Set up a referral campaign
Reward patients who recommend your clinic.
A referral campaign rewards patients who bring in friends, and can reward the friend too. Go to Marketing, then Referral, and click Create your first Campaign. The steps run across the top.
Work through the steps
Goals: name the campaign, set Starts and choose when a referral counts: Client Created, First Booking or First Purchase.
Rewards: set the Referrer reward, such as a gift voucher, points or credit, and any Reward milestones.
Referred User: set the Friend reward and its Expiry days.
Communication: switch on and edit the emails sent to each person.
Installation: decide where the programme runs, on your public website or inside your patient portal.
Click Publish when you are ready.
Track results
The Referral page shows New clients acquired, First-treatment revenue, Total advocates and Rewards given, plus your top advocates. Use Pause to stop the campaign for a while, or Configure Campaign to change it.
Up next
Next, read Create a gift card.