Grow your practice through patient recommendations

Grow new accounts from inside your product

Run a SaaS referral program that lets customers invite new accounts from inside your product, with double-sided offers such as subscription credit for the referrer and an extended trial for the new account. With B2B referral programs, you can pay rewards in stages as a referral reaches qualified lead, booked meeting and closed deal.

• In-app invite prompts
• Double-sided offers
• Trial-to-paid tracking
• Milestone payouts
• Block self-referrals

Build a bench of references and advocates

Match sales requests to willing customers by product, segment and fit with customer reference management software. Advocates can take on peer calls, case studies and community answers, and built-in limits make sure no one is asked too often.

• Reference request queue
• Advocate profiles and consent
• Advocacy missions
• Advocate fatigue limits
• Recognition and perks

Prove the win rate on reference-supported opportunities

Collect customer stories your sales team can use

Invite quotes, case study interviews and video stories from happy accounts, with usage permissions and approval routing before anything is published. The same advocate pool supplies webinar and event speakers.

• Quote and video submissions
• Case study interview requests
• Usage permission records
• Approval routing
• Speaker recruitment

Grow reviews on the B2B review sites your buyers use

We support B2B review generation with neutral invitations timed after completed onboarding or product-use milestones. Public review invitations never depend on a positive rating, and customer feedback incentives apply only to private surveys.

• Neutral review invitations
• Post-milestone timing
• Private feedback incentives
• Review site tracking

Drive referrals around launches and quarter-end

Run time-bound contests with leaderboards ranked only on approved qualifying actions. Team challenges work well when whole customer workspaces refer together.

• Qualified-action leaderboards
• Campaign date controls
• Team workspace challenges
• Prize eligibility rules

Turn implementation partners into a referral channel

Agencies, consultants and technology partners get a branded portal to register named prospects, track status and earn staged referral fees as deals progress.

• Partner portal
• Named-prospect registration
• Staged referral fees
• Partner-sourced pipeline
• Fee approval steps

Launch a referral program your team can run

From reward economics to advocate recruitment, our experts set up the program and run QA, launch and monthly performance reviews. Responsibilities are agreed up front, and fraud reviews catch duplicate workspaces and self-referrals before anyone is rewarded.

• Reward economics design
• Qualification rule setup
• Advocate recruitment plans
• Fraud and duplicate reviews
• Monthly performance reviews

Connect referrals to your product, CRM and billing stack

Route every referred prospect to the right owner by account and territory and keep the referrer updated on progress. That is referral lead management without spreadsheets. Product events, Salesforce or HubSpot deal stages and billing events connect to your reward rules through the referral API and webhooks.

• Referral API and webhooks
• Salesforce and HubSpot sync
• Owner routing rules
• Billing event triggers
• Product event hooks

Reduce the time from referral to sales-owner acceptance

Make every order a chance to win a new customer

Shoppers at your DTC brand or online store get a personal offer to share right after purchase, as part of an ecommerce referral program. Friends receive a first-order discount, referrers earn store credit or points, and rewards are paid only after the referred order clears the return window.

• Shareable offer links
• Friend discount plus referrer credit
• Return-window checks
• Second-order bonuses
• Self-referral blocking at checkout

Bring your most loyal shoppers into an advocate community

Invite your most loyal shoppers into an advocate program with missions such as product feedback, early product tests and social shares, and recognize them with perks and early access.

• Advocate missions
• Early product access
• Social share tracking
• VIP recognition
• Advocate profiles

Show real customers using your products

Encourage your customers to submit product stories, photos and unboxing videos through a branded hub. You can create custom usage permissions before content appears on your site or ads.

• Story submission forms
• Photo and video uploads
• Usage permission records
• Brand review before publishing

Earn more product reviews after delivery

Once customers have had time to use the product, a review invitation goes out after delivery. Every buyer gets the same request, and private feedback goes straight to your customer team.

• Post-delivery timing
• Neutral review invitations
• Review request reminders
• Private feedback routing

Increase sharing during peak season

Plan contests around launches, holidays and sale events, with leaderboards based on qualified referred orders. Prizes are awarded only after each purchase is validated.

• Seasonal referral contests
• Qualified-order leaderboards
• Holiday and launch scheduling
• Purchase-validated prizes

Sell more through affiliates and brand partners

Give affiliates and complementary brands their own referral links and codes, with commission rules, return-window holds and payout tracking.

• Affiliate links and codes
• Commission rules
• Return-window holds
• Partner payouts
• Partner performance view

Plan offers that grow revenue, not just discounts

We model your offer economics against margins, set return-window and coupon rules, and plan each season's campaigns with you. Checks for referral codes posted on coupon sites and for self-referrals protect your margins.

• Offer economics modeling
• Return and coupon rules
• Seasonal campaign planning
• Coupon leakage reviews
• Post-season results reviews

Keep reward cost in proportion to referred order value

Plug referrals into Shopify Plus and your commerce stack

Shopify referral program or BigCommerce referral program map Shopify Plus, BigCommerce, WooCommerce or custom storefront order events to referral rules. Completed buy now, pay later (BNPL) payments can start the same journey, and Klaviyo or Attentive receive referral links for email and SMS.

• Shopify Plus connection
• BigCommerce and WooCommerce
• Order and refund events
• Klaviyo and Attentive sync
• Loyalty points sync

Open new accounts through trusted recommendations

Credit unions and banks can run member get member programs, while insurers and advisors invite policyholders and clients. With a credit union referral program, you can give the new member a funded-account bonus and the referring member a reward, with referrals qualified in stages: account opened, deposit funded, first transaction or insurance policy bound.

• Member referral links
• Funded-account bonuses
• Deposit milestone checks
• Quote-to-bind tracking
• Disclosure text per offer

Track referred accounts opened and funded every month

Make warm introductions easier for advisory clients

Financial advisor referral programs give wealth management, accounting firm and professional services clients a structured way to introduce prospects to advisors. Keep each introduction visible and reviewable with consent checkpoints and milestone records.

• Warm introduction requests
• Consent checkpoints
• Advisor routing
• Client recognition
• Milestone records

Share member stories within your compliance rules

Collect member and client stories with documented consent. Route every testimonial through compliance and marketing approval before it is published.

• Member story forms
• Consent records
• Compliance approval routing
• Publishing rights by channel

Invite neutral reviews after positive service moments

Account onboarding, a resolved support case or a smooth claim can each trigger a neutral review invitation for branch listings, app stores and review sites. Members get the same invitation whether their experience was great or average.

• Branch review invitations
• App store review prompts
• Post-claim timing
• Same invitation for every member

Activate branches and members

Set a campaign window and let members compete. Leaderboards count qualified accounts, not raw invitations, and every branch can see how its members are doing.

• Qualified-account ranking
• Branch participation views
• Campaign windows by branch
• Prize rules reviewed by compliance

Grow through brokers, agents and affinity partners

Bring mortgage brokers, independent insurance agents, CPAs and affinity partners into your program with their own referral portal. You pay referral fees only under approved agreements, after your team has reviewed each one.

• Broker and agent portal
• Affinity partner links
• Approved fee agreements
• Agency attribution
• Partner reporting

Design programs your compliance team can approve

Your compliance and marketing teams work with ours on offers, disclosures and qualification stages, and everything is tested before launch. We also check for duplicate identities and bonus abuse before anyone gets a reward.

• Offer and disclosure design
• Compliance review support
• Qualification stage setup
• Bonus abuse reviews
• Quarterly program reviews

Keep duplicate-account and bonus-abuse rates in check

Map referrals to core, CRM and app events

Let account events from your core, digital banking app or CRM qualify referrals automatically. Payment apps and neobanks get fintech referral software that fits their flows, and approval history stays ready for compliance reviews.

• Account event mapping
• Mobile app hooks
• CRM and agency routing
• Approval workflows
• Audit history

Let guests invite new guests

Fill more seats and rooms with a restaurant referral program or hotel guest referral program built for restaurant groups, QSR chains, hotel groups, resorts and travel brands. New guests get a first-visit offer or member room rate. Referrers earn points or dining credit once the friend dines, checks out or completes a trip.

• Guest invite links
• First-visit offers
• Completed visit and stay checks
• Location and property attribution
• One reward per new guest

Fill tables and rooms with guests your regulars send you

Turn regulars into advocates for every location

Your regulars already talk about you. Give your most loyal diners and travelers simple missions, like hosting a group booking, sharing a new menu or joining a tasting event, and thank them with perks.

• Regular guest advocates
• Advocate missions
• Group booking hosts
• Event invitations
• Perks and recognition

Turn great experiences into guest stories

Turn great stays and meals into guest stories. Guests share photos and trip moments tied to a location or property, and the right manager approves each one before it appears in your marketing.

• Guest photo submissions
• Trip and dining stories
• Manager approval routing
• Guest photo permissions

Request neutral reviews after every visit and stay

After checkout, a meal or a finished tour, send every guest the same review invitation for that location's listing. Private feedback goes to the property team.

• Post-visit timing
• Location listing routing
• No filtering by guest score
• Private notes to property teams

Fill slow nights and off-season dates

Get more guests during non-peak hours, support new location openings and boost off-season travel with time-limited contests. Keep everyone involved with location and property leaderboards.

• Slow-night referral pushes
• New location openings
• Off-season campaigns
• Location leaderboards
• Completed-stay prize checks

Win group bookings through travel advisors and local partners

Work with travel advisors, event planners, concierges and corporate partners who send you group bookings and events through their own links and codes. Their commissions are paid after the stay or event is completed.

• Travel advisor links
• Event and group booking codes
• Completed-stay commissions
• Partner performance view
• Partner payouts

Roll out guest referrals across every location

Before rollout, we give each region guest offers, location rules and staff guidelines it can use from day one. Staff exclusions and cross-location limits keep guest referrals honest.

• Guest offer design
• Location rollout plans
• Staff guidelines
• Staff exclusion rules
• Monthly location reviews

Know which guests bring in the most new business

Sync referrals with POS, ordering and booking systems

Visits and bookings from your restaurant POS, online ordering apps, booking engines and property management systems count automatically toward referral rewards and your guest loyalty program.

• Restaurant POS connections
• Online ordering apps
• Booking engine and PMS hooks
• Loyalty points sync
• Guest CRM sync

Win more jobs from neighbor recommendations

Neighbors trust neighbors. With a home services referral program, HVAC, plumbing, electrical, roofing, solar, pest control and cleaning brands can turn every finished job into the next one. The homeowner earns a gift card or service credit. The neighbor gets a first-service discount, and high-value installs earn bigger rewards - all paid once the job is done.

• Homeowner referral links
• Homeowner and neighbor offers
• Completed-job payouts
• High-value install tiers
• Duplicate household checks

Pay less per completed job than you pay for third-party leads

Recognize homeowners who vouch for your crews

Repeat customers and maintenance plan members are your best word of mouth. Ask them to host a yard sign, share a finished project or join a community event, and recognize them when they do.

• Maintenance plan advocates
• Yard sign missions
• Neighborhood campaigns
• Advocate recognition

Capture before-and-after project stories

Finished projects make the best proof. Homeowners can submit before-and-after photos and project stories, and your branch approves each one before you use it.

• Before-and-after photos
• Project stories
• Branch approval routing
• Homeowner photo consent

Collect neutral reviews while the job is fresh

Text a review invitation right after the technician finishes the job, linked to that branch's listing. All customers are invited to share reviews, and any service issues go privately to the branch.

• Post-job SMS invitations
• Branch listing routing
• Invitation after each completed job
• Private issue routing

Book up your slow season with referral contests

Before peak heating, cooling or storm season, a short contest can fill your schedule. Branch and region leaderboards rank teams on completed jobs.

• Seasonal referral pushes
• Branch leaderboards
• Completed-job scoring
• Pre-season launch dates
• Completed-job prize rules

Get referrals from realtors, builders and property managers

When a realtor, home builder, property manager or insurance adjuster refers a homeowner, the portal tracks it and the referral fee is paid after the job is completed.

• Trade partner portal
• Realtor and builder links
• Completed-job fees
• Partner attribution
• Trade partner results

Get every branch running referrals

Each service line gets its own offer, and your branch and technician teams get simple playbooks. We roll out franchise referral programs across branches and locations in waves and review results with every region.

• Offers by service line
• Technician playbooks
• Franchise location rollout
• Same-address reviews
• Regional performance reviews

Get every branch running referrals, not just your top performers

Link referrals to your field service and CRM systems

Rewards are paid only when a job is marked complete in your field service or scheduling platform, with CRM records keeping referral details in sync.

• Field service hooks
• Scheduling platform sync
• CRM sync
• Completed-job triggers
• Central reward rules

Fill units through resident recommendations

Apartment residents know who is looking for a new home. With a resident referral program, they earn a rent credit or gift card, and the new resident gets a move-in credit, both applied after the lease is signed and move-in is confirmed.

• Resident invite links
• Move-in and rent credits
• Lease milestone checks
• Property attribution
• Lease eligibility rules

Lease more units through residents than through listing sites

Give long-term residents and past buyers a bigger role

Residents who have stayed for years and past home buyers make natural community advocates. Invite them to host resident events, welcome new neighbors or share local guides.

• Resident advocates
• Community event hosts
• New neighbor welcomes
• Past client advocates
• Resident perks and thank-yous

Feature resident and client stories in your marketing

Move-in day and closing day produce great stories. Residents and home buyers can submit photos and video testimonials, and nothing is published until it is approved.

• Resident story forms
• Client video testimonials
• Property manager approval
• Resident and client sign-offs

Time neutral review invitations to move-in, renewal and closing

A smooth move-in, a lease renewal or a successful closing is the right moment to send a review invitation for that property's or office's listing. No one is filtered out based on how they rated their experience.

• Move-in and closing timing
• Property and office routing
• Review requests for all residents
• Private feedback to property managers

Lease up faster with property-versus-property drives

Get properties competing during lease-up and peak moving season. Rankings count signed leases, so the competition stays focused on real results.

• Property leaderboards
• Lease-up campaigns
• Regional rankings
• Signed-lease prize rules

Exchange client referrals with agents and relocation partners

Let agents exchange client introductions across offices, relocation teams and approved brokerage partners. Ownership records, authorization checkpoints and approved fee handoffs at closing all live in your real estate referral software.

• Agent referral exchange
• Relocation partner links
• Ownership records
• Fee handoff records
• Closing confirmation

Track every agent referral from introduction to closed transaction

Bring referral programs to every property and office

Rollout happens property by property or office by office, with resident offers and agent referral rules written within your lease and brokerage policies. Duplicate claim and staff exclusion reviews cover the whole portfolio.

• Resident offer design
• Agent referral rules
• Portfolio rollout plans
• Duplicate claim reviews
• Portfolio performance reviews

Give every property and office one view of referral performance

Tie referrals to leasing and brokerage systems

Keep your leasing software. Lease and transaction events from property management, leasing CRM and brokerage systems flow straight into your referral rules.

• Property management sync
• Leasing CRM hooks
• Brokerage CRM routing
• Lease event triggers
• Closing confirmation

Sell more vehicles through owner recommendations

Your happiest owners are your best salespeople. With a car dealership referral program, they earn a reward when a friend they send takes delivery, and QR code referral cards handed out at delivery and service visits track every introduction from the first scan.

• QR referral cards at delivery
• Delivery-confirmed rewards
• Service-lane referrals
• Salesperson attribution
• Duplicate buyer checks

Celebrate loyal owners who vouch for your store

Start an owners circle for repeat buyers and long-time service customers. Members get priority service, event invitations and recognition every time an introduction turns into a sale.

• Owners circle membership
• Priority service perks
• Owner event invitations
• Introduction history
• Owner recognition

Put delivery-day moments in front of new buyers

Capture delivery-day photos, short owner videos and quotes in one library. Each rooftop approves its stories before they appear on your website, vehicle listings or social channels.

• Delivery photo capture
• Short owner videos
• Rooftop approval
• Owner publishing consent
• Website and listing feeds

Ask every buyer and service customer for an honest review

Invite every buyer and service customer to review you after delivery or a service visit, with a link to the right rooftop's listing. Everyone gets the invitation, not just customers with high survey scores.

• Post-delivery invitations
• Post-service invitations
• Rooftop listing routing
• Every buyer invited
• Private issue follow-up

Move more inventory during model-year changeovers

Time contests to model-year changeovers and weekend sales events. Leaderboards count delivered vehicles only, so sign-ups that never buy do not move the rankings.

• Model-year campaigns
• Sales event pushes
• Delivered-vehicle scoring
• Rooftop leaderboards
• Delivery-verified prizes

Work with fleet managers, employers, and local businesses

Recruit fleet managers, employer benefit teams, credit unions and local businesses as partners, each with their own referral link. You pay partner fees only after a referred vehicle is delivered.

• Fleet manager links
• Employer purchase programs
• Credit union partners
• Delivery-based partner fees
• Partner performance reports

Set up one program for every rooftop in the group

Brand-by-brand and rooftop-by-rooftop offers come with short scripts for sales and service teams. Your marketing lead gets a results review each month.

• Offers by brand and rooftop
• Sales and service scripts
• Group-wide rollout
• Duplicate lead reviews
• Monthly results reviews

Feed referrals into your DMS and dealer CRM

Referred leads land in your dealer CRM, and deliveries and repair orders are confirmed from your dealer management system. Rewards then match real sales and service visits.

• Dealer CRM lead creation
• DMS delivery confirmation
• Repair order events
• Rooftop mapping
• Duplicate lead checks

Recruit new members through the members who know you best

With a member-get-member program, members earn dues discounts, event passes or recognition when a colleague they invite joins. Each invitation is tracked from the first click to paid membership.

• Personal invitation links
• Dues discounts and event passes
• Paid-membership qualification
• Chapter attribution
• Renewal-year bonuses

Mobilize your most engaged members

Board members, volunteers and long-standing members can promote events, mentor new joiners and speak for the profession. Every contribution is logged and recognized.

• Volunteer advocate roles
• Mentor matching
• Event promotion tasks
• Contribution tracking
• Recognition levels

Bring membership to life with member stories

Ask members to share career stories, conference photos and short videos about what the association means to them. Your communications team approves each one before it appears in recruitment campaigns.

• Career story submissions
• Conference photo uploads
• Short member videos
• Communications approval
• Story rights for campaigns

Gather honest feedback on conferences and courses

Conferences, certification exams and training courses all end with a review invitation for every attendee, on event directories and your own listings.

• Post-conference invitations
• Certification course reviews
• Event directory routing
• Same request to all attendees
• Private feedback to organizers

Hit your membership drive targets

Give your association referral program a push before renewal season by letting chapters compete. Rankings are based on paid new members, not invitations sent.

• Chapter-versus-chapter drives
• Paid-member scoring
• Membership drive calendar
• Chapter leaderboards
• Prizes within association rules

Recruit members through employers and partner organizations

Group and student memberships grow faster when employers, universities and allied associations have their own referral codes. One report shows the members each partner brings in.

• Employer group memberships
• University and student codes
• Allied association partners
• Partner recruitment reports
• Group billing support

Prepare chapters to run recruitment campaigns

Your bylaws and dues policies shape every member offer, and chapter leaders receive ready-made campaign kits. We review recruitment results with you each quarter.

• Offers within dues policies
• Chapter campaign kits
• Volunteer leader guides
• Quarterly results reviews
• Board-ready reporting

Pass member referrals into your association management system

Each referred prospect appears in your association management system, and dues payments are confirmed before recognition or dues credits are applied. This keeps your membership referral program records in one place.

• AMS prospect records
• Dues payment confirmation
• Chapter field mapping
• Event system sync
• Single sign-on for members

Add members through the members who already train with you

Turn your members into recruiters with a gym referral program. They share guest passes and personal links, earn a reward after the new member's first paid month, and can invite a workout partner on the spot with front-desk QR codes.

• Guest pass sharing
• First-paid-month rewards
• Front-desk QR invitations
• Club attribution
• Duplicate member checks

Spotlight regulars who motivate others

Committed members can welcome newcomers, lead community workouts and post class updates. They earn perks such as free classes, guest passes or club merchandise.

• Newcomer welcome roles
• Community workout hosts
• Class update sharing
• Free class perks
• Member spotlights

Tell real member stories in your own marketing

Gather member progress stories, class photos and coach shout-outs with each member's consent. Club managers approve every story before it runs in ads or on your website.

• Member progress stories
• Class and event photos
• Coach shout-outs
• Club manager approval
• Consent records

Build your club's reputation one visit at a time

Ask members for a review after their first month, a personal training package or a class milestone. Each invitation links to the right club's listing.

• First-month invitations
• Personal training follow-ups
• Club listing routing
• Requests to new and long-time members
• Private feedback to managers

Bring in new members with group referral challenges

Let class groups and training teams chase a shared goal in a group referral challenge. Club leaderboards rank teams on paid joins, which keeps it fair.

• Class team challenges
• New Year and summer pushes
• Paid-join scoring
• Club leaderboards
• Shared team prizes

Partner with employers and local businesses

Partner with corporate wellness programs, nearby businesses and local sports clubs on group and corporate memberships. Each partner gets a referral code, and every join is tracked back to them.

• Corporate membership codes
• Local business partners
• Sports club partnerships
• Partner join tracking
• Partner reward rules

Equip every club to run referrals

Front-desk staff get simple scripts, and each club gets offers matched to its membership types. Club managers review referral results with our team.

• Offers by membership type
• Front-desk scripts
• Club launch kits
• Duplicate member reviews
• Club manager reviews

Hook referrals into your booking and billing systems

Trial bookings, check-ins and first payments are confirmed from your club management and billing systems. Rewards go only to referrals that become paying members.

• Club management system sync
• Check-in data
• Trial booking events
• Billing confirmation
• Member app hooks

Expand your subscriber base through happy subscribers

Whether you sell streaming, subscription boxes or apps, a subscription referral program brings in paying subscribers. Mobile and broadband providers can run a telecom referral program the same way, and referral credits are applied once the new subscriber's first payment clears.

• In-account sharing
• First-payment qualification
• Referral credits
• Family line referrals
• Early-cancel reversals

Keep superfans talking about your service

Long-tenured subscribers can join an advocate program with early access, exclusive content and bonus credit for spreading the word about new releases and plans.

• Superfan advocate tiers
• Early access to new releases
• Exclusive content
• Bonus credit perks
• Advocate activity tracking

Let subscribers tell new customers why they stay

Subscribers submit short stories, unboxing videos and plan reviews from their account. Permissions are recorded before any story appears in your app, on your site or in campaigns.

• In-account story prompts
• Unboxing video uploads
• Plan review quotes
• Consent captured in the account
• Campaign-ready library

Raise your app store and review site ratings fairly

Request reviews on app stores and review sites after onboarding, a resolved support ticket or a year of service. Every eligible subscriber gets the request, whatever their satisfaction score.

• App store review prompts
• Review site invitations
• Support resolution timing
• Anniversary invitations
• Invitations sent regardless of score

Boost sign-ups during new seasons and product drops

Tie contests to new seasons, product drops and holiday promotions, and count only referred subscribers who complete a first payment.

• Season launch contests
• Holiday promotions
• First-payment scoring
• Subscriber leaderboards
• Paid-subscriber prize checks

Reach new subscribers through affiliates and bundle partners

Each affiliate, device retailer or bundle partner gets its own code, and commissions are paid only after the referred subscriber's first payment.

• Affiliate codes
• Device retailer partners
• Bundle partner offers
• First-payment commissions
• Commission statements by partner

Model referral credits that pay for themselves

Credit amounts are modeled against subscriber lifetime value before launch. Cancellation and fraud rules are set up front, and results are reviewed with you every month.

• Credit modeling
• Cancellation rules
• Fraud and abuse reviews
• Offer testing
• Credit cost reviews

Wire referrals into your billing platform

Trigger referral credits from Stripe, Chargebee, Recurly or your telecom billing system, and reverse them automatically if a referred subscriber cancels early.

• Stripe, Chargebee and Recurly
• Telecom billing systems
• First-payment triggers
• Automatic credit reversals
• In-app referral status

Bring new customers to every franchise location

One franchise referral program covers your whole network. Brand-approved offers keep the experience consistent, and every referral is credited to the location that serves the new customer.

• Network-wide program
• Brand-approved offers
• Location crediting
• Local offer options
• Cross-location duplicate checks

Rally local regulars behind each location

Franchisees invite their most loyal customers into a local advocate group. Perks are set centrally, while each owner decides how to recognize advocates in the community.

• Local advocate groups
• Central perk catalog
• Owner-led recognition
• Community event roles
• Advocate activity by location

Highlight customer stories from every location

Franchisees collect local customer stories and photos for their own marketing. Brand approval keeps every story on message before it is published.

• Local story collection
• Photo and video uploads
• Brand approval workflow
• Location tagging
• Shared story library

Lift local ratings across your network

Send a review invitation after each visit or completed service, linked to the right location's listing. Brand teams see review activity for every location in one report.

• Location listing routing
• Post-visit invitations
• Brand-wide invitation standards
• Network-wide reporting
• Private issue routing to owners

Rank locations in network-wide referral contests

Kick off network-wide contests with grand openings and seasonal promotions, and rank locations and regions on qualified new customers.

• Location leaderboards
• Regional rankings
• Grand opening campaigns
• Qualified-customer scoring
• Network prize rules

Open new partner channels for each franchisee

Franchisees sign up local partners, such as nearby businesses and community groups, with referral codes and fees set within brand rules.

• Local partner sign-up
• Partner codes by location
• Brand-approved fee rules
• Partner results by location
• Central partner oversight

Hand franchisees a ready-to-run referral playbook

Franchisees receive launch kits and staff guides built around network-wide offers. Results are reported by location and region, so brand teams can see where support is needed.

• Network-wide offer design
• Franchisee launch kits
• Staff guides
• Location and region reports
• Franchisee support

Combine referrals with your POS and loyalty program

Connect POS, scheduling and loyalty systems at each location to run a loyalty and referral program, with referral points and visits in one customer profile.

• Location POS connections
• Loyalty points sync
• Scheduling system events
• Central reporting
• Location-level permissions

Reach new donors through the supporters you already have

Supporters can invite friends to give, volunteer or attend events through a nonprofit referral program, with recognition instead of cash rewards. Universities and schools can also run a student referral program within their enrollment policies.

• Supporter invitation links
• Recognition-based rewards
• First-gift tracking
• Volunteer referrals
• Student and alumni referrals

Empower your most committed supporters

Monthly donors, board members and long-time volunteers can lead campaigns, host events and share your mission online. Each contribution earns visible recognition.

• Supporter advocate roles
• Event host tools
• Campaign sharing kits
• Supporter activity history
• Supporter recognition tiers

Document your impact through supporter stories

Supporters and volunteers share stories, photos and videos with signed consent. Your communications team approves each one before it appears in appeals or reports.

• Supporter story forms
• Volunteer photo uploads
• Signed consent records
• Communications approval
• Appeal-ready library

Strengthen your ratings on charity review sites

Events and campaign milestones are natural moments to invite donors and volunteers to review you on charity review sites and your own listings, with the same neutral invitation for everyone.

• Post-event invitations
• Charity review site routing
• Volunteer feedback requests
• Open invitations to all supporters
• Private feedback to staff

Rally supporters during giving days

Boost giving days, year-end campaigns and events with peer challenges. Rankings count new supporters who complete a first gift or sign-up.

• Giving day challenges
• Year-end campaigns
• Team and chapter rankings
• First-gift scoring
• Recognition-based prizes

Engage corporate partners and community groups

Reach new volunteers through corporate partners, faith communities and local groups, each with their own referral link for matching gifts, volunteer days and events. One report shows every partner's results.

• Corporate partner links
• Matching gift campaigns
• Volunteer day sign-ups
• Community group codes
• Partner impact reports

Run supporter referral campaigns with a lean team

Recognition-based campaigns come with ready-made kits for chapter and volunteer leads. Results are reported by campaign, so you can see which appeals bring in new supporters.

• Campaign design
• Volunteer lead kits
• Chapter rollout support
• Campaign reporting
• Board-ready summaries

Bring referral data into your donor CRM

Confirm first gifts, recurring donations and volunteer sign-ups in your donor CRM before recognition is given. Every referred supporter is added there automatically.

• Donor CRM records
• Gift confirmation
• Recurring donation events
• Volunteer system sync
• Campaign source tracking

Make trusted introductions easier to follow up

Give patients an appropriate way to introduce interested friends, connect inquiries with your practice team and apply approved recognition.

• Patient introduction links
• Inquiry attribution
• Practice follow-up
• Approved recognition

Keep practice communications relevant and coordinated

Use approved nonclinical milestones and communication preferences to guide the next invitation. Keep responsibility and response status clear so patients receive useful information at an appropriate time.

• Nonclinical milestones
• Contact preferences
• Follow-up owners
• Response status

Invite feedback without steering the answer

Ask about the experience of the practice using clear, focused questions. Keep any participation appreciation independent of sentiment and share themes with the program team responsible for follow-up.

• Experience questions
• Voluntary responses
• Sentiment-independent rewards
• Service follow-up

Explain available benefits before customers enroll

Present the approved practice benefits and participation terms in a simple member journey. Keep eligibility and redemption information easy to find without promising clinical outcomes.

• Benefit information
• Enrollment terms
• Eligibility checks
• Redemption guidance