Create a Signup Page that includes a Survey
- Matt Kepple
You can create a 2-page Public Form that includes a survey
Page 1 is the Contact Form that creates a new contact
Page 2 is the Complete Survey Page that allows the newly created contact to complete the survey (i.e. create a story)
Requirements:
You must turn on Referral Links in your organisation
You must be an Organisation Admin
Steps
Select My Apps in the top menu
Select Contacts
You arrive on the Manage Contacts page
Select the More Options button in the Contacts App
A dropdown menu appears
Select Signup Pages in the dropdown menu (formerly called Referral Forms)
You arrive on Signup Pages
Press Create Signup Page
You arrive on the page to create a New Signup Page
Give the Signup Page a name
Choose the project you want contacts to be created within
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
In the Select one or more surveys field, choose the survey that you want to appear on Page 2
If you select multiple surveys, the form will automatically add additional pages; one page for each survey.
Press save
You return to your Signup Pages. There is now a web link for your new Signup Page
Copy the link and share it with your referral partners or display it on your website
