How to search clients by referrals and run a marketing campaign

Step 1: Go to the Clients tab and select Retention. 

Step 2: The Referral window will display. You may change the list by selecting a specific referral to narrow down your list of clients. You can also further narrow your list by entering a created between date. 

Hint: You can also run a promotion based on the retention list by clicking the Promotion tab at the top.