|Referring or forwarding emails can be used to gather more leads. Referral configuration requires many different moving parts. It is imperative that all aspects of referral content are in place. This article will detail how to add referral functionality to emails by way of creating custom fields, forms, landing pages, emails, and workflows.
Creating Referral Forms
Referral emails must be attached to referral landing pages. In turn, referral forms are built by using referral fields.
To create a referral form, do the following:
Note: The Email field is the minimum requirement when adding referral fields to forms.
Creating Referral Landing Pages
To add a created referral form to a landing page, do the following:
Hold on to this copied URL. You will need it later.
Creating Referral Emails
Once the referral landing page has been created, referral emails can be created to be tied to the landing page and form. To create a referral email, do the following:
Creating Referral Workflows
The referral process can be automated via a workflow. To create a referral workflow, do the following:
Important: The Visual Workflow Builder is not supported in Internet Explorer 11. Use one of the other browsers supported by SharpSpring to create visual workflows.