> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Refer by email

> Let partners refer a deal straight from their inbox, with the AI agent filling the form and attributing the lead.

export const noun_0 = "referral"

export const verb_0 = "refer"

The most natural moment for a partner to refer is when a prospect comes up in an email thread. Letting partners forward that email captures the moment, with the AI agent filling in the referral form for them so the lead still lands attributed and CRM-ready. This guide sets up the email channel and confirms forwarded leads arrive credited.

## What you'll achieve

A partner support address that turns a forwarded email into an attributed referral in your CRM, confirmed with a test forward so you know the channel works.

## Before you start

<Steps>
  <Step title="Build the referral form">
    A referral form that creates a deal or lead must exist, since the agent submits referrals through it. See [Build and share a referral form](./build-and-share-a-referral-form).
  </Step>

  <Step title="Enable the AI agent">
    The AI agent reads forwarded emails and submits referrals. Confirm it is enabled for your program.
  </Step>
</Steps>

## Steps

### Set up the email channel

<Steps>
  <Step title="Set up the partner support email">
    Confirm your partner support email address is active. Partners forward a lead to it, and the AI agent reads the email and submits the {noun_0} for them.
  </Step>

  <Step title="Tell partners they can email">
    Share the address and a short note that they can forward a prospect with a sentence of context to {verb_0} a deal, no portal needed.
  </Step>

  <Step title="Let the agent fill the form">
    The agent maps the email into your {noun_0} form, so the deal still lands attributed and CRM-ready.
  </Step>
</Steps>

### Confirm attribution

<Steps>
  <Step title="Help the agent identify the referrer">
    The agent attributes the referral from the forwarding partner and the context in the email. Ask partners to forward from the address you have on file for them and to name the prospect company and contact, so the lead matches cleanly to both the referrer and the right CRM records.
  </Step>

  <Step title="Send a test and check the credit">
    Forward a test email to the partner support address, then open [Submissions](https://app.introw.io/submissions). Confirm the referral appears under **Form submissions** attributed to the forwarding partner, with the deal created in your CRM.
  </Step>
</Steps>

## Verify it worked

A forwarded test email appears as a referral in [Submissions](https://app.introw.io/submissions), attributed to the partner, with a matching deal in your CRM. Partners can now refer without leaving their inbox.

## Related

<CardGroup cols={2}>
  <Card title="Build and share a referral form" icon="pen-ruler" href="./build-and-share-a-referral-form">
    Set up the form the agent submits to.
  </Card>

  <Card title="Refer with AI" icon="robot" href="./refer-with-ai">
    Let an AI assistant submit referrals too.
  </Card>
</CardGroup>