Read this page as a quick path: scan the headings, use the step blocks, and escalate if the expected result does not happen.
The Referral Link Page editor is found under Invite Leads → Referral Link Page in the left sidebar.
At the top of the editor you will see two tabs:
The Page Builder has two steps: Step 1 builds the page leads see when they arrive via a referral link. Step 2 configures what happens after they submit the form.
- Page Builder — a drag-and-drop visual editor (default)
- Upload your own HTML pages — upload custom HTML instead of using the builder (Enterprise plan only)
how to design your referral link page: referral link page editor showing the canvas on the left and the block/design panel on the right
Referral Link Page editor showing the canvas on the left and the block/design panel on the right
Step 1: Build the lead capture page
The canvas is a block-based visual editor. You build your page by adding blocks from the Add Blocks tab in the right panel. No coding required.
Available blocks in Step 1
Text
Buttons
Image
Form Field
- Title — add a heading
- Text Editor — add body text
- Personalisation — inserts the referrer's name dynamically (e.g. "{First Name}")
- Divider — a horizontal line to separate sections
- Button — a clickable button (e.g. for links)
- Submit Leads Button — the form submission CTA that captures lead details
- Image — upload an image (max 5 MB)
- Video — embed a video
- Input Field — free-text input
- Select Field — dropdown selection
- CRM Field — maps to a CRM field (available when a CRM is connected)
- Number Field — numeric input
- URL Field — URL input
- Date Field — date picker
- Datetime Field — date and time picker
- Multiple Select Field — multi-choice selection
- Phone Field — phone number input
Styling your page (Design tab)
Switch to the Design tab in the right panel to control the global look and feel:
Logo
Layout
Style sections (each is collapsible):
- Upload Logo — add your logo image
- Logo shape — choose from 4 options: square, circle, rounded square, or landscape/wide
- Logo Width — slider to adjust logo size (e.g. 90)
- Content Width — slider to adjust the width of the page content area (e.g. 450)
- Background — set the page background colour
- Container — set the content container background colour, opacity, and border radius
- Title — set font, size, and colour for titles
- Text — set font, size, and colour for body text
- Button — set font, colour, background colour, and border radius for buttons
- Form Field — set font, text colour, background colour, border colour, and border radius for form inputs
- Image — configure image display settings
- Link — set link colour and style
Previewing your page
Use the three device icons in the top bar to switch between Desktop, Tablet, and Mobile views before publishing.
Step 2: Configure what happens after sign-up
Click Step 2 at the top of the canvas. You will see a toggle between two options:
Option A: Show a thank you page
Build a custom thank you page using the same block editor. In Step 2, the block panel replaces the Form Field section with a Share Settings section:
- Copy Button — lets the lead copy the referral link to share it further
- Socials — adds social sharing buttons (see Social Sharing Settings below)
- Referral Link Sharing Settings — configure OG tags and sharing messages (see below)
how to design your referral link page: step 2 thank you page editor with share settings blocks in the right panel
Step 2 thank you page editor with Share Settings blocks in the right panel
Option B: Redirect to a URL
Toggle to Redirect to URL to send leads to an external page after form submission. You will see:
- Redirect URL — enter the destination URL (e.g. your sign-up page or homepage)
- URL Parameters — optionally pass form field values so leads do not have to re-enter their details:
- First Name — toggle on/off, set custom parameter name
- Email — toggle on/off, set custom parameter name
- Referrer First Name — toggle on/off, set custom parameter name
how to design your referral link page: step 2 redirect to url configuration showing url input and parameter toggles
Step 2 Redirect to URL configuration showing URL input and parameter toggles
Referral Link Sharing Settings
Click Referral Link Sharing Settings in the Share Settings section to open a modal where you configure how the referral link appears when shared:
- OG Title — the title shown in social media previews
- OG Description — the description shown in social media previews
- OG Image — the image shown in social media previews (upload, max 5 MB)
- Sharing Subject (Only For Email) — the subject line when a lead shares via email
- Sharing Message — the default message text when sharing
Upload your own HTML (Enterprise only)
The Upload your own HTML pages tab lets you replace the built-in page builder with your own custom HTML. This feature requires the Enterprise plan. If you are on a lower plan, you will see a prompt to upgrade.
A downloadable example template is available from the upgrade dialog to help you get started.
Saving
Click Save when done. If you navigate away without saving, an unsaved changes banner will appear.