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Standard Referral Campaign

Customer Success Advisor
Customer Success Advisor
  • Updated

Excellent service is what you give your members. With the Referral Manager, they can share their great experience with their friends and family as easily as sending a text.  

With the referral feature, you can:

  • Motivate your members to refer their friends and family
  • Engage new leads, and easily track who referred and who started
  • Get a clear understanding of which campaigns worked best!

It only takes a few simple steps to inspire your existing members to become your best advocates, so what are you waiting for? Let’s jump in!


Step 1: Set Up Your Refer-A-Friend Standard Campaign

To get to the Referrals page, hover over the Manage tab at the top of the screen then click on Referrals.


From here, click the Setup Standard Campaign button.


Step 2: Set Rewards for Members and Invitees

When rewarding your members for referring their friends, points are always a great option, but if your business would like to offer something different, select the “Custom Reward” option instead. 


Next, click on the “Invitee Reward” to choose how you would like to reward any new lead who signs up with your business.

We recommend making this prize something that only referred leads can receive so that your members can feel good about giving their friends and family an exclusive deal that can’t be found anywhere else.

Here’s a few ideas that we’ve seen work well:

  • 10% discount 
  • $100 Off Teeth Whitening Treatment
  • Reward Points in the Hub



Step 3: Review Messages for your Members and Invitees

Now that your rewards are set up, scroll down to the Advanced Settings section. This is where you can review the visuals and messages that will be shown to members and leads.

Here's a quick guide to each page's purpose: 

  • Campaign Image
    The member sees it on the Member Share Page and in your communications to them on social media, email, and the HUB. When a member shares the campaign, the invitee will see a matching image with a message directed to them.

  • Member Share Page
    This is the page the member sees it after clicking on Refer-A-Friend in the hub. It is where they will be able to share the campaign with their friends and family.

  • Member Message to Invitee
    This is the message the member sees after they click a share button on the Member Share Page, before they actually share. Having a pre-filled message makes it easier for members to share because the member does not have to think of what to say. However, the member can customize it with their own message if they desire.

  • Invitee Signup Page
    This message welcomes invitees to your business and captures their contact info

  • Invitee Signup Confirmation Page
    This page confirms to the invitee that they have successfully signed up for the offer!

To customize the content contained on these pages, simply click each of the headings. 

You will be able to select images for your campaign, update your messages, and preview the pages you've created.

When you're satisfied with the setup, click Save Changes.


Step 4: Decide Who Can Participate

Now that your referral campaign is live, head over to the Access Control page and check the groups that should have access to the referral feature. 



Step 5: Set up Social Media announcement