March 2022 Referral Campaign: Pass It On!

Customer Success Advisor
Customer Success Advisor
  • Updated

Note: This article accompanies March 2022's Hub Action Plan


If it's been a few months since you reminded your members that you offer a referral program, it's time to get back in the game!

This month's campaign coincides with the March Madness tournament, but can easily edited to make it your own.

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]:
March 2022: Pass It On

[Set schedule]:
Start: 3/13/22
End: 4/4/22

[Set rewards]:
Member reward: 500 points (equal to $50 in rewards; adjust if needed)
Invitee reward: 500 points (equal to $50 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:

Here's an Offer That Brings the Madness to March! πŸ€

Body text:
We're celebrating March Madness with a deal that makes everyone a winner! Now through [End Date]  you AND your friend will each earn [Invitee Reward] in our rewards program when your friend becomes our newest patient. That's a $50 value! πŸ’°

But don't wait to take the shot! This offer ends when you hear the final buzzer on [End Date]. ⏱


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


[Patient Message to Invitee]:
Message subject:
This Is a Great Time to Take the Shot πŸ€

Body text:
If you've been thinking about getting started with braces, this is a great time to get in the game. During the March Madness tournament, [Practice Name] is offering [Invitee Reward] in their rewards program (a $50 value) to all new patients who were referred through this offer. πŸ’°

Don't wait, though. The tournament ends on [End Date] ... and so does this deal. ⏱


NOTE: If you offer a different service, or a different reward to your Invitees, be sure to change the text and 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] Wants You to Score a Great Deal! 

Body text: 
The ball is in your court. πŸ€ Sign up for a FREE consultation and get [Invitee Reward] in our rewards program ($50 value) when you begin treatment.

This special March Madness offer ends on [End Date]. ⏱


Step 6: Create the Invitee Confirmation Page Message


[Invitee Signup Confirmation Page]:
Headline text:
Nice Slam Dunk, [Invitee First Name]! πŸ€

Body text: 
You're signed up for our March Madness special offer! πŸ‘

We'll be in touch soon. Until then, 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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