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How to add custom questions to your referral form
How to add custom questions to your referral form

Please follow the step-by-step guide below to add new custom questions to your referral form.

Support at Joy avatar
Written by Support at Joy
Updated yesterday

💡 Hint: These custom questions will appear under additional referral details within the received referrals (either within the case management software or via email).

  1. In your browser go to https://services.thejoyapp.com/and login

  2. Hover on the letter in the circle in the top right-hand corner 👇, usually, this will be the first letter of your initials

  3. Once you hover over this, you should see a number of options open up like this image below

  4. Select the option that says ‘My Listings’ 👇

    Capture-Oct-23-2023-12-44-51-3750-PM

  5. This will bring up all of the listings that you are currently active, select the listing 👇 where you’d like to update the referral form (in this example, it’s the bereavement service training)

    Capture-Oct-23-2023-12-45-26-1963-PM

  6. Clicking on the title of the listing 👇 will load the listing page, this is all information that is currently shown on Joy, but with the choice of additional options to editing at the right-hand side as shown below

  7. Please find and select the ‘Manage service referral form’ 👇

    Capture-Oct-23-2023-12-46-10-6171-PM

  8. Select ‘Edit forms’ 👇

    Capture-Oct-23-2023-12-46-53-4126-PM

  9. Choose which questions you would like to be required fields (grey means it is not required, blue means it is), required means it will not allow the referral to be submitted without this information

    Capture-Oct-23-2023-12-48-36-2271-PM

  10. You can also manage which questions appear on self-referral versus professional referral forms by checking (and unchecking) the appropriate options under the question

  11. If you would like to add a custom question, select ‘Add custom question’ 👇 next to ‘Additional referral details’

    Capture-Oct-23-2023-12-49-19-3297-PM

  12. From here a new blank question will appear

    • You can add the question itself next to the question number

    • You can choose the way the referrer answers the question (for example, you can choose multiple choice tick boxes, short text, long text, or various other options)

  13. If you want to add custom answers for your questions you can click on the area of the form next to the check box (for checkboxes), circle (for multiple choice), or lines (for dropdowns), and write them in

    • To add another option select 'Add option' and to give the referrer the option to write in their own answer select "Add 'Other'"

  14. To edit a previous custom question that you have clicked off of, you simply need to click on the question again

  15. Once you have added all the questions you would like, hit ‘Save and publish’

  16. Congratulations, you have edited your referral form and added custom questions! 🎉


Video Walkthrough

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