Step 1: Log into HubSpot
- Navigate to HubSpot's homepage.
- Enter your credentials to access your account dashboard.
Step 2: Create a Landing Page for Referral Program
- Go to "Marketing" on the top navigation bar.
- Select "Landing Pages."
- Click on "Create" and choose a template to design your referral program landing page, detailing benefits and instructions for referrals.
Step 3: Set Up a Form for Referral Submissions
- Navigate to "Marketing" then "Forms."
- Click "Create form."
- Design the form to capture necessary details like the referrer's name, the referral's contact info, and any other pertinent data.
- Embed this form on your referral program landing page.
Step 4: Develop a Thank You Page
- Create a thank-you page to acknowledge successful referral submissions.
- This can also instruct referrers on the next steps or offer other engagement opportunities.
Step 5: Navigate to Automation Tools
- On the main dashboard, hover over "Automation."
- Select "Workflows."
Step 6: Create a New Workflow
- Click "Create workflow."
- Name your workflow (e.g., "Referral Program Automation").
- Choose "Start from scratch."
Step 7: Set the Enrollment Trigger
- Click "Set up trigger."
- Choose "Form submission."
- Select your referral submission form and the landing page it's on.
Step 8: Send an Acknowledgment Email
- After setting the trigger, click the "+" icon.
- Choose "Send an email."
- Design or select a pre-designed email template thanking the referrer and confirming receipt of the referral.
Step 9: Score or Tag Referrals (Optional)
- If you wish to prioritize referrals or tag them for segmentation:
- Click the "+" icon after the email action.
- Choose "Set contact property value."
- Adjust contact properties like Lead Score or add a tag such as "Referral."
Step 10: Create Reminder or Follow-up Actions
- For nurturing:
- Add a delay (e.g., one week) after the acknowledgment email.
- Set an action to send a follow-up email or alert a sales team member to engage with the referral.
Step 11: Track Referral Rewards
- If your program has rewards (like discounts or gifts) for successful referrals:
- Add actions in the workflow to track conversions from the referral.
- Once a conversion is noted, automate the process to send the reward to the referrer.
Step 12: Activate the Workflow
- Once all steps and actions are set up, click on "Review" to check everything.
- If satisfied, click "Activate" to launch your referral program automation.
Step 13: Monitor and Optimize
- Regularly check the performance of your referral program.
- Adjust the workflow or communication strategy based on results and feedback.
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