Q3 2023 Referral Offer: Harvest the Benefits of Referral Rewards

Customer Success Advisor
Customer Success Advisor
  • Updated

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 MessageScreenshot_06-07-23_7ljyd.png

[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

July_RAF_Communication.png 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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