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Referral Program and tokens

Question asked by Teresa Hsu on Nov 26, 2017
Latest reply on Nov 27, 2017 by Teresa Hsu

Hello,

I've read all the referral program threads that I could find.  However, I still don't quite understand how that works as I'm not a developer and have very limited knowledge about html codes.

Here's what I'm trying to achieve in Marketo:

  1. 1 form with Referrer and Referral information. 
  2. Referrer goes to a Referrer campaign in SFDC and Referral to a Referral campaign.
  3. After form submission, an email goes out to Referrer and another email goes out to Referral.  The email goes to Referral also need to mention the Referrer's name.
  4. Alert to Sales team with both Referrer and Referal's information.

 

I think I need to create custom fields to capture Referrer's information.  Otherwise, I won't be able to tokenize the email.  However, that also means I need to manully upload/update Referrer's information.  Any suggestions?

 

Thanks so much!

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