Anyone in sales knows that referrals close at a much higher rate than any other type of lead. Let your visitors help you get in touch with new leads by adding Referral Fields in your SharpSpring forms.
Once the form is submitted successfully by the lead, two separate profiles are created in SharpSpring. Only the referrer is matched with a tracking ID since only that lead was on your site. Your team should prioritize reaching to referred leads quickly so that you can begin tracking them as well.
The following User Roles have access to use referral fields options.
- Administrator
- Marketing Manager
Step-by-Step Guide
Use the following steps to choose the referral fields.
Step One: Create a SharpSpring form. If you need help creating a form, click to review the article Creating a Form.
Step Two: Click the Referral Field arrow, then on the drop-down, select each Referral Field options you want to include for the referred person’s contact profile.
NOTE: You must add the Email field as it is the minimum requirement for referral fields selection.
TIP! Notice the icon next to the fields you selected indicating it’s a referral field.
Step Three: Embed your form onto your site as you would any SharpSpring form.
If you need help embedding a form, click to review the article How to Embed SharpSpring Forms Properly.
After successfully adding your Referral Fields to a form, try using a Referral Action in a Task, or create Referral Events in a workflow.
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