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…
Read More: How to Create a Referral Form
