Referral Submission Card — shared by the community

Who this template is for

Referral Submission Card is built for teams who want a conversational, one-question-at-a-time flow who need to keep completion high by asking one thing per screen.

• Teams who want a conversational, one-question-at-a-time flow working in card forms.
• Teams who need to keep completion high by asking one thing per screen without writing code or paying for a custom build.
• Anyone replacing long scrolling forms abandoned halfway with one structured record per enquiry.
• Respondents are anyone answering on a phone — the form asks them 10 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 long scrolling forms abandoned halfway and turns each submission into a record your team can act on immediately.

• 8 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 Referral Submission Card 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 “Contact permission” is They agreed to direct contact, the form dynamically exposes “Referred person's email”. Otherwise that question never appears.
• Features conditional validation: if “Contact permission” is They agreed to direct contact, “Referred person's email” becomes mandatory before the form can be sent.
• Features advanced show logic: if “Contact permission” is Please arrange an introduction, the form dynamically exposes “Introduction notes”. 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.