Formsite Referral Program Integration

Use Formsite to create referral intake forms that automatically push submissions into your Referral Rock program.

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About Our Formsite Referral Integration

Formsite

JavaScript Snippet

Use Formsite to create referral intake forms that automatically push submissions into your Referral Rock program.

What it does

Track

What You Can Do with Formsite

Formsite is a professional form builder and survey tool trusted by enterprise and government organizations for its advanced security, conditional logic, and built-in workflow capabilities. With Referral Rock connected, every Formsite submission becomes a trackable referral event. Each Result is automatically attributed to the referrer who sent the respondent your way. Formsite's Notifications and Webhooks forward submission data to Referral Rock in real time, so referral attribution happens at the moment a form is completed, no manual imports, no reconciliation across systems. Whether you're capturing leads, processing applications, or collecting registrations, Formsite and Referral Rock work together to close the referral loop at the point of conversion.

Track referred Formsite Results and attribute each submission to the correct referrer in real time

Forward respondent identity to Referral Rock via Formsite Notifications or Webhooks without extra data entry

Use conditional logic and multi-page form flows without disrupting referral attribution

Automatically enroll Formsite respondents as new members of your referral program

Issue rewards automatically when a referred Result meets your conversion criteria, or hold for manual approval via Formsite Workflows

How the Formsite Integration Works

Add the Referral Rock tracking snippet to your Formsite confirmation page

Place Referral Rock's JavaScript tracking snippet on the page respondents reach after completing your Formsite form. The snippet reads the referral source from the URL and registers the Result against the correct referrer, no changes to your existing form Items are required.

Configure a Formsite Notification or Webhook to pass the respondent's email

Use Formsite's built-in Notification rules or Webhook settings to forward the respondent's email address to Referral Rock at the moment of submission. This ties each Result to a real identity in your program so attribution is accurate and automatic.

Referral Rock logs the Result and credits the referrer

As soon as a referred respondent submits your form, Referral Rock receives the submission data, matches it to the originating referral link, and records the conversion against the correct referrer. Every Result is attributed in real time inside your program dashboard.

Rewards issue automatically when conversion criteria are met

Once a referred Result satisfies your program's conversion rules, Referral Rock triggers the reward automatically. Gift cards, cash, store credit, or a custom incentive. You can also configure a manual approval step using Formsite's Workflow tools if you need to qualify submissions before rewarding.

Track referrals at the moment a Formsite Result is submitted

Formsite is often the first point where a prospect identifies themselves: a registration, an application, a quote request. Referral Rock captures the referral at exactly that moment, so no conversion falls through the cracks.

Each Result submitted by a respondent who arrived via a referral link is automatically attributed to the correct referrer, no manual matching or CSV imports required.
Results are logged in real time in your Referral Rock dashboard alongside share counts, link clicks, and conversion rates, giving you a complete view of program performance.
Respondents who complete your form without a referral link can be automatically invited to join your program, turning new leads into active referrers.

Leverage Formsite's conditional logic without losing referral data

Formsite's branching rules and multi-page logic let you build complex, personalized form flows, and Referral Rock's tracking survives every conditional path and page transition.

Referral attribution is captured when the form session begins, not at a specific Item or page, so conditional branches and skip logic don't break tracking.
Hidden Items can carry the referral source silently through multi-step forms without surfacing technical details to respondents.
Segment referred Results by form path or conditional outcome, useful for qualifying different lead types and structuring tiered referral incentives.

Use Formsite Workflows to control reward timing and approval

Formsite's built-in Workflow tools let you route, review, and approve submissions before they move to the next stage. Referral Rock integrates with this process so rewards align with your existing approval logic.

Configure Referral Rock to hold rewards pending a Formsite Workflow approval step, ensuring only qualified Results trigger incentives.
Use Formsite's Notification rules to alert your team when a referred Result needs review, then confirm the conversion in Referral Rock when approved.
For straightforward conversions, skip the approval step entirely. Referral Rock issues rewards automatically the moment a referred Result is received.

Built for enterprise and government form security requirements

Formsite's enterprise-grade security features, including SSL, data encryption, HIPAA compliance options, and role-based access, make it a common choice in regulated industries. The Referral Rock integration respects those data boundaries.

Referral Rock only receives the respondent's email address and referral attribution data, no full form Results or sensitive submission fields are transmitted unless you configure them.
The integration works within Formsite's existing Notification and Webhook architecture, so no third-party middleware or additional data processors are introduced.
You remain in control of your data privacy posture. Referral Rock's Terms of Service and Privacy Policy govern how referral data is handled on the Referral Rock side.

Formsite Referral Integration — FAQ

The integration uses two components: Referral Rock's JavaScript tracking snippet placed on your Formsite confirmation page, and a Formsite Notification or Webhook configured to forward the respondent's email address to Referral Rock at the moment of submission. When a referred respondent completes your form, the snippet captures the referral source from the URL and Referral Rock logs the Result against the correct referrer. No OAuth or third-party middleware is required.

A referral conversion is triggered when a respondent who arrived via a referral link completes your Formsite form and their Result is submitted. The confirmation page snippet fires at that moment and sends the referral data to Referral Rock. If you want to qualify submissions before issuing a reward, you can configure a manual approval step in Referral Rock to hold rewards until you confirm the lead meets your criteria.

No. Referral Rock captures the referral source when the form session begins, before any conditional branching occurs. Logic rules, page skips, and multi-step flows don't interfere with attribution. As long as the respondent reaches and submits the final form, the referral is recorded accurately regardless of which path they took through your form.

Yes, a paid Formsite plan is required. Formsite's Notification and Webhook functionality, used to forward respondent data to Referral Rock at the moment of submission, is available on paid Formsite plans. Check Formsite's current plan details at formsite.com/pricing to confirm which tier includes Webhooks for your use case.

The Formsite integration is available on all paid Referral Rock plans, including Professional, Engage, and Scale. All plans include access to the JavaScript tracking snippet and webhook-based integrations. Visit our pricing page to compare plans and find the right fit for your program.

Setup involves three steps: (1) Add Referral Rock's JavaScript tracking snippet to your Formsite confirmation page. (2) Configure a Formsite Notification or Webhook to pass the respondent's email address to Referral Rock when a Result is submitted. (3) Test with a sample form submission to confirm attribution is working correctly. Full step-by-step instructions are in our Formsite integration documentation. Concierge Onboarding is also available on all plans if you'd like hands-on guidance getting the integration live.

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Need help setting up?

Every Referral Rock plan includes dedicated onboarding support. Our team will help you configure the Formsite integration and make sure everything is working perfectly. View the setup guide →