Managing Visibility and Referrals per Publication

Quick Answer

Use the Publication Table to independently control your visibility (whether you appear on a site) and referral matching (whether you receive leads from a site). This lets you customize your presence—for example, staying visible on a publication without receiving its leads, or receiving leads without being publicly listed.

Overview

Visibility and referral matching are separate settings. This flexibility lets you fine-tune your presence across Heritage Web's publication network. You might want maximum exposure on some sites while limiting lead volume from others, or vice versa.

Key Details

The Four Strategic Combinations

Publish	Referrals	Result
✓ ON	✓ ON	Full participation – Visible and receiving leads
✓ ON	✗ OFF	Visibility only – Listed but no leads from this site
✗ OFF	✓ ON	Leads only – Hidden but still matched with leads
✗ OFF	✗ OFF	Opted out – Not visible, no leads from this site

Common Use Cases

Full Participation (Publish ON, Referrals ON)

Default for most professionals
Maximum visibility and lead opportunity
Recommended for primary communities

Visibility Only (Publish ON, Referrals OFF)

Want presence but managing lead volume
Testing a publication before accepting leads
Already have enough leads from other sources

Leads Only (Publish OFF, Referrals ON)

Want leads but prefer privacy on that site
Serve the community but don't want public listing
Strategic lead sourcing without visibility

Opted Out (Publish OFF, Referrals OFF)

Don't want association with that publication
No longer serving that community
Managing capacity by reducing sources

Step-by-Step Instructions

Step 1: Access Publication Table

Log into your Heritage Web dashboard
Click My Profile
Locate the Publication Table at the top

Step 2: Adjust Visibility (Publish Toggle)

Find the publication row
Locate the Publish column
Toggle ON to appear on that site
Toggle OFF to hide from that site

Step 3: Adjust Referral Matching (Referrals Toggle)

Same publication row
Locate the Referrals column
Toggle ON to receive leads from that site
Toggle OFF to stop leads from that site

Step 4: Save Changes

Changes save automatically
Some changes may trigger review
Settings take effect after processing

Important Notes

HeritageWeb.com toggles cannot be turned off—it's always visible with referrals enabled
Turning off Referrals doesn't affect leads from other publications
These settings don't affect direct messages—visitors can still message you if Direct Messages are enabled
Changes apply to future leads; existing matched leads aren't affected

FAQs

Will hiding from a publication affect my other listings? No. Each toggle affects only that specific publication for that specific listing.

Can I receive leads from a site without being listed there? Yes. Set Publish to OFF and Referrals to ON. You'll match with leads from that community but won't appear in their directory.

Why would I want to be visible but not receive referrals? To maintain presence and credibility without increasing lead volume. Useful if you're at capacity or want to focus leads from specific publications.

Does this affect direct messages I receive? No. The Referrals toggle only affects the paid/free lead matching system. Direct messages from visitors are controlled separately in your Direct Message settings.