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
- Using an Existing Referral Campaign Template for Email Delivery
- Using an Existing Referral Campaign Template for SMS Delivery
- Add Referral Link to a Campaign or Automated Message
Using an Existing Referral Campaign Template for Email Delivery
To use the existing referral campaign template:
- Go to Marketing > Campaigns > Templates
- Hover over the Referral Program campaign
- Select the Send hyperlink
- After making the necessary adjustments to your campaign, click on the "Next Select Recipients" button
- By default, MyTime will automatically select the clients who have an email address on file and have opt in to receive marketing campaigns via email. If a client has not opted in, they will not appear in the recipient list. Once satisfied with your recipient list, click on the Send button.
- Once you've reviewed and are satisfied with the recipient list, click the Send button to launch your campaign.
Using an Existing Referral Campaign Template for SMS Delivery
To use the existing referral campaign template:
- Go to Marketing > Campaigns > Templates
- Hover over the Referral Program campaign
- Select the Send hyperlink
- After making the necessary adjustments to your campaign, click on the "Next Select Recipients" button
- By default, MyTime automatically includes clients in the recipient list for marketing SMS campaigns only if they have a mobile phone number on file and have completed the double opt-in process. Clients who have not completed the double opt-in will not be included in the list.
- Once you've reviewed and are satisfied with the recipient list, click the Send button to launch your campaign.
Add Referral Link to a Campaign or Automated Message
To add the referral link to a custom campaign:
- Go to Marketing > Campaigns > New Campaign
- Create your campaign
- Click on the icon highlighted in the screenshot below to add the referral link
- After making the necessary adjustments to your campaign, click on the "Next Select Recipients" button
- By default, MyTime will automatically select the clients who have an email address or mobile phone number on file and have completed the required opt-in (email or double opt-in for SMS) to receive marketing campaigns via email or SMS. If a client has not opted in, they will not appear in the recipient list. Once satisfied with your recipient list, click on the Send button.
To add the referral link to an automated message:
- Go to Marketing >Automated Messages
- Select a template
- Click on the icon highlighted in the screenshot below to add the referral link
- Save
- Once received, the unique link will be displayed on the recipient's end
Your clients can then share it with their 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
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