Using ClickDimensions, how can I capture who forwards the email?

Problem: People can forward my email to anyone and as such the links are related to the person who forwarded it and not the person who received the email. So how can I capture the forward?

Unfortunately there is no easy way of doing this automatically, but what you can do and other customers do is add a button on your email, which states click here to forward this email. What this link can do is take a user to simple form that has a forward email box and a submit button. On entering the email and submitting the form we can then send an email to that new person with all the links correctly configured.

So what do I need to do to get this working, keeping it simple to start with

  1. First of all do you need to create an email template for the email that a customer may forward
  2. You then need to create a web content form, and add a single field “Email” to it
  3. On the actions tab, select send email and select the email template created in step 1
  4. Click on the embed button, and copy the link to the web form and paste it somewhere you can access later
  5. Save and publish the new form
  6. Navigate to the email template that you created in step 1 and edit
  7. You now what to add to your template a link or button (image) on to your email instructing the user to click here to forward the email. So the link you what to embed to the image is the link you copied in step 4. It is key that you do not use the insert web content feature and select the web content form as this will embed it with data on the person you sent the email to and thus prepopulating the email when the user clicks the button. So by using the link you copied no additional attributes will be copied to it, meaning it will be blank when a user lands on the form.
  8. Once updated the email template, you can save it
  9. You are now ready to send out your communication using the email template. Anyone who clicks the link to forward will have a new email generated out of CRM / ClickDimensions and you will be able to track the additional conversions and clicks.

With the model above it does mean that you need to clone the forward form for each email that you send out with the forward button on it as it is specific to a email template.

Another way that you could make it more generic is passing in a hidden variable to the form and using a workflow to evaluate this variable and send the correct email to the new person

To do this way, you will need a little bit of JavaScript knowledge as follows:

  1. Create a hidden field named Forward Email (you could use campaign code or anything that will identify the email to send)
  2. Follow the steps in this post to populate the hidden field from a URL string, note in the example it populates 4 fields you will only need to populate one – http://blog.clickdimensions.com/2014/06/pre-fill-forms-from-links-or-webpages.html
  3. Remove the form action to send the email and save and publish the form
  4. In the email template update the forward URL to include the additional text variable to be populated into the form
  5. Create a workflow that is triggered on the Form Field record
  6. The logic of the workflow should look something like this:
    1. Run on create
    2. Check to see if the Posted Form equals your Forward Form and that the posted field equals the new hidden field created in step 1, if it does continue otherwise stop the workflow
    3. Now you need to evaluate the hidden field, with an IF statement per Forward email, and the action if matches is to send a ClickDimensions email to the contact/lead with the email template selected
    4. You will need to add a new IF statement for each forward email option
  7. So once you have this created for each new forward email you need only update the workflow and not clone the form each time.

Hope this helps.