VPs of marketing capture referral leads promptly
VPs of marketing capture referral leads promptly
VPs of marketing miss referral form submissions, costing promo enrollments and muddying attribution for wellness offers. Create CRM contacts and attribute referrers so marketing can follow up quickly.
Overview
Referral submissions that don't make it into your CRM cost promotional enrollments and obscure campaign attribution. This workflow captures and attributes every referred contact, enrolling prospects into the right promotion and ensuring marketing has zero missed follow-ups and faster response times.
Notable Features
- Create CRM contacts from referrals
- Attribute referrers to each contact
- Enroll referred prospects into campaigns