Configuring Forwarding Email to a Friend

Forwarding email messages from Web email clients does not gather information on persons to whom you forward the email message. However, if you forward email messages, using the Forward to a Friend functionality in Oracle CRM On Demand Marketing, it tracks all forward email messages and enables you to generate new contacts. This functionality automatically inserts a URL that primary email recipients can click to forward the email message to their friends and colleagues. If a registration link is included in the email invitation Oracle CRM On Demand Marketing automatically substitutes the Guest Pretty URL when the message is forwarded. By clicking the Forward to a Friend link in the email invitation the primary recipients are taken to a Web page where they can specify the email addresses to which they want to forward email and add a personal note. Primary recipients are allowed to forward emails to 10 friends at one time.

To configure forward email to a friend

1. Click Admin in the upper-right corner of the screen.

2. In the Email Management section, click Forward to a Friend.

   The Forward to a Friend Configuration screen appears.

3. On the Forward to a Friend Configuration screen, enter the details.

   Field	Description
   Branding	The Forward to a Friend page can be configured with a branding template. If a branding template is not configured globally under the Forward to a Friend functionality, Oracle CRM On Demand Marketing applies the default program branding if available. The branding template used for the Forward to a Friend functionality can be simple. The following parameters are recommended: You must include your company logo and some instructional text to inform the person forwarding the message what happens when the Forward to a Friend Web form is submitted. For example, you might want to include an assurance that recipients of the email will not receive email from your company unless they explicitly opt in. The branding template requires the standard $$MBOS_CONTENT$$ parameter in the template table indicating where the Forward to a Friend Web form is located.
   From Address Configuration	By default, the From Address in the initial invitation is used. However, you can select the option to use the referrer's email address. In this case, all the forwarded emails have the referrer's email address listed in the From Address field.
   Configure Fields to be displayed on the Forward to a Friend Page	You can select the required fields that display on the referral page, and select the check box to make them mandatory. By default, certain fields are selected, such as Email, Note, and Email Subject.
   Contact Acquisition Strategy	The following options are available in the Contact Acquisition Strategy window: Do Not Create Contacts. If you select this option, Oracle CRM On Demand Marketing does not create a new contact record for the email address to which the message is forwarded. Create Contacts (Dedupe Rules are applied). If this option is selected, Oracle CRM On Demand Marketing creates new contact records for the email addresses of forwarded contacts. If you select Create Contacts, the following choices are displayed: Opt In the Contact. Contacts receive vendor emails from your company through Oracle CRM On Demand Marketing. Opt Out the Contact. Contacts do not receive vendor emails from your company through Oracle CRM On Demand Marketing. Leave as Unknown. Emails are sent to the contacts.
   Thank You Message	You can create your own Thank You page by selecting a free-form, or you can insert a Thank You page URL.