Note: This article accompanies the Q3 2023 Hub Action Plan
This fall offer a cozy deal for your patients and their friends and family: rewards points, a free consultation, and a chance to win a fun autumn-themed gift basket when their referral becomes your newest patient. Consider displaying your prize in the office to create excitement for your referral offer.
Want to offer a different giveaway? Change up the copy-and-paste verbiage below to make it your own.
Step 1: Set your Campaign's Name, Schedule, and Rewards
[Name your campaign]:
Fall 2023 Referral Campaign
[Set schedule]:
Start: 9/1/2023
End: 9/30/2023
[Set rewards]:
Member reward: 350 points
Invitee reward: A Complimentary Consultation
Step 2: Load your Campaign Image
[Campaign image]
Choose EDIT IMAGE > STATIC TEMPLATES and navigate to the image for this campaign
Step 3: Create your Member Share Page Message
[Member share page]:
Headline text:
Harvest the Benefits of Referral Rewards 🍂
Body text:
Refer your friends and family to [Practice Name] any time between now and [End Date] and they'll receive [Invitee Reward]. When they begin treatment, you'll both be entered for a chance to win an incredible autumn-inspired gift basket, filled with a cozy blanket, pumpkin spice goodies, a stylish travel mug, a $50 Starbucks gift card, and numerous surprises!
As an added bonus, you'll receive [Member Reward] in your rewards account for each friend or family member who completes an exam! It's our way of saying thank you for spreading the word and sharing the joy of a confident smile.
Step 4: Create the Message your Member's Invitee will Receive
[Patient Message to Invitee]:
Message subject:
I'm excited to share with you an exciting offer from my orthodontist!
Body text:
Embark on your orthodontic journey with [Practice Name] by [End Date] and not only will you enjoy [Invitee Reward] on your way to a picture-perfect smile, but we'll both have the chance to win an incredible autumn-themed gift basket, filled with a cozy blanket, pumpkin spice goodies, a stylish travel mug, a $50 Starbucks gift card, and other surprises!
Don't miss this opportunity to transform your smile and enjoy the delights of the season. I know you're going to love [Practice Name]!
Step 5: Create your Invitee Signup Page Message
[Invitee Signup Page]:
Headline text:
[Member First Name] thinks you should embrace this season by treating yourself to an amazing orthodontic experience at [Practice Name]!
Body text:
Take the first step toward your perfect smile by signing up for [Invitee Reward].
And that's not all – when you start your journey with us, you and [Member First Name] will be entered into our "Fall in Love with Your Smile" Giveaway! Let's make this fall a memorable one!
Step 6: Create the Invitee Confirmation Page Message
[Invitee Signup Confirmation Page]:
Headline text:
[Invitee First Name], you are signed up for [Invitee Reward]!
Body text:
We will be in touch with you shortly!
In the meantime, visit our website at [Practice Website] to learn more about us, the wide range of treatments we offer, and discover how we can help you achieve the smile of your dreams!
Schedule Campaign!
Good Idea: Review the Campaign Communications Settings
It's always a good idea to review your Communication setting before your referral campaign launches. To do so, simply click [Communication] and preview the Engagement and Participation Messages.
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