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!