Lead Capture Tools

alexagatiss
Contributor

Referral Marketing Program Form - Lead Gen form with 2+ contacts

SOLVE

Hi all, I'm working on a referral marketing program and creating a form. Would anyone be willing to send me the steps for making it automatically fill with the recipients details?

 

2. Also how can I include space for the contact to include their own information as well as the information of the person they're referring. Once I use email/first name/last name once, it won't allow me to use the property twice. 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Referral Marketing Program Form - Lead Gen form with 2+ contacts

SOLVE

Hi @alexagatiss,

 

HubSpot forms can be pre-populated via two means:

  1. Forms options: https://knowledge.hubspot.com/forms/form-fields-pre-populated-with-your-own-or-someone-else-s-inform... (This is unreliable as it assumes that the person accepts cookies and the same device every time.)
  2. If you send a marketing email to contacts who are supposed to click on a link through to a landing page that hosts a form, you can follow these steps: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/pre-filled-forms/m-p/815417/highlight/tr... (Contact information is passed through as link parameters and the form automatically pulls these parameters into fields.)

As far as creating multiple contacts goes, yes, that is also possible. I've previously explained how to do this here: https://community.hubspot.com/t5/CRM/How-to-create-multiple-new-contacts-from-a-form-submission/m-p/... – the workflow UI has changed slightly since then but in short, the approach is to create custom additional fields for a second contact, then using these additional fields to capture the information of the second person, then copying the information from the fields into a new record.

 

The above assumes that you want this to be just one form submission, not two.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Referral Marketing Program Form - Lead Gen form with 2+ contacts

SOLVE

Hi @alexagatiss,

 

HubSpot forms can be pre-populated via two means:

  1. Forms options: https://knowledge.hubspot.com/forms/form-fields-pre-populated-with-your-own-or-someone-else-s-inform... (This is unreliable as it assumes that the person accepts cookies and the same device every time.)
  2. If you send a marketing email to contacts who are supposed to click on a link through to a landing page that hosts a form, you can follow these steps: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/pre-filled-forms/m-p/815417/highlight/tr... (Contact information is passed through as link parameters and the form automatically pulls these parameters into fields.)

As far as creating multiple contacts goes, yes, that is also possible. I've previously explained how to do this here: https://community.hubspot.com/t5/CRM/How-to-create-multiple-new-contacts-from-a-form-submission/m-p/... – the workflow UI has changed slightly since then but in short, the approach is to create custom additional fields for a second contact, then using these additional fields to capture the information of the second person, then copying the information from the fields into a new record.

 

The above assumes that you want this to be just one form submission, not two.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
alexagatiss
Contributor

Referral Marketing Program Form - Lead Gen form with 2+ contacts

SOLVE

Actually, a better question might be: is there any consequence for having the person who fills out the form be a separate contact from the information of the contact that they fill out?

 

Will it replace the information that already exists in their contact? How can I have it create a new contact?

JWingate2
Guide | Elite Partner
Guide | Elite Partner

Referral Marketing Program Form - Lead Gen form with 2+ contacts

SOLVE

@alexagatiss , 

 

This can be accomplished via the Settings in the form - There are options such as - Pre-Populating known values, Adding a reset link to remove pre-populated values, Always create contact for new email address. 

Customize your form options 

I am curious as to way you want to have the 2 records?

0 Upvotes