Referrals close at a much higher rate than any other type of lead. Visitors help you get in touch with new leads by adding referral fields in your SharpSpring forms. This article will detail how to use referral fields in forms.
The following user roles can use referral field options:
- Company Managers
- Marketing Managers
Forms are accessed through the toolbar.
To create a form with referral fields, do the following:
Note: The Email field is the minimum requirement when adding referral fields to forms.
Once the referral 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 out to referred leads so that you can begin tracking them as well.