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How To Guide for Greyfinch

Taking advantage of this integration takes just a couple minutes. The instructions are included within your Bright Referral account, and here is a step-by-step visualization of the process. 


  1. In your Referral Sources, Include the following fields in your contact forms as required fields. Click here to go to your Referral Sources page.

    1. First Name

    2. Last Name

    3. Email

    4. Date of Birth



  1. Go to your Greyfinch account and click on "settings" within your profile drop down in the top right corner



  1. On the left side navigation bar, click "Apps" under the "Connect" heading



  1. Find Bright Referral in the apps directory and click Install



  1. Paste the provided Bright Referral ID into the Greyfinch form field and click Save.




Now your integration is live and ready to enjoy! 

 
 
 

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