Close

Here at Social HubSite, we believe that one of the best ways to grow and strengthen your organization is by having a good system in place to allow your current members attract like-minded individuals. Your Social HubSite is well equipped to provide you a hands off, easy to manage referral system.

In this “how-to”, we are going to show you how simple it is to use our included Gravity Forms feature to build a referral system for your organization. First, we will walk through building the referral form for your members. Then, once you have the form built, we will show you how to enable Gravity Views to track all of the referrals in one place!

How to build your referral page:

  1. Go to your Social HubSite dashboard and hover “Forms” and click “New Form”.Building-the-Form-1
  2. Enter your form title and form description details and then click the “Create Form” button.Building-the-Form-2

  3. Next, we are going to create the member referral form. We are going to include, what we would consider the minimum amount of fields required. However, you can add additional fields and customize the form, to fit your organization’s needs. Let’s start and click “Single Line Text” to create a Name input.Building-the-Form-3
  4. Your single line text item will appear on the left. Click the item to expand it and fill in the desired options. One option that is important, is the “Required” checkbox. Check this if you want to disable the form submit button until all of the required information has been filled out.Building-the-Form-4
  5. At any time you can preview your form. To preview your form, click “Update Form”, then click “Preview”.Building-the-Form-5
  6. Let’s continue building our form. Let’s create three more single line text inputs, the same way we created the name input in steps 3 & 4 above. Let’s create “Organization”, “Email”, & “Phone”.Building-the-Form-7
  7. That’s all of the information that we are going to collect from our referrers. But, we also need to know who is filling out the form. (For this demonstration, we are assuming that one of your members is logged into your Social HubSite – If this is not the case, you can add more fields, like above, to collect your member’s information too). For this, we need to add Hidden fields that won’t appear in the actual form. Click the “Hidden” button.Building-the-Form-7
  8. Input the label of the hidden field.Building-the-Form-8
  9. Click the “Advanced” tab and input {user:user_email} for the “Default Value”Building-the-Form-9
  10. That’s the last thing we need to add. Click the “Update Form” button to make sure your changes are saved.Building-the-Form-10

How to add your referral page to your site:

  1. In your Social HubSite’s dashboard, click the “Forms” button.Add-Referral-Page-1
  2. This brings you to the forms screen, where you can see any forms that you’ve created. Take note of the form ID of the form that you’d like to place on your referral page.Add-Referral-Page-2
  3. Go to the page that you wish to add your referral form (or create a new one). Then add the following shortcode, with your updated form ID. “

    Oops! We could not locate your form.

    “. Then click Update.Add-Referral-Page-3
  4. If you go to your page. Your form should look something like this:Add-Referral-Page-4

How to make a page to nicely display all referral history:

  1. From the dashboard, click on “Add-on Features”.Gravity-Views-1
  2. Find the GravityView plugin and click “Activate”.Gravity-Views-2
  3. Go to “Views” and click “New View”.Gravity-Views-3
  4. Next, enter a page title for your new view. Choose the form that you just created for the Data Source. Then, click “Table View” to create your new page with a table.Gravity-Views-4
  5. In the View Configuration, find Entries Fields and click “+Add Field”.Gravity-Views-5
  6. Enter the fields that we created and then click the X.Gravity-Views-6
  7. Click the “Publish” button to publish your table page. Then, click the Permalink that was created to see your table page. Alternatively, you can add the shortcode, shown on the right side of the screen, to any pages that you would like (similar to adding referral page to your site instructions above).Gravity-Views-7
  8. When you have some referrals, your table should look similar to this:Gravity-Views-8

That’s all there is to it! Now you have an easy solution for gaining referrals from your existing members. You also have an easy way to track them all in one place. We are here to help! Please contact us or leave a reply below if you have any issues implementing these tools.

Leave a reply

Your email address will not be published. Required fields are marked *

Go top