Referral Campaign Use Case - Inviting user and Invited user get entrance

Introduction

In this scenario of Referral Campaign usage, a guest invites a person and as a result, they both get a benefit in form of a product - one time free entry to the club.

Club Access Options: either through the reception desk (manually), or by downloading the mobile app and generating a QR code, which will be scanned at the entrance to the club. 

Before you start 

• To be able to use the Referral campaign module, ask the Perfect Gym Support Team to make it active by turning on the Pgm.Feature.Referrals
• Also, to enjoy the mobile application and be able to use it fully, you must first ask the Perfect Gym Support Team to enable it for you.

Use case

This process contains of the following steps:

• PART 1: Creating Product that allows entering the club

• PART 2: Creating Referral Voucher for Inviting user and Invited user

• PART 3: Setting up Referral Campaign

Due to the complexity of the set up process, we recommend that only the advanced system users perform this configuration.

Hints

When creating the Web-to-lead form, make sure to include e-mail address and phone number fields. Also, the email address of the quest (invited person) must be unique. Both measures will help the club to limit a potential miss-usage of the Referral Campaign benefits.