SplashMaker : Sharing The Journey

One of the most powerful features of a any sales content journey is the Buyer’s ability to share it with colleagues. This way, if done right, you can expand the reach of your self-serve sales effort with zero additional overhead.

In the case of Splashmetrics and our SplashMaker journeys, we have provided the ability to easily set up this sharing capability. It involves our journey menu, a WordPress pop-up plugin of your choosing, and an embedded form from your CRM.

Let’s start with the form and work backward from there.

The Form

In the image below, you can see how the above form is set up in HubSpot…

The fields can obviously be whatever you’d like them to be. However, make sure that you’re capturing enough information to be able to populate the SmartCTA for the email that will go out to the new contact.

Essentially what happens here is that the Buyer replaces their own information with the information of the colleague. When the form is submitted, the new contact is created in the CRM with the required information.

Tip: Above you see an optional hidden field called “Journey Share”. We use this to populate that field in the new contact so that it can be used to trigger an automation (e.g. – the email going out to the new contact). You can do something similar. Whatever it takes to work within your own system and process.

The Journey Menu

In the image below you can see the SplashMaker Journey side menu – which has a share icon…

Now you can set this menu up however you’d like. But the intent is to provide the ability to the Buyer to move to any content assets in the journey in a non-linear fashion.

In the case of the menu above in our own content journey, we’ve provided that capability – but also added the ability to share the journey and/or go straight to our sales portal.

For the sharing function, that uses a standard WordPress pop-up plugin. When the share button in the menu is clicked, the pop-up then presents the embedded form as shown.