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How do I create a refer a friend survey?

Lisa Wong
  • Updated
A refer a friend survey can be created and distributed to friends using a recruitment link from a recruitment survey. To start, in a existing recruitment survey, set up an hidden answer question to retrieve the memberid. From there, a recruitment link can be created and copied it for later use. Create a new survey titled "recruit a friend" and paste in the recruitment link in a new invitation. Finally, test the invitation and then, distribute it.

Detailed Steps

Steps Description
1. Open the recruitment survey
  1. Open the Community app and click the Recruit tab and select recruitment survey currently being used.
  2. Add a hidden Long Answer question and name it rfid.
  3. To hide a question either:
    • Right click the question in the Table of Contents and click Hide.
    • In the Edit Pane, click More and select Hide Question. img1.png
    • In the Additional options section, click Hide question.
  4. Click Publish make the changes live.
2. Distribute the recruitment survey
  1. On the top of the page, click the Distribute tab.
  2. Click New Recruitment Link.
  3. In the Create New Link dialog, type an internal name for the link.
  4. Select a community from the Assign to a Community list.
  5. Click Create.
  6. In the Live Link section, click Generate Live Link and save the link onto a notepad for later use.
3. Create a new survey and name it Refer a Friend
  1. Open the Surveys app.
  2. Click New Project and in the Survey section, click Create.
  3. In the Create Survey dialog:
    1. Type Refer a Friend in the Name field.
    2. Select Single response.
    3. Click Create.
4. Create a new invitation in the Refer a Friend Survey
  1. In the Distribute tab, click New Invitation.
  2. In the Create New Invitation dialog, type in a name for the invitation and click Create.
  3. Remove all the default invitation text, activity pipes, and hyperlinks.
  4. Add text to asking members to copy the link and send it to friends. 
  5. Paste in the link generated from the recruitment survey.
  6. Append ?rfid=[%memberid%] to the end of the link and update any hyperlinks with the same link.
Note: If an identity link was created instead, append &rfid=[%memberid%] at the end of the link. 

Example of links:

Identity Variable Link: https://example.vcilabs.com/c/a/UniqueSurveyId?_i=IdentityVariableValue&rfid=[%memberid%]

Normal Activity Link: https://example.vcilabs.com/c/a/UniqueSurveyId?rfid=[%memberid%]

img2.png
5. Distribute the survey
  1. Define the recipients, activity details and review and send the invitation by following the steps found here.
Result: Members will receive a link to the recruitment survey with their memberid appended to the hidden question called rfid. They can copy this recruitment link and send it to friends. The value capture in the hidden rfid question will be the memberid of the referrer.

Note: First, test this live by sending yourself an invitation. Once everything is good, the Refer a Friend survey is set up and ready to be distributed.

FAQ

How do I deploy?
From step 5, you can select the Recipients tab, and designate your target group to get this email communication.

How do I re-use the study?
Repeat step 4 onwards on the same study. Create a new invitation with the same content if you’re looking to refer the recruitment survey. Otherwise, create new invitation with whatever content you wish to refer with the link to that study.

How do I check the data?
Export the data from the study and look for the memberid's stored under rfid question and you can find which member referred the new member.

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