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Re: Leads submitting referrals

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Anonymous
Not applicable

Leads submitting referrals

I have a customer that is organizing a referral program. Essentially, if you submit three referrals, then you are entered into a trip to Miami.

The problems are obvious - updating their own record - so what are peoples thoughts on the best way around this? Would it be to simply create some custom fields - referral #1 first name, referral #2 first name, etc - and simply map to those and then export that information? Is there a simpler way to do this?

Would love to hear anyones thoughts/ideas!

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Dory_Viscoglio
Level 10

Re: Leads submitting referrals

Hey Ross, I would advise searching existing threads related to this. There have been several conversations that might help you:

Referral Form Best Practice

Referral program without referral offer feature

How to create a Referral Landing Page? 

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Anonymous
Not applicable

Re: Leads submitting referrals

We have a referral offer widget that does all of this for you.  You should talk to your sales rep about social boost.

Anonymous
Not applicable

Re: Leads submitting referrals

Is there anything we can do without upselling?

Dory_Viscoglio
Level 10

Re: Leads submitting referrals

Hey Ross, I would advise searching existing threads related to this. There have been several conversations that might help you:

Referral Form Best Practice

Referral program without referral offer feature

How to create a Referral Landing Page?