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You can create multiple Referral Pages Public Forms for each project.

  • These allow you to receive inbound referrals from anyone with the link to the Public Form

Info

Before you can create a Referral Link Public Form you must turn on Referral Linksin your organisation: Turn on Referral Links

Note

If you want your Referral Public Form Link to create multiple several related 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 (How to create a multi contact Referral Page)

Steps

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  • For example, creating:

    • a Contact Profile Page for the client

    • and a related Contact Profile Page for whoever the referrer is

    • and another Contact Profile Page for the client’s Next of Kin, etc

Steps

  1. Select My Apps in the top menu

  2. Select Contacts

  3. You arrive on the Manage Contacts page

  4. Select the More Options button in the Contacts App

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  5. A dropdown menu appears

  6. Select Referral Public Forms Forms in the dropdown menu (formerly called Referral Forms)

  7. You arrive on the Referral Links Public Forms page

  8. Press Create Referral LinkPublic Form

  9. You arrive on the New Referral Link Public Form 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

  10. Press save

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

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