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  1. You need to turn on Referral Links for your organisation

  2. You need to a Contact Form that will appear on Page 1

  3. You need a Survey that will appear on Page 2

  4. Once you have those three, you can create a Referral Link which contains the

    1. Contact Form

    2. Survey

    3. Any additional surveys that will appear on subsequent pages

  5. Once the Referral Link is created, you can copy the Referral Link and share it using the methods of your choice

Info

When you navigate to the Manage Referral Forms page from the Survey Campaign page (by clicking the Manage Links button), you are shown all the Referral Forms within your organisation, rather than it being restricted to the ones related to that Survey Campaign.

Analyse responses

Responses collected using the Referral Survey Link are accessible from several places:

Part of the platform

Demographic information

Answers to the opinion questions

Contact Profile Page

Appears in the Bio section of the respondent’s Contact Profile Page

Appears in the Timeline section of the respondent’s Contact Profile Page

Survey Campaign’s Analyse Results page

Can be used to filter the responses. Use the Progress Filters.

Charts and tables appear for each question

Contacts App: Details tab

Yes - the table displays a column for each demographic question in the survey

No

Contacts App: Progress Trackers tab

No

Yes - the table displays a column for each opinion question in the survey

Contacts App: Custom Table

You can create a Custom Table that contains a column for each demographic question from the Contact Form and each opinion question from the Survey

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