February 2021 Referral Campaign: Share the Love

Customer Success Advisor
Customer Success Advisor
  • Updated

Note: This article accompanies February 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 "Share the Love" 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]:
February 2021: Share the Love

[Set schedule]:
Start: 2/1/21
End: 2/28/21

[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:

Share the Love With This Sweetheart of a Deal! ❤️️

Body text:
Know someone who would love [Practice Name] and wants a great deal? Share the love by letting them know that they can receive [Invitee Reward] in our rewards program ($50 value) when they become our newest member between now and [End Date].

We'd like to share the love with you, too! As soon as your friend starts with us, we're going to add [Patient Reward] to your rewards account, too – redeemable for hundreds of prizes in the Hub!


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


[Patient Message to Invitee]:
Message subject:
Here's a Sweet Deal For You! ❤️️

Body text:
Hi there! [Practice Name] is one of my favs, and they're offering [Invitee Reward] in their rewards program to anyone who starts in February, so I thought I'd pass this sweet deal along. You can redeem those points for a $50 gift card at hundreds of different stores and restaurants. Be sure to get back to them before [End Date], though, so this deal doesn't expire. Enjoy!


Step 5: Create your Invitee Signup Page Message


[Invitee Signup Page]:
Headline text:
We Can't Wait to Meet You!

Body text: 
[Patient First Name] thought you'd enjoy this sweet deal we're offering for the month of February. From now until the end of the month you can receive [Invitee Reward] in our rewards account when you're ready to get started with us – a $50 value! To qualify, fill out the form below by [End Date] and we'll be in touch! See you soon!


Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:
Headline text:
Congrats, [Invitee First Name]! You've Locked In Our Sweet Deal!

Body text: 
We'll be in touch soon with your next steps. Until then, visit us online at  [Practice Website] to learn more about us and what 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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