Create A Lead Generation Referral Form

Now you can create the questions visitors will be answering on your Referral Form.

Regular Questions These are the questions you'll ask visitors on your form. Your referral company should tell you the visitor information they want.

1.  Question Here is where you type in your form questions. For example: First Name:, What is your email address?, etc.

2. Required  To make this question mandatory, check off this box. This means visitors will not be able to complete the form until this question is answered.

3. Answer Field Select an answer field type from the dropdown menu. The Answer Box selections are shown to the right of this page, and you can customize your answer selections. To view the answer box sections, click here.

Note: First Names and Email Addresses are collected and automatically entered into your messaging section of your website. To collect this information into your Messaging section, select First Name and Email Address from the Answer Field dropdown.

4. Add Question Click on 'Add Question'. A new question box will appear for you to type in your next question, and your question will appear under it. When you add a question, you also have the option of changing the order in which it appears in your form.

Referral Questions If you created any location or trigger filters for your Referral Companies, these questions will appear below. All Referral Questions with filters are set to be mandatory. In other words, your Visitors will need to answer them to proceed so that your referral Company does not get visitors that don't match the kind of lead they're paying for.

 

5.  Country Referral Question will be shown here if you created one. You can change what the question asks or edit it later.

6. Referral Company Answers  The answer here will appear below your question in a dropdown menu. When your visitors are asked which Country they're from, and your Referral Company only wanted visitors from Canada, Canada would be shown in the dropdown menu.

7. No Referral Found Answers  The No Referral Found Answers box is where you to provide 'alternative answers' for your visitors to select that 'would not' direct them to your Referral Company. The answer(s) you enter in here will direct your visitor to your No Referral Found Landing Page you created where you did not have a Referral Company to send these visitors to. An example of what you may want to enter in this box is the word 'Other.'

For example, if you asked 'Select Your Country. And your referral answer is Canada. Your No Referral Found Answer could be 'Other.' Then you may wish to create a question to ask 'What Country Do You Live In? This answer will be collected in your data section telling you what Countries you should be looking for Referral Companies to send these visitors to. If you have multiple answers being added into this box, type in each answer on its own line.

8. Set Question Order This is the order in which your questions will appear on your form. The questions you enter will appear above your Referral Questions. To change the order, enter in the order number you want the questions to appear in.

9. Delete This Question  You have the option of deleting referral questions from your form.

10.  Province / State Referral Question  This appears below your Country question, if you selected province or states when setting up your referral company.

11. City Referral Question  This appears below your province / state question, if you selected cities when setting up your referral company.

12.  Trigger Referral Question  This appears below your city question, if you entered a trigger question and answer when setting up your referral company.

 

13.  Continue Click the Continue Button to begin to setting up your Email notifications.

 

These are the emails automatically sent out when a visitor completes your referral form.

Your Email Notification (Optional) You have the option of receiving email notifications to monitor your referral activity. Once you're comfortable with your activity you can turn this off by clicking on the top bar entitled 'Your Account', then from the dropdown menu click on 'Account Settings'. Then scroll down to Email Notifications and check the box that says 'Check this box if you do NOT want to be notified of Visitor Referrals.'

 

1.  Subject Line  Enter the subject of the email you will be receiving. Give this title a name that will remind you that you are receiving a referral notice.

2.  Email Address  Enter in the email address you want your notifications to go to. Here you also have the option of sending the email to additional email addresses. To do the simply separate the email addresses by commas. Example: YourName@Website.com, Coworker@hotmail.com.

3.  Content Editor  Give yourself a message that reminds you why this email was sent to you. Maybe it could include an action you wanted to do.

4.  Data   You are automatically sent all the information your visitors entered into your referral form. If you do not want this information included in the email sent to you, uncheck the box.

No Referral Found Email (Optional) This is the email you can send your Visitor that was not directed to a Referral company. They would receive this email when landing on your No Referral Found Page. These are the visitors that you are not getting referral fees from.

5.  Subject Line  Enter in the Subject Line of the email that the visitor will receive if they are sent to your No Referral Found page.

 
6.  Content Editor  Enter in your email content in the content editor. Be sure to give your visitor an action to perform that will take them through your sales path. In this case may be an Affiliate link for a product purchase.

 
7.  Attach A File  Click the 'Choose File'/'Upload' button if you want to include an email attachment in the email. Here you could include a free eBook.

8.  Continue  Now you can proceed to attaching your form onto your website page, or another website or blog.