Lead & Advocate Referral Page
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      3. Lead & Advocate Referral Page

      Customize the Referral Landing Page

      On the Fields Setting, there are two forms that should be configured to your company’s liking: Advocate Registration Fields in App Referral Submit Fields in App

      Field Settings for your Referral Program

      Location: Settings > General Settings > Fields Setting

      On the Fields Setting, there are two forms that should be configured to your company’s liking:

      • Advocate Registration Fields in App
      • Referral Submit Fields in App

      Advocate Registration Fields in App: 

      • This Field section has 4 mandatory fields which cannot be changed. 
        • Email, First & Last Name, Password
        • These are the minimum requirements to register for the application, and cannot be removed

      Referral Submit Fields in App: 

      • The information used when a referral is submitted by a current advocate
      • This is sent out when an advocate submits a contact to register for the form

      There are two checkmark rows to choose from

      The benefit of having extra Fields in the form whether it be visible and mandatory is that it can solidify the Company’s data collection for more exact information on the client.

      • Mandatory: Fields that have to be filled out for the form to be submitted
      • Visibility: Fields that show on the form, but aren’t required to fill out for the form to be submitted