Using Referral Fields in Forms

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. Article Contents Setting Fields Ready to Learn More?	Available with:
	Marketing Automation	✓
	CRM Ultimate	✓
	CRM PRO	✓
	CRM Free	✓

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	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers	✓
	Sales Managers
	Salespersons
	Jr. Salespersons

To create a form with referral fields, do the following:

In SharpSpring's top toolbar, click Content > Forms. Create or edit a form. In the Fields tab, click Referral Field. In the drop-down menu, select the desired referral field options. Rearrange fields as necessary. Click Save Changes. Click Options > Embed Code. Copy the available embed code. Paste the form's embed code onto your site. 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.		Click to enlarge.
		Note: SharpSpring offers Professional Services to assist with custom coding.
		Note: The Email field is the minimum requirement when adding referral fields to forms.

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