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 9 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.
Number Field - This field allows your users to enter numerical values. It is ideal for capturing data such as age, quantity, or any other numeric information. The field ensures that only numbers can be entered, preventing invalid inputs.
URL Field - The URL field is designed for users to input valid web addresses. It automatically validates the format to ensure the entered text is a properly structured URL (e.g.,
https://example.com). This is useful for capturing website links, social media profiles, or other online resources.Date Field - This field enables users to select or enter a specific date. It often includes a date picker for ease of use, ensuring the date is formatted correctly. Use this field to capture information like birthdates, event dates, or deadlines.
Datetime Field - The datetime field allows users to input both a date and a specific time. It is perfect for scheduling or capturing precise timestamps, such as appointment times or event start times. The field typically includes a calendar and time selector for convenience.
Multiple Select Field - This field allows users to select multiple options from a predefined list. Unlike the standard Select Field, which limits users to a single choice, the Multiple Select Field supports selecting several options at once. It’s ideal for scenarios where users need to choose multiple preferences, categories, or items.
Phone Field - The phone field is specifically designed for capturing phone numbers. It ensures the input follows a valid phone number format and may include features like auto-formatting or country code selection. This field is perfect for collecting contact information such as mobile or landline numbers.
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.
