Lead and Company token values not showing up in URL parameter links

Hoi_Nguyen3
Level 2

Hi Community,

I am building a customer referral program, where a customer can submit a Marketo form with their referral's details. For example, there is an existing record/customer in Marketo who is owned by our CSM Becky Smith and that record's name is John Doe from Test Company and his email address is john.doe@test.com and he wants to refer his colleague Will Smith from Men in Black.

John hits the landing page with a form that asks for Will Smith's details, e.g. First Name, Last Name, Company Name, and Email Address. Upon submission, a record is created for Will Smith from Men in Black at will.smith@test.com.

In addition to First Name, Last Name, Company Name, and Email Address on Will's record, we want to pass through the following fields to his record:

Referrer Name: John Doe

Referrer Company: Test Company

Referrer Email Address: john.doe@test.com

Referrer's Account Owner's Email Address: becky.smith@csm.com

In order to do so, I have set set up the form to populate the hidden fields via URL parameter below:

[URL Parameter = Field]

refname = Referrer Name

refcompany = Referrer Company

refemail = Referrer Email Address

csmemail = Account Owner Email Address

Additionally, in the email that I send to John Doe, I include the following link to the landing page and form:

https://go.greenhouse.io/customer-referral-OPEN-promo.html?refname={{lead.Full Name}}&refcompany={{company.Company Name}}&refemail={{lead.Email Address}}&csmemail={{company.Account Owner Email Address}}

Specifically, I am including the following tokens:

refname={{lead.Full Name}}

refcompany={{company.Company Name}}

refemail={{lead.Email Address}}

csmemail={{company.Account Owner Email Address}}

The idea is that the tokens will populate John Doe's information so that upon submission, Will's record will contain the referrer information of John.

I was testing and the only URL parameter that is populating at all is refemail={{lead.Email Address}}. The other URL parameters are not populating with John's info and I have no idea why.

Does anyone know what may be happening?

Thanks,

Hoi

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