|SharpSpring automation allows you to incorporate who the lead was referred by into the email you send out to them.
This is done through automation 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 detail how to use referrer fields in emails and how to create an entire automation based around the referrer field as a merge variable in emails.
Creating Referrer Fields
For the entire email process to function, you will first need to create a custom referrer field. To create a custom referrer field, do the following:
Creating Referrer Forms
Once the referrer field has been created, you will need to attach it to a form. To create a referral form, do the following:
Creating Referrer Emails
Once the referrer form has been created, you will need to create the email that will be sent after a user fills out the form. To create emails with referrer fields, do the following:
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. To create a referrer workflow, do the following: