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Creating Referrer Workflows

Article: 000050866

Updated: July 25, 2024

Lead Gen & CRM automation allows you to incorporate who the lead was referred by into the email you send out to them. Leverage merge variables and email workflows.

This is done by first creating a custom referrer field, placing that field as a merge variable in an email and as a special field in a form, and having the email sent out when someone fills out the related form.

This article will explain how to create an automation based around the referrer field as a merge variable in emails. Make sure you have created a form and used the referrer fields in a corresponding email.

Article Contents

Creating Referrer Workflows

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

Tip: Are you looking for information about Constant Contact’s Email and Digital Marketing product? This article is for Constant Contact’s Lead Gen & CRM product. Head on over to the Email and Digital Marketing articles by clicking here. Not sure what the difference is? Read this article.

Creating Referrer Workflows

Referrer forms and emails go together once a workflow has been made that joins them together. To send referrer emails after a user fills out a form, you will need to add such as an action to a workflow.

Note: First, make sure you have built the referral form and the referral email. Then create a workflow.

To create a referrer workflow, create or edit a workflow from the Automation > Visual Workflows page in the left toolbar.

Click + Add > Trigger under Start or an applicable branch.
Click Form from the list of triggers.
Select fills out the form.
Select the created referrer form in the Form Name field.
Choose when the trigger should apply.
Click OK.
Click + Add > Action under the added trigger.
Under Communication click send the email.
Select the created referral email in the Email Name field.
Decide if you want to trigger automation right away or wait until the next available business hours. Business hours are set within platform Settings, under the Company Profile.
Click OK.
Complete the workflow as necessary and then set the workflow status toggle to Active.