Processing Fora or GTN Advisor Referral Code Requests

📋 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 — 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.

🧠 Why this matters: This is a lightweight process (2–4 requests/week, ~2 mins each), but keeping the tracker up-to-date and follow-ups sent is essential to support our growing advisor program.

📊 Tracker Location

Fora Advisor Referral Code Tracker
The tracker includes:

• Timestamp

• Advisor Email Address

• Advisor Name

• Column D: Coupon created and sent? → If this is blank, they still need a code!

✅ 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 advisor’s email when creating the customer-facing code

3. Send the Code via Email

   • Use this saved snippet:
     💸 [Referral]>Fora Code>[Advisor Follow-Up Email]

   • 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

🔔 About the Inbox Alerts

• Form submissions trigger an automated email from Form Notifications

• These do not include the advisor's info — they’re 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.