Adding Additional Form Fields To Your Referral Program
Adding form fields is an important component of your campaigns because it allows you to capture important information from your users. All you have to do is click on the type of form field you want to add and drag it into your campaign.
There are 3 types of form fields you can add to your referral campaign:
Input Field - Your users can enter any additional information you would like to capture from them. For example, a Last Name or Mobile Number, etc.
Select Field - Your users can select an option from the drop-down menu that you provide
CRM Field - Choose a field from your CRM to automatically map user information. This allows you to search through all of your CRM fields. You should have a CRM connected to your account to use this option. See the list of integrations we have in Referral Factory.
How Do I See User Information From The Form Fields?
In order to view all the information that you have captured using additional form fields to your campaign, you'll need to:
Navigate to your user's tab.
Click “Customize Columns” in the left-hand corner.
Select the fields you wish to show.
Click Apply.
