Ordering A Web Referral Form
Contents
What is a Web Referral Form?
A Web Referral Form, some times called a ‘contact us’ form, is an online form that people can fill out to refer themselves directly to you. This uses the Dizions secure data transfer process to transfer the data submitted by your clients directly to your Charitylog system, allowing users to manage the Web Referrals and removing the need to create the records manually.
A Web Referral Form is not limited to Clients, and can be used for any of your records (excluding Next of Kins), such as Volunteers or Referrers.
The completed Form is placed in an I-frame, and can be inserted to a web page using a single line of HTML.
Example Web Referral Forms
How do I manage Web Referral Forms within the system?
Charitylog has a feature called the Inbound Referral Manager, which allows users to manage the Web Referrals. This means you can Accept, Reject or update an existing record with details of a Web Referral. Click the following link to see an instructional video on Importing web referrals.
What can go on my form?
1. Multiple record types. You may just have a Client, but you may also want space to add details of a family member, social worker or staff member.
2. Relationships. You may wish for your Client and Referrer to be linked via the Relationships section when being imported. A static relationship can be automatically created upon import. Relationships must be static, meaning they can't be set by the person filling in the form. You may therefore wish to use 'family member', rather than 'mother', as a relationship.
3. Any standard fields from the organisation/person records, e.g. name, address, gender etc.
4. Extension database fields linked to the organisation/person. This is the area of Charitylog where you can add your own custom fields.
5. Specific referral linked fields can be included on you web referral form. These include: Project, Details of contact, Referral template, Referral reason.
6. Different font types and colours. Basic font types and colours can be added to your Web Referral Form, please request this in the Additional Instructions field of the Order Form.
7. Dependant fields. This means certain fields appear depending on another option being selected. For example, Field B would only appear if the answer to field A is 'yes'.
