Referral templates are prewritten referral messages that can be sent to either:

• The external organization (about the member), or
• The member (about the organization)

You can even create two-way templates if needed.

To create a referral template:

1. Go to the Templates section.
2. Select the Referrals tab.
3. Click “+ Add Referral Template.”
4. Choose who the referral should go to:
   • To the organization (e.g., “Refer this member to XYZ Food Bank”)
   • To the member (e.g., “Send info about the food bank to the member”)
   • Or both (You'll need to create two separate templates)
5. Select the method of referral (E-mail or SMS).
6. Fill in:
   • The name of the referral
   • A short description
   • The body of the message (what you want the email or SMS to say)
7. Check the “Send Action” box if you want the referral to include a “Send” button. 

Example: You might create a referral called “Food Support – Local Pantry,” with a message that can be sent to either the pantry or the member depending on need.