Refer a Friend Form — shared by the community
Marta K. shared this 9-question build with 2 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: 9 questions, 1 page, 2 conditional rules.
- Shared by
- Marta K. · Practice manager
- Questions
- 9
- Replies
- 13
- Copies taken
- 242
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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.
2 questions are hidden by conditional logic right now — change an answer above to reveal them.
Works for you? Take Marta K.'s copy into your own workspace — questions, rules and settings included.
Who this template is for
Refer a Friend 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 9 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.
- 5 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.
- It captures a phone number for urgent follow-up.
- Conditional logic hides 2 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.
- 1Press “Use this template” — a fresh copy of Refer a Friend Form lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 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.
- 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.
- 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 — 2 conditional rules ship with it.
- Features advanced show logic: if “How would you like your reward, if you qualify?” is Cash payout, the form dynamically exposes “Payout email (PayPal or similar)”. Otherwise that question never appears.
- Features advanced show logic: if “How would you like your reward, if you qualify?” is Account credit, the form dynamically exposes “Your account email”. Otherwise that question never appears.
- All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
What this form asks
Your details
- Full namerequired
- Email addressrequired
- Phone number
- What are you interested in?required
- Referred by
- How would you like your reward, if you qualify?
- Payout email (PayPal or similar)required
- Your account emailrequired
- referrer_id
Conditional logic in this build
- When “How would you like your reward, if you qualify?” is Cash payout, show “Payout email (PayPal or similar)”.
- When “How would you like your reward, if you qualify?” is Account credit, show “Your account email”.
Questions about this shared form
What if the hidden referrer ID is missing?
Fall back to the free-text 'Referred by' field and confirm manually — this happens when a link is copied without its parameters.
Can I offer more than one reward tier?
Yes, add extra choices to the reward dropdown and a matching follow-up field for each, the same way cash and credit are handled.
Does the friend need to know they're being referred?
No, though setting the expectation on the confirmation screen reduces confusion if their friend later asks about a reward.
How is this different from the Giveaway Entry Form?
A giveaway is a one-off contest draw; this is an ongoing two-sided reward loop tied to an actual referral relationship.
Is the Refer a Friend Form template free to use?
Yes. You can preview and test Refer a Friend 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 Refer a Friend Form template ask for?
It asks 9 questions across 1 page, 5 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 Refer a Friend 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?
2 conditional rules ship with the template: Features advanced show logic: if “How would you like your reward, if you qualify?” is Cash payout, the form dynamically exposes “Payout email (PayPal or similar)”. Otherwise that question never appears. Features advanced show logic: if “How would you like your reward, if you qualify?” is Account credit, the form dynamically exposes “Your account email”. Otherwise that question never appears. All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other. All rules are editable in the Logic tab.
Where do responses to the Refer a Friend 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 Refer a Friend 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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