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You can create multiple Signup Pages for each project.

  • These allow you to receive inbound referrals from anyone with the link to the Signup Page

Before you can create a Signup Page you must turn on Referral Links in your organisation

If you want your Signup Page to create several related Contact Profiles at once, use the steps in the Combined Referral Page article (How to create a multi contact Referral Page)

  • For example, creating:

    • a Contact Profile Page for the client

    • and a related Contact Profile Page for whoever the referrer is

    • and another Contact Profile Page for the client’s Next of Kin, etc

Steps

  1. Select My Apps in the top menu

  2. Select Contacts (if you don't see Contacts as an option, you can /wiki/spaces/~415774890/pages/1549795380)

  3. You arrive on the Manage Contacts page

  4. Select the More Options button in the Contacts App

  5. A dropdown menu appears

  6. Select Signup Pages in the dropdown menu (formerly called Referral Forms)

  7. You arrive on the Signup Pages page

  8. Press Create Signup Page

  9. You arrive on the page to create a newSignup Page

    1. Give the Signup Page a name

    2. Choose the project you want contacts to be created within

    3. Choose the state (Waiting List, Enrolled, Alumni, Declined) that you want contacts to be added to

    4. Choose the Contact Form you want to be completed

    5. Optionally choose Surveys you want to be completed

  10. Press save

  11. You return to the page where you can Manage Signup Pages - there is now a shareable web link for your new Signup Page

  12. Copy the link and share it with your referral partners or display it on your website

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