Referral Form Functions

  • 208benefits
    Asked on May 7, 2017 at 9:37 PM

    I'd like to create referral form templates that will send an email to the referral's email address letting them know that my client has referred my business to them. Does this type of functionality exist within Jotform?

  • Chriistian Jotform Support
    Replied on May 8, 2017 at 2:12 AM

    Your requirement is possible with JotForm. You can check out this Form Templates which might help you to create your referral form: https://www.jotform.com/form-templates/referral-form.

    If you want a form that will send an email to the referral's email address, you can set up an Email Notification so that you will receive an email of the responses on your form. Here's a guide on Setting Up Email Notifications.

    You can also set up an Autoresponder Email on your form so that the clients who will fill out your form will be able to receive an email confirmation that they have submitted completely your form. Here's the guide on Setting Up an Autoresponder Email.

    To have more info about Email Notifications and Autoresponder Email, please refer to this guide: Explanation of Email Notification and Autoresponder Settings.

    Let us know if you need further assistance.
    Regards.