July 2022 Referral Campaign: Get It While It's Hot!

Customer Success Advisor
Customer Success Advisor
  • Updated

Note: This article accompanies July 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 offer a HOT deal!

Edit this campaign as needed to really make it sizzle.

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]:
Summer 2022: Sizzlin' Deal

[Set schedule]:
Start: 7/1/22
End: 9/1/22

[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 a SIZZLIN' Offer You Can't Resist! ♨️

Body text:
We're cooking up a deal so πŸ”₯, that you have to share it! 

Now through [End Date] you AND your friend will each earn [Invitee Reward] in our rewards program when your friend becomes our newest member. That's a $50 value! πŸ€‘

Fire up the grill because this offer ends when the sun sets on [End Date]. πŸŒ…


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


[Patient Message to Invitee]:
Message subject:
Here's a SIZZLIN' Offer You Can't Resist! ♨️

Body text:
[Practice Name] is offering a πŸ”₯ summer deal and I immediately wanted to share it with you. Click the link to check out the details before it ends on [End Date]. [Practice Name] is awesome!


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 Nameβœ• thinks you deserve a SIZZLIN' β™¨οΈ deal!

Body text: 
We're excited to meet you. Sign up for a consultation and get [Invitee Reward] when you start treatment.

This seasonal campaign runs from [Start Date] to [End Date].


Step 6: Create the Invitee Confirmation Page MessageScreenshot_06.23.22_ehdrh.png

[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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