January 2021 Referral Campaign: A New Year's Surprise

Customer Success Advisor
Customer Success Advisor
  • Updated

Note: This article accompanies January 2021'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 "Surprise for Your Friends" 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]:
January 2021: A New Year's Surprise

[Set schedule]:
Start: 1/1/21
End: 1/31/21

[Set rewards]:
Patient reward: 500 points (adjust if needed)
Invitee reward: $250 off treatment (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:
Start The New Year With a Special Surprise πŸŽ‰

Body text:
Start the new year with a special surprise for you and your friends. From now until the end of January, your friends can receive [Invitee Reward] when they're referred by you! As a thank you for your referral, you'll receive [Patient Reward] in your rewards account as soon as they begin treatment. Thanks for helping us spread the word about this special offer!


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


[Patient Message to Invitee]:
Message subject:
Here's A Fun Surprise For You! πŸŽ‰

Body text:
[Practice Name] is offering [Invitee Reward] to all new patients referred by a friend during the month of January and I wanted to make sure you heard the news. Click the link to reserve this offer. You're going to love [Practice Name]!


Step 5: Create your Invitee Signup Page Message


[Invitee Signup Page]:
Headline text:
You nabbed this special offer because you know [Patient First Name]!

Body text: 
Congratulations! You're about to receive [Invitee Reward] because of your friend! Sign up below by [End Date] to reserve this special offer. We can't wait to meet you!

Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:
Headline text:
[Invitee First Name], you're locked in to receive [Invitee Reward]!

Body text: 
We'll be in touch soon to set up your appointment. Visit us at [Practice Website] to learn more about us and the treatments we offer.

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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