This action functions like a standard email automation, with additional reporting capabilities specific to partner records.
How It Works
When added to a Contact Automation, the Referral Partner Report:
- Functions like a standard email action
- Generates a report attachment (CSV)
- Only executes for partner-type records
If a non-partner record enters the automation, the action will not execute for that record.
Adding a Referral Partner Report Action
Step 1: Open the Automation Builder
Navigate to Automations and create or edit a Contact Automation.
Step 2: Add a Communication Action
Click Add Action, then select:
Communication → Referral Partner Report
Step 3: Configure the Report
Important: The Referral Partner Report action is available only in Contact Automations
Email Configuration
You may customize:
- Subject line
- Email body content
Example message:
“Hey Partner, check out these records.”
This allows you to tailor the communication to your workflow and branding.
Time Frame Selection
You can define the time range for included referred records.
Available options may include:
- 3 Months
- 6 Months
Only records within the selected time frame will be included in the report.
Field Selection for CSV Attachment
The report generates a CSV file containing selected fields.
Field Categories
Mandatory Fields (Cannot Be Removed)
These fields will always be included:
- Full Name (Contact)
- Last Contacted Date
- Status
- Loan Number
Default System Fields
Common contact and transaction fields are pre-selected, such as:
- Phone Number
- Email Address
- Transaction Status
- Closing Date
These fields can be deselected if desired.
Custom Fields
- Custom fields are available for selection
- They are not selected by default
- Enterprise accounts may see a larger list depending on configuration
This action only executes for Partner-type records. If a non-partner record enters the automation, the action will not run for that record.
The report generates a CSV attachment based on the fields selected in the configuration. Mandatory fields cannot be deselected and will always appear in the file.
System fields are selected by default, while custom fields must be manually enabled. Review your selections carefully before saving the automation.
Automation Behavior
After saving and enabling the automation:
- The action runs like any other email action
- It executes automatically when conditions are met
- It only generates for partner-type records
If a non-partner record enters the workflow:
- The action will not send
- No email will be generated for that record
When triggered through automation, the email will still send even if no matching records exist. In that case, the attached CSV file will be blank.
Important Behavior Differences
There is a difference between:
Referral Partner Report from the User Interface
When manually triggered from a partner record:
- If no referred records exist within the allowed time frame,
- The system displays an error message.
Referral Partner Report from Automation
When triggered through automation:
- The email will still be sent
- If no matching records exist,
- The attached CSV will be blank
This ensures consistent delivery while maintaining data integrity.