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How to Create a Referral Form

Does your organization offer services, products or discounts in exchange for referrals to your company? If you want to have existing contacts or leads refer other individuals and track that activity, you can do so using a ClickDimensions form.

To demonstrate the process, I am going to make a "Refer a Friend" type of form.

In the form web content record, you can set the "Create New Visitor As" field to Contact or Lead. Depending on which option you select, a new visitor will be created as a contact or lead if their email address is not currently tied to a pre-existing contact or lead in CRM.

In this example, a contact will submit the form referring their friend, and a new lead will be created in CRM for the friend.

Here is an example of how this form can be set up in our form designer. The first three fields are for the referrer/existing contact to enter their information so you know who referred the new lead. You will make custom fields on the lead record of Referrer Full Name, Referrer Company and Referrer Email, and map those form fields to the custom fields.

The next four fields are for the new lead's information. You can map those to the default (First Name, Last Name, Company and Email) fields on the lead record.

The referrer's email address needs to go into a text type email field, so it does not map as the new lead's email address.

The email type field will be reserved for the new lead that is created when the form is submitted.

In the form designer, the two different type of email fields will look like this. The referrer email field will map to the custom text field called Referrer Email on the lead record. The email type field will map to the default email field on the lead record.

Below is the lead mapping where you can see the custom fields listed after the metadata was published. When you create custom fields, publishing the metadata will allow those fields to appear in the form field's mapping section for you to select.

You can see in the Mapping tab of the form field that Referrer Full Name will map to the lead record's custom field of Referrer Full Name. You will set up the mapping for each form field. The custom fields will map to the custom fields on the lead record and the default fields will map to the default fields on the lead.

Here is a preview of the form:

When this referral form is submitted, the posted form record will be associated to the new lead and their record's fields will look like this:

If you would like to have the contact associated with the lead, you will need to create a custom look up field on the lead record, as forms do not map to look up fields. You will need to manually associate the referring contact (that you see in the referrer fields) by searching for them in the look up field.

You are all set! Now when a contact refers a friend or colleague to your company, a new lead is created with the friend or colleague's information and the record shows who referred them to you. The contact gets credit for the new lead and you have a successful referral form.

Written by Marissa Clontz, Marketing Success Manager

2017-05-11T18:10:22+00:00 By |Forms|2 Comments

About the Author:

mm
Marissa Clontz is a Lead Product Consultant at ClickDimensions.

2 Comments

  1. Nataly August 30, 2018 at 2:01 am - Reply

    Hi Marissa, is there a way to have a referral program in click dimensions where people can forward the referral email to their friends with an unique code? Then their friends will enter their details and send them to us with the unique code so we can track who referred them.

    • mm
      ClickDimensions Marketing September 10, 2018 at 3:17 pm - Reply

      Using CRM and ClickDimensions functionality, you can create your own process to accomplish your desired scenario. You could create custom values for your contacts that act as “unique referral codes.” Those values can reside in custom fields on the contact record. You could then decide how you would like to get the unique code values into ClickDimensions emails and/or forms for each contact. FreeMarker is one option. The email could also include a link to a form where they could enter the code into a form field.

      You could also reach out to your customer success manager about product consulting hours if you would like to discuss this process in depth with a product consultant.

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