Question 1

What is a Referral form?

Accepted Answer

Referral form templates are an essential tool for businesses aiming to cultivate stronger relationships, be it with customers, vendors, or potential employees. Shifting from traditional paperwork to a digital approach, our customizable and device-responsive templates significantly streamline the referral process.

The referral form can be tailored to mirror the distinctive needs of your business—whether it's altering existing fields or adding new sections to gather more detailed information.

You can share it on your website or social channels, and benefit from Trello integration. With the help of the integration, all potential referrals will be brought to your Trello board making sure you won't miss a chance to cultivate business opportunities.

Question 2

Can I edit the Referral form?

Accepted Answer

Sure. Using our form builder and our rich set of form elements, you can remove some form fields, or add new ones in seconds. It's also possible to create one from scratch using the same interface.

Question 3

Can I embed the Referral form?

Accepted Answer

Absolutely. We’ll give you an embed code which you can copy-paste to WordPress or into your own HTML code. The process is pretty easy and flexible, allowing you to receive all the form fills (embedded or not) in your Trello for a collaborative approach. You can also pick the right colors and fonts so your form perfectly matches your website.

Question 4

Will I need to do coding to start using the Referral form?

Accepted Answer

Nope. There’s no need to speak any coding. Just drag and drop your questions in our form builder, write a one-sentence instruction on how to use it and you're good to go. Your beautiful form will be ready to collect new responses.

Referral Form

How to build a Referral Form and collect responses in Trello

Install the Hipporello Service Desk Power-Up on Trello.

Edit forms and publish them on your user portal.

Receive form fills from your clients, users or employees as Trello cards.

Communicate with form submitters right from Trello cards.

What are Trello forms?

How to create and edit forms

How to brand your client portal for forms

How to receive form fills and reply to them from Trello

What are Trello forms?

How to create and edit forms

How to brand your client portal for forms

How to receive form fills and reply to them from Trello

What are Trello forms?

How to create and edit forms

How to brand your client portal for forms

How to receive form fills and reply to them from Trello

What is a Referral form?

Can I edit the Referral form?

Can I embed the Referral form?

Will I need to do coding to start using the Referral form?

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