Describe your program and Makeform creates an editable refer a friend form. Collect customer and friend details, the introduction, contact confirmation, and reward-review information in one response.
Send new referrals to Slack, Google Sheets, and Zapier.
Sample prompts for your referral program
Choose a prompt, tailor its details, or send it to the Makeform builder.
Audience
Current customers introducing friends
Format
Short referral form with reward details
Prompt size
222 chars
Example form structure
Short referral form with reward details
Your name, email, and account number
Your friend's name and contact details
Which service might help your friend?
How do you know this person?
Does your friend expect our contact?
Suggested routing tags
New referral
Contact permitted
Reward review
Ask the customer to confirm their friend expects the introduction before your team follows up.
Step 1
Invite
share the referral form with customers
Step 2
Introduce
capture the friend and referral context
Step 3
Route
send the referral to the right owner
Step 4
Track
record status and reward eligibility
A cleaner introduction
A structured form records who referred whom, whether contact is expected, and which offer applies.
Store customer identity beside friend details so attribution survives team handoffs.
Require confirmation that the friend expects follow-up and allow an introduction note.
Use location, interest, service, or urgency to notify the right owner.
Programs it can support
Choose a use case, then add your reward, eligibility, location, and follow-up rules.
Connect the referrer, friend, qualifying action, and reward review.
Collect interests and location so staff can send a relevant invitation.
Ask for company, role, team size, and need before follow-up.
Capture ZIP code, service, time, and urgency for local routing.
Referral workflow
Explain the program, capture the expected introduction, and collect enough detail for follow-up and reward review.
Specify who may refer, required details, eligibility, and reward review.
Add your products, locations, contact expectations, and attribution fields.
Publish a link in customer messages or embed the form on your site.
Assign responses and track follow-up separately from reward review.
Choose the handoff
A form gives repeatable referrals consistent details and clear contact expectations.
Field guide
Use these six sections, ask only for useful information, and explain what happens next.
Referrer identity
Capture the referrer first. An account email, member ID, or invoice reference can match the response to the right customer record.
Friend details
Ask for the friend's name and expected contact method. Include other personal details only when they support a clear next step.
Referral context
Use structured interest choices for reporting, plus an optional note that gives the introduction useful context.
Contact expectation
Require confirmation that the friend expects an introduction, and explain how your team may contact them.
Reward rules
Summarize eligibility, review timing, and updates. Treat submission as the start of review, not automatic qualification or payment.
Internal tracking
Assign a referral reference, route by ownership answers, and keep follow-up separate from reward eligibility.
Related tools
Use a more specialized referral form or connect the introduction to lead capture, qualification, and customer registration.
Create a general referral intake flow when the program is broader than customer-to-friend introductions.
Open toolCollect introductions from agencies, consultants, and other business partners with partner attribution.
Open toolGive eligible participants a separate path to request review of a referral reward.
Open toolLet interested prospects submit their own details after they receive an invitation from a friend.
Open toolAsk the next set of fit and timing questions after the referred prospect engages.
Open toolCollect onboarding details when a referred prospect decides to become a customer.
Open toolFAQ
Practical answers for marketers and business owners setting up a customer referral path.
It lets an existing customer introduce someone to a business. The response links the customer, friend, reason for the introduction, contact confirmation, and routing details.
Include referrer identity, friend name and expected contact method, product or service, a short introduction, and contact confirmation. If rewards apply, add an eligibility summary and acknowledgment.
Use a required checkbox with direct wording, such as: I confirm my friend expects this introduction and agreed that the business may contact them using the details above. Explain the likely contact method nearby and offer a self-referral link when you want the friend to submit their own information instead.
Yes. Ask for a service, product, branch, region, or ZIP code, then use that answer to alert the right owner. Structured choices keep routing values consistent.
State the reward, eligibility conditions, review milestone, and communication process in plain language. Avoid saying that submitting the form automatically earns a reward. A referral may still need to match your published rules, become a qualified prospect, or complete a stated purchase before review.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and collect referrals without a response cap. The paid tier removes the Makeform badge; it is not required to keep accepting submissions.
Yes. You can embed the form on a referral-program or account page, or share its public link in customer emails, receipts, post-purchase messages, QR codes, and support conversations. Match the surrounding message to the same program terms shown inside the form.
The response creates a structured record your team can review and route. A practical workflow acknowledges the referrer, assigns the referral to an owner, contacts the friend using the expected method, and tracks follow-up separately from qualification and reward review. Configure notifications and connected tools around your actual process.
Make every introduction easier to follow.
