April 2021 Referral Campaign: It's Your Turn to Bloom

Customer Success Advisor
Customer Success Advisor
  • Updated

Note: This article accompanies April 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 Spring seasonal 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]:
Spring 2021: It's Your Turn to Bloom

[Set schedule]:
Start: 4/1/21
End: 5/15/21

[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:

It's Your Turn to Bloom! ðŸŒ¸

Body text:
Ready to treat yourself with a gift card to a favorite store or restaurant? You can earn big rewards AND a huge thank you from your friends by letting them know about our special refer-a-friend offer.

From now until May 15, introduce your friends and family to us and you'll earn [Patient Reward] in our rewards program when they become part of the [Practice Name] family. 

And wouldn't it be even more fun if your bestie could join you on your shopping spree? We think so too! So we're giving them [Invitee Reward] in their new rewards account once they join us. 

But be sure to share this offer soon, as it ends on [End Date].


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


[Patient Message to Invitee]:
Message subject:
Here's a Great Way to Feel Rewarded! 🌸

Body text:
Hi there! [Practice Name] is running a friends & family offer I know you won't want to miss. From now until May 15 you'll receive [Invitee Reward] in their rewards account as soon as you become their newest member.

Points in their rewards program can be redeemed for gift cards at your favorite shops and restaurants, so let's go on a shopping spree as soon as you've received your points!


Step 5: Create your Invitee Signup Page Message


[Invitee Signup Page]:
Headline text:
[Patient First Name] Would Like You To Be Rewarded!

Body text: 
Sign up below and we'll get in touch to schedule your FREE consultation and reserve [Invitee Reward] in a new rewards account. 

Offer ends [End Date].


Step 6: Create the Invitee Confirmation Page Message


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

Body text: 
You've reserved the friends & family offer of [Invitee Reward] in your new rewards account.

We will contact you soon with next steps.
In the meantime, visit [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.


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