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Combined Referral Pages allow you to capture information about the referrer, the referred client and other people related to them

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You can create a multi-person Signup Page that captures the information of several people and then connects them automatically using relationships.

  • If you use Referrer Reporting, you can also set your Signup Page to automatically record who the referrer was.

Steps

Info

Requirements: turn on Signup Pages in your organisation: Turn on Public Signup Pages

  1. Select My Apps in the top menu

  2. Select Contacts

  3. You arrive in the Contacts App

  4. Select More Options

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  5. A dropdown menu appears

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  6. Select Signup Pages

  7. Click Create New Signup Page

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  8. You arrive on the New Signup Page

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  9. Customise your Signup Page

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    1. Project: this is where the contact will be saved

    2. State: choose whether the contact is added to your project’s

      1. Waiting list

      2. Enrolled list

      3. Alumni list

      4. Declined list

    3. Contact Form: choose the form you want to display

    4. Type of Contact: choose whether these details should be saved as a

      1. Person

      2. Organisation

      3. Object

      4. Animal

  10. If you want to store the details of another person as well, click the Add Another Person button

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  11. Indicate the relationship between Person A and Person B

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  12. In this example we have added Person B’s details

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  13. If you use Referrer Reporting you can indicate which person should be saved in the system as the referrer

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  14. Press Save

  15. Now you can share the link to your Signup Page or embed it in your website

Example

How you might use it

  • you want to have a referral form that captures details of three entities:

    • The client who is being referred to your service

    • Their next of kin, e.g. their father, sister, etc

    • The referrer who is actually completing the form e.g. a professional who supports that person, e.g. their GP

  • In this scenario the

    • client would be Person A,

    • their next of kin would be Person B

    • and the referrer would be Person C.