Attention: The Marketo Community will undergo scheduled maintenance on Tuesday, August 20th between 10-11 PM PDT. During this time, the Community and its content will not be accessible. We apologize for any inconvenience this may cause.

Using Referral Offers

Anonymous
Not applicable

Using Referral Offers

I'm planning to use the social referral feature to set up a customer referral program.  I have a fairly basic question, which I didn't see covered in the deep dive documentation.

I see how I can track the people who are referring, and how they can track their progress.  I also see how I can see who has been referred (based on the landing page where they sign up).  What I don't see if how I can link the referrer and the referred.

For example:
Jane is my customer.  She signs up for my referral program offer - and sends the link to her friends.
Joe is one of Jane's friends.  He receives the referral offer from Jane and signs up.
How do I know that Joe came from Jane?

If any one has any examples of a customer referral program using this feature, I'd love to see them....

Thanks!

- Jocelyn
Tags (1)
2 REPLIES 2
Anonymous
Not applicable

Re: Using Referral Offers

Good question Jocelyn - Our referral campaign is tailored for full automation and this reverse lookup operation is not supported today.  Here's how the referral offer (and other social apps) work - When Jane signs up, she gets a short URL (say, http://mrk.to/jdoe) which she forwards to her friends.  When Joe clicks on the link AND fills out a form, we populate the Social Syndication Id field in Joe's lead record with a machine-recognizable identifier which ties Joe back to Jane, his referrer.  This machine-recognizable id is mapped to the short URL (http://mrk.to/jdoe) and this mapping is known only to our system.

We plan to enhance the participants tab to display the machine recognizable identifiers associated with the referrer's short URL (http://mrk.to/jdoe <-> djeo), which would allow you to perform this lookup manually.  My best guess is that we'll have this in Q2 2014.

Anonymous
Not applicable

Re: Using Referral Offers

Jocelyn, you can create a form where the friend will be placing the details of their friend. And in this form you can add a field called "Referred by" in this case you can trach that Joe come from Jane. 

Hope that helps.

Cheers, 

Ana