Get a link to a Signup Page (external referral form)
You can access all the links to your organisation’s Signup Pages.(external referral forms)
The difference between a Contact Bio Form and a Signup Page
This article explains how to access your Signup Pages - these are the way you receive external referrals; they're the way that people sign up and are saved in your CRM as a contact
The information which people submit via the Signup Page is stored within a Contact Bio Form. You access your Contact Forms from the Manage Contact Bio Forms page. Your Contact Forms are used in two ways
1. As the basis of your Signup Pages. (Therefore if you want to edit a field that appears in a Signup Page, you should edit the Contact Form that the Signup Page uses)
2. Whenever a signed-in user creates or edits a contact
Steps
There are several ways to find the Share link for a Signup Page (in other words, the link that allows anybody to register as a contact in your CRM)
From your Side Menu
Select CRM in your Side Menu
Select Contacts
Select Signup Pages
You'll arrive on the Manage Signup Pages page
From the Contacts App
Access the Contacts app
On the Contacts page, select the More Options menu
Select Signup Pages
You arrive on the Manage Signup Pages page where you can copy the links to the Signup Pages you have for each project
Press the Copy the link button to copy the link to the clipboard
You can then
Share that Signup Page with referral partners directly, e.g. via email
Create a button on your website that links to the form
From a Survey Campaign page
Go to the Survey Campaign page of the survey you want to invite people to complete using a Referral Link
Select the Anyone with a referral link option
You arrive on the Manage Signup Pages page where you can copy the links to each project’s Signup Page
Press the Copy the link button to copy the link to the clipboard
You can then
Share that Signup Page with referral partners directly, e.g. via email
Create a button on your website that links to the form
Alternatively, you can user the QR code functionality to share the link by using copy to clipboard option on the page.
From your My Apps menu
Select My Apps in the top menu to expand your ribbon of apps
Select Signup Pages
You arrive on a page that lets you manage your Signup pages
How a Signup Page looks to somebody else
This is what the Signup 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.
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