Introduction
In this scenario of Referral Campaign usage, a Member invites a person and gets a free Personal training session and the Invited Guest gets 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.
Due to the complexity of the set up process, we recommend that only the advanced system users perform this configuration.
Use case
This process contains of the following steps:
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PART 1: Creating Personal Training Product Service
- Go to this article for more information on how it's been done.
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PART 2: Creating Referral Voucher for Inviting user and Invited user
- Go to this article for more information on how it's been done.
- In Product, remember to select Personal training Product Service that was created in PART 1.
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PART 3: Setting up Referral Campaign
- Learn how to Set up Referral Campaign
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.