Send emails to partners who referred contacts to us
I am wanting to send select emails to partner contacts who referred business to us.
For example, John is a financial advisor with a partner and he refers his client Matt to us for homeowners insurance. I would like to send a survey email to John asking him how his experience was with us.
Currently, in our CRM (Salesforce), John's name and email address live in fields on the Lead object for Matt. These get synched over to Eloqua and then live on Matt's contact record. So on Matt's contact record, there is the primary email address, which houses Matt's email address, and then the referred by field, which houses John's email address.