5 Replies Latest reply on Nov 22, 2016 12:27 PM by 9d286d6b9112d1223f9db15fda3fbae90cbf77fb

    Refer A Colleague On Landing Page?

      I am trying to set up a way for contacts who register for a webcast to be able to invite their colleagues from within the redirected "thank you for registering" page.

       

      What I originally planned to do was, on the "thank you for registering page", include a new form that contacts can fill out to give us the information we need to invite their colleagues. I created new fields (Referral First Name and Referral Last Name) and also ask for "Colleague's Email Address" (using the standard "Email Address" field).  My original thought was that since the original referrer would be typing in a new email address in the email field, this would theoretically create a new lead, and then I could use smart campaigns to fill in first name/last name from the Referral First Name/Last name fields. This would trigger an email that goes out to the new lead, referencing the original referrer's name.

       

      I have discovered that this won't work, because the information that the original referrer writes in to invite their colleague doesn't create a new lead -- instead, the email address information just overwrites the email address info that we previously had. Is this expected behavior? If so, are there any other suggestions or practices you use to enable this "invite a colleague" functionality after a form fill?

       

      Thanks for any insights!


      Steve