Referral Program Landing Page - Missing a Step

[Veronica_Flore2]

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

[Christine_Libro]

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

This is golden.

[SanfordWhiteman]

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.

[tarajosealander]

@SanfordWhiteman are you able to demonstrate how to best build a referral landing page? I am looking to do this for 2 separate use cases:

1. Send an email to current customers requesting that they refer their friends and family to us. When they provide the friend's name/number/email we need to email the friend requesting permission to contact and opt them in to emails.

2. Separate (but identical looking) landing pages for each individual member of a 500+ person sales team so that they can send customers to a page where they can refer themselves or others to our company.

Thank you for any support that you are able to provide!

[SanfordWhiteman]

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1. Send an email to current customers requesting that they refer their friends and family to us. When they provide the friend's name/number/email we need to email the friend requesting permission to contact and opt them in to emails.

Standard Referral Form concept, make sure the form has _mkt_trk removed (https://developers.marketo.com/blog/clearing-marketo-tracking-cookie-from-forms-2-0-submission/).

Then have a new field like RefererredByCustomer as a hidden field on the form, Auto-Filled from a query param. And attach the Lead ID of the Referrer - i.e. the current customer - as that query param, i.e. extref={{Lead.Id}}.

---

2. Separate (but identical looking) landing pages for each individual member of a 500+ person sales team so that they can send customers to a page where they can refer themselves or others to our company.

See my answer here: 

https://nation.marketo.com/t5/Product-Discussions/Customized-Landing-Pages-for-Salespeople/m-p/29804...

You probably want option 2 because of the number of salespeople, but it's up to you.

[Dan_Stevens_]

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).

[SanfordWhiteman]

(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.)

[Dan_Stevens_]

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.

[SanfordWhiteman]

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)?

[Dan_Stevens_]

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:

[SanfordWhiteman]

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).

[Dan_Stevens_]

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.

[SanfordWhiteman]

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