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Creating a Refer-a-Friend Program (DMX316)

To create a new Refer-a-Friend Program, follow these steps:

Step 1              Log into the Digital Communication platform

Step 2              Select the Product Suite product and the Web Forms module

Step 3              Click Begin to create a new web form

DMX336-A.png

Step 4        Fill out the information within the Details tab, ensuring that th checkbox is selected for Link web form to an email campaign. Click Continue

DMX316-A.png

Step 5        Complete the Greeting tab. Click Continue 

Step 6        Within the Contact Info tab, click the drop-down arrow for the Field Type

Step 7        Select either Referral with… (Name & Email) or Referral with… (Email only)

Note: The template requires all the fields to appear on the Web Form. When using the template, deleting any one of the fields will result in a removal of all referral fields.

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Step 8        Click the Add button located to the right of the field name

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Note: If you would like any additional contact information to be gathered, select and add the desired Field type from within the Field Type list. 

To change the order of the contact information fields within the web form, hover your mouse over the field type, drag and drop to the new desired position in the list.

Step 9        Repeat steps 6-8 to add additional contact fields

Step 10      To rearrange the order of a field, click the field and drag it to the desired order within the list

Step 11      Click Preview Web Form at the bottom of the page

Step 12      Click Continue

Step 13      Complete the Confirmation tab

Step 14      Click Continue

Note: Within the Questions tab, you’ll find several pre-populated components within the Web Form editor. All questions may be customized/edited.

      • Personal information
      • Personalized message
      • Terms and Conditions
      • Copy of Referral Emails

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Note: All fields marked as Required can be placed into the web form email as a merge field. The Email Merge Field Name will be displayed when selecting merge fields to place in the email.

 

Step 15      Select the desired web form element, and “Click, Drag, and Drop” the corresponding icon into the desired page of the web form

      • DMX336-G.pngText
      • DMX336-H.pngMemo
      • DMX336-I.pngDate
      • DMX336-J.pngRadio
      • DMX336-K.pngCheckbox
      • DMX336-L.pngDrop-down
      • DMX336-M.pngCustom Text
      • DMX336-N.pngLine
      • DMX336-O.pngImage
      • DMX336-P.pngDocument

Step 16      Repeat Step 15 for each question

Step 17      If desired, click the Preview Page icon DMX316-E.png for each page you build

Step 18      Once all pages are ready, click Continue

Step 19      Complete the Settings page

Step 20      If desired, click Preview Web Form

Step 21      Click Finish

Step 22      Click Dashboard in the main menu

Step 23      To publish the web form, click the web form

Step 24      Click Publish

Step 25      Click Yes to the confirmation message

DMX316-F.png

Note: If desired, the web form can be added to the website by using the link provided by Digital Communication.

DMX316-G.png

Note: Once the web form is built with the desired referral information selected, you’ll then need to build an email in response to the web form.

 

Step 26       Click the module drop-down arrow and select Emails

Step 27       Click New or Template on the Web Form card

Note: This email will be sent to the referred friend after the published Web Form is completed by the recipient.

DMX316-H.png

Step 28       Link the Web Form email to the Refer-a-Friend web form by selecting the published web form name from the Link From Web Form drop-down menu

Step 29       Complete the remaining fields within the Basics page and click Continue to advance to the Editing your email page

Note: Anything in italics is an optional field as noted below. Some of the fields will auto populate from Account Settings.

      • Name
      • Description (optional)
      • Store your email in a folder
      • Would you like to use the DocuMatix Editor or would you like to import HTML instead?
          • Yes, use the DocuMatix Editor – create email within the Digital Communication tool
          • I have HTML I would like to use – load HTML code from outside source
      • Layout Mode

Note: Mobile Layout Mode is for a single column email making it easier to view on a mobile device and Desktop Layout Mode allows for multi-column emails for viewing on a computer.

DMX316-I.png

Step 30       Select the desired email element, “Click, Drag, and Drop” the corresponding icon into the body of the email being created

Step 31       To insert a merge field, hover over the desired text cell and click the Edit icon DMX301-P.png

Step 32       Click the Merge Field icon DMX318-A.png

DMX316-J.png

Note: Merge fields that were defined during the web form creation step will now be available to use within the email.

Step 33       In the edit cell, place your cursor where you want to insert the merge field and click the DMX318-A.pngicon

Step 34       Under the Web Form tab, click the radio button next to the desired merge field to insert, then click the Insert Merge field button

DMX316-K.png

Step 35       Now complete the email design and publish the web form email. To publish, click the Dashboard tab. From the email list, click the desired email to publish, and click Publish from the menu.

Step 36       Repeat steps 31-35 until all desired merge fields are in place

Step 37       Continue build of email content

Step 38       Publish the email when the build is complete

Step 39       Click Dashboard in the main menu

Step 40       Click the the Refer A Friend email

Step 41       Click Publish

Step 42       Click Yes to the confirmation message

Article Reference: DMX316

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