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Easily track and count contacts by utilizing our Referral Links feature. Empower yourself with the ability to monitor and manage your outreach efforts seamlessly.

This feature allows the user to

  • Keep track of the number of contacts that have been created via the Referral Link.

Before you can create a Public Form you must turn on Referral Links in your organisation.

How to view the number of Contacts created per Public Form per Month

  1. On the Manage Contacts page, select Productivity tab.

  1. If your charity has no Event Self Registration Forms, click on the Create a Public Form (formerly called Referral Forms).

  1. Once you have Created a Public Form, share the link with your contacts or create a Multi-contact Public Signup Page to capture information about the referrer, the referred client and other people related to them.

  2. Now whenever new people register using the shared Referral Form link, you will be able to know the number of Contacts created per Referral Form per Month.

Watch the walkthrough video: https://www.loom.com/share/83170875afb2465c9a2ec8433e734c19?sid=5adf676e-a2d4-4e7b-bd6a-e0c73c550d53

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