Personalised Referral Forms allow visitors to decide the number of people whose details they want to submit using the form.

How it works

CREATE ROLES

• First of all you need to create Roles.

• This is because when a visitor uses your form, they are asked to choose the Role of the person whose details they are filling in.

  • A typical set of Roles are: Parent and Pupil.

  • The person filling in the form (e.g. a mother) will start by filling in the details of their child (who has the Pupil role) and then fill out their details (she will have the Parent role) and that of anyone else, e.g. a father (who will also have a Parent role).

• Once a Role has been added to a Referral Form, the form for that Role can be completed several times if there are several people who occupy that Role. For example, there might be several children within a family who are Pupils and therefore occupy the Pupil role.

ASSIGN A PROJECT, CONTACT FORM AND OPTIONALLY A BASELINE SURVEY TO EACH ROLE

• When creating the Personalised Referral Form, you assign a project, contact form and optionally a baseline survey to each role

• This determines which Project the person’s details will be added to, the Contact Form that will be used to register their details and the survey that will be optionally used to collect baseline information about them

ASSIGN RELATIONSHIP TITLES TO EACH ROLE

• The person completing the Personalised Referral Form will be prompted to show how each person relates to the other.

• For example, if you have Relationship Categories for

  • Mother & Daughter

  • Mother & Son

  • Father & Daughter

  • Father & Son

• In this scenario you would set a rule which says that anybody with the Parent role can be the Mother or Father in a relationship with anybody with the Pupil role, whereby the person with the Pupil role can be either the Daughter or Son.

• You do this by creating Role-holder Relationships

Steps to create a Personalised Referral Form

1. Select My Apps in the top menu

2. Select Contacts

3. You arrive in the Contacts App

4. Select the More Options menu

5. In the dropdown list, select Referral Forms

6. You arrive on the Manage Referral Forms page

7. Press the Create a Referral Form button

8. You arrive on the Create Referral Form page

9. You will be presented with two options:

   1. Structured

   2. Personalised

10. Select Personalised

11. The form expands to reveal two sections:

    1. Part 1: Form Details

    2. Part 2: Role-based Forms

       

12. In Part 1 add in the

    1. Name of this Referral Form: this is so you can easily find it again when you are on the Manage Referral Forms page

    2. Description: this is introductory text that will appear when your form is viewed by a visitor

    3. Thank You Message: this text is displayed once somebody has finished submitting the form

    4. Add the Referrer to be stored: if you want the person completing the form to be able to indicate which of the people in the form was the referrer, select Yes

13. In Part 2 you can add the details associated with each Role, i.e. the Project, Contact Form and optionally the Baseline Survey.

14. You can add the details of multiple Roles. Press the Add Another Role to add data collection details for another Role

    

15. Once you are finished, press Save

16. You return to the Manage Referral Forms page

17. The Type column indicates whether the Form is Personalised or Structured

    

Related articles

• Copy the link to a Referral Form

• Manage your Referral Forms (also called Referral Pages or Referral Links)