Utilities: Web Forms: Referral Forms
Referrals allow your list members to invite their friends to join your list. You may track how many friends were referred by list members, how many opened or clicked on a tracking link in the invitation, and how many ultimately joined the list. For details on how the referral feature works, see Referral Tracking.
How Do Referral Forms Work?
Referral forms are part of a three-step process, which works as follows:
1. You send out a mailing to your list with a referral link asking members to invite their friends to join the list.
2. List members click on the link, and enter the email addresses of those they'd like to invite, and an optional message for them.
3. The invited members receive an email message telling them how to join the list. If they follow the instructions in the invitation, they become a list member.
To use the referral feature, you must first create an invitation—a message that will be sent to those referred telling them how to join the list. This can be accomplished easily using the Invitation Template in Content, which can be customized to fit your needs. Next, you must create a referral form, the web page members are taken to when they want to invite a friend to join the list. Finally, you must insert a referral link into your mailing (or into the mailing content).
Note: Your web forms won't work if the host name assigned to ListManager is incorrect. If your form isn't working properly, check the URL to Web Interface in Utilities: Administration: Sites.
Referral Form Main Page
Finding Referral Forms
From the drop-down menu, select List, Site, or Server referral forms. Note that the options available here will depend on the access level of the logged in user. Server administrators can see server, site, and list referral forms. Site administrators can see site and list referral forms. List administrators can see referral forms for the lists administered by them.
Twenty referral forms for the list are displayed. To view more, click Show more. Repeatedly clicking Show more will show greater numbers of referral forms at a time. Click Next to see the next twenty, Previous to see the last twenty.
You may change the sorting order of the referral forms by clicking the up or down triangles next to Name and Description. By clicking the top arrow, the sort order will be ascending (a-z); clicking the bottom arrow makes the sort order descending (z-a).
Viewing or Editing Existing Referral Forms
To view a referral form, click on the title. You will be taken to the Edit Referral Form screen, where you can preview, edit, and save the form.
Copying Referral Forms
Click Copy next to the referral form you'd like to copy. ListManager will show you the old title and description, and will ask for the new title and description. To copy this referral form to another list, select another list from the New list drop-down menu. In this way, the referral form can be copied and applied to multiple lists. Note that this option is not available for site or server level forms, only list level forms.
Click
Deleting Referral Forms
Click Delete next to the referral form you'd like to remove. ListManager will ask you if you're sure before deleting the form.
Using Referral Forms
There is a three-step process to do this:
1. Create an Invitation
The invitation is sent to those who are invited to join your list by your members. Referrers can optionally add their own message (if your referral form allows it). Note that you can include clickthrough links in the invitation message. For details on how to create the invitation, see Content: New Content from Template.
2. Create a Referral Form
The referral form is a web page where your list members will enter in the email addresses of people they would like to invite to join your list. Only members can refer others to join a list. To learn how to create a referral form, see Utilities: Web Forms: Referral Forms: New Referral Form and to learn how to create one from a template, see Utilities: Web Forms: Referral Forms: Referral Form From Template.
3. Create a Referral Link
In order for your members to be able to invite friends to join your list, you must insert a referral link
into your mailing. This is done in Content, by clicking the
More
2. Utilities: Web Forms: Referral Forms
1. Utilities: Web Forms: Referral Forms: New Referral Form
2. Utilities: Web Forms: Referral Forms: Referral Form From Template
3. Utilities: Web Forms: Referral Forms: Edit Referral Form