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You need to turn on Referral Links for your organisation
You need to a Contact Form that will appear on Page 1
You need a Survey that will appear on Page 2
Once you have those three, you can create a Referral Link which contains the
Contact Form
Survey
Any additional surveys that will appear on subsequent pages
Once the Referral Link is created, you can copy the Referral Link and share it using the methods of your choice
Info |
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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 |
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Appears in the Bio section of the respondent’s Contact Profile Page | Appears in the Timeline section of the respondent’s Contact Profile Page | |
Can be used to filter the responses. Use the Progress Filters. | Charts and tables appear for each question | |
Yes - the table displays a column for each demographic question in the survey | No | |
No | Yes - the table displays a column for each opinion question in the survey | |
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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