May 2021 Referral Campaign: Heroes Make a Difference

Customer Success Advisor
Customer Success Advisor
  • Updated

Note: This article accompanies May 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 May 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]:
May 2021: Make A Difference

[Set schedule]:
Start: 5/1/21
End: 5/31/21

NOTE: If you have the Spring Bloom campaign running through mid-May, you may need to end that campaign early in order to schedule this campaign to begin May 1.

[Set rewards]:
Patient reward: $50 donation to Direct Relief (adjust if needed)
Invitee reward: 50 points (adjust if needed)

Step 2: Load your Campaign Image


[Campaign image]

Download the Heroes_Make_A_Difference.jpg image at the bottom of this article

Choose EDIT IMAGE > UPLOAD YOUR OWN and select the image from your computer


Step 3: Create your Patient Share Page Message


[Patient share page]:
Headline text:

Be a Hero: Make a Difference

Body text:
Calling all SUPERHEROES!  πŸ¦Έβ€β™€οΈ πŸ¦Έβ€β™‚οΈ

Here's a way to make a difference while helping out your friends. Any time you share information about our office by clicking on one of the links below, we'll donate $5 to Disaster Relief – a charity that routes donated medicines and supplies to local healthcare providers in more than 140 countries, including the United States. 

If your friend becomes the newest member of the [Practice Name] family, we'll make a  Patient Rewardβœ• in your name, and add [Invitee Reward] to your friend's rewards account.

This SUPER offer is scheduled to end on [End Date] so click on the links below lightning fast. And check out for more information about how you can help make a difference.


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


[Patient Message to Invitee]:
Message subject:
I Think You'd Make a Great Superhero!

Body text:
One of my favorite places is looking for some superheroes who want to make a difference and I immediately thought of you! πŸ¦Έβ€β™€οΈ  πŸ¦Έβ€β™‚οΈ

[Practice Name] is making a  [Patient Reward] – a charity that routes donated medicines and supplies to local healthcare providers in more than 140 countries – for each person who joins them between now and [End Date]. And just for being awesome, you'll get [Invitee Reward] in a new rewards account when you join. Win-win!


Step 5: Create your Invitee Signup Page Message


[Invitee Signup Page]:
Headline text:
[Patient First Name] thinks you'd make a great superhero! πŸ¦Έβ€β™€οΈ  πŸ¦Έβ€β™‚οΈ

Body text: 
Ready to make a difference? Fill out the form below and we'll make a $5 donation to Direct Relief – AND an additional $50 donation if you decide to join our family, PLUS [Invitee Reward] in your new rewards account.


Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:
Headline text:
[Invitee First Name], you're an official superhero!

Body text: 
We'll send that donation right over to Direct Relief, and we'll be in touch pronto so we can arrange a time to meet. In the meantime, visit Practice Websiteβœ• for more information 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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