External Resources

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What Are External Resources and Referrals in Pear Suite?

wiExternal resources in Pear Suite help you connect members to outside organizations, services, or individuals who can support their needs....

August 25th, 2025 45 views 0 likes
Creating an External Resource

To refer members effectively, you’ll first need to create the external organization or service in Pear Suite. Here’s how: Go...

May 20th, 2025 36 views 0 likes
Creating a Referral Template

Referral templates are prewritten referral messages that can be sent to either: The external organization (about the member), or The...

May 20th, 2025 57 views 0 likes
Adding a Referral to a Member’s Profile

There are three ways to add a referral to a member’s profile: Option 1: Automatically through an Activity Flow If...

August 25th, 2025 46 views 0 likes
Sending Referrals by Email or SMS

When setting up a referral template, you can choose how the message should be sent: Email: Sent to either the...

May 20th, 2025 37 views 0 likes
Tracking Referrals and Follow-Up

You can track referrals from two places: 1. From the Member’s Profile Each member’s profile includes a Referrals section. Here,...

August 25th, 2025 64 views 0 likes

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