November 2020 Referral Campaign: Giving Thanks

Customer Success Advisor
Customer Success Advisor
  • Updated

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

Invite members to give and receive thanks when their friends become your newest members. 

Here is a step-by-step guide for setting up your "Give & Get Thanks" 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]:
November 2020: Give & Get Thanks

[Set schedule]:
Start: (today)
End: 11/30/20

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

Step 2: Load your Campaign Image


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


Step 3: Create your Patient Share Page Message


[Patient share page]:
Headline text:
Here's a Special Offer to Say Thank You. 🍁

Body text:
We're thankful that you've chosen [Practice Name], and we'd like to show it by offering you [Patient Reward] in your rewards account when you refer your friends and family during the month of November, and they become our newest member. Your friends will be thankful too, because they'll also receive [Invitee Reward] in their own rewards account. Points can be redeemed for a $50 gift card to hundreds of shops and restaurants – just in time for the holidays!


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


[Patient Message to Invitee]:
Message subject:
Check Out This Special Offer From [Practice Name]

Body text:
Hello! I just learned about a special offer from [Practice Name] for the month of November and thought I'd share. They're offering [Invitee Reward] in their rewards program to all new members. These points can be redeemed for a $50 gift card to hundreds of shops and restaurants – just in time for the holidays! You're going to love [Practice Name]; they're awesome!


Step 5: Create your Invitee Signup Page Message


[Invitee Signup Page]:
Headline text:
We're excited to meet you!

Body text: 
We're so thankful that [Patient First Name] thought you'd be a perfect fit for [Practice Name], that we're giving you [Invitee Reward] in our rewards program – a $50 value – when you become our newest member! Sign up today and we'll be in touch with the next steps.

Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:
Headline text:
We're looking forward to meeting you, [Patient First Name]!

Body text: 
We will be in touch soon. In the meantime, visit us at [Practice Website] to learn more about us.

Schedule 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)