Home > Clients > Client Referral Programs > Using Referral ProgramsUsing Referral Programs
Throughout these pages, we'll discuss two types of clients. Here is a breakdown of each client:
Once a referral program is set up, the entire process will automate itself! However, a client must be assigned to a referral program before they can start earning rewards. Once a client is assigned to a referral program, then anytime a new client has their Referred By field assigned to the referring client, and they complete the requirements of the associated referral program, the referral program will automatically record it and assign the appropriate rewards to each record. Note: Clients can only be part of one referral program at a time.
There are three ways to assign a client to a referral program:
The preferred method of assigning clients to a referral program is through the use of automated triggers. When creating a new trigger at Maintenance > General > Triggers, the Referral Program Options section, on the Email or SMS tab(s), allows you to select which referral program to assign this client to when this trigger runs. Also select if this trigger should not be sent to a client who is already part of a referral program, or if it should change their current plan to the one you have selected. This benefits clients who have been separately placed in a special referral program or have already received an email from this trigger in the past. As an example, create a trigger to send a 'Thank-you' email to every client after they finish a session or place an order. The email that is sent would thank the client as well as ask them for referrals. This trigger would also automatically assign the client to the referral program when it runs, but this trigger will not send emails to clients that are already assigned to a referral program. See also: Triggers
After a referred client's record is saved with the identity of the referring client, the referred client will then automatically be added to the Referral section on the Summary tab of the referring client's record. Once the referred client meets the requirements of the associated referral program, both clients will automatically receive their rewards. For example, if the referral program requires the referred client to book their first session before they earn their reward, the rewards will not kick in until that client books their session. There are three different ways you can set a client as the Referred By to whomever actually referred them.
From the referring client's record, go to the Summary tab and select Referrals. Where it lists their referral program, select the + icon to add a new referred client. Either a new client record can be created from here, or an existing record can be linked. After the referred client is selected/created, the client will be listed in this section and the Referred By field will be populated with the referring client on their client record.
When emailing clients to let them know about their referral program, include the Merge Field(s) called Facebook URL and/or Client Referral Link. Within the email builders, these fields are found at Insert > Data Field > Special Fields. Both these fields produce a URL that is specially linked to the client record to which it is sent. The Facebook URL field will email your client a link that, when clicked, will take them to their Facebook page with the referral link that they can share. The Client Referral URL is a link your client can forward to their friends and family via email or text. When either of these links are clicked, from an email, text, or on Facebook, the referred client will be re-directed to the referral/online booking page that you set up in the Referral Program Preferences. Once they submit their information, they will be added to your database as a new client and their Referred By field will be populated with their referring client. See also Referral Program Preferences. Here is an example of what referred clients will see when they click through the links: