October 2020 Referral Campaign: A Spooky Good Deal

Customer Success Advisor
Customer Success Advisor
  • Updated

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

Invite members to receive a spooky good deal when their friends become your newest members. 

Here is a step-by-step guide for setting up your "Spooky Good Deal" campaign. Feel free to adjust the rewards and text – even the graphics – to fit the needs of your business.


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


[Name your campaign]:
October 2020: A Spooky Good Deal

[Set schedule]:
Start: (today)
End: 10/31/20

[Set rewards]:
Patient reward: 550 points (adjust if needed)
Invitee reward: 550 points (adjust if needed)

Step 2: Load your Campaign Image


[Campaign image]
Save the image attached to the end of this article


Step 3: Create your Patient Share Page Message


[Patient share page]:
Headline text:
A Spooky Good Deal For Friends and Goblins! πŸŽƒ

Body text:
We've got a spooky good deal for you and your friends for the month of October! Help us spread the word about [Practice Name] and we'll treat BOTH of you to [Patient Reward] in our rewards program as soon as your friend is ready to get started. Cash in your points for fang-tastic prizes all month long! Click on any of the links below to get started.


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


[Patient Message to Invitee]:
Message subject:
Here's A Spooky Good Deal For You! πŸ‘»

Body text:
I just heard about a spooky good deal I thought you might like. During the month of October [Practice Name] is treating new members to [Invitee Reward] in their rewards program. Points can be redeemed for hundreds of fang-tastic prizes! Click here to reserve this deal before it ends on [End Date]. [Practice Name] is awesome!


Step 5: Create your Invitee Signup Page Message


[Invitee Signup Page]:
Headline text:
Congratulations On Finding This Spooky Good Deal!

Body text: 
This fang-tastic offer is available to you because you know [Patient First Name]. Reserve this offer before [End Date] by providing your contact information below. We'll be in touch soon with all of the boo-tiful details! πŸ‘»

Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:
Headline text:
Spooktacular, [Invitee First Name]!

Body text: 
We've reserved [Invitee Reward] in a fang-tastic rewards account for you! We'll be in touch soon with all of the boo-tiful details. Until then, visit [Practice Website] to learn more about [Practice Name].

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. 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)