August 2020 Referral Campaign: Back to School

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

Invite members to make a difference when students head back to school by offering to donate school supplies to a school of their choice when their friends become your newest members. 

Here is a step-by-step guide for setting up your "Make a Difference" 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

August_RAF_settings.png

[Name your campaign]: August 2020: Back to School

[Set schedule]:
Start: (today)
End: 8/31/20

[Set rewards]:
Patient reward: 250 points and a school supplies donation (adjust if needed)
Invitee reward: 250 points and a school supplies donation (adjust if needed)

Step 2: Load your Campaign Image

August_RAF_Campaign_Image.png

[Campaign image]
Choose EDIT IMAGE > UPLOAD YOUR OWN

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

 

Step 3: Create your Patient Share Page Message

August_RAF_Pt_Share_Page.png

[Patient share page]:
Headline text: Spread the Word, Make a Difference!

Body text:
Hi [Patient First Name]!

Make a difference in the lives of students as they head back to school! Refer your friends to us before  [End Date] and when they're ready to begin we'll award both of you 250 points in your rewards accounts, plus make a donation of school supplies to the school of your choice! Click the links below to share this offer today.

 

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

August_RAF_Pt_Msg_to_Invitee.png

[Patient Message to Invitee]:
Message subject: Here's a Great Way to Make a Difference!

Message body: If you've thought about joining [Practice Name] this is a great time to get started! From now until [End Date] you'll receive 250 points in their rewards program AND they'll make a school supplies donation to a school of your choice! Click on the link to get started. [Practice Name] is awesome!

 

Step 5: Create your Invitee Signup Page Message

August_RAF_Invitee_Signup_Page.png

[Invitee Signup Page]:
Headline text: [Patient First Name] thinks you'll enjoy making a difference!

Body text: 
We're excited to share more about [Practice Name] with you! Complete the form below to receive 250 points in our rewards program when you're ready to begin. Additionally, we'll make a donation of school supplies to the school of your choice!

Step 6: Create the Invitee Confirmation Page Message

August_RAF_Invitee_Signup_Confirmation.png

[Invitee Signup Confirmation Page]:

Headline text: Congratulations, [Invitee First Name]!

Body text: 
You're signed up to receive 250 rewards points, plus a school supplies donation to a school of your choice! We'll be in touch soon. In the meantime, visit us at [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)

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