Refer a Friend Form Template

Boost your customer base with an easy-to-use Refer a Friend form that encourages word-of-mouth growth and rewards loyal customers contact information with ease!

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Template Overview

The Refer a Friend Form template is designed to help businesses leverage the power of word-of-mouth marketing by enabling existing customers to refer friends or family in exchange for rewards or incentives. This simple yet effective form collects the contact details of the referred friend, tracks referral success, and helps businesses grow their customer base.

Perfect for marketing departments, this template enhances customer acquisition efforts by encouraging referrals and expanding reach through trusted networks. It’s also valuable for sales teams, as it can generate new leads and help boost sales through trusted, direct recommendations from existing customers.

Key Features

  1. Collect contact information

  2. Integrate with salestech and martech tools

Benefits

  • Increased customer acquisition

  • Cost-effective marketing strategy

  • Enhanced customer loyalty

  • Easy tracking and management

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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