When a customer fills out a referral form, is there a way to use the new lead's info to automatically create a lead? | Community
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Devraj_Grewal
Devraj_Grewal
New Participant
November 29, 2016
Solved

When a customer fills out a referral form, is there a way to use the new lead's info to automatically create a lead?

  • November 29, 2016
  • 4 replies
  • 6315 views

Hello Community,

I am building a referral form for our customers to submit referrals to us for referral credit. The new referral's company and contact info will be captured via custom fields. Is there a way that those custom fields can be used to create a lead automatically? Or is the only way to manually create the new lead by sending an alert with those new referral's custom fields tokened?

Also I prefer to have the customer appear to be filling out the form (customer email in system email field) for reporting purposes as opposed to having it appear the new referral is (new referral email in system email field) since then you deal with the munchkin tracking being associated with the new lead if the code is not disabled. This way the customer lead is who is executing the flow step upon form fill.

Thanks.

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Best answer by Devraj_Grewal

Appreciate the help. I believe I am going to opt for this method: How to Build Multi-part Forms and disable munchkin on the subsequent landing pages.

4 replies

A
Anonymous
December 1, 2016

Hi,

I thought I'd weigh in here with a simple solution that I'm currently using. It's definitely the fastest way to going live, though a little simplistic. We have a form that states all of the referral information being entered as the new lead being created (just get crafty with the field labelling to show the intention of who's info is being entered). To capture who is creating the referral (if credit is due financially or morally), we've created a few custom fields which hold that information which we are using to identify the referrer. You'll have to take special consideration of this depending on how your referral program is structured, but it essentially has all the elements and only requires a few custom field creations.

Hope that helps & I'd love to hear any feedback on this method as I've just intuitively built it out and it seems to be working.

Cheers!

Kyle

Kat_Narvaez
Kat_Narvaez
New Participant
March 6, 2017

Hi Kyle,

This is exactly what I was planning on doing, but I'd also like to add the referrer to our newsletter list (assuming that even though they're customers, they might not be subscribed to our newsletter list) simultaneously. So basically create two lead record from one form. Any suggestions on this? I like Sanford's idea, just not sure how to implement it.

~Kat

Devraj_Grewal
Devraj_GrewalAuthorAccepted solution
New Participant
November 29, 2016

Appreciate the help. I believe I am going to opt for this method: How to Build Multi-part Forms and disable munchkin on the subsequent landing pages.

SanfordWhiteman
SanfordWhiteman
New Participant
November 29, 2016

You don't need a multi-part form per se.  It can all be one form: you post each of the referrals when they click submit (loop over the form data and submit again). 

I've built forms where someone can refer unlimited people at a time (hitting an "add more" button to add additional referral sections).  It's easy once you understand the order of operations.

Josh_Hill13
Josh_Hill13
New Participant
November 29, 2016

There are several threads related to affiliate, referral, and partner submitted leads.

The need you have is best achieved with custom code or a special partner tool.

Grégoire_Miche2
Grégoire_Miche2
New Participant
November 29, 2016

Hi Devraj,

Within Marketo, no. Typically, this can be done using webhooks. You can also use another form that you post in the background with the referral info. See in this thread how to do it: Re: Referral Form Best Practice

-Greg

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