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
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Before you can create a Referral Link Public Form you must turn on Referral Linksin your organisation: Turn on Referral Links |
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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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Steps
Select My Apps in the top menu
Select Contacts
You arrive on the Manage Contacts page
Select the More Options button in the Contacts App
A dropdown menu appears
Select Referral Public Forms Forms in the dropdown menu (formerly called Referral Forms)
You arrive on the Referral Links Public Forms page
Press Create Referral LinkPublic Form
You arrive on the New Referral Link Public Form page
Give the link a name
Choose the project you want contacts to be created within
Choose the state (Waiting List, Enrolled, Alumni, Declined) that you want contacts to be added to
Choose the Contact Form you want to be completed
Optionally choose Surveys you want to be completed
Press save
You return to the Referral Links Public Forms page where there is now a web link for your new referral page
Copy the link and share it with your referral partners or display it on your website