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You can create a Signup Page that automatically saves whoever signs up within your CRM as a contact.

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Types of Signup Page

Type of Signup Page

Number of contacts who are created each time the Signup Page is completed

Is a Contact Form used in the Signup Page?

Is a Survey used in the Signup Page?

How many projects is each contact added to When the Signup Page is submitted?

How to do it

Single Individual

Register a single individual

1

Yes

No

1

Create a Signup Page (to receive inbound referrals from anyone with the link)

Single Individual with Survey(s)

Register a single individual and get their response to a survey

1

Yes

Yes - you can add as many surveys as you like for that individual to fill it

1

Create a Signup Page that includes a Survey

Related Individuals (with a fixed number of relationships)

Register an individual but also collect the details of other people who are related to them (via family or other types of relationship)

As many as you want

Yes (one for each individual whose details are added)

No

1

(but you can set it so that each individual is added to a different project. E.g. you might want to add the Mum and Dad to the Parents project and add the Child to the Clients project)

Create a multi-person Signup Page

Related Individuals (with a fixed number of relationships) with Survey(s)

Register an individual and get their response to some survey questions as well. Then also also collect the details of other people who are related to them (via family or other types of relationship) and optionally collect their responses to the same or different survey questions too.

As many as you want

Yes (one for each individual whose details are added)

Yes - you can add as many surveys as you like for that individual to fill it

1

(but you can set it so that each individual is added to a different project. E.g. you might want to add the Mum and Dad to the Parents project and add the Child to the Clients project)

Create a multi-person Signup Page

Unlimited Related Individuals

Register an individual but also collect the details of as many other people who are related to them (via family or other types of relationship) as the person filling in the link wants to add

As many as the person filling in the link wants to add

Yes (one for each individual whose details are added)

No

1

(but you can set it so that each individual is added to a different project. E.g. you might want to add their Teachers to the Teachers project, their Cousins to the Family project and add the Child to the Clients project)

Create a flexible Signup Page

Unlimited Related Individuals (up to a limit) with Survey(s)

Register an individual and get their response to some survey questions as well. Then also also collect the details of as many other people who are related to them (via family or other types of relationship) as the person filling in the link wants to add; and optionally collect their responses to the same or different survey questions too.

As many as the person filling in the link wants to add

Yes (one for each individual whose details are added)

Yes - you can add as many surveys as you like for that individual to fill it

1

(but you can set it so that each individual is added to a different project. E.g. you might want to add their Teachers to the Teachers project, their Cousins to the Family project and add the Child to the Clients project)

Create a flexible Signup Page

Get Started

Child pages (Children Display)