Referral Links in Automated Messages & Campaigns

You can promote your referral program by sending a marketing campaign or adding the referral link to automated messages. The referral link is unique for each client.

Things to know:

• The referral link in the campaign template is generic and should not be manually copied or shared with clients.
• When the campaign is sent, each client will automatically receive their unique referral link.
• When someone clicks the referral link, they will be directed to the Book Now experience on the booking widget. Learn more here.
  
• When sending an email campaign, the recipient list will, by default, automatically include clients who:
• Are associated with a location
• Have an email address on file
• Have opted in to receive email marketing campaigns
• When sending an SMS campaign, MyTime automatically includes clients who have a mobile phone number on file and have double opted in to receive SMS marketing campaigns. Clients who have not double opted in or do not have a mobile phone number on file will be excluded from the recipient list.
• You can specify a preferred delivery method for sending campaigns or automated messages (Email or SMS):
• Use if Available: The selected method will be the method used for delivery
• Never Use: This method will not be used, even if the selected method is unavailable
  

Contents

• Customizing Referral Campaign Template for Email and SMS Delivery
• Add Referral Link to a Campaign or Automated Message

Customizing Referral Campaign Template for Email and SMS Delivery

To use the existing referral campaign template:

1. Go to Marketing > Campaigns > Templates
2. Hover over the Referral Program campaign and select the Send hyperlink.
3. By default, the template displayed is for email delivery. To send SMS notifications instead, select the Text Message tab.
4. Make any necessary adjustments to your campaign content
5. Click Next: Select Recipients
6. MyTime will automatically select clients who:
   • Have an email address or mobile phone number on file.
   • Have completed the required opt-in (email opt-in or double opt-in for SMS).
   • Note: Clients who have not opted in will not appear in the recipient list, even if they have an email address or phone number on file.
7. Review your recipient list. Once satisfied, click Send to launch your campaign.

Add Referral Link to a Campaign or Automated Message

To add the referral link to a custom campaign:

1. Go to Marketing > Campaigns > New Campaign
2. Create your campaign
3. Click the referral link icon see screenshot below to insert the referral link
4. Make any additional edits to your campaign, then click Next: Select Recipients
5. By default, MyTime selects clients who:
   • Have an email address or mobile phone number on file and
   • Have completed the required opt-in (email opt-in or SMS double opt-in).
   • Note: Clients who have not opted in will not appear in the recipient list, even if they have contact information on file.
6. Once satisfied with your recipient list, click Send

To add the referral link to an automated message:

1. Go to Marketing > Automated Messages.
2. Select a template
3. Click the referral link icon, see screenshot below
4. Save your changes
5. Once sent, recipients will see their unique referral link in the message, see screenshot below.

Your clients can then share this link with friends and family.

Related Article:

• Referral Program Configuration
• Referral Program on Booking Widget
• Referral Program on Guest App
• Applying Referral Credit Online
• Redeeming Referral Credit Online
• Activate Referral Credit in POS
• Adding Referral via Client Profile & Appointment Modal
• Force Activating Referral Credit
• Referral Link on Client’s Profile
• Viewing Referral Earned Credits on Referee and Referrer Profiles
• Editing Referral Credit
• Viewing Referral Credit Audit Trail
• Referral History Report
• Top Referrers Report
• Deleting Referral Credit