How can I create referral codes

  • James Faull
    Asked on June 21, 2024 at 6:39 AM

    I would like to create a waitlist form. To incentivize people to share about the waitlist I would like to provide each unique person that signs up with a referral code. If someone else uses their code to sign up. They will receive a discount on our product at the time of release.

    How can I go about creating unique referral codes that 1) are unique to each signed up member and 2) are identified when someone else uses that code when signing up?

  • Haseeb JotForm Support
    Replied on June 21, 2024 at 6:57 AM

    Hi James,

    Thanks for reaching out to Jotform Support. I understand what you’d like to do, but I’ll need a bit of time to work out a solution. I’ll get back to you shortly.

  • Haseeb JotForm Support
    Replied on June 21, 2024 at 11:07 AM

    Hi James,

    In your waitlist form, you can add a Unique ID widget to your form, and each submission will get a Unique ID this way. You can add that to the Autoresponder email that the form submitter will receive After that, you can use that Unique IDs to create multiple discount coupons.

    1. In the form builder, click on Add form elements.
    2. Add a Unique ID widget from the widgets. How can I create referral codes Image 1 Screenshot 30

    Now you will get a Unique code in the tables after each submission. You can use that code to create multiple discount coupons for the product form. It's easy, let's do it:

    1. In the form builder, click on the Magic wand next to the product list.
    2. In the menu on the left, select the Coupons tab.
    3. Click on Create Coupon. How can I create referral codes Image 2 Screenshot 41

    You can also check our guide: How to add coupon codes to payment forms.

    If that’s not exactly what you’re looking for, can you explain a bit more, so I can help you better?

  • James Faull
    Replied on July 1, 2024 at 5:55 AM

    Hi Haseeb,

    This is not quite what I am after. I do not need to provide the discount at this stage. I just need a record of the people who have signed up with a referral code and who that referral code belongs to. The product is not yet released and so the form I am building is a waiting list.

    I can generate a unique code for each user which is great. How do I allow individuals to enter a unique code when signing up? And how can I track these?

    Below is a working example to help explain:

    John signs up to the waiting list. He is provided with a Unique code (John's referral code).

    He passes this code onto his friend Sarah who then uses, John's referral code, when she signs up to the waiting list. Sarah is also provided a unique code (Sarah's referral code).

    John receives a 'gift' for getting someone else to sign up to the waiting list with his code.

    In summary I would like to track whose unique code is used when signing up and the owner of that unique code will receive a 'gift' for getting someone else to sign up.

  • Israel JotForm Support
    Replied on July 1, 2024 at 6:07 AM

    Hi James,

    To my understanding, you want to know how to track unique codes from your form, Unfortunately, we don't have a feature that can do this, however, you could create a set of unique IDs and add those IDs to a spreadsheet. Then use the Spreadsheet to form a widget to fill another field with the ID if it matches one in the sheet. You could also show the contents of the form based on whether or not the additional field was filled, that way you can ensure only users with a correct code can access the form.

    If that’s not exactly what you’re looking for, can you explain a bit more so I can help you better?

    Keep us updated and let us know if you need any more help.

 
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