Issue on Forward Email to Others for Event Registration

[Anonymous]

Dear all,

I've an issue on forwarding email to others for event registration.

Michelle Hong (our campaign manager) registered the event for testing purpose. After that, she forwarded the invitation email to sales and asked them to follow up the invitation. Sales perhaps forwarded the email to our target for event registration. But when the target opened the email and clicked register link, Michelle Hong's information is pop up automatically. So we have the issue - this person only updated her name, phone, department, etc. information, but didn't update the email address. As a result, Marketo updated Michelle's information depending on the same email address, and it is considered as a "Disqualified" lead due to lectra email address.

Our concern is if there are 2 or more leads did the same thing, all their information will be updated again and again in Marketo basing on same email address. What we could see is only 1 lead in our register list...actually it should be 2 or more...

Could you please suggest what's the correct way to forward email to others for event reigster? Thanks.

Marina MASSONET​Chloé Sabourin​

Best,

Elaine

[Chloe_Gamet · Accepted solution]

Hi Elaine,

You're right, Marketo works like you described. So each lead have to register himself by filling out the form, otherwise each new lead who fills out the form will overwrite data of the previous one.

Our suggestions to forward invitation email to others leads would be:

- Send the registration landing page URL to the lead

- Create a Sales Email program to make invitation email available for Sales Teams and let them send invitation emails via Marketo Sales Insight > I can help you on this if you want to do so

- Add a "Forward to a friend/colleague" button in your invitation email, so it will create a new lead in Marketo

I hope it helps and don't hesitate if you have additional questions!

Chloé

[Anonymous]

Thanks Chloe.

I have 2 questions on your suggestions:

1. Does it mean I select "Publish to Marketo Sales Insight" in Edit Settings in Marketo, then the email could be available in SFDC - Marketo Sales Insight? Or we don't have access to do this by ourselves?

2. How to add a "Forward to a friend/colleague" button in the invitation email? I saw we have this button in Furniture template...Could you please teach me how to add this button in other emails? Thanks.

Best,

Elaine

[Chloe_Gamet]

Hi Elaine,

1. Yes, by clicking on "Publish to Marketo Sales Insight" in Edit Settings in Marketo, the email will be available in Marketo Sales Insight in SFDC. But to be able to track the activity of this email, you have to set-up handles campaigns in Marketo. We are currently working on a Sales Email program template, we will keep you posted.

2. To add a "Forward to a friend/colleague" button, you can use the "forward to a friend" token.

Here is an HTML code to avoid the blue link in your emails, you can change the size and color if you wish:

<a href="{{system.forwardToFriendLink}}" style="font-family: arial, sans-serif; font-size: 10px; color: #4d4b58; text-decoration: underline;">Forward to a colleague</a>

Don't hesitate to send an email to the Marketo Team if you need help on this.

Thanks

Chloé

[Ulrike_Sachunsk]

Hi all,

I would also be very interested in knowing how to implement a forward to a friend button (but one should be carefull, as for some events for examples, we do not want addressees to forward our emails) or how to create a program that "publishes into Marketo Sales Insight".

Thanks, Ulli