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How can I capture and correlate Forward-to-a-friend Referee detials?

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Posted on by 40

Hi All

I created an email with a Forward to a friend form in it. Once an existing contact forwards this email, I can see they took the action but cannot see who they forwarded it to until that person takes an action on the email to have their details captured as a lead. 

What I need though is to let the contact know whether their forward resulted in a successful purchase from the person they forwarded it to.

How can I best achieve this? 

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: How can I capture and correlate Forward-to-a-friend Referee detials?

    Hi,

    You can find the email addresses which the email forwarded to in the Form submissions from insights tab of the Forward to a friend form and the data can be exported to an excel for further edit.

     pastedimage1626852483438v1.png

    And then the address can be used to match the purchase records to check if there is a successful purchase in the forwarded receivers.

  • Yola1011 Profile Picture
    Yola1011 40 on at
    How can I capture and correlate Forward-to-a-friend Referee details?

    Hi All

    I created an email with a Forward to a friend form in it. Once an existing contact forwards this email, I can see they took the action but cannot see who they forwarded it to until that person takes an action on the email to have their details captured as a lead. 

    What I need though is to let the contact know whether their forward resulted in a successful purchase from the person they forwarded it to.

    How can I best achieve this? 

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