December 2020 Referral Campaign: Special Holiday Gift

Customer Success Advisor
Customer Success Advisor
  • Updated

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


Encourage members to refer their friends and family by scheduling a seasonal campaign. The Hub takes care of communicating your offer to members at the beginning of each campaign.

Here is a step-by-step guide for setting up your "Special Holiday Gift" 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]:
December 2020: Special Holiday Gift

[Set schedule]:
Start: 12/1/20
End: 12/31/20

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

Step 2: Load your Campaign Image


[Campaign image]
Choose EDIT IMAGE > STATIC TEMPLATES to find and select this image


Step 3: Create your Patient Share Page Message


[Patient share page]:
Headline text:
Give the First Gift of the Season! πŸŽ

Body text:
Tis the season of giving, and now YOU can give a special holiday gift to your friends and family by referring them to our office! Throughout the month of December your friends will receive [Invitee Reward] in their new rewards account when they're referred by you. Additionally, you'll receive [Patient Reward in your own rewards account, AND we'll donate $50 to the Salvation Army in your honor! Points can be redeemed as soon as they begin, so don't wait to spread the cheer!


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


[Patient Message to Invitee]:
Message subject:
A Special Gift Has Been Reserved for You! πŸŽ

Body text:
I thought I'd be the first person to give you a special gift this season by passing along a special referral offer by [Practice Name]. Throughout the month of December they're adding [Invitee Reward] to a rewards account for you, PLUS they'll make a $50 donation to the Salvation Army. Your rewards points can be redeemed for a $50 gift card at hundreds of stores and restaurants as soon as you're ready to begin!


Step 5: Create your Invitee Signup Page Message


[Invitee Signup Page]:
Headline text:
[Patient First Name] would like to give you a special holiday gift! πŸŽ!

Body text: 
Sign up for our special referral offer during the month of December and receive [Invitee Reward] in your new rewards account, plus we'll make a $50 donation to the Salvation Army in your honor. Points can be redeemed for your choice of hundreds of gift cards as soon as you're ready to begin. We can't wait to meet you!

Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:
Headline text:
Great things are coming your way, [Patient First Name]!

Body text: 
We're looking forward to meeting you! Your rewards points will soon be added to your rewards account, and we'll be in touch to schedule an appointment. In the meantime, visit us at Practice Websiteβœ• to learn more about us. Have a nice day!

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.

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