August 2021 Referral Campaign: An A+ Back-To-School Offer

Customer Success Advisor
Customer Success Advisor
  • Updated

Note: This article accompanies August 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 August 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]:
August 2021: Back to School

[Set schedule]:
Start: 8/1/21
End: 8/31/21

[Set rewards]:
Member reward: free tooth whitening kit (adjust if needed)
Invitee reward: free tooth whitening kit (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:

Jump Back Into School With this A+ Offer

Body text:
Hi [Patient First Name]!

It's back-to-school time, and we've got an A+ offer to help you and your friends jump back in. Help spread the word about [Practice Name] and you'll each receive a [Invitee Reward] when they become our newest member!

This special offer ends on [End Date] so encourage your friends to reach out today for more information!


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


[Patient Message to Invitee]:
Message subject:
Here's an A+ Offer for You!

Body text:
[Practice Name] has a special back-to-school offer I think you might be interested in so I thought I'd share. For a limited time, they're offering [Invitee Reward] to all new members who sign up before [End Date]. Click on the link to reserve the offer. [Practice Name] is great!


Step 5: Create your Invitee Signup Page Message


[Invitee Signup Page]:
Headline text:
We Can't Wait to Share this A+ Offer With You!

Body text: 
[Patient First Name] thinks you deserve this special back-to-school offer and so do we! Send us your info by [End Date] and we'll reach out to schedule a time to chat. If you decide to become our newest member, you'll receive our [Invitee Reward]


Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:
Headline text:
[Invitee First Name], you are signed up for our A+ Back to School Offer!

Body text: 
We will contact you soon with the details.
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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