> ## Documentation Index
> Fetch the complete documentation index at: https://doc.extole.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Capturing In-Person Referrals

> For credit unions, banks, lenders and other institutions that provide in-person services, it’s essential to make your referral program available not just online, but also at the branch. Extole’s In-Branch Referral Page ensures that staff ca…

# Overview

For credit unions, banks, lenders and other institutions that provide in-person services, it’s essential to make your referral program available not just online, but also at the branch. Extole’s In-Branch Referral Page ensures that staff can easily capture, track, and credit referrals made during face-to-face interactions when a new customer comes into the branch and tells the employee that they were referred.

# What is the In-Branch Referral Page?

The In-Branch Referral Page is an Extole-hosted form designed for employees to register referrals made in-person at your branch or location. It allows your team to record referrals reliably, ensuring both the referrer and referee receive proper recognition and eventual rewards.

![](https://downloads.intercomcdn.com/i/o/syy27wia/1531046597/a3690e174ec58755675b3cb9b4eb/image.png?expires=1778306400\&signature=cb481a35f5900e6de8383cc0b038ec1bee872c59d340edae257b555eb871d04f\&req=dSUkF8l6m4RWXvMW3nq%2BgW8F1LU2L2gKdyazS9ERdec7zgACoJtl%2BDVzVBkp%0A%2FoHVj0VLJ%2Fmkrgr9K3X%2FhvlpFOY%3D%0A)

# How It Works

1. **Account Opening:** The employee assists the new customer in opening a qualifying account.
2. **Referral Submission:** The employee accesses the In-Branch Referral Page and enters their own details (name, email, branch).
3. **Customer Details:** The employee collects and inputs the new customer’s information and the referring member’s email.
4. **Tracking:** The employee submits the form and the referral is tracked in Extole’s system.
5. **Reward Fulfillment:** Once the new customer completes the qualifying actions, rewards are automatically issued by Extole.

>

> *The In-Branch Referral Page does not send rewards at the point of submission; it simply establishes the referral relationship. Referrals are valid as long as the account was opened within the previous day.*

>

# Key Benefits

> **Eliminate Reward Confusion:**

> Reduce “Where is My Reward?” (WISMR) requests and customer frustration by ensuring referrals are properly credited from the start.

>

> **Increase Referral Participation:**

> Easily attribute more word-of-mouth referrals taking place in person and get rid of pen & paper referrals.

>

> **Gain Actionable Insights:**

> Track referral activity by employee and branch to reveal your best performers and optimize outreach.

>

> **Quality Check Your In-Branch Referrals:**

> Extole runs standard quality checks on online referrals. By adding quality rules to your in-branch forms, we can ensure that those referrals meet the same high standards, instantly.

>

# Best Practices for a Successful Rollout

> This type of experience is only going to be as successful as the rollout and training. Use these tips to get the most out of the In-Branch Referral Page.

>

> **Train Your Team:**

> Make sure all frontline staff understand the referral program and how to use the In-Branch Referral Page. Referral Program Training One Pager available here: [Credit Union RAF Training Template.pptx](https://downloads.intercomcdn.com/i/o/syy27wia/1595847785/5fe7ca7541d29fc2c5e0c41960af/Credit+Union+RAF+Training+Template.pptx?expires=1751303250\&signature=1c1492354a5cf8ef4fcafe3d420f2d979768400d51f2287d5e2de4edbf855112\&req=dSUuE8F6moZXXPMU3HP0gIjxjWm%2Fm0LF%2Fc1SNJStXkaKOHdO85E%3D%0A)

>

> **Easy Access:**

> Add a prominent link to the page in your account opening software or your internal network, so it’s always at your team’s fingertips.

>

> **In-Branch Marketing:**

> Use posters, brochures, or digital displays to remind both employees and customers about the referral program to drive more participation and awareness.

>

# Get Started Today

> Implementing the In Branch Referral Page is simple - chat with your CSM about getting it added to your campaigns!

>