Because we are using optin forms that are not Keap Infusionsoft ( we use Bloom) and also Woocommerce payment pages we’d like to allocate or create a Referral Partner Referral for a Contact as part of a Campaign sequence or via an Action Set.
We can do this manually for Contacts using the Contacts > Actions > Create Referral Partner Referral but can’t see how to do it any other way.
Any suggestions?
Third party tools out there can do it through an http post. Look at PlusThis. Otherwise it would take some custom code.
Thank you for your reply, John. We’ll have a look at PlusThis!
If you are using Keap Max Classic you don’t have to use 3rd party integrations or code. Do it with an action set.
Keap > CRM > Settings > Action Sets > Add Referral Partner
Screenshot: Image 2022-03-05 at 9.44.08 AM