How to build a recruitment form?

Collect the necessary data from your customers or employees and compile your custom-made form.

Elise Breban avatar
Written by Elise Breban
Updated over a week ago

An easy way to enrich your Ambassify members database is to create a recruitment form and send the form to your existing members or post a link to the recruitment form on your website. The information that is filled in is automatically saved into the Ambassify members database.

Check out our tutorial video or follow or step-by-step campaign set-up guide below.

First, you choose the Recruitment form campaign in the "Campaign catalog" tab

In the name step, you choose a title that is relevant so that you can easily navigate back to your campaign afterwards and continue to the next step.

In the channels step, you decide if you want to post the form in the community or - as is usually the case - send the form on a landing page to collect or enrich information from your future ambassadors.

In the content step, you add a short title, a suitable image and the necessary copy to sketch the context in which you want to retrieve the information.

In the form step we will compile the content of the form. Using the predefined form elements like "Name", "Family Name", "Email" and so on, you can decide which information you want to collect. Click on one of the elements to add them to the form.

Once added, you will need to configure the fields to make sure the information that is filled in, will be saved to your members database. When you click on a part of your form on the right, you will see some options on the right. To make sure the answer to a form field is saved in the members database, you will need to check the "Persist in member profile" box (for every field you want to be saved.)

You can also link members to groups using the form by adding a "Groups" element from the predefined form elements. By default, it will add a list of checkboxes corresponding to all the groups you have added to Ambassify. You can remove some groups from the form or change their name in the form in the settings panel (click on the groups field on the right in your form and the settings will appear on the left.)

You can also use the "Label" option to change the question to something like "Which of the following categories fits you best?" or anything you like. Last but not least, don't forget to check the "Persist in member profile" checkbox.

Finally, in the audience step, you will select the desired target audience. When using a landing page, this is not needed because everyone can see those, but for a community post you can choose who can see it.

Hooray, You're ready to "Set it live"! To make your recruitment form visible to the public, you have to publish it. You can do this now (by clicking "Set it live"), schedule it for later or click "Save and close" if you want to review everything before publishing your form.

When to use it?

The recruitment form has a wide range of applications. On the one hand, you can use it to enrich your imported data by sending the form to your existing database. If you do not have sufficient qualitative data at your disposal, you can also use the form to create a database or enlarge it by placing the link to the form on strategic landing pages on your website, blog or social media pages.

Do you want to collect data during your corporate events? Then use the link to the form to conduct a short survey (e.g. only name and e-mail) via iPad or tablet. Afterwards, you can send out campaigns (aftermovie e.g.) and find your future ambassadors.

Did this answer your question?