How to User Referral Fields

Modified on: 2014-11-14 14:54:33 -0600


Let your visitors help you get in touch with new leads with SharpSpring’s Referral Fields!

Adding Referral Fields to a Form

Step 1 - Create a SharpSpring form 

For more on this step, please see: How to Create a Form

Step 2 - Add in the Referral Fields options you wish to include for the referred person’s contact profile



Note: you can tell which fields are Referral Fields by checking for the “forward” icon to the right of the field.



Step 3 - Embed your form onto your site as you would any SharpSpring form.  An example of how referrals can be used for a contest is below!




Once this form is submitted successfully, two separate profiles will be created in SharpSpring!  Also keep in mind that only the first person will be matched with a tracking ID because they were actively visiting the site.  It is a very good idea to reach out to referred leads quickly via email so we can begin tracking them as well!


Did you find it helpful? Yes No

Can you please tell us how we can improve this article?