Customer Referral Form
Turn happy customers into your sales team — who they're referring, why, and what reward they've earned.
A ready-to-use lead generation & sales form for sales teams, agencies and independent consultants: 11 questions, 1 page, 3 conditional rules.
- Questions
- 11
- Pages
- 1
- Layouts
- card · classic
- Conditional rules
- 3
Searches this template answers
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.
Compliance checklist
- Payment items priced — passingEvery payment question charges a real amount, so a submission always records a payment.
- Conditional logic resolves — passingEvery rule points at a question or page that exists in this template.
- Legal text not required — passingThis template collects neither health nor regulated financial information.
- Question labels unique — passingLogic and exports address questions by label, so duplicates are ambiguous.
What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.
Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.
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.
- 1Press “Use this template” — a fresh copy of Customer Referral 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 — 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.
About this template
A referral programme lives or dies on how easy it is to make an introduction, which is why this form is one page and nine questions. It takes the referrer's name and email, confirms they are an existing customer, then captures who they are referring, how to reach that person, what the person needs and why they would be a good fit. Two smaller questions do a lot of work: the reward preference, which lets a referrer choose a discount, a gift or a charity donation, and the permission question asking whether you may use the referrer's name when making contact. That permission is the difference between 'Sam suggested we speak' and an unexplained cold email. It is a different form from the Employee Referral Card, which sits in HR and is about staff recommending candidates for open vacancies — that one collects a CV, a role and a relationship to the applicant, and feeds a hiring pipeline. This one is customers referring customers, and it feeds sales. Two rules adapt it as it is filled in: a non-customer is asked how they know you, and declining name permission reveals a note explaining how the approach will be made anonymously.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
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
11 questions in total.
How the form changes as it's filled in
This template ships with 3 conditional rules, grouped into 3 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.
Driven by “Are you an existing customer?”
- Reveals questions
If “Are you an existing customer?” is No, the form reveals “How do you know us?”.
- Makes answers required
If “Are you an existing customer?” is No, “How do you know us?” becomes required before the form can be submitted.
Driven by “Is it OK to mention your name?”
- Reveals questions
If “Is it OK to mention your name?” is No, the form reveals “How we'll approach them”.
Set it up step by step
- 1
State the reward on the cover
Say exactly what a successful referral pays and when it pays out — vague rewards produce vague referrals.
- 2
Keep permission visible
Leave the name-permission question required; it protects the referrer's relationship, which is the asset you are borrowing.
- 3
Match the service list to your catalogue
Replace the placeholder services so the referral arrives pre-qualified rather than needing a discovery call to categorise.
- 4
Automate the thank-you
Send an immediate confirmation to the referrer, then a second message when the referral is contacted.
- 5
Track conversion, not volume
Export monthly and measure which referrers convert; ten good introductions beat a hundred names.
Mistakes to avoid
- Asking for the referred person's details without asking whether they know the referral is happening — that turns a warm lead cold in one email.
- Offering a single reward everyone must accept, when plenty of referrers would rather the money went to charity.
- Never telling the referrer what happened, so the second referral never arrives.
What it pairs with
Most teams don't run this form on its own. These are the forms and systems it sits next to.
What to do with the responses
Contact the referred person within two working days mentioning the referrer by name where permission was given, then tell the referrer the outcome either way and pay the reward the moment the referral converts.
Works in both layouts
Forms that overlap this one
These pages cover the same subject ground as the customer referral form, matched on the words people actually search for.
Refer a Friend Form
capturecontactcustomerenquiryfriend
Product Waitlist / Beta Signup Form
capturecontactenquirygenerationinquiry
Employee Referral Card
referreferral
Medical Referral Form
managerreferral
New Client Intake Form
captureclientcontactenquirygeneration
New Customer Form
captureclientcontactcustomerenquiry
Frequently asked questions
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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