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February 5, 2016
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Leads submitting referrals

  • February 5, 2016
  • 2 replies
  • 2206 views

I have a customer that is organizing a referral program. Essentially, if you submit three referrals, then you are entered into a trip to Miami.

The problems are obvious - updating their own record - so what are peoples thoughts on the best way around this? Would it be to simply create some custom fields - referral #1 first name, referral #2 first name, etc - and simply map to those and then export that information? Is there a simpler way to do this?

Would love to hear anyones thoughts/ideas!

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Best answer by Dory_Viscoglio

Hey Ross, I would advise searching existing threads related to this. There have been several conversations that might help you:

Referral Form Best Practice

Referral program without referral offer feature

How to create a Referral Landing Page? 

2 replies

February 5, 2016

We have a referral offer widget that does all of this for you.  You should talk to your sales rep about social boost.

February 5, 2016

Is there anything we can do without upselling?

Dory_Viscoglio
Dory_ViscoglioAccepted solution
Level 10
February 5, 2016

Hey Ross, I would advise searching existing threads related to this. There have been several conversations that might help you:

Referral Form Best Practice

Referral program without referral offer feature

How to create a Referral Landing Page?