TRAINING & TIPS
HUB UPDATES
Monthly Hub Plans
- β April 2021 Hub Action Plan: See What All the Buzz is About π
- β April 2021 Promotion: Hello Spring!
- β April 2021 Referral Campaign: It's Your Turn to Bloom
- March 2021 Hub Action Plan: We're Lucky To Work With You π
- March 2021 Promotion: Girl Scout Cookie Drive
- February 2021 Hub Action Plan: Share the Love β€οΈοΈ
Training
- β Recorded Hub Webinar: Customer Outreach: Winning Where It Counts
- Recorded Hub Webinar: Customer Engagement: The Power of Wow
- Hub Marketing Kick-Off: Recorded Webinar
- On Demand Webinars
- Live Training Webinars
- Training Materials for Patient Rewards Hub
COVID-19 HOW THE HUB CAN HELP
- COVID-19 Outbreak: Weβre Here to Help
- Week 6 Referral Campaign: Preparing for the Office to Reopen
- Week 6 Hub Action Plan: Your Weekly Plan of Hub Activities During the COVID-19 Pandemic
- Week 5 Referral Campaign: Inviting New Patients Into the Practice Family
- Spreading the Word about your Virtual Consultations
- Week 5 Hub Action Plan: Your Weekly Plan of Hub Activities During the COVID-19 Pandemic
Tips & Tricks
- β Marketing Resources to Promote Your Rewards Program
- β Making the Most of the Hub: 10 Tips for Hub Success!
- β Disabling System Notifications Manually
- β Clearing your Browser's Temporary Data
- Creating a Website Shortcut on your Desktop
- Informing Your Members of Office Closures & Schedule Changes
Exporting & Uploading User Reports
Web Design & IT Guides
USER MANAGEMENT
Hub Members
- β Download the Mobile App
- β Updating a Member's Information
- β Helping your Members set up a Linked Family
- Helping Members Register
- Adding a New Member
- Helping Members Log In with their Social Accounts
NEW LEADS
- Keeping Your Hub Current with Homepage Alerts
- Adding New Leads
- Understanding the Refer-A-Friend Process
- Managing Self Registered Leads
- Helping New Leads Access the Hub
- Helping a Referral become a Lead
STAFF
- β Merging Staff and Staff-Patient Profiles
- β Awarding Points to Staff Members
- β Helping Staff Members Access the Hub
- Adding a New Staff Member
- Creating a Staff Bio
- Resetting a Staff Member's Username and/or Password
HUB MANAGEMENT
Promotion Manager
- β Win New Customers With Promotions -- Offers & Events Made Easy
- Creating A New Promotion
- Sharing Your Promotion on Social Media
- Messaging Members About Your Promotion
- Creating Print Materials For Your Promotion
- Customizing Your Promotion's Confirmation Messages
Automation Manager
Referral Manager
- β Referral Manager Overview Video
- Launching your Refer-A-Friend Standard Campaign
- Scheduling a Seasonal Campaign
- Announcing Referral Campaigns with Social Media Manager
- Updating Messages for Currently Running Campaigns
- Following Up on Referrals & Fulfilling Prizes
COMMUNICATION MANAGER
SOCIAL MEDIA MANAGER
- β Social Media Manager: Quick Start Guide
- Social Media Manager: Video Series
- Social Media Manager: Article Series
- Setting up your Social Networks
- Setting Up Posts for Contests
- Setting Up Posts for Reviews
CONTESTS
REVIEWS
SURVEYS
DOCUMENTS
SOCIAL INTEGRATIONS
- β Linking Your Instagram Business Account to the Hub
- β Linking All of Your Facebook Pages to the Hub
- β Linking Your Google My Business Account to the Hub
- β Google My Business FAQ
- Linking Twitter to the Rewards Hub
- Linking Pinterest to the Rewards Hub