July 2020 Referral Campaign: Make a Splash

Customer Success Advisor
Customer Success Advisor
  • Updated

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

Make a splash this summer by creating a referral campaign that really draws attention. Invite members to refer their friends and family members with a promise of a reward for them AND their friend once their friend becomes your newest member. 

Here is a step-by-step guide for setting up your "Make a Splash" 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]: July 2020 Campaign: Make a Splash!

[Set schedule]:
Start: (today)
End: 7/31/20

[Set rewards]:
Patient reward: 500 points (adjust if needed)
Invitee reward: 500 points (adjust if needed)

Step 2: Load your Campaign Image


[Campaign image]

NOTE: this image is attached at the end of this article


Step 3: Create your Patient Share Page Message


[Patient share page]:
Headline text: Here's a Referral Offer Worth Diving Into!

Body text:
Hi [Patient First Name]!

Make a big splash this summer by giving your friends a referral offer worth diving into! From now until  [End Date], your friends will receive [Invitee Reward] in our rewards program ($50 value) when they get started at [Practice Name]. As a thank you, you'll also receive [Patient Reward] in your rewards program. Click the links below to dive in and start sharing!


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


[Patient Message to Invitee]:
Message subject: Here's something you may want to dive into :)

Message body:  [Practice Name] is offering [Invitee Reward] in their rewards program ($50 value) to all new members and I thought you'd like to know. Be sure to sign up before [End Date] as the offer ends on that date. [Practice Name] is awesome!


Step 5: Create your Invitee Signup Page Message


[Invitee Signup Page]:
Headline text: [Patient First Name] thinks you should dive into this special offer!

Body text: 
We're excited to meet you! Complete the form below before [End Date] and you'll receive [Invitee Reward] in our REWARDS PROGRAM ($50 value) when you become our newest member!

Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:

Headline text: Congratulations, [Invitee First Name]!

Body text: 
You are signed up to receive Invitee Reward] in our rewards program! We will reach out to you soon to schedule a visit.

Please visit [Practice Website] to learn more about us.

Launch Campaign!

Good Idea: Review the Campaign Communications Settings

July_RAF_Communication.png It's always a good idea to review your Communication setting before your referral campaign launches at 9am tomorrow morning. To do so, simply click [Communication] and preview the Engagement and Participation Messages.

–––––––––––––– Click here to learn more about REFERRAL MANAGER ––––––––––––– 

Graphics for referral campaign:

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