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Forward to a friend
Does anyone currently use the forward to a friend feature? I was wondering if it was possible to add a snippet that lets the person know a friend had us send this. So they don't assume we are just spamming them.
SanfordWhitemanAccepted solution
Level 10
July 29, 2020
Actually (here it comes) you sort of can!
A person created via Forward to Friend has the Lead Source "Forward to Friend."
So on the very first F2F email to a person, you can insert conditional content, say via a Velocity token:
#if( $lead.LeadSource.equals("Forward to Friend") && $lead.F2FWelcomeSent.equals("") )
A friend likes you.
#end
Then have a trigger campaign on Received Forward to Friend Email that flips a Boolean field (in this example it's called F2FWelcomeSent) to true after a minute. (I generally hate arbitrary Wait steps but AFAIK there's no other way to do this one.)
Now, for a person who already exists in the db, but whose friend forwards them something, that's considerably more complex. You have to call the F2F endpoint as a webhook. More than I can get into in this response, maybe a blog post sometime.
P.S. There are legal reasons to avoid Forward to Friend, such as GDPR and similar legislation, which are a different question.