External Resources

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What Are External Resources and Referrals in Pear Suite?

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

May 20th, 2025 13 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 13 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 17 views 0 likes
Adding a Referral to a Member’s Profile

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

May 20th, 2025 13 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 12 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,...

May 20th, 2025 14 views 0 likes

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