Watch the Walkthrough
https://www.loom.com/share/4876e850d456442a81c3425bee6f7504
Steps
Select My Apps in the top menu
Select Projects
You arrive on the Projects page
Scroll down until you see the project you want to create a Referral Form for
Press the More Options button (or cog icon) next to that project
Select Preferences
You arrive on the Project Preferences page
Scroll down to the Enable Waiting List checkbox and tick it if it is not already ticked
Tick the checkbox: Assign a Contact Form to the Waiting List
A dropdown list appears calIed Choose a contact form to add to the waiting list
Select a Contact Form to be added to the Waiting List. This will be the Contact Form that people are invited to complete when they use the Referral Link
Tick the checkbox Create a public referral link to join the Waiting List
Press save
Now go to the Contacts page: you can get there by clicking the Contacts button on the project’s cover image or by selecting My Apps in the top menu and choosing Contacts
Press the More Options button in the right corner
Select Referral Forms in the menu
You arrive on the Referrals page
You will see a list of projects that have Referral Forms enabled
Press Copy the link to copy the Referral Link for one of these to your clipboard
Now paste that link in an Incognito Window (or in a browser where you aren’t signed in to Makerble)
You will see the form appear
Once the form has been submitted, there is the option to submit another referral
How to view referrals
When the referral form is used, you will see a new contact appear in the Contacts page
Make sure the Waiting list filter is turned on
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