Using Forms to get Referrals from Existing Contacts

(0) Share

Report

Posted on by hracine78Velosio

My client has a marketing form they send to clients to get referrals an then once the contact is created in D365 they want to link the records to one another. The scenario is the following:

Create a customer journey with the audience of their clients
Marketing email with a link to a form for the client to enter a referral contact
Form is submitted
New contact record is created
then link the New contact to the client who submitted the form

What is the best solution to capture a form with the new contact information and know the contact who submitted the form?

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Nya 29,060 on at

Like (0)

Report
Copy link

Link copied!

Hi,

It is recommended to create a new lookup field, for example, Parent Contact or Original Contact, to record the audience.

Create a form field mapped with the lookup field.

Since the landing form can create contacts, when the audience receives the email, they can fill in the contact directly with the information (First Name, Last Name, Email Address).

Then select from the drop-list of the lookup field and set it as their own record.

For example, Contact A received the email.

A fill the form with the info of B.

A select the Option Contact A from the list.

Eventually, the audience submit the form, the new contact can be created and related to the contact who submitted the form.

Was this reply helpful? Yes No