Paperform

Add referral tracking to your Paperform form to automatically recognize new leads that come through referrals.

Requirements to make Paperform work with GrowSurf:

• Your form must be embedded on your own webpage with Paperform's embed code (you cannot use the stand-alone https://xxxx.paperform.co webpage).

• Your form must ask for an email address.

Prep Your Form

If you have an embedded Paperform form on your website that you want to add referral tracking to, follow these instructions:‌

Step 1: Open the GrowSurf Program Editor and navigate to the Installation tab.‌

Step 2: Continue through the installation steps until you reach the step that asks how GrowSurf will know a referred friend signed up.​

Step 3: Click the Paperform icon and follow the instructions GrowSurf shows (see image below).‌

Step 4: Then finish the remaining installation steps.‌

How It Works

Use one of the embed codes under Share > Embed in Paperform. Paperform's embed tells the page it sits on when someone submits the form, and hands over the answers with it. The GrowSurf code block listens for that, reads the respondent's email address and name, and adds them to your program as a referred friend. Nothing changes inside Paperform itself.

GrowSurf looks for the email address first, then the name. For each field, GrowSurf uses the first match in this order:

• Email address: your form's Email question, otherwise a question whose wording contains "email", otherwise any answer that is itself an email address

• First name: a question worded "first name", otherwise the first word of a whole-name question ("Name", "Full name", "Your name", "First and last name")

• Last name: a question worded "last name", otherwise the second word of that whole-name question

A question worded "company", "business", "username", "middle name", "screen name" or "file" is never treated as the respondent's name, and an answer that is not text (a checkbox group, a file upload) is skipped. If GrowSurf finds no email address, nothing is sent, and no participant is added.

Additional Tips

• While following the instructions GrowSurf shows, you may skip any steps that you have already completed in a previous setup in Paperform.

• If you run into issues or have any questions, please reach out to GrowSurf support for assistance.