Referral forms are part of a three-step process, which works as follows:

• You send out a mailing to your list with a referral link asking members to invite their friends to join the list.
• List members click on the link, and enter the email addresses of those they like to invite, and an optional message for them.
• The invited members receive an email message telling them how to join the list. If they follow the instructions in the invitation, they become a list member.
• To use the referral feature, you must first create an invitation. This is the message that is sent to those referred telling them how to join the list. This can be accomplished easily using the Invitation Template in Content, which can be customized to fit your needs. Next, you must create a referral form, the web page members are taken to when they want to invite a friend to join the list. Finally, you must insert a referral link into your mailing (or into the mailing content).
• Your web forms are not going to work if the host name assigned to Aurea List Manager is incorrect. If your form is not working properly, check the URL to Web Interface in Utilities > Administration > Sites.

Finding Referral Forms

1. In the left navigation bar, click Utilities, and then click Web forms
2. Click Referral Froms
3. select List, Site, or Server referral forms

Twenty referral forms for the list are displayed. To view more, click Show more. Repeatedly clicking Show more shows greater numbers of referral forms at a time. Click Next to see the next twenty, Previous to see the last twenty.

You may change the sorting order of the referral forms by clicking the up or down triangles next to Name and Description. By clicking the top arrow, the sort order starts ascending (a-z); clicking the bottom arrow makes the sort order descending (z-a).

Viewing or editing existing Referral Forms

To view a referral form, click on the title. You are taken to the Edit Referral Form screen, where you can preview, edit, and save the form.

Copying Referral Forms

Click Copy next to the referral form you like to copy. Aurea List Manager shows you the old title and description, and asks for the new title and description. To copy this referral form to another list, select another list from the New list drop-down menu. In this way, the referral form can be copied and applied to multiple lists.

Click Copy to save the copied profile form. It is then going to appear on the main member profile list.

Deleting Referral Forms

Click Delete next to the referral form you want to remove. Aurea List Manager asks you if you are sure before deleting the form.

There is a three-step process to do this:

1. Create an Invitation

The invitation is sent to those who are invited to join your list by your members. Referrers can optionally add their own message (if your referral form allows it).

2. Create a Referral Form

The referral form is a web page where your list members are going to enter in the email addresses of people they like to invite to join your list. Only members can refer others to join a list. To learn how to create a referral form, see Utilities > Web Forms > Referral Forms > New Referral Form and to learn how to create one from a template, see Utilities > Web Forms > Referral Forms > Referral Form From Template

3. Create a Referral Link

In order for your members to be able to invite friends to join your list, you must insert a referral link into your mailing. This is done in Content, by clicking the Insert URL button on either the Text Message or HTML Message tabs. To learn how to do this, see Content > Insert URL > Referrals