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
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Requirements: turn on Signup Pages in your organisation: Turn on Public Signup Pages |
Select My Apps in the top menu
Select Contacts
You arrive in the Contacts App
Select More Options
A dropdown menu appears
Select Signup Pages
Click Create New Signup Page
You arrive on the New Signup Page
Customise your Signup Page
Project: this is where the contact will be saved
State: choose whether the contact is added to your project’s
Waiting list
Enrolled list
Alumni list
Declined list
Contact Form: choose the form you want to display
Type of Contact: choose whether these details should be saved as a
Person
Organisation
Object
Animal
If you want to store the details of another person as well, click the Add Another Person button
Indicate the relationship between Person A and Person B
In this example we have added Person B’s details
If you use Referrer Reporting you can indicate which person should be saved in the system as the referrer
Press Save
Now you can share the link to your Signup Page or embed it in your website
Example
How you might use it
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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.
Steps
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Go to the Create/Edit Referral Link page as usual
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Click the Add Another Person button - this lets you set add a contact form and set of surveys for another person within the referral journey
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Indicate the relationship between Person A and Person B
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Indicate which person should be saved in the system as the referrer