Referral Pages FAQs

Referral Pages - Frequently Asked Questions

What are referral pages?

Referral pages are the pages, links and forms that firms use to capture referrals in RQ. Each one is a public page that someone can use to start a referral. They bring every referral capture route into one place, so you can manage how referrals come in, who receives them and what journey people follow. A referral page can be used by: • an introducer • a client • a prospect • someone submitting on behalf of a client • a visitor on your website or a landing page Each page holds its own rules. It sets out who the referral is for, whether visitors can book a meeting or submit a form, which advisers receive it, how it is shared out, and whether Compass and consent steps apply. You manage referral pages in Settings, under the referral methods area.

What is the difference between introducer pages, the default page and direct lead capture?

RQ has three main types of referral page, each for a different job. Introducer pages are linked to a specific introducer relationship. Each introducer can have their own page with its own link, booking and form settings, advisers, allocation and wording. The default page is the template used for new introducer relationships. It sets the standard configuration, so you avoid setting up each new partner from scratch and keep new pages consistent. Direct lead capture is for enquiries that come straight to your firm, rather than from a named introducer. It suits website forms, landing pages and campaigns, and it always appears separately from your introducer pages. In short: introducer pages are partner-specific, the default page is your starting template, and direct lead capture covers direct inbound leads.

Can a referral page offer calendar booking, a request form, or both?

Each referral page can offer different ways to get in touch. Calendar booking lets the visitor book straight into your firm's availability. They pick a date and time and confirm the meeting, which creates a referral in RQ. This works well when the next step should be a meeting. The request, or call-back, form lets the visitor submit their details without booking. This suits firms that want to review the enquiry first before following up. You can also turn on both. The visitor then chooses whether to book a meeting or request a call back. Offering both is useful because some people are ready to book a time, while others just want to leave their details. You avoid forcing every referral down the same path.

What is direct lead capture and how do I add it to my website?

Direct lead capture is a referral page for enquiries that come straight to your firm, rather than from a named introducer. It suits your website, landing pages and campaigns. When someone submits the form, RQ creates a direct lead referral that your team can follow up. You can share it in two ways: • Copy the link and use it in emails, adverts or campaigns • Use the embed code to place the form on your own website The embed action gives you copy-and-paste code, so the form sits on your site and visitors do not get sent elsewhere. You can assign advisers, share leads by round robin, edit the wording, add an optional service selection and track how often the page is used. This lets you treat website and campaign leads as part of the same referral process as your introducer referrals.

How do I choose which advisers receive referrals and how they are shared out?

Each referral page is assigned to one or more advisers. These are the people who can receive referrals from that page. You then choose how referrals are shared between them. Single adviser sends every referral from the page to one person. Use this where there is a named relationship owner, a specialist handles that service, or the introducer expects a specific person. Round robin shares referrals across the selected advisers. Use this where several advisers can handle the enquiry, you want to spread volume fairly, or speed of response matters. Different pages can route differently. A pensions page can go to pension specialists, while a general website page is shared across the whole team. Where a page offers both booking and a form, calendar bookings and form requests can use different allocation methods. The assigned advisers and allocation method are shown in the referral pages table, so you can check the setup at a glance.

Can I duplicate a referral page for different services or campaigns?

You can duplicate an introducer page when the same introducer needs more than one referral route. Duplicated pages appear as child rows under the parent introducer. Each one has its own link, usage count, settings, wording and allocation rules. This is useful for: • different services • different offices • different campaigns • different adviser teams • different client types For example, one introducer could have separate pages for mortgages, investments and corporate work. Each page is tracked and configured on its own, so you avoid using one generic link for every context. Duplicating is also handy for campaigns. You can copy an existing page, change the wording, advisers and service routing, and track that campaign separately.

Can I enable Compass and referral journeys on a page?

Referral pages can work with Compass and with structured referral journeys, and you control both at page level. When Compass is enabled for a page, you can share the page inside the Compass flow. Clients can then refer themselves using that firm's configuration. A referral journey controls the steps a visitor follows. This may include data capture, consent, terms review, booking, form submission and referral creation. Both settings show in the referral pages table. The Compass and referral journey icons let you check which pages are part of a Compass flow or follow the configured journey, without opening each page. This helps you apply the right journey to the right route and keep your referral capture consistent.

How do referral pages handle client consent and terms of introduction?

A referral usually means one firm sharing a client's details with another firm. Referral pages support a clear consent and disclosure process around that handover. Where required, the client can review and sign the terms of introduction. The terms can show: • the firms involved • the client name and date • the subject of the introduction • regulatory wording • any introducer fee or commercial interest, with an example fee disclosure • how personal data will be handled • a signature section The client signs electronically, and the signed terms form part of the referral record. You can also add your privacy notice link, so privacy wording appears in the relevant steps. This helps you evidence that the client was told what was happening and agreed to the introduction.

Can an introducer submit a referral on behalf of a client?

Referral pages let introducers submit details on behalf of a client. The page makes clear that the introducer is submitting the client's details. The introducer enters: • client first name • client last name • client email address • the service the client is interested in • what the client would like to discuss The page then explains that the client will be emailed to give consent. The referral and any meeting details are only released to the receiving firm once the client has signed. This keeps things practical for introducers, while still protecting client consent. The introducer does not have to chase paperwork, and the client stays in control of the introduction.

Can I see how often a referral page is used?

Every referral page shows how many times it has been used. You can see this in the Used column of the referral pages table. Usage is not just a number. It helps you manage referral relationships more actively. It can support: • measuring introducer engagement • spotting links that are not being used • comparing campaigns • noticing unexpected activity • prioritising relationship follow-up Because each duplicated page has its own count, you can track a campaign or service line separately from the main introducer page. This gives you a clearer picture of which routes are working.

How do I preview, copy and share a referral page link?

You manage referral page links straight from the referral pages table, so they are easy to handle day to day. Common actions include: • Open or preview the page to see exactly what a client or introducer will see • Copy the link to use in emails, partner messages or campaigns • Duplicate and edit to adapt a page for a service, team or campaign • Edit to change booking settings, form settings, wording, advisers and allocation Because referral pages are public-facing, the preview matters. You can check the wording and journey before you share the link, so introducers and clients get a clear, polished experience.