Create a Signup Page
- Matt Kepple
You can create a Signup Page that automatically saves whoever signs up within your CRM as a contact.
Types of Signup Page
Type of Signup Page | Number of contacts who are created each time the Signup Page is completed | Is a Contact Form used in the Signup Page? | Is a Survey used in the Signup Page? | How many projects is each contact added to When the Signup Page is submitted? | How to do it |
|---|---|---|---|---|---|
Single Individual Register a single individual | 1 | Yes | No | 1 | Create a Signup Page (to receive inbound referrals from anyone with the link) |
Single Individual with Survey(s) Register a single individual and get their response to a survey | 1 | Yes | Yes - you can add as many surveys as you like for that individual to fill it | 1 | |
Related Individuals (with a fixed number of relationships) Register an individual but also collect the details of other people who are related to them (via family or other types of relationship) | As many as you want | Yes (one for each individual whose details are added) | No | 1 (but you can set it so that each individual is added to a different project. E.g. you might want to add the Mum and Dad to the Parents project and add the Child to the Clients project) | |
Related Individuals (with a fixed number of relationships) with Survey(s) Register an individual and get their response to some survey questions as well. Then also also collect the details of other people who are related to them (via family or other types of relationship) and optionally collect their responses to the same or different survey questions too. | As many as you want | Yes (one for each individual whose details are added) | Yes - you can add as many surveys as you like for that individual to fill it | 1 (but you can set it so that each individual is added to a different project. E.g. you might want to add the Mum and Dad to the Parents project and add the Child to the Clients project) | |
Unlimited Related Individuals Register an individual but also collect the details of as many other people who are related to them (via family or other types of relationship) as the person filling in the link wants to add | As many as the person filling in the link wants to add | Yes (one for each individual whose details are added) | No | 1 (but you can set it so that each individual is added to a different project. E.g. you might want to add their Teachers to the Teachers project, their Cousins to the Family project and add the Child to the Clients project) | |
Unlimited Related Individuals (up to a limit) with Survey(s) Register an individual and get their response to some survey questions as well. Then also also collect the details of as many other people who are related to them (via family or other types of relationship) as the person filling in the link wants to add; and optionally collect their responses to the same or different survey questions too. | As many as the person filling in the link wants to add | Yes (one for each individual whose details are added) | Yes - you can add as many surveys as you like for that individual to fill it | 1 (but you can set it so that each individual is added to a different project. E.g. you might want to add their Teachers to the Teachers project, their Cousins to the Family project and add the Child to the Clients project) |