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Tracking Referrals on the Back End
04-22-2019 11:31
Hi all,
I've got a theoretical question on how to handle referrals on the back end.
We have a form on a landing page (Form A) that when submitted, creates Contact A. Contact A is then redirected to a page that has Form B on it, asking them to refer someone to us. If Contact A fills out Form B, a new contact, Contact B is created (which is what we want!).
Here's where I'm having trouble. We have workflows that push Contact A to go to the landing page and fill out the form referring someone to us, which creates Contact B. Since a brand new contact is being created from the submission of Form B (contact B) I can't figure out a way to suppress Contact A from the workflow.
Here's what I've tried so far:
-Using clicking the CTA in the workflow email that links to the landing page as the workflow "goal" criteria (I don't love this because just because they clicked the CTA to go to the page doesn't mean they filled out the form
-Creating a custom event on the "submit" button on Form B...however, this tied the event completion to Contact B, not Contact A
Any ideas on how we can tie the submission of Form B (which creates a new contact, Contact B) to contact A?
Thanks!
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