1 Reply Latest reply on Mar 21, 2018 9:01 AM by Sanford Whiteman

    Tracking/Updating Forwards

    Ed Selby

      **This is NOT about the "Forward To a Friend" function**

       

      I send an email about an event with a registration link.

      The recipient forwards that email to one or more people, but does not register for the event.

      Recipient still counts in a campaign as "unregistered" and receives follow up notifications as part of the campaign.

      The people who received the forward register for the event, but are not contacts.

       

      How would you associate the forwarded email and subsequent campaign actions to the original recipient?

        • Re: Tracking/Updating Forwards
          Sanford Whiteman

          How would you associate the forwarded email and subsequent campaign actions to the original recipient?

          You have to define what you mean by "associate."

           

          Marketo doesn't formally support inter-lead relationships (outside of accounts, which is a different matter) but you can potentially use the Referral Form pattern to populate a field on the original lead whenever someone else reuses their link. You'd do this by posting the form twice, once on behalf of the referral (the secondary recipient) and then again, in the background, as the original recipient. It's gonna take some Forms JS API work, it's not out-of-box.