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How To Create Multiple Application Forms and Route Them to Programs

Create multiple application forms in Buzzbassador, route each to a specific program, and use form-level routing to pre-segment applicants, track inbound source, or ask different questions to different audiences.

Written by Shelby Baldwin

Buzzbassador supports running multiple application forms simultaneously, each routed to a specific program. You can create different forms for different inbound channels (website, socials, post-purchase emails), different audience segments (creators, customers, VIPs), or different question sets, and each form will route its applicants to the program you choose.

Every form routes somewhere. By default, a new form routes to your default program. You can change the routing at any time in the form editor.

Where to manage forms

Go to Recruit > Application Form in the left side menu. The page is split into two sections:

  • Active Forms: forms that are currently live and accepting applications. Anyone with the form's link or embed can submit a response.

  • Inactive Forms: draft and deactivated forms. Visitors to the form's URL see a "not accepting responses" message.

[ SCREENSHOT: Application Form page showing both Active Forms and Inactive Forms sections ]

How to create a new form

1. On the Application Form page, click Add Form in the Inactive Forms section.

2. The form opens in the editor with default fields and copy.

3. Customize the form's design (featured image, title, description) and questions.

4. Set the Route To program in the top right of the form editor.

5. Click Save Changes.

6. To make the form live, publish it from the Inactive Forms section to move it into Active Forms.

Newly created forms start in the Inactive Forms section as drafts. Once you are ready to take applications, publish the form to make it live.

[ SCREENSHOT: Form editor with the Route To selector highlighted in the top right ]

Form limits by plan

Plan tiers determine how many forms you can have published (in Active Forms) at one time. Inactive forms (drafts and deactivated forms) are unlimited regardless of plan, so you can build and store as many forms as you want; the cap only applies to forms in the Active Forms list.

  • Some plans allow 1 active form (maintains the legacy single-form behavior).

  • Some plans allow up to 4 active forms.

  • Some plans allow up to 10 active forms.

  • Some plans allow unlimited active forms.

If you have hit your active limit and want to publish another form, deactivate one of your current active forms to free up a slot, or upgrade your plan. Check your plan in Settings > Subscription.

[ LINK: How to make changes to your subscription plan ]

Setting form-level routing

Each form has a single Route To program, which determines where applicants who submit that form are assigned. To set or change a form's routing:

1. Open the form in the editor.

2. Click the Route To selector in the top right.

3. Choose the program you want this form's applicants to route to.

4. Click Save Changes.

The Route To dropdown shows all of your active programs along with a quick summary of each program's settings (which sections are enabled, rates, and so on), making it easy to pick the right destination at a glance.

[ SCREENSHOT: Route To dropdown open in the form editor showing the list of programs ]

Multiple forms per program, or programs without forms

Routing is flexible:

  • Multiple forms can route to the same program. For example, a website form and a post-purchase email form can both route to your default program.

  • You can have more forms than programs (multiple inbound channels routing to the same few programs).

  • You can have more programs than forms (some programs receive members only via member movement or import, not through a dedicated form).

  • Each program does not need a dedicated form.

What happens when an applicant submits a form

When an applicant submits an application, they are added to the Applicants page with a "Routed To" indicator showing which program they will be assigned to upon approval. The routing is determined by the form they submitted.

If your account has Automatically Approve All Applicants turned on, applicants are accepted to their routed program automatically. The "Your Application Was Accepted" email sends, and the applicant is onboarded into the program with that program's codes, links, and rewards.

[ SCREENSHOT: Applicants page showing the Routed To column with each applicant's pre-determined program ]

[ LINK: How to automatically accept applicants ]

Overriding routing at approval

When manually approving applicants, you can override the form's routing. From the Applicants page, select one or more applicants and click Approve. A Confirm Approval dialog appears with two options:

  • Use Automatic Program Routing: each applicant is approved to the program their form is routed to. Applicants whose form has no specific routing go to your default program.

  • Choose Program Manually: assign all selected applicants to a single program of your choice. This overrides the form-based routing for the selected applicants.

[ SCREENSHOT: Confirm Approval dialog with the two routing options ]

Deactivating, publishing, and duplicating forms

  • Deactivate a form: moves the form from Active Forms to Inactive Forms. Visitors to the form's URL see a "not accepting responses" message. Existing applicants who already submitted the form are not affected.

  • Publish a form: moves a draft or deactivated form into Active Forms and makes it live. Visitors can submit responses immediately. Subject to your plan's active form limit.

  • Duplicate a form: creates a copy of an existing form to use as a starting point for a new one. To duplicate, the form must be in the Inactive Forms section. Deactivate the form, then click Duplicate. The copy appears as a new draft you can rename, edit, and publish.

Common use cases for multiple forms

  • Track inbound source: create separate forms for your website, socials, post-purchase emails, and other channels. Submissions are tagged with the form they came from so you know exactly where each applicant originated.

  • Pre-segment applicants by audience: create separate forms for different segments (for example, one for big influencers, one for VIP customers, one for nano creators, one for gifting-only creators). Each form routes to the right program, so applicants are segmented before you even review them.

  • Ask different questions to different audiences: tailor each form's questions to its audience. Ask creators about preferred platforms and content types, ask customers about their favorite product, ask cold inbound applicants why they want to work with you.

Notes:

  • Forms still load inside an iframe within your Shopify store, the same as single-form accounts; the integration method has not changed.

  • Every form has a unique URL you can copy from its row in the Active Forms list.

  • The referral code field is on every form and every applicant must fill it in, regardless of which program their form is routed to. If the routed program has referral codes enabled, the entered code is created in Shopify on approval. If the routed program has referral codes disabled, the code is saved in the member's profile for future use; if you later turn referral codes on for that program, the saved preference becomes active in Shopify.

[ LINK: How to test the application form ]

[ LINK: How to integrate your application form with your Shopify website ]

[ LINK: Why the Referral Code Field is Always Included on Application Forms ]

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