketing > Referral Tree.

  The Millennium Referral Tree window displays.

  2. In the Client Referrals Between fields, enter a date range for which to view data.

  Note:  Millennium only includes referred clients with a first visit date during this date range in the analysis.

  3. Click Analyze Referral Tree.

   

related links

Recording a Referral

Analyzing a Referral Type