June 2021 Referral Campaign: Summer Deal to Share

Customer Success Advisor
Customer Success Advisor
  • Updated

Note: This article accompanies June 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 June 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]:
Summer 2021: Summer Deal to Share

[Set schedule]:
Start: 6/1/21
End: 7/5/21

[Set rewards]:
Member reward: 100 points (adjust if needed)
Invitee reward: $1000 off braces (adjust if needed)

Step 2: Load your Campaign Image


[Campaign image]

Choose EDIT IMAGE > STATIC TEMPLATES and select the image above from the library


Step 3: Create your Patient Share Page Message


[Patient share page]:
Headline text:

Refer Friends + Get Rewarded

Body text:
Hi [Patient First Name]!

You can earn [Patient Reward] for every friend you send our way and they get [Invitee Reward]! It's easy to refer by sharing your unique referral link right here in the Hub. There's no limit, so stay cool and tell your friends before this offer ends on [End Date]. 😎


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


[Patient Message to Invitee]:
Message subject:
Here's a Summer Deal I Think You'll Love

Body text:
[Practice Name] is offering a fantastic summer deal of [Invitee Reward] until [End Date] and I thought you'd want to know. Click the link to check out the details. [Practice Name] is awesome!


Step 5: Create your Invitee Signup Page Message


[Invitee Signup Page]:
Headline text:
[Patient First Name] thinks you'll love this deal!

Body text: 
We can't wait to meet you! Sign up for a consultation and get [Invitee Reward] when you start treatment. But hurry! This offer ends on [End Date].


Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:
Headline text:
[Invitee First Name], you are signed up for [Invitee Reward]

Body text: 
We will contact you soon.
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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