There are three ways to add a referral to a member’s profile:

Option 1: Automatically through an Activity Flow

If your flow (script or assessment) includes questions where certain responses should trigger a referral, you can link a referral template to that answer.

Here’s how it works:

• A member answers a question in a way that flags a need (e.g., selects “Yes” to needing food support)
• Based on that answer, the referral template you’ve connected appears on the member’s profile automatically
• You or your team can then click “Send” to deliver the referral email or SMS

This setup is called an Answer Action and is configured inside the flow builder.

Option 2: Manually during an activity 

To add a referral that isn’t triggered by a member response:

• Scroll to the bottom of the activity module.
• Select + Options.

From there, you have two choices:

• Use a template → Select an External Resource and Template from the dropdowns. The referral information will auto-fill.
• Create a one-off referral → Enter the details manually without using a template. (Note: one-off referrals require both a Title and a Description.)

Option 3: Manually from the Member Profile

You can also add a referral directly at any time.

1. Go to the member’s profile
2. Scroll to the Referrals section
3. Click “+ Add Referral”
4. Select the referral template you want to use, or enter the information for the one-off referral without a template
5. For templates, choose to send it by email or, if your organization has it enabled, by SMS
6. Click Send

This method gives you flexibility to add referrals outside of the activity flow, whenever needed.