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Zaps, Tables, Canvas
Referral form template
Automate your referral process with a customizable referral form template.
Overview
Sometimes all it takes to bring in more business or more qualified hires is good ole' word-of-mouth marketing. With this template, you can build a simple, systematized referral program that sends you recommendations in an organized way.
Why use our referral form template?
✓ Create your form easily with no coding required
✓ Customize it with branding and form fields
✓ Share your form through a link or embed code
✓ Get instant notifications for new submissions
✓ View all referrals in an organized table
✓ Send referral data to thousands of apps
Who should use this template?
Small businesses looking to build an employee referral program or any organization that relies on recommendations to grow. It's also perfect for anyone who wants to streamline how they collect and track referrals from their network.
How does this template work?
Inside the template, you'll find:
- A referral form — Populate the form with fields for the referral's and referee's information, and anything else you want to capture.
- A referral overview — See all your referrals (and who sent them your way).
- An automated workflow — Every time someone submits a recommendation, receive an email notification.
Zapier makes it easy to brand and customize your form. You can add fields for a phone number, an address, or more specific info. And you can tailor the confirmation page with a simple thank you or a detailed message about any referral incentives you're offering.
Each form submission triggers a Zap that automatically sends you an email notification—that way, you never miss a referral, and you know where you can find them.
Once your form is ready, just embed it to your website or share the URL with your network. As submissions come in, they'll automatically get stored in a table, giving you an organized view of all your potential connections.
Frequently asked questions
Is this template beginner-friendly?
It is. It's straightforward and easy to use, even if you're new to automation. You don't need coding or technical skills to get started. And our help center is available if you encounter questions along the way.
Can I add different elements to my form?
Absolutely. There are so many elements to choose from, including a short text field, email field, and checkbox.
Can I embed forms on my website?
Yes, all forms can easily be embedded on your website. Or they can serve as a standalone page with a unique URL.
For the notification email, do you connect with my email provider?
This template is pre-configured to send notifications using Email by Zapier—but you can easily connect your preferred tool instead. Zapier integrates with tons of email apps, so yours is likely included.
Where can I view my form submissions?
This template comes with a table that houses every form submission, so you can easily see them all at a glance.
Do I need a paid Zapier plan to use this template?
Nope, you can use it for free. If you need more flexibility, you can always switch to a paid plan. Compare plans and features here.
