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You can invite anyone with the referral link to complete a survey.collect demographic details and survey responses at the same time. This uses a Signup Page and is called a Referral Survey Link.

This article covers:

Table of Contents
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How a Referral Survey Link works

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With the Referral Link survey method you can also get respondents to complete multiple surveys from the one link. Each subsequent survey appears as an additional page.

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How to

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setup a Referral

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Survey

  1. You need to turn on

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  1. Signup Page for your organisation

  2. You need to a Contact Form that will appear on Page 1

  3. You need a Survey that will appear on Page 2

  4. Once you have those three, you can create a

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  1. Signup Page which contains the

    1. Contact Form

    2. Survey

    3. Any additional surveys that will appear on subsequent pages

  2. Once the

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  1. Signup Page is created, you can copy the

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  1. Signup Page link and share it using the methods of your choice

Info

When you navigate to the Manage Referral Forms Signup Pages page from the Survey Campaign page (by clicking the Manage Links button), you are shown all the Referral Forms within your organisation, rather than it being restricted to the ones related to that Survey Campaign.

Analyse responses

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How to find a link to a Referral Survey

From a Survey Campaign

  1. Go to the survey’s Survey Campaign page and select Advanced layout

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  2. Select Anyone with the referral link

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  3. You arrive on the Signup Pages page

  4. You’ll see a list of your Signup Pages, including the Referral Surveys

  5. Scroll across to the Share the link column and copy the link to that Referral Survey

From the Manage Signup Pages page

  1. Select Audience in the left sidebar and choose Signup Pages

  2. You’ll see a list of your Signup Pages, including the Referral Surveys

  3. Scroll across to the Share the link column and copy the link to that Referral Survey

How to analyse responses to Referral Surveys

Responses are split into two sections:

  • Contact/demographic information - visible from the Demographics and Compare Demographics tab

  • Survey information - visible on a Progress Board

More detail on what you can see from each location

Part of the platform

Demographic information

Answers to the opinion questions

Contact Profile Page

Appears in the Bio section of the respondent’s Contact Profile Page

Appears in the Timeline section of the respondent’s Contact Profile Page

Survey Campaign’s Analyse Results page

Can be used to filter the responses. Use the Progress Filters.

Charts and tables appear for each question

Contacts App: Details tab

Yes - the table displays a column for each demographic question in the survey

No

Contacts App: Progress Trackers tab

No

Yes - the table displays a column for each opinion question in the survey

Contacts App: Custom Table

You can create a Custom Table that contains a column for each demographic question from the Contact Form and each opinion question from the Survey

Note

You must add the user referral@makerble.com to your organisation as a Member in order to see Referral Survey Link responses on the Survey Campaign’s Analyse Results page

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  • Responses collected using the Referral Survey Link are categorised as responses from Colleagues when selecting from the Line Types for a Spider Plot Outcome chart.

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