Week 5 Referral Campaign: Inviting New Patients Into the Practice Family


Note: This article accompanies Week 5's Hub Action Plan

Create a special offer for your patients' friends and family when they invite others to become part of your practice family.

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]: Join Our Family - Spring 2020

[Set schedule]:
Start: (today)
End: 5/31/20

[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]

Download the images at the bottom of this article, or

Click here for the WE'RE A FAMILY image

Click here for the JOIN OUR FAMILY image


Step 3: Create your Patient Share Page Message


[Patient share page]:
Headline text: We're Looking for Patients as Wonderful as You!

Body text:
Hi [Patient First Name]!

We're looking for patients as wonderful as you are to join our [Practice Name] family! Mention our practice to your friends, and because they know YOU they'll receive [Invitee Reward]. To show our appreciation, you'll receive [Patient Reward] when your friend begins treatment.

This offer ends [End Date].


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


[Patient Message to Invitee]:
Message subject: Welcome to the [Practice Name] family!

Message body:  [Practice Name] truly thinks of their patients as members of their family, so they're offering [Invitee Reward] to new patients referred by a friend. Click the link by [End Date] 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 fit right into the [Practice Name] family!

Body text: 
Sign up here by [End Date] to reserve your friends and family offer of [Invitee Reward]. We'll be in touch as soon as we can begin seeing new patients to schedule your FREE consultation!

Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:

Headline text: [Invitee First Name}, you are signed up for a [Invitee Reward]

Body text: 
We will contact you once our office reopens.
Visit us at [Practice Website] to learn more about us and the treatments we offer.

Launch Campaign!

Graphics for referral campaign:

(click on the link, and then right click on the image to save to your computer)

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