Lead Gen & CRM 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 explain how to create an automation based around the referrer field as a merge variable in emails. Make sure you have created a form and used the referrer fields in a corresponding email.
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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, create or edit a workflow from the Automation > Visual Workflows page in the left toolbar.
- Click + Add > Trigger under Start or an applicable branch.
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- Click Form from the list of triggers.
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- Select fills out the form.
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- Select the created referrer form in the Form Name field.
- Choose when the trigger should apply.
- Click OK.
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- Click + Add > Action under the added trigger.
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- Under Communication click send the email.
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- Select the created referral email in the Email Name field.
- Decide if you want to trigger automation right away or wait until the next available business hours. Business hours are set within platform Settings, under the Company Profile.
- Click OK.
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- Complete the workflow as necessary and then set the workflow status toggle to Active.
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