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In the example below, we'll visually build a form in Lead Liaison and add it into a landing page, which was also built in Lead Liaison.
Create a Custom Field for the Referrer
For each person that is referred, we want to know who referred them. This person is called the Referrer. When we save the Referrer on the Prospect record we can generate an internal alert to let your company know who referred the Prospect and send an email to the person being referred to let them know who referred them by inserting this value as a mail merge into the email. Create a new custom field to store the Referrer:
- Go to Settings > Fields
- Add a new custom field as type String called "Referrer"
Set up your Email to the Person being Referred (Referee)
We'll create the email message that we'll send to the Referee that lets them know someone referred them.
- Go to Create > Emails
- Our email will look something similar to the one below. Make sure to include the proper mail merge fields by clicking the Custom Fields button as shown below:
Configure the Web Form
- Build a web form by going to Create > Web Forms
- Click the Form Properties tab and enable Kiosk/Data Entry Mode
- Uncheck Pre-Fill Fields since each new user shouldn't see the previous submission data
- In the Success Message section click the small blue icon to open the WYSIWYG HTML Editor. This will allow you to add custom code to the thank you page.
- We'll add a "Back" link pointing back to the original landing page so the next person who submits the form sees the original form and not the thank you page. We also use a data merge value
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You could also set the Redirect URL value to be the URL of the landing page. After submission, the form will go back to the original page. |
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- Add the following fields into the form. A new Prospect will be created in your database as the person being referred. Make sure to map each field, including the Referrer field.
- In Step 2 of the Web Form Wizard, setup an internal alert to notify you of the referral.
- In Step 3 of the Web Form Wizard, reply to the form submission with an email to the Referee:
Configure the Landing Page
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Setting up an External Form
Instead of using a Lead Liaison landing page and create a form within Lead Liaison you could use one of your existing web forms. If you choose to do it this way, here's how you can scan your existing form:
- Build a web form by going to Create > Web Forms
- Choose "Existing form on my website"
- In Step 1 make sure to enable Kiosk/Data Entry Mode
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