Web Referral Form

Web Referrals

This option allows you to use a web form to capture leads as referrals. For example, you could have a form for your members to fill out their friend's information to send them a free buddy pass using the Web Referral Email.

Note that a 'Web Referral' is not the same as an actual referral as completed from the main InTouch application; there is no lead or member linked to the new lead as the member who did the referral. What it does allow for is capturing a referral online, using a custom lead source called Web Referral and using the Web Referral Email to have an email automatically send to the new lead.

How it works:

Simply change the wording on your web form to fit your intended audience. I.e., instead of telling the user to add 'Your Name', you would want the user to add 'Your Friend's Name'.

You will probably also want to capture the referring member's name. In the example below, we add this to the Lead Source Details (leadSourceDetails) field.

Most importantly, include the Lead Source (leadSource) of 'WEB REFERRAL' in your form.

<input type="hidden" name="leadSource" value="WEB REFERRAL">

Your new lead will be created in InTouch with a Contact Method of 'Web Lead', Lead Source of 'Web Referral', and will be assigned to Incoming Leads.

Be sure to also check out the Web Referral Email option to have an email automatically sent to your new lead!

Example Web Referral form code:

<form name="createLead" method="post" action="https://app.intouchfollowup.com/intouch-webapp/weblead/form/" >

<!-- Update these 'value' fields -->
<input type="hidden" name="successPage" value="http://example.com/success.html">
<input type="hidden" name="failurePage" value="http://example.com/failure.html">
<input type="hidden"name="UUID" value="11111111-1111-1111-1111-111111111111">
<!-- End updates -->

<input type="hidden" name="leadSource" value="WEB REFERRAL">
<table>
<tr>
<td>Your Full Name</td>
<td><input name="leadSourceDetails" type="text" size="40" required/></td>
</tr>
<tr>
<td>Friend's First Name</td>
<td><input name="firstName" type="text" size="40" required/></td>
</tr>
<tr>
<td>Friend's Last Name</td>
<td><input name="lastName" type="text" size="40" required/></td>
</tr>
<tr>
<td>Friend's Email</td>
<td><input name="email" type="text" placeholder="Email or Mobile Required" size="40" /></td>
</tr>
<tr>
<td>Friend's Mobile</td>
<td><input name="mobile" type="text" placeholder="Email or Mobile Required" size="40" /></td>
</tr>
<tr>
<td></td>
<td align="left"><input type="submit" value="Submit"></td>
</tr>
</table>
</form>