Week 2 Referral Campaign: Promoting Virtual Consultations


Note: This article accompanies Week 2's Hub Action Plan

If your office is set up to accept new patients using virtual consultations, Referral Manager is the perfect Hub tool to encourage rewards members to spread the word.

Here is a step-by-step guide for setting up your campaign. Feel free to adjust the rewards and text to fit the needs of your practice.


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


[Name your campaign]: Virtual Consults - Spring 2020

[Set schedule]:
Start: (today)
End: 4/30/20

[Set rewards]:
Patient reward: 250 points (adjust if needed)
Invitee reward: $250 off full treatment (adjust if needed)

Step 2: Load your Campaign Image


[Campaign image]
Upload your own using the "Referral Manager - Patient Image"  and "Referral Manager Invitee Image" at the bottom of this article.

Step 3: Create your Patient Share Page Message


[Patient share page]:
Headline text: Help Us Flatten the Curve So We Can Continue to Work on Yours! :)

Body text:
Hi {Patient First Name}!

We hope you're doing well and helping to flatten the curve by staying safe at home! We're looking forward to getting back to the office, but in the meantime we're offering FREE VIRTUAL CONSULTATIONS so that your friends can start on their new smile now. Help us spread the word by letting your friends know. Each friend that signs up will receive {Invitee Reward} when they get started – and you'll receive {Patient Reward} in our rewards program. See you soon!

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


[Patient Message to Invitee]:
Message subject: Here's something that will make you smile :)

Message body: {Practice Name} is offering FREE VIRTUAL CONSULTATIONS and $250 OFF FULL TREATMENT now through {End Date}, so I thought I'd let you know right away. Click the link to check out the details. {Practice Name} is awesome!

Step 5: Create your Invitee Signup Page Message


[Invitee Signup Page]:
Headline text: {Patient First Name} thinks you'll want to hear about this!

Body text: 
Sign up for a FREE VIRTUAL CONSULTATION before {End Date} and get {Invitee Reward} when you get started.

Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:
Headline text: {Invitee First Name}, you are signed up for {Invitee Reward}! 

Body text: 
We will contact you soon to schedule your FREE VIRTUAL CONSULTATION.
Visit us at {Practice Website} to learn more about us and the treatments we offer.

Launch Campaign!

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