You can create multiple Referral Pages for each project
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Before you can create a Referral Link you must turn on Referral Links in your organisation: Turn on Referral Links |
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Each of your projects can have several Signup Pages.
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These allow you to receive inbound referrals from anyone with the link to the Signup Page
If you want your Signup Page to create several related Contact Profiles at once, use the steps in the Multi-person Signup Page article (How to create a multi-person Signup Page)
For example, creating:
a Contact Profile Page for the client
and a related Contact Profile Page for whoever the referrer is
and another Contact Profile Page for the client’s Next of Kin
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Steps
Turn on Referral Pages on your organisation’s Preferences page
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Select More in the top menu
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Select Control Panel
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, etc
Steps
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Step-by-step guide
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Requirements:
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Select My Apps in the top menu
Select Contacts (if you don't see Contacts as an option, you can /wiki/spaces/~415774890/pages/1549795380)
You arrive on the
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Manage Contacts page
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Tick the checkbox to enable Referral Pages
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Press save
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Select the More Options button in the Contacts App
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Select My Apps in the top menu
Select Contacts
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Select More Options
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Select Referral Forms in the menu
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A dropdown menu appears
Select Signup Pages in the dropdown menu (formerly called Referral Forms)
You arrive on the
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Signup Pages page
Press Create
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a Signup Page
You arrive on the
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page to Create a Signup Page
Give the link (Signup Page) a name
Pro Tip: this is the name that will appear to your new event guests, e.g. Event Signup Page
Choose the project you want contacts to be created within:
Pro Tip: this should be the same project as the one that your events are being created in
Choose the state (Waiting List, Enrolled, Alumni, Declined) that you want contacts to be added to
Choose the Contact Form you want to be completed
Optionally choose Surveys you want to be completed
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during the Event Self Registration process
Press save
You return to the
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page where you can Manage Signup Pages - there is now a shareable web link for your new
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Signup Page
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Click Copy the link and share it with your referral partners or display it on your website.
This is what the Sign-up Page will look like for signed-out users.
The External Description is displayed below the name of the field and will appear in grey and italics for the signed-out users.