HelloForms
Lead Generation & Sales · community shared

Customer Referral Form — shared by the community

Sam B. shared this 11-question build with 3 conditional rules already wired up. Test it below, then take a copy.

A ready-to-use lead generation & sales form for sales teams, agencies and independent consultants: 11 questions, 1 page, 3 conditional rules.

Shared by
Sam B. · Customer success
Questions
11
Replies
8
Copies taken
629
See the library version

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Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Refer someone to us

2 questions are hidden by conditional logic right now — change an answer above to reveal them.

Works for you? Take Sam B.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Customer Referral Form is built for sales teams, agencies and independent consultants who need to qualify inbound demand before anyone spends time on a call.

  • Sales teams, agencies and independent consultants working in lead generation & sales.
  • Teams who need to qualify inbound demand before anyone spends time on a call without writing code or paying for a custom build.
  • Anyone replacing unqualified enquiries clogging the pipeline with one structured record per enquiry.
  • Respondents are prospects arriving from ads, search and referrals — the form asks them 11 questions across 1 screen.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

Why this form is useful

It removes the cost of unqualified enquiries clogging the pipeline and turns each submission into a record your team can act on immediately.

  • 6 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Every response is stored, searchable and exportable, so nothing depends on one person's inbox.

How to use this template

From copy to live form is a few minutes of work, and every step is reversible.

  1. 1Press “Use this template” — a fresh copy of Customer Referral Form lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
  4. 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
  5. 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.

Logic and conditions blueprint

Exactly how this form behaves as it is answered — 3 conditional rules ship with it.

  • Features advanced show logic: if “Are you an existing customer?” is No, the form dynamically exposes “How do you know us?”. Otherwise that question never appears.
  • Features conditional validation: if “Are you an existing customer?” is No, “How do you know us?” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Is it OK to mention your name?” is No, the form dynamically exposes “How we'll approach them”. Otherwise that question never appears.
  • All 3 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

What this form asks

Refer someone

  • Your namerequired
  • Your emailrequired
  • Are you an existing customer?required
  • How do you know us?
  • Who are you referring?required
  • Their email or phonerequired
  • What do they need?
  • Why are they a good fit?
  • Referral reward preference
  • Is it OK to mention your name?required
  • How we'll approach them

Conditional logic in this build

  • When “Are you an existing customer?” is No, show “How do you know us?”.
  • When “Are you an existing customer?” is No, require “How do you know us?”.
  • When “Is it OK to mention your name?” is No, show “How we'll approach them”.

Questions about this shared form

How is this different from the Employee Referral Card?

This is customers referring potential customers to your business. The Employee Referral Card is staff referring job candidates to your hiring team — different audience, different pipeline, different follow-up.

Do I need consent to contact the referred person?

Contact rules vary by jurisdiction, but as a rule of thumb ask the referrer to mention it first and always identify how you got their details in the first message.

Can the referrer submit several referrals?

Yes — the form can be submitted repeatedly, and the confirmation message invites exactly that. Keep one person per submission so the reward maths stays simple.

What if the referrer wants no reward?

The charity donation option covers most of them; add a 'no reward, happy to help' option if that is common in your customer base.

Is the Customer Referral Form template free to use?

Yes. You can preview and test Customer Referral Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.

What does the Customer Referral Form template ask for?

It asks 11 questions across 1 page, 6 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.

Can I edit the Customer Referral Form form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the card and classic layouts, restyle it to match your brand, and set who gets notified on each submission.

How does the conditional logic in this lead generation & sales form work?

3 conditional rules ship with the template: Features advanced show logic: if “Are you an existing customer?” is No, the form dynamically exposes “How do you know us?”. Otherwise that question never appears. Features conditional validation: if “Are you an existing customer?” is No, “How do you know us?” becomes mandatory before the form can be sent. Features advanced show logic: if “Is it OK to mention your name?” is No, the form dynamically exposes “How we'll approach them”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Customer Referral Form form go?

Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.

Can I embed the Customer Referral Form form on my own website?

Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.

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