Building Your Referral Form

Your form is what referral sources actually fill out — it's the public page linked from every source's QR code and referral link. You build it once per organization in Organization → Edit Questions (the form builder).

Adding and editing questions

1. Click Add Question in the bottom-right panel.
2. Choose the question type from the dropdown (see Field Types).
3. Give it a title — this becomes the visible label on the public form.
4. Toggle required if the form shouldn't submit without an answer.
5. Click More options to set placeholder text, default values, or validation rules, depending on the field type.
6. Drag questions by the ☰ handle to reorder them — order here is the order applicants see.

Each question also shows its Field ID in the footer of its card. This is the internal reference used when writing copyable-text templates (e.g. ${response.first-name}), so it's worth keeping an eye on if you rename a question.

Click Save Form when you're done. The label next to the button shows how long ago your last save was.

Previewing your form

Click Preview to open your form exactly as a referral source would see it, including your custom CSS if you've uploaded one (see Custom Form CSS).

PreForm HTML and redirects

Under Organization → Manage → Form Overview you can also set:

• PreForm HTML — content shown above the form itself (commonly your business name, logo, or testimonials).
• Redirect on success link — where a visitor is sent after submitting the form. Leave blank to use the default thank-you page.

See also: Field Types, Validation, Tracking Referral Sources.