Make life even easier for your team by sending new leads from your referral program directly into ServiceTitan so your team can pick up the referred leads without skipping a beat!
Step 1 (Optional): Create Custom Fields in ServiceTitan
→ Should you wish to store additional referral data related to your referred user, create the relevant custom fields inside ServiceTitan. You could, for example, create custom fields to house information like:
{Referrer First Name}: The name of the person who referred them
{Referrer Email Address}: The email address of the person who referred them
{Referral Campaign}: The name of your Referral Factory campaign (useful if you're running multiple campaigns)
{Referral Link}: The referral link automatically generated for the new user (useful if you will enroll newly referred leads into your referral program)
Step 2: Navigate to the Settings for the Person Invited
→ Click Edit Campaign to enter the campaign builder.
→ Navigate to the Integrations step in the bottom navigation bar.
→ Scroll down until you see the option to configure settings for the Person Invited.
Step 3 (Optional): Set Your Qualification Rules
If you would like to automatically qualify the Person Invited when they convert in HubSpot, set the rules that will trigger the automatic qualification. If you choose to qualify users using a different method, simply leave this section blank.
→ If you would like to automatically qualify the Person Invited when they convert in ServiceTitan, set the rules that will trigger the automatic qualification. If you choose to qualify users using a different method, simply leave this section blank.
Step 4: Map Your Fields
→ Map the fields from Referral Factory to your ServiceTitan fields using the dropdown select options.
❗️ For this function to work, you must map the fields:
{First Name} in Referral Factory to {Name} in ServiceTitan
{Email} in Referral Factory to {Email} in ServiceTitan
{Referral Code} in Referral Factory to {External ID} in ServiceTitan
Any field in Referral Factory to {Summary} in ServiceTitan
Any field in Referral Factory to {Source} in ServiceTitan
Note that you can map {Summary} and {Source} as default fields as well. See the next step.
All other fields are optional.
Step 5: Define Your Default Fields
→ Add a new field for {Is First Time Client}, which is required by ServiceTitan to make the booking. Select {Yes} or {No} from the dropdown menu.
→ You also have the option to define any additional default fields for when the booking is created inside ServiceTitan.
Step 6: Test Whether Your Integration Is Working
Once you have setup your integration, here are some steps you can follow to make sure your integration is working correctly.
Step 1: Sign Up As The Person Referring
→ Open your campaign link in a private window or incognito mode and sign up as the Person Referring. Please note that Referral Factory uses cookies, so if you have already visited your campaign link, you may see the incorrect step.
→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in ServiceTitan. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, [email protected].
Step 2: Sign Up As the Person Invited
→ Next, open the referral link generated for the Person Referring and sign up as the Person Invited.
→ Be sure to use an email address that does not already exist as a user in your referral campaign and, depending on your settings, does not already exist in ServiceTitan. We recommend using plus addressing to make sure that each email address is unique and easily searchable. For example, [email protected].
Step 3: Check For the Person Invited In Referral Factory
→ Navigate to the Users tab and check that both the Person Referring and the Person Invited have been created in Referral Factory.
Step 4: Check For New Bookings in ServiceTitan
→ Check that the Booking for the Person Invited is created in ServiceTitan with all the data you have chosen to map across. Note that it can take up to 30 minutes for the data to pass from Referral Factory to ServiceTitan.
