Tutorial: Referrals

Customer Support
Customer Support
  • Updated

 

Use the timestamps below to jump to a specific section

  • [00:06] Why Referrals Matter: Referrals drive growth—standard and seasonal campaigns make sharing easy.

  • [01:39] Setting Up a Standard Campaign: Choose your rewards, add images, and customize your referral message.

  • [2:02] Customizing Invitee Experience: Preview pages, edit sign-up form messages, and add member profile photos.

  • [02:45] Launching & Promoting Your Campaign: Schedule notifications, generate flyers, and promote via social media.

  • [03:26] Creating Seasonal Campaigns: Plan limited-time offers in advance with customized timelines and titles.

  • [03:58] Tracking and Reporting: View referral leads, top influencers, campaign popularity, and share rates.

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Action Steps 🎬    

  • Go to Manage > Referrals and set up a standard campaign with rewards

  • Customize referral imagery, messaging, and sign-up forms to fit your brand

  • Use flyers and automated emails to promote your offer to members

  • Schedule seasonal campaigns quarterly to keep your program top of mind

  • Review referral history and reports to identify top performers and adjust offers

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Learn More 🔎 

Link to the Help Center article: Referrals

 

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