STEP 2: Set Up Your Patient Rewards Hub

Customer Success Advisor
Customer Success Advisor
  • Updated

Setting Up Your Hub

There are a few important steps to complete before you launch your Patient Rewards Hub, including adding Users and Members in your Hub, connecting your social accounts, and adding payment information for redemption of prizes.

To keep your to-do list to a minimum, we've already added default reward items, automations, referral offers, and prizes in your Hub. We encourage you to review these items in your Hub before you launch to ensure they are aligned with the goals you have set for your rewards program.

All of this is outlined below, so let's get started!



1. Add USERS (team member log-in)_PRH.gif  

Users in the Patient Rewards Hub platform are those that will be awarding points and managing your Hub. To add Users, click on the logo button in the upper righthand corner and select Users.

Roles. Users are assigned one of 5 roles in the Hub: Owners, Admins, Rewards+Marketing, Rewards, and Financial. All roles, except the Financial role, can access the member profile. Click here to learn more about the permissions available to each role.

Profile Photos. User photos and bios appear in messaging and on the About Us tab of your microsite (linked from your website), so it's good practice to use friendly, professional photos and bios in User profiles.


2. Add MEMBERS (patient log-in).gif  

Members in the Patient Rewards Hub include anyone that will be receiving points (like patients, parents, and practice advocates). Add members to your Hub before launch.

Individually. To add members individually in your Hub, click the [+ Add Member] tab that appears above your logo, or choose the [Members] tab in the navigation bar at the top of your screen. 

Practice Management Software Integration. If your practice management software platform integrates with the Patient Rewards Hub, a Support Specialist will reach out to you to coordinate the integration.

Data Export/Import. If you have a large number of patients and an integration is not possible, you may request an initial import of your data into your Hub prior to your launch date. A Support Specialist will reach out to you to coordinate the export/import of your employee data.

❏ Set Up Your Integrations

3. Connect Your Social Accounts.gif  

Easily encourage members to review you on Google, and follow you on social media by linking these sites to your Hub.

Reviews Integrations. Add a link to your Google reviews sites so members can easily navigate and leave a review. To link your Google reviews site to your Hub, click [⚙️ > Integrations] and then the [Connect] button to add your URL. Learn more

Social Integrations. Encourage social follows by linking your Hub to Facebook, Instagram, X (formerly Twitter), and Pinterest. To connect your social media accounts, click [⚙️ > Integrations]. There you will click on the respective social media platforms you wish to connect and follow the prompts to authorize the connection.

To automatically reward points for social follows, be sure to click in the Rewards section while connecting your accounts and follow the prompts to link.

For more detailed instructions, click on the following links: Facebook | Instagram

❏ Update Social Media Settings

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Once your social media accounts have been linked in your Hub, you can set up notifications for new program activities (contests, surveys, reviews and referral campaigns) to post to your social accounts. By default they also notify members within the Hub. To edit social settings, click [⚙️ > Social Media]. Use the toggle buttons to turn auto posts on or off, and then [Edit Default Channels] to set which channels you'll use to communicate.

❏ Add Payment Info for Redemptions

4. Add Payment Info for Redemptions (1).gif  

Add payment information into your Hub if you intend to offer prizes that will be fulfilled by our Fulfillment Center. Members will receive an error message while attempting to redeem their points for prizes until a valid credit card is on file in your Hub.

Visit [Account > Billing Information > Change Credit Card] to update your payment information and turn on redemption.

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❏ Double Check the Defaults

Your Hub has been set up with default rewards, automations, Hub prizes, and a standard referral campaign to make it easy to get started. However, the way in which you reward and communicate with your team is a reflection of your practice, and so we encourage you to take a few moments to review the following settings in your Hub.

Review and Edit Your Rewards Menu

5. Review and Edit Your Rewards Menu_PRH.gif  

To customize your Reward Menu and align it with your business goals, click on Manage>Reward Menu. Within the Reward Menu, you can edit existing rewards categories and add new ones. Review and edit the reward items within each category to reflect the behaviors that drive the desired outcomes.

Learn more

Review Automations and Edit As Needed

6. Review Automations and Edit As Needed_PRH.gif  

Automations are available in your Hub to streamline your rewards program and enhance member engagement. These Automations enable you to automate the process of awarding points and sending communications to your members for various actions, such as account registration, mobile app download, profile photo upload, reviews, birthday messages, and more.

We have already activated some of the Automations for you, but it’s important to review and customize them to align with your specific preferences. You can also add additional Automations and create QR codes as needed to further enhance your program’s effectiveness. Simply select Manage > Automations to get started. Learn more

Review and Edit Your Standard Referral Offer

7. Review and Edit Your Standard Referral Offer_PRH .gif  

Your standard referral campaign has been activated for you with minimal rewards (50 points for the member and 50 points for the invitee). This is equivalent to a $5 referral award, so it is likely you'll want to increase this to sufficiently incentivize for referrals. Keep in mind that these points are not awarded until you have converted a new lead to a new member, so your return on this type of referral is 100%. Learn more

Review and Edit Hub Prizes and Add In-House Prizes

8. Review and Edit Hub Prizes and Add In-House Prizes_PRH .gif  

To review and manage the prizes available for your members, select [Manage > Prizes]. Review the options provided by our Fulfillment Center, which will be shipped directly to your members on your behalf. Additionally, you have the option to add your own in-house prizes to the list. Learn more



Navigate to STEP 3 to prepare for the launch of your new rewards program >>>