After the sale

The Refer a friend template

Use it when your best customers would happily recommend you if you gave them somewhere to do it.

6 questions, 4 of them required. Publish it as it stands, or change every word first. Applying it is one edit you can undo.

On every plan, including the free one

What it asks

Every question, in order

Each one already has the right kind of answer behind it, so a phone number is a phone field and a date is a date rather than a box somebody types anything into.

Every answer lands on one customer record. A person who fills this in and later fills in another of your forms is one contact with one timeline, not two rows to merge.

Use this templateAll twenty templates
The questions on the Refer a friend template, in order
QuestionAnswerRequired
Your nameShort textYes
Your emailEmailYes
Their nameShort textYes
Their emailEmailYes
How do you know themChoose oneNo
Anything we should say when we writeLong textNo

After you publish

What this form can do the moment it is live

Nothing below is an upgrade or an add-on. It is what every published PopzIQ form does, including this one on the free plan.

  • Show it any way

    Inline, popup, slide-in, bar or fullscreen. Same form, one setting.

  • Read its funnel

    Views, starts and submissions, plus where people stop.

  • Test the headline

    Two versions of the words and one sentence about which won.

  • Keep the spam out

    A honeypot, rate limits and an optional challenge that never refuses a lead.

Nearby

More in After the sale

  • Support request

    6 questions

    Use it when customers report problems and you want the first reply to be an answer.

  • Feedback survey

    4 questions

    Use it right after one job or one visit, to hear how that particular one went.

  • Net promoter score

    3 questions

    Use it when you want one number you can track every month, and the reason behind it.

Back to all twenty templates

Publish the Refer a friend form today

Create a workspace, apply this template and press publish. Five minutes from signing up to a form collecting answers is the bar we build against.

Create your workspaceSee what is in each plan

No card to start. No trial clock. The free plan runs the whole loop.