6 Replies Latest reply on Feb 11, 2016 1:53 PM by Sanford Whiteman

    Forward to Friend Variation

    Hank Hansen

      The Forward to a Friend fields capture name and email info but this feature does not allow the sender to enter a customized message to the recipient referal.

       

      As a workaround, I was thinking about simply adding "refer a friend" text/button to the email which would link to a page on our site with an embedded Marketo form fill. This would ask for the referal name and email and a custom field for a message to be included in the email. The message text field would be used to populate the email sent to the referal (triggered from the form fill). The message text field might even default suggested text which could be edited by the sender in the form before submitting.

       

      It would be made clear to both parties that the recipient referal would not receive any further unsolicited emails after the intial referal email.

       

      Are there any faults with this approach? Is this not advisable since the form fill that populates the new lead record is completed by the existing lead and their associated munchkin activity would populate the new lead record?