Q1 2024 Referral Offer: Brighter Together 💡

Customer Success Advisor
Customer Success Advisor
  • Updated

Note: This article accompanies the Q1 2024 Hub Action Plan 


Welcome the New Year with a radiant referral offer!

Witness the brilliance of your organization reaching new heights as you inspire your members to not only brighten the lives of their friends and family but also add a radiant glow to their own with your "Brighter Together" referral campaign.

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

[Name your campaign]:
Brighter Together 2024

[Set schedule]:
Start: 01/1/2024
End: 03/31/2024

[Set rewards]:
Member reward: 500 Points
Invitee reward: 500 Points

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Step 2: Load your Campaign Image

[Campaign image]



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Step 3: Create your Member Share Page Message

[Member share page]:
Headline text:

✨A brighter New Year and brilliant prizes ✨

Body text:

Refer a friend to [Practice Name] and you'll both earn [Reward] when they (start treatment/become a client/complete 40 hours), illuminating amazing rewards! 💡

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


Refer today using the links below 👇

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

[Patient Message to Invitee]:

Message subject:

Become the newest (patient/client/employee) of [Practice Name]!

Body text:
When you join, not only will you experience the excellence of  [Practice Name], but we'll both shine even brighter with [Reward] each in their exclusive rewards program, illuminating amazing prizes!

This seasonal campaign runs from
January 1, 2024 to March 31, 2024

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Step 5: Create your Invitee Signup Page Message

[Invitee Signup Page]:
Headline text:
Light Up the New Year with Exclusive Rewards at [Practice Name]!


Body text: 
It's as simple as filling out the form, and they'll reach out to guide you through the process. It's quick and easy, and the rewards awaiting you are definitely worth it!

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Step 6: Create the Invitee Confirmation Page Message

[Invitee Signup Confirmation Page]:
Headline text:
[Invitee First Name], you are signed up for [Invitee Reward] when you (begin treatment/become our client/complete 40 hours)!


Body text:

You've taken the first step toward a brighter New Year. We'll be in touch soon!

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Schedule Campaign!



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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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