Customer Referral Form with GDPR Consent

Customer Referral Form with GDPR Consent

Running a referral program in the EU requires more than just collecting names and emails. Under GDPR, you need explicit consent, transparency about data use, and a commitment to data minimization. This GDPR-compliant customer referral form template helps you run incentive programs ethically and legally, while building trust with both your existing customers and the people they recommend.

This template is designed for marketing teams, SaaS companies, professional services firms, e-commerce brands, and any EU-based or EU-serving business that wants to harness the power of word-of-mouth without running afoul of privacy regulations. It collects only the essential information from referrers, requires clear opt-in consent from referees, and documents the lawful basis for processing under GDPR Article 6 and the consent requirements of Article 7.

Why use Paperform for GDPR-compliant referrals?

With Paperform's conditional logic, you can show consent checkboxes and privacy notices exactly when they're needed, ensuring compliance without overwhelming users. The doc-style editor lets you explain your referral program clearly—building trust through transparency rather than hiding details in fine print. And because Paperform integrates with your CRM, email tools and Stepper workflows, you can automatically route consented referrals to your sales team, trigger reward emails to referrers, and maintain an audit trail of who agreed to what and when.

Whether you're running a SaaS refer-a-friend campaign, a professional services client referral program, or an e-commerce incentive scheme, this template keeps you compliant while keeping conversions high. Ready to grow your customer base the privacy-respecting way? Start with this template and customise it to match your brand and specific legal requirements.