{"id":5687,"date":"2022-01-23T15:23:01","date_gmt":"2022-01-23T15:23:01","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2022\/01\/23\/automating-referral-programs-with-hubspot-workflows\/"},"modified":"2022-01-23T15:23:01","modified_gmt":"2022-01-23T15:23:01","slug":"automating-referral-programs-with-hubspot-workflows","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2022\/01\/23\/automating-referral-programs-with-hubspot-workflows\/","title":{"rendered":"Automating Referral Programs with HubSpot Workflows"},"content":{"rendered":"

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You probably already know this, but when a visitor submits a HubSpot form, that visitor is created as a contact in HubSpot, unless they\u2019re already in the database to begin with. The issue with forms is that they will create only one contact in the database. This is problematic because when you\u2019re running a referral program, a visitor submitting a form is usually asked to refer others.<\/p>\n

If the form itself only generates a contact for the visitor submitting the form, the referred contacts won\u2019t be created in the database. This usually means that you\u2019ll need to manually create contacts who\u2019ve been referred, or just find workarounds that may not be ideal.<\/p>\n

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Recently, HubSpot updated the \u201ccreate record\u201d action in workflows so that you\u2019ll be able to create a contact automatically based on a specific property. Let\u2019s take a look at how this can be done.<\/p>\n

Begin by going into your settings and creating the property group \u201cReferral Program\u201d. In addition, create the custom properties \u201care you referring a friend?\u201d and \u201creferral email\u201d. Make sure to add them to the group you just created to keep it organized. If you think you\u2019ll need additional custom properties such as referral first name and referral last name, go ahead and create those as well.\u00a0<\/p>\n

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\"referral<\/p>\n

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Once you\u2019ve created the custom properties, it\u2019s time to create the form. For our example, I\u2019ve already created a test form. You\u2019ll see that I created the \u201care you referring a friend\u201d property as a single checkbox, but it can also be a dropdown. The logic I\u2019m using is that when a user filling out the form checks this field, additional fields will appear. This logic is known as \u201cdependent fields\u201d, which are, put simply, actions to take based on a user input.\u00a0<\/p>\n

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\"custom<\/p>\n

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\"referral<\/p>\n

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Now, just create a workflow from scratch and name it \u201cRefer a Friend Contact Creation\u201d. Set your enrollment trigger as the form submission. Then, press the \u201cplus\u201d and add the \u201ccreate record\u201d action. Select the contact record type. You\u2019ll now see that a few properties appear just below.\u00a0<\/p>\n

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\"Create<\/p>\n

\"Crack<\/a><\/span><\/span><\/p>\n

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Here, you just need to add the contact tokens or the custom properties you created to the relevant fields. By pressing \u201cset another contact property\u201d, you can add additional properties. Let\u2019s add the lifecycle stage and the lead source properties, and add values. You can also copy a value from one property to another by pressing the \u201ccopy a property to a contact property\u201d button.<\/p>\n

\"Creating<\/p>\n

Below, you\u2019ll see association checkboxes. These checkboxes will associate the newly created contact to the enrolled contact\u2019s objects, but we\u2019ll ignore these. Now, you just need to review, test, and publish.<\/p>\n

Creating automated refer-a-friend programs was always a bit challenging, but now it\u2019s much simpler.\u00a0Get in touch with Marketing Envy for more expert HubSpot wisdom and guidance or if you would like to set up a referral program in your HubSpot account.<\/a><\/p>\n

PS: If you found this helpful, I’d really appreciate it if you can\u00a0<\/span><\/a><\/span>click here to share it on\u00a0<\/span>Twitter\u00a0<\/span>–<\/span><\/a>\u00a0besides helping my ego, it’s just fun to get notifications ?<\/span><\/p>\n<\/div>\n