---
title: Processing Fora or GTN Advisor Referral Code Requests
description: Step-by-step guide for fulfilling Fora and GTN advisor referral code requests, including how to use the tracking sheet, create coupon codes, send follow-ups using the saved snippet, and tag automated form alerts properly in HubSpot.
---
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# Processing Fora or GTN Advisor Referral Code Requests
## To fulfill coupon code requests submitted by Fora or GTN travel advisors and track responses in a shared Google Sheet.
๐ Overview
Fora and GTN advisors use a Google Form to request their referral coupon codes. When submitted, a **Form Notifications** email is sent to `support@point.me` โ but heads up, **the advisor's name and email aren't included in that notification**.
Because of that, we rely on the **tracker** to manage and complete requests.
๐ง **Why this matters:** This is a lightweight process (2โ4 requests/week, ~2 mins each), but keeping the tracker up-to-date and follow-ups sent is essential to support our growing advisor program.
---
#### ๐ Tracker Location
**[Fora Advisor Referral Code Tracker](https://docs.google.com/spreadsheets/d/1C4Sg78UAkMXRTRvpLWGcdSUNb6DXGlWvYFHyUDqAg18/edit?gid=1828623728#gid=1828623728)**
The tracker includes:
- Timestamp
- Advisor Email Address
- Advisor Name
- **Column D**: `Coupon created and sent?` โ If this is blank, they still need a code!
---
#### โ
Steps to Fulfill a New Request
1. **Open the Tracker**
- Look for entries where the `Coupon created and sent?` column is **blank**.
2. **Create a Coupon Code in Stripe**
- Follow the format: `firstnamelastnamefora` or `firstnamelastnamegtn`
- Example: `greerbrownfora`
- Coupon = **10% off Standard Annual Plan forever**
- Link the advisorโs email when creating the customer-facing code
3. **Send the Code via Email**
- Use this saved snippet:
[๐ธ `[Referral]>Fora Code>[Advisor Follow-Up Email]`](https://app.hubspot.com/snippets/4846411/edit/4231057?q=fora&page=1)
- Personalize it with their name and unique code
- **Send as an individual email**, not in bulk
4. **Update the Tracker**
- In the `Coupon created and sent?` column, add your **initials** once complete
---
#### ๐ About the Inbox Alerts
- Form submissions trigger an **automated email** from `Form Notifications`
- These do **not include the advisor's info** โ theyโre just a heads-up
- A HubSpot workflow automatically tags them as:
`[Auto-Tag]>Fora Advisor Form Alert`
**Category**: Miscellaneous \> Company \> Fora
**Feel free to close these out after checking the tracker.**
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