- One sentence says who may refer: clients, partners, staff or the public.
- The page says what to send, and it states that the referred person must agree before anyone passes on their details.
- The consent step is explicit, and the referrer knows they must ask the person first.
- Any reward is described only under terms you have agreed in writing, and the page links to those terms.
- The reply window is one you actually track, or the page says that replies depend on volume.
- The page names one person or one shared inbox for questions.
- No private records, client lists or partner contact details appear on the page.
- The button leads to the live intake form, and you have tested it from start to finish.
Sales & MarketingContent Creator
Referral portal: a page that tells partners how to send you introductions
A referral portal is a page that tells partners, customers and clients how to send you introductions, what details to include, and what happens after a referral arrives. It should state who may refer, how the referred person agrees to be contacted, and whether any reward exists under written terms. Anyone with the link can read the page, so keep private records and partner details off it.
What people search
Referral portal: 90 average monthly searches.Google Ads Keyword Planner · 2026-10-09 · United States
Quality checklist
Check the portal against what a referrer needs to know
Section outline
Sections a referral portal page needs, in order
Purpose and audience
State who the page is for and what a referral means for your business. One short paragraph is enough.
60 wordsHow to refer
Give three or four steps: think of the person, ask them first, then complete the intake form. Keep each step to a sentence or two.
80 wordsWhat to include
List what the intake form asks for, such as the referred person's name, a way to reach them and a short reason for the introduction. Explain why each item matters.
100 wordsWhat happens next
Describe the review steps and the reply the referrer receives. Name a reply window you can keep and say what you will tell them if the project does not fit.
80 wordsConsent and privacy
Say that the referred person is asked first, that you make contact only as stated, and how they can ask for their details to be deleted. Have your counsel review the wording.
80 wordsTerms and questions
Link to any written partner terms and give one address for questions about them.
50 words
Total: 450 words
Example excerpt
Sample referral section for a design studio
Sample section
Illustrative example: the studio, the people and the terms below are fictional. Refer a project to Fieldstone Design Studio Past clients, architects and contractors can send us introductions. We take on residential interior projects and small commercial fit-outs. If we already work for the same client, we will tell you before we contact them. How to refer Think of the person you want to introduce. Ask them first whether they are happy for us to get in touch. Then complete the short introduction form linked below, with their name, the best way to reach them, and one sentence about the project. What happens next Our studio coordinator reviews each introduction and emails you once the person has been contacted. We aim to reply within five working days. If a project does not fit our current work, we will say so and suggest another studio where we can. Consent and privacy We contact each person once to introduce ourselves. If they do not want to hear from us, we delete their details and confirm that in writing. Referral partners do not receive payment for an introduction unless we have agreed terms in writing, and those terms are linked below.
Format notes
Make the portal easy to scan and easy to keep current
Keep one stable link
Share one link so partners do not dig out old copies. The page is a single HTML file with no version history, so when a term changes, share the new link and say what changed.
Link to the intake form rather than placing it on the page
The page does not carry a live form. A clear button that opens the intake form is easier to follow on a phone than a long set of fields squeezed into a page.
Name who answers
A portal that says the team will follow up leaves referrers unsure where their introduction went. Name a role or a shared inbox, and say who sees each intake.
Put the steps first
Most readers arrive from a message and want the steps before the background. Lead with how to refer, then explain the reasons.
Mistakes to avoid
Mistakes that expose people or break trust
Publishing lists of partners or clients
A public page can be read by anyone with the link, and so can every name you put on it. Keep partner lists, client names and commission details off the page.
Collecting details before consent
If the page tells referrers to send a stranger's details first, you may end up contacting someone who never agreed. Ask the referrer to get a yes before they submit anything.
Promising a reply time nobody tracks
Five working days on the page means someone must check the inbox for five working days. State the window you aim for, and name the person who watches it.
Leaving the reward question blank
Referrers ask whether they get anything. A silence invites a dispute later. State the terms, or say plainly that there is no reward.
Asking for sensitive details
Health, financial and identity details do not belong in an introduction. Ask only for what you need to make first contact, and say so on the page.
Frequently asked questions
What is a referral portal?
A referral portal is a page where partners, clients or customers learn how to introduce new people to you. A good one explains who can refer, what details to send, how consent works, what happens next, and any reward terms. It is a reference page, not a tracker, so it does not show who referred whom.
Does a referral portal track who sent each referral?
The page itself tracks nothing. The intake form keeps each submission in its submissions grid, which you can export as CSV. Add a field for the referrer's name on the form if you want that record.
Can I use a referral portal template in Word?
A template can help you order the sections, and the outline above gives you that order. The finished page is a single HTML file, so if your partners need an editable document, copy the sections into your own word processor.
Should a referral page offer a reward?
That is a business decision, and the page should describe only terms you have agreed. If there is no reward, say so in one plain sentence. If there is one, put the terms in writing, link to them, and have your own counsel review anything that involves paying referrers.
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