Edit Referral Form Template
Referral Form Templates allow you to create and save templates for a referral form, which you may want to use repeatedly. Once these are created here, they appear as options in the drop-down menu when creating a referral form from a template.
Note
Referral form templates, which are web forms, should not be confused with content templates.
The table below explains the fields available on the Edit Referral Form Templates page:
| Field Name | Description |
|---|---|
|
Title |
This is used to edit the referral form template Title. |
|
Description |
This is used to edit the referral form template Description. |
|
Applies To |
This is used to select the list, site, or server that this template Applies to. Server administrators can set who has the ability to change these templates, the options available here depend on your access level. Server administrators can edit the templates for server, sites, and lists. Site administrators can edit the templates for sites and lists, and list administrators only edit templates for the lists accessible to them. |
|
HTML |
This displays the HTML originally created for the referral form. Any changes to the HTML can be made here directly. |
|
Preview |
This displays what the Referral form is going to look like on your website. |