Configuring your referral program

Configuring a referral earning activity

1. Create a referral earning activity

From your business dashboard, go to the Reward Program option in the left navigation menu. Scroll to Earning Activities and click the “+” icon to create a new Referral rule.

Most programs come pre-loaded with a referral bonus that you can customize

2. Define the Reward for Completed Referrals

You can choose how to reward members when their referred friend completes a qualifying action. Perkville supports two reward types:

• Points: Specify the number of points a customer will earn for a completed referral.

• Instant Reward: Alternatively, you can offer a one-time reward, such as a free month of membership or another benefit you define.

A qualifying action could include purchasing a membership, making a specific purchase, or any other milestone that you define.

3. Configure the Referral Form Layout

Choose how you want customers to share the referral offer:

• Share Offer Layout (Recommended): This layout allows customers to share the referral offer through their own communication channels, such as text or email. It does not request the friend’s name or email, ensuring that the message is sent directly by the customer. This option supports CASL compliance best practices.

• Share Offer and Enter Friend's Information Layout: This layout enables customers to enter their friend’s name and email address so that Perkville can send the referral offer on your behalf. You can also specify whether the friend's first and last name are required. The referring member’s name is automatically included in the subject line and body of the email for transparency.

4. Customize the Call to Action

Use the Share Offer Call to Action field to tailor the call-to-action text displayed to customers. The default text is "Share Offer", but you can change this to better match your brand voice—such as "Share Friends and Family Offer."

5. Optional: Add a Description

You can add a description to the referral rule that will be visible to customers. This is useful for providing more context—such as clarifying that the referral is only considered complete if the friend purchases a membership or meets other criteria.

Creating a referral offer

You can create referral offers that your customers can share with their friends.

We recommend creating referral offers that are better than what any regular prospect can get online or by walking into your location. This way your customers feel like they are helping their friend get something special.

Each referral offer can be tailored to specific locations, enabling you to experiment with different promotions across various branches.

To create a referral offer in Perkville, navigate to "Reward Program" located in the left navigation menu. Scroll down to "Earning Activities" and click on the "+" icon next to "Create New Referral Offer" in the Referral section. Please note that you must have an active Referral rule to create a referral offer.

1. Title of the offer: Begin by naming your offer. This title should be clear, such as "Free Week Pass" or "20% Off Any Purchase."

2. Image: Add a visual element to your offer by selecting an image. You can choose from pre-provided images or upload your own. If uploading, ensure the image is a JPEG with minimum dimensions of 620 x 368 pixels.

3. Promotion details: Describe the specifics of the promotion. This could include details about the product or service the offer applies to, helping clarify what the prospect will receive.

4. Fine print: Include any necessary fine print associated with the offer. This might cover exclusions, limitations, or other conditions that the customers should be aware of before accepting the offer.

5. Agreement terms: Specify any terms and conditions that the referred prospect must agree to in order to claim the offer. Clear agreement terms ensure both parties understand the commitment.

6. Locations: Define which of your locations are participating in this offer. This allows customers to identify where they can redeem the offer.

7. Initial voucher status: Set the initial status of the voucher once it is redeemed.

8. Redemption instructions: Provide clear instructions for how the referred prospect can redeem the offer voucher they receive. Good instructions will ensure a smooth redemption process, enhancing the customer experience and reducing confusion.

9. SEO title: This title appears in search engine results and on social media previews. It helps search engines, users, and assistive devices like screen readers understand the content of your referral offer, improving overall accessibility. Defaults to the referral offer title.

10. SEO description: This description provides a brief summary of your referral offer in search results and social media previews. It helps attract users and offers crucial context for assistive devices like screen readers, enhancing accessibility. Defaults to the referral offer details.

You can also customize referral offer settings as described here.