June 2020 Referral Campaign: Celebrating GRADS and DADS

Customer Success Advisor
Customer Success Advisor
  • Updated

Note: This article accompanies June 2020's Hub Action Plan

Create a special offer for your GRADS, DADS, or anyone who could benefit from your services. Offer a gift card to businesses that may appeal to these special groups, or customize your prize.

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 business.


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


[Name your campaign]: June 2020 Referral Promotion

[Set schedule]:
Start: (today)
End: 6/30/20

[Set rewards]:
Patient reward: 250 points (adjust if needed)
Invitee reward: $50 gift card to Best Buy, Amazon, Home Depot, or Go Play Golf (adjust if needed)

Step 2: Load your Campaign Image


[Campaign image]

NOTE: these images are attached at the end of this article


Step 3: Create your Patient Share Page Message


[Patient share page]:
Headline text: A Special Offer for a Special Someone

Body text:
Hi [Patient First Name]!

We're celebrating GRADS and DADS during the month of June by offering a [Invitee Reward] when they sign up by [End Date]. As a thank you gift for sharing this offer, you'll receive [Patient Reward] in our rewards program once they join.

P.S. This special offer is also available to friends who aren't dads or grads, so pass it along to everyone! 😉


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


[Patient Message to Invitee]:
Message subject: Here's a Special Offer for Someone Special!

Message body:  [Practice Name] is celebrating GRADS and DADS in June by offering a [Invitee Reward] to anyone who signs up by [End Date]. You don't have to be a grad or dad to qualify, so I thought I'd pass along the information. 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] must think you're pretty special!

Body text: 
We're celebrating GRADS and DADS during the month of June by offering a [Invitee Reward] to anyone who is referred by a friend. You don't have to be a dad or a grad to receive this offer, so please complete the form below soon as this offer ends [End Date].

Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:

Headline text: Congratulations, [Invitee First Name]!

Body text: 
You're signed up to receive a [Invitee Reward]! We'll be in touch soon. In the meantime, visit [Practice Website] to learn more about us.

Launch Campaign!

Graphics for referral campaign:

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