Q4 2023 Referral Offer: Snowballing Rewards ❄️

Customer Success Advisor
Customer Success Advisor
  • Updated

Note: This article accompanies the Q4 2023 Hub Action Plan 


Embrace the winter season and grow your organization with a 'snowballing' rewards seasonal referral campaign. As your members share the magic of your services, referrals will start rolling in, and their rewards will grow!

Have a different offer in mind? Get creative and sleigh the copy-and-paste verbiage below to make it your own!

Step 1: Set your Seasonal Campaign's Name, Schedule, and Rewards

[Name your campaign]:
Snowballing Rewards Referral Campaign '23

[Set schedule]:
Start: 11/1/2023
End: 01/31/2024

[Set rewards]:
Member reward: Snowballing Rewards
Invitee reward: Complimentary Consultation
& 150 points


Step 2: Load your Campaign Image

[Campaign image]



NOTE: This image is attached at the end of this article

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Step 3: Create your Member Share Page Message

[Member share page]:
Headline text:

❄️ Join our "Snowballing" Rewards Campaign and Brighten Your Holidays!❄️

Body text:

Spread the joy of our services and make your holidays even merrier with fantastic rewards!

You'll not only be sharing the benefits of our services, but as a token of our appreciation for helping us grow, you'll also be earning growing rewards—talk about a 'merry' deal!

Simply share the gift of a [ Invitee Reward] using one of the platforms below with your friends and family who could benefit from our services. Be sure to check out "Snowball Rewards" in the "Earn Points" section of the app for a complete list of the growing rewards you can 'stock' up on!

Happy referring and happy holidays!

*New patient must complete their initial exam between November 1 and January 31 to be rewarded.

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Step 4: Create the Message your Member's Invitee will Receive

[Patient Message to Invitee]:
Message subject:
❄️ Sharing the Joy this Holiday Season ❄️

Body text:
[Practice Name] has this cool offer that I just had to share! It's all about spreading holiday cheer, great services, and jolly rewards.

Here's the deal: Sign up and complete a complimentary consultation and we both fill out our stockings with fantastic rewards! It's a win-win holiday deal. 

Ready to brighten your holiday season? Just click the link, fill out the form, and let's make this season even more joyful!

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Step 5: Create your Invitee Signup Page Message

[Invitee Signup Page]:
Headline text:
[Member First Name] is sharing great services and jolly rewards!


Body text: 
We can't wait to meet you! Sign up and complete your complimentary consultation and get rewarded!

This seasonal campaign runs from [Start Date] to [End Date].


Step 6: Create the Invitee Confirmation Page Message

[Invitee Signup Confirmation Page]:
Headline text:
[Invitee First Name], thanks for signing up!


Body text:

We will contact you soon.

Visit us at [Practice Website] to learn more about us and the services we offer.


Schedule Campaign!


Customize Your Reward Menu: Add "Snowball Rewards"

Add a new reward group, name it "Snowball Rewards", and add 1-10 referral points with growing rewards.


Learn more about Customizing your Rewards Menu here

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💡 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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