Referral Program Landing Page - Missing a Step

Highlighted

Referral Program Landing Page - Missing a Step

Hi,

I'm having trouble with some "little" piece of code in this page: Consolidated Concepts Referral Program

We're trying to establish a referral program and the only way I found out is to technically have two forms within the program, one to create a new record, and another one for the person who refers.

I was able to add an additional form element into the code but I haven't been able to figure out how to make it a step for the second form to show up when the first form is completed.

Could someone helped me master this code? Someone like Sanford Whiteman

Thanks,

Veronica

12 REPLIES 12
Highlighted
Level 10 - Community Moderator

Re: Referral Program Landing Page - Missing a Step

We're trying to establish a referral program and the only way I found out is to technically have two forms within the program, one to create a new record, and another one for the person who refers.

Mmm, that isn't the way I've ever recommended.

You can use a single form, submitted twice (once for the referral, once for the referrer).

But I'm too busy atm to illustrate the code behind this.

Highlighted
Level 10 - Champion Alumni

Re: Referral Program Landing Page - Missing a Step

I'm actually looking forward to you blogging and/or providing more detail around this, Sandy.  Today, we're using a local webhook to create the record of the person who is making the referral (after the main form submission has been submitted and the lead record has been created).  As you know, this could be error-prone - especially when Marketo moves to the Google Cloud (and making a localhost webhook call may not always work).

pastedImage_0.png

Highlighted
Level 10 - Community Moderator

Re: Referral Program Landing Page - Missing a Step

(and making a localhost webhook call may not always work).

I'll scream until this critical functionality is restored if so.

(I'm actually not as pessimistic about it accidentally being dropped in a migration -- it's specifically allowed when you set up the webhook URL, as unreachable URLs will throw an error in the UI.)

Highlighted
Level 10 - Champion Alumni

Re: Referral Program Landing Page - Missing a Step

So it sounds like we should leave our setup for "referrals" as-is?  We haven't experienced any dropped records - but then again, it's not like we're making a bunch of calls each day.  Maybe 10 at the most.

Highlighted
Level 10 - Community Moderator

Re: Referral Program Landing Page - Missing a Step

I'm sure it's fine, but aren't you losing some tracking that way (or are you passing the mkt_trk in a different field so it can be included in the webhook)?

Highlighted
Level 10 - Champion Alumni

Re: Referral Program Landing Page - Missing a Step

The form page is using our "no-track" landing page template (since the lead record is being created here and we don't want the internal employee to be associated with that record.  Here's the payload:

pastedImage_0.png

Highlighted
Level 10 - Community Moderator

Re: Referral Program Landing Page - Missing a Step

Right, but you normally do want the form submission to be recorded for the referrer (since they did literally fill it out, and if you don't associate their session as a result you're losing tracking).

Highlighted
Level 10 - Champion Alumni

Re: Referral Program Landing Page - Missing a Step

I know.  Normally, I would be more concerned about that - and want that additional tracking.  But this is just an internal campaign/contest where employees are using it to submit leads.

Highlighted
Level 10 - Community Moderator

Re: Referral Program Landing Page - Missing a Step

Ah, yes, internal people it doesn't matter.