Note: This article accompanies December 2021's Hub Action Plan
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Scheduling a seasonal campaign with a new offer, graphics and content puts your referral program back in front of your members. This holiday-themed campaign encourages members to refer friends and family to share and receive a special offer. Emails, in-app notifications, and social media posts are automatically sent on the day the campaign begins. |
Step 1: Set your Campaign's Name, Schedule, and Rewards
[Name your campaign]:
December 2021: Get on the Nice List
[Set schedule]:
Start: 12/1/21
End: 12/31/21
[Set rewards]:
Member reward: 400 points (equal to $40 in rewards; adjust if needed)
Invitee reward: 400 points (equal to $40 in rewards; 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 Member Share Page Message
[Patient share page]:
Headline text:
An Easy Way to Get on the Nice List!
Body text:
Hi [Member First Name],
Looking for an easy way to get on the nice list? Share our December referral offer with all of your friends and family! Now through [End Date] your friends will receive [Invitee Reward] in their new rewards account when they become our newest member. And as if making the nice list wasn't enough, you'll also receive [Member Reward] in YOUR rewards account once they get started!
But hurry! This offer ends with the year 2021!
Step 4: Create the Message your Member's Invitee will Receive
[Patient Message to Invitee]:
Message subject:
Here's Some Holiday Cheer! 🎁
Body text:
[Practice Name] just wrapped up a special deal for friends and family and I thought you'd want to know. Now through [End Date] they're offering [Invitee Reward] in rewards (a $40 value) to all new members who sign up in December. You're going to really like [Practice Name]. They're on the nice list, too!
NOTE: If you offer a different reward to your Invitees, be sure to change the value of the reward in the text above to match your offer.
Step 5: Create your Invitee Signup Page Message
[Invitee Signup Page]:
Headline text:
[Member First Name] just added you to the nice list! 🎁
Body text:
'Tis the season for good cheer! Sign up by [End Date] to receive the special offer we've wrapped up for the holidays: [Invitee Reward] in your new rewards account!
Step 6: Create the Invitee Confirmation Page Message
[Invitee Signup Confirmation Page]:
Headline text:
Happy Ho-Ho-Holidays, [Invitee First Name]!
Body text:
You're signed up for [Invitee Reward] in a shiny new rewards account!
We will reach out to you soon. Until then, visit [Practice Website] to learn more about us.
Schedule Campaign!
Good Idea: Review the Campaign Communications Settings
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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