Q2 2024 Referral: Building an Ambassador Program

Customer Support
Customer Support
  • Updated

Note: This article accompanies the Q2 2024 Hub Action Plan 

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Build referrals with an Ambassador Program!

By launching an ambassador program for your orthodontic practice, you're turning referrals into a playful and effortless adventure, making it enjoyable for patients to spread the word and grow your practice.


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

[Name your campaign]:
Smile Ambassador 2024

[Set schedule]:
Start: 04/1/2024
End: 04/1/2025

[Set rewards]:
Member reward: 250 Points
Invitee reward: Complimentary Consultation

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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:

Become a Smile Ambassador & earn rewards for every smile you inspire!

Body text:

Hey [Member First Name]

As a Smile Ambassador, you'll play an important role in helping your friends achieve the confident, radiant smiles they deserve.

For every referral that completes their initial exam, you'll earn Member Reward towards exciting rewards. Plus, every referral beginning treatment enters both of you into our quarterly exclusive Smile Ambassador giveaway for a chance to win even more fantastic prizes!

Share your code below and let's make smiles brighter together!

Important Notes: Existing patients cannot be referred. Referral must complete initial consultation for rewards and start treatment for Smile Ambassador giveaway entry.

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

[Patient Message to Invitee]:

Message subject:

Exclusive Invitation: Discover Your Perfect Smile!

Body text:

I'm a Smile Ambassador at Island City Orthodontics, which means I can offer special deals to my friends who are new to the practice! 

Plus, if you start treatment, we'll both be entered to win awesome prizes! 


Simply sign up using the link below for a Complimentary Consultation—no pressure, just a chance to explore your options! 


Click the link to get started 👇

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Step 5: Create your Invitee Signup Page Message

[Invitee Signup Page]:
Headline text:

Claim your complimentary consultation!


Body text: 

Fill out your details below and the [Practice Name] team will contact you shortly!

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Step 6: Create the Invitee Confirmation Page Message

[Invitee Signup Confirmation Page]:
Headline text:
[Member first name] has gifted you a complimentary consultation!


Body text:

Expect to hear from us soon.

In the meantime, feel free to explore our website at [Practice Website] to discover more about our services and treatments we offer. 

We can't wait to meet you!

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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 settings before your referral campaign launches.

To do so, simply click [Communication] and preview the Engagement and Participation Messages.


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