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Referring and Forwarding Emails

Article: 000050492
Updated: July 16, 2024

Referring or forwarding emails can be used to gather more leads. Referral configuration requires many different moving parts. It is imperative that all aspects of referral content are in place.

This article will detail how to add referral functionality to emails by way of creating custom fields, forms, landing pages, emails, and workflows.


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  


Creating Referral Forms

Referral emails must be attached to referral landing pages. In turn, referral forms are built by using referral fields.

To create a referral form, do the following:

  1. Click Forms in the left toolbar.
  2. Create or edit a form.

    Create or open a form 
  3. In the Fields tab, locate the Referrer Fields section and click Add Field > Standard > Email.
    • Note: The Email field is the minimum requirement when adding referral fields to forms

      Add an email referral field 
  4. Click  arrow-down3.png  Field Options in the added field.
  5. Click the Required checkbox.
  6. Add other referral fields as necessary.

    Make the field required and add additional desired fields 
  7. Rearrange fields and configure the form as necessary.
  8. Click Save Changes.

    Adjsut the form as needed and Save


Creating Referral Landing Pages

You can add referral forms to landing pages.

To add a created referral form to a landing page, do the following:

  1. Click Landing Pages in the left toolbar.
  2. Create or edit a landing page.

    Create or edit a landing page 
  3. Click  plus.png  Add Content in the left panel.
  4. Insert one of the following:
    • A content block with pre-built form element
    • A layout and a form element
  5. Click  12close.png  Close in the Add Content panel.

    Add a block with a form in the editor 
  6. Double-click the added form element.
  7. Select the created referral form in the Select a Form drop-down menu.
  8. Configure the rest of the landing page as desired and click Save if Auto-Save is disabled.

    Add the referral form and save 
  9. Click file-text.png Page Settings in the left panel.
  10. Copy the URL in the Funnel URL - Secure field.

    Copy the landing page link 

Hold on to this copied URL. You will need it later.



Creating Referral Emails

Once the referral landing page has been created, referral emails can be created to be tied to the landing page and form.

To create a referral email, do the following:

  1. Click Emails in the left toolbar.
  2. Create or edit an email.

    On the email page create or edit an email 
  3. Modify the style and design of the email as needed, adding text about referring the email to others such as Forward this email or Refer this email to a friend.
  4. Select the entered text and click  chain.png  Insert/Edit Link in the Email Designer toolbar.
  5. Paste the referral landing page funnel URL in the URL text field.
  6. Modify other link parameters as desired.
  7. Click Save.

    Add the landing page link 
  8. Click Save in the email toolbar.

    Save the email


Creating Referral Workflows

The referral process can be automated via a workflow.

Important: The Visual Workflow Builder is not supported in Internet Explorer 11. Use one of the other browsers supported by Lead Gen & CRM to create visual workflows.

To create a referral workflow, do the following:

  1. Click Automation > Visual Workflows in the left toolbar.
  2. Create or edit a workflow.

    Create or edit a workflow 
  3. Click + Add > Trigger under Start or an applicable workflow branch.

    Add a trigger
     
  4. Select is referred on the form, located under Referral.

    Select the is referred action 
  5. Enter the name of the desired referral form in the Form Name text box.
  6. Click OK.

    Select the form
     
  7. Click + Add > Action under the created trigger.

    Add an action
     
  8. Select send the email, located under Communication.

    Select send an email 
  9. Enter the name of the desired referral email in the Email Name field.
  10. Click OK.

    Select the email
     
  11. Configure the rest of the workflow as desired and set the Workflow is toggle to Active.

    Activate the workflow
 


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