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Note

If you want your Referral Link to create multiple Contact Profiles at once - e.g. creating a Contact Profile for the client, a Contact for the referrer and a Contact for the client’s Next of Kin - use the steps in the Combined Referral Page article Create a Combined Referral Page

Steps

  1. Turn on Referral Pages on your organisation’s Preferences page

    1. Select More in the top menu

    2. Select Control Panel

    3. Scroll down to Preferences and select that button

    4. You arrive on the Preferences page

    5. Tick the checkbox to enable Referral Pages

    6. Press save

  2. Go to the Contacts App

    1. Select My Apps in the top menu

    2. Select Contacts

  3. Select More Options

  4. Select Referral Forms in the menu

  5. You arrive on the Referral Links page

  6. Press Create Referral Link

  7. You arrive on the New Referral Link page

    1. Give the link a name

    2. Choose the project you want contacts to be created within

    3. Choose the state (Waiting List, Enrolled, Alumni, Declined) that you want contacts to be added to

    4. Choose the Contact Form you want to be completed

    5. Optionally choose Surveys you want to be completed

  8. Press save

  9. You return to the Referral Links page where there is now a web link for your new referral page

  10. Copy the link and share it with your referral partners or display it on your website