Membership orgs and B2B products can take ‘you should talk to my colleague’ on a dedicated page. The form captures both sides of the introduction so success is not trapped in a forwarded thread.
Notify the person who works referrals, not a shared inbox graveyard.
Edit the message placeholder.
Above the form, not only in a PDF.
Thank the referrer; contact the prospect as promised.
A referral form records an introduction: the referrer’s identity and who they want you to contact. US SaaS referral programmes and UK membership bodies both need that pair plus a note on why it is a fit. It is not the reward-payout engine; Stripe and gift cards happen after a human confirms the deal.
Using the signup pack, the email field is the referrer. Put the prospect’s details in the message (or add fields after copy). That keeps the submission tied to someone you can thank.
If you only store the prospect, you cannot thank the member. If you only store the member, you cannot follow up.
Cold-referring someone who did not agree to be contacted is a fast way to anger a network. Ask the referrer to confirm they asked.
ReferralCandy, PartnerStack, and a PDF form at the AGM. HTML is the always-on page.
Logged-out is fine if the referrer types their own email.
Use when you need tracking links and automatic payouts.
Still the highest trust. Log them here after the call so reporting exists.
Point the QR at this page. Better than a bowl of business cards.
A /refer page with rules, reward, and this form is enough to launch.
US tax treatment of referral rewards and UK tax on vouchers are your accountant’s problem—link a T&Cs page.
No. It is an explicit form, not an affiliate pixel.
Referral is usually a customer introducing a peer. Affiliates are a marketing channel—see the affiliate signup generator.
Search the dashboard. First qualified referrer wins if that is your rule—write the rule down.
You are contacting a third party. Have a lawful basis and honest copy about how you got their name.