2 of 2 people found this helpful
Kat, you definitely don't need to extract the data and reupload it. You do this using the regular Referral Form pattern with a little enhancement.
You post the form twice. First, you post with the referrer's information (and the Munchkin cookie so the interactive lead is associated with the session). Then when the first post succeeds, switch in the referral's info and post again (leaving out the cookie this time per the usual RF guidelines).
The two form post "modes" can be distinguished by an additional field, so you know which list to put the person in.
(Granted my confidence comes from having done this before.)
Hi Sanford, thank you for the response! Can you send an example of the one you did?
4 of 4 people found this helpful
I can put up a cut-down demo of the way we do this on my blog, but it'll take a couple of days to get to it.
3 of 3 people found this helpful
I asked this same question a few months back and the Community provided a few more methods here: When a customer fills out a referral form, is there a way to use the new lead's info to automatically create a lead?
I ended up opting for this method: The specified item was not found.