Refer a Friend Form
Referral capture with a reward-type choice and a hidden referrer ID passed in from the URL.
A ready-to-use lead generation & sales form for sales teams, agencies and independent consultants: 9 questions, 1 page, 2 conditional rules.
- Questions
- 9
- Pages
- 1
- Layouts
- card · classic
- Conditional rules
- 2
- Typical time
- 2 min
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.
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
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.
About this template
A referral program only works if you can actually credit the right person when a referral converts, and most simple forms lose that link the moment someone shares a form URL instead of a proper tracking link. This form keeps the sharing side effortless — the referrer's ID rides along invisibly as a hidden field read straight from the URL parameter, so the friend filling out the form never has to type in who sent them. The visible fields stay short: the friend's name and contact details, what they're interested in, and a note on how they heard about the offer, which is a useful sanity check against the hidden ID if the two ever disagree. A reward-type question lets the program offer a choice — cash, account credit or a free month — and only reveals the relevant follow-up field, like a payout email for cash, once a choice is made. Because two-sided programs usually reward both people, the closing section reminds the friend that their referrer will be credited once they complete a qualifying action, setting the expectation clearly instead of leaving both sides guessing about when the reward actually lands.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
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
9 questions in total.
How the form changes as it's filled in
This template ships with 2 conditional rules, grouped into 2 behaviours driven by 1 question. Everything below is already set up — edit or delete any rule once the template is in your workspace.
Driven by “How would you like your reward, if you qualify?”
- Reveals questions
If “How would you like your reward, if you qualify?” is Cash payout, the form reveals “Payout email (PayPal or similar)”.
- Reveals questions
If “How would you like your reward, if you qualify?” is Account credit, the form reveals “Your account email”.
Set it up step by step
- 1
Generate unique referral links per customer
Append each customer's ID to their personal share link so it lands in the hidden field automatically.
- 2
Confirm before crediting
Only credit the referrer once the friend completes the qualifying action you actually reward, not just this submission.
- 3
Cross-check the hidden ID against the free-text field
If the two disagree, trust the hidden ID — it's harder to mistype than a name.
- 4
Automate the reward-type routing
Send cash-payout submissions to whoever processes payouts and credit requests straight to your billing system.
Mistakes to avoid
- Sharing a bare form link instead of a tagged referral link, which breaks the hidden-field attribution entirely.
- Crediting the referrer the moment the form is submitted rather than waiting for the actual qualifying action.
- Not asking for a payout method up front, which delays rewards and creates extra back-and-forth later.
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
Match the hidden referrer ID against your customer database, wait for the friend to complete the qualifying action, then trigger both rewards together.
Works in both layouts
Forms that overlap this one
These pages cover the same subject ground as the refer a friend form, matched on the words people actually search for.
Product Waitlist / Beta Signup Form
capturecontactenquiryfoundergeneration
Employee Referral Card
referreferral
B2B Qualification Form
capturecontactenquirygenerationinquiry
Newsletter Signup Form
capturecontactenquirygenerationinquiry
Simple Sign-Up Form
capturecontactenquirygenerationinquiry
General Contact Inquiry Form
capturecontactcustomerenquirygeneration
Frequently asked questions
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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