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Get a link to a Signup Page (external referral form)

Get a link to a Signup Page (external referral form)

Owned by Matt Kepple
Last updated: yesterday at 9:07 am

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

  • You can customise the web address of your Signup page.

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

  1. Select CRM in your Side Menu

  2. Select Contacts

  3. Select Signup Pages

  4. You'll arrive on the Manage Signup Pages page

 

From the Contacts App

  1. Access the Contacts app

  2. On the Contacts page, select the More Options menu

  3. Select Signup Pages

  4. You arrive on the Manage Signup Pages page where you can copy the links to the Signup Pages you have for each project

  5. Press the Copy the link button to copy the link to the clipboard

  6. You can then

    1. Share that Signup Page with referral partners directly, e.g. via email

    2. Create a button on your website that links to the form

From a Survey Campaign page

  1. Go to the Survey Campaign page of the survey you want to invite people to complete using a Referral Link

  2. Select the Anyone with a referral link option

  3. You arrive on the Manage Signup Pages page where you can copy the links to each project’s Signup Page

  4. Press the Copy the link button to copy the link to the clipboard

  5. You can then

    1. Share that Signup Page with referral partners directly, e.g. via email

    2. Create a button on your website that links to the form

  6. 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

  1. Select My Apps in the top menu to expand your ribbon of apps

  2. Select Signup Pages

  3. 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.

image-20240320-062006.png

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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