An overview of the native Forward to Friend functionality in Marketo.
Using the Forward to Friend token in your emails allows you to track leads who have received a forwarded email through this link, and automatically adds them as a new lead if they are not already in the database. The token used in the hyperlink in the email is {{system.forwardToFriendLink}}. When you click the Forward to Friend link in an email a light box appears on a web page. The Forward to Friend feature is in English only and can’t be edited.
![foward2friend.JPG foward2friend.JPG](/t5/image/serverpage/image-id/16093i4ED0A04B4198ABF8/image-size/large?v=v2&px=999)
- If the friend’s record is already in Marketo and is unsubscribed, email invalid or marketing suspended the Forward to Friend email will not be sent if it is an non-operational/promotional email. The Forward to Friend email will be sent if it is an operational email.
- The friend’s First Name and friend’s Last Name are automatically blocked from field updates. Thus, if the friend’s record is already in Marketo the name fields won’t be overwritten.
- The Marketo activity log will capture the Forward to Friend request and when the email is sent and delivered to the friend.
- The Marketo activity log will capture if the friend’s email address bounces.
![bounced.png bounced.png](/t5/image/serverpage/image-id/16103i506237A56EFD581A/image-size/large?v=v2&px=999)
New Records
- A new record is created in Marketo if the email address of the friend is not already in Marketo.
- Marketo sets the new record’s email address by default as unsubscribed. You can use a triggered smart campaign to change the unsubscribed field.
- Marketo sets the lead source automatically to Forward to Friend.
![lead source.png lead source.png](/t5/image/serverpage/image-id/16106i795227417CECF09F/image-size/large?v=v2&px=999)
- If the email is a local asset of a program, the program is marked as the lead’s Acquisition Program.
- Unfortunately the Original Source Info and Registration Source Info will be empty and there is no way I know to use Marketo to set these fields.
![original source.png original source.png](/t5/image/serverpage/image-id/16107i72B481F24F7ED80E/image-size/large?v=v2&px=999)
Marketo activity log
- Marketo will capture that a Forward to Friend email was sent from the person who received the original email.
- Marketo will capture which Marketo ID was sent the forwarded email however no personal information such as name or email address will be captured.
![sentforward.JPG sentforward.JPG](/t5/image/serverpage/image-id/16109i2556004DA5B0CB24/image-size/large?v=v2&px=999)
![activitydetails.JPG activitydetails.JPG](/t5/image/serverpage/image-id/16096iEDCF324A26C8B1FA/image-size/large?v=v2&px=999)
There are two Forward to Friend triggers in Marketo
- Sent Forward to Friend Email trigger can be used to increase the score or write an interesting moment for the person who forwarded the email.
![sentforwardtrigger.png sentforwardtrigger.png](/t5/image/serverpage/image-id/16110iDC258E1F5AF89DBC/image-size/large?v=v2&px=999)
- Received Forward to Friend Email trigger can be used to increase the score or write an interesting moment for the person who received the forwarded email.
![receivedforward.png receivedforward.png](/t5/image/serverpage/image-id/16111i5FF7486921067DCC/image-size/large?v=v2&px=999)
Sales Insight
- Emails sent to the friend will automatically be displayed in Sales Insight if the record is already synced to SFDC.
![salesinsight.png salesinsight.png](/t5/image/serverpage/image-id/16113i7C8DA3AE6E1FAC00/image-size/large?v=v2&px=999)
- Emails sent by the friend will not automatically be displayed in Sales Insight. You can create a campaign to write an interesting moment.
For additional information see the Forward to Friend article on docs.marketo.com
Here are some suggestions you can vote on to improve Forward to Friend