8 Replies Latest reply on Jan 18, 2017 8:26 AM by Denise Valles

    Referral Program without a form

    Denise Valles

      I'm curious if anyone has created a referral program without a form and how you approached it.

      For example, generating the link automatically without requiring leads to fill out a form.

        • Re: Referral Program without a form
          Sanford Whiteman

          I'm not clear on the question. What is "the link" exactly?  You can always send a personalized link to any lead in your database and they will not have to fill out a form in order to have their web activities logged.  But if they got into your db as a referral, best (and legal) practice is to have them confirm in some way, even if they are just checking a checkbox and their first and last name are shown.  Otherwise, you're letting Referrer Lead A opt-in Referral Lead B, which is a no-no.

            • Re: Referral Program without a form
              Denise Valles

              Thanks for the info. I'm familiar with opt-in process for new leads but my question was referring specifically to those who have used the social app in Marketo. With this feature, we can create a true referral campaign which will track and reward leads for sharing content. "The link" generated by the app is not to track all web activity but to track the outreach of the  leads participating.

               

              The app is great but requires leads to fill out a form in order to generate a custom url for them to share. Lead A signs up for the program, shares the unique url and receives credit when Lead B downloads the content. This process does not acquire any email address without permission.

               

              I'm looking to see if anyone has found a way to bypass the form and generate the link for leads automatically. This would essentially remove an extra step for Lead A. We would ask Lead A to share the link vs asking Lead A to fill out a form and then share the link.

            • Re: Referral Program without a form
              Denise Valles

              You can refer someone "without a form" using a link. I added this comment in my original discussion.

               

              Here is actual screenshot of the HelloFresh dashboard. Another company with a referral process without the need to opt-in or fill out a reseller form.  Both apps I posted above add a similar link to their marketing emails.

               

              Screen Shot 2017-01-18 at 8.57.36 AM.png

              I don't want to get technical. Just looking for some high-level ideas or suggestions for apps from anyone who has done this before.