PHASE 1

SFDC pre-work

Apply referral code to pre-identified accounts

Create refer-a-friend: Current Customers campaign and add pre-determined customers to the campaign

Create refer-a-friend: New Leads campaign

Marketo pre-work

Build out Marketo campaign 2 for Referral form "I have been referred"

Build out Marketo campaign 1 for Referral form "I want to refer a friend"

Corp web pre-work

Email invite is sent to existing customers with link + refcode (Marketo campaign 1) "Input your friends information here or share this link ("I have been referred" URL link + code) with your friends"

Customer lands on form/ page "I want to refer someone". Form should have URL pre-populated with refcode and field to enter refcode prepopulated as well.

Customer presses submit and has option to re-submit more leads

Leads added to Marketo

Question: Custom field mapping:
Can we create custom fields like this in Marketo? (I have this in PDF if the image doesnt work)

Question: If we build out a campaign in Marketo that collects with new lead names and emails, but no sync to SFDC, will it refrain from creating new leads in SFDC?

Leads added to campaign in Marketo with customer name, email + referral name and email + refcode

Question: Is there a way to capture the referral code (extended version) from when the numerical code is entered to when it's stored in Marketo?

Send email invite to new leads "your friend has referred you" with link + code to "I have been referred " landing page

Referrals land on page with regular Meraki form + place for referral code

Leads from this form will sync with SFDC and will be added to refer-a-friend: New leads campaign

Sales motion in place

Promo set up in SFDC : 2 promos for current and new customers.

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