Simple referral program

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hello, I want to create a simple referral program for the company and I would like to use Hubspot Marketing Free to do it. The main goal is to create a landing page on Wordpress where our current customers will be directed and here they would have to fill in the Hubspot form and make a recommendation for us. The data should be recorded in our Hubspot CRM. After that, we would get in touch with the specific person and update the customer. Here are the elements the program should contain:
- A landing page created by us in Wordpress
- A form created with Hubspot Free that should include the information of the person referred but also the information of the person referring. A good source I found: https://blog.hubspot.com/customers/how-to-make-a-referral-form
My question is mostly related to the possibility to add a new contact (the one referred) and the possibility to update the information of the existing customer who referred (have an overview of the forms he submitted and how many times).

Is there any way to do this and create/update two contacts from one form?

2

Hi @Petra-Princh,

I do not believe that this will be possible.

I see what you are trying to accomplish and like the idea, so if someone does know of a way to make it happen, I’m curious to hear.

Josh

3

Hi @Petra-Princh While it would be possible to use HubSpot Free Forms to create a test (the email field will create a new contact record), tracking the number of referals per customer is not possible. Cookie tracking restricts us from being able to track anything related to the referrers email address.

Thank you,

Ed Justen

4

This post had a similiar request and the responses include using custom fields and a link to instructions for building a referral program using only HubSpot tools: https://community.hubspot.com/t5/CRM/Referral-program-using-Hubspot-CRM/m-p/243524