Week 6 Referral Campaign: Preparing for the Office to Reopen


Note: This article accompanies Week 6'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]: Getting Back to Straightening Smiles - 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]
Choose this image from the library of images in Referral Manager


Step 3: Create your Patient Share Page Message


[Patient share page]:
Headline text: We're Getting Back to Straightening Smiles!

Body text:
Hi [Patient First Name]!

We're excited to announce that we're getting back to straightening smiles! We're following all recommendations from the CDC to protect our patients while in the office, so you can feel comfortable telling your friends and family about [Practice Name]. And because they know you, they'll receive a special offer of [Invitee Reward] when they sign up between now and [End Date]. Plus, you'll receive [Patient Reward] when they begin treatment. 

Share the love today by sending your friends and family to us.


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


[Patient Message to Invitee]:
Message subject: Thought You'd Like To Know About This Offer

Message body:  [Practice Name] has reopened and follows all CDC guidelines for keeping their patients safe, so I thought I'd pass along an offer they have going on for our friends and family. Now through [End Date], new patients will receive [Invitee Reward]. 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'd love to receive this offer!

Body text: 
Now through [End Date], friends and family members of our [Practice Name] community will receive [Invitee Reward]. Sign up for a FREE CONSULTATION today and we'll be in touch to schedule an appointment. Note that your safety is our top concern, and we follow strict CDC guidelines to keep our patients and team safe. See you soon!

Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:

Headline text: Welcome to the [Practice Name] family, [Invitee First Name]!

Body text: 
We have reserved our friends and family offer of [Invitee Reward] for you! We will contact you soon to schedule your FREE CONSULTATION. In the meantime, visit us at [Practice Website] to learn more about us and the treatments we offer.

Launch Campaign!


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