Referral Campaign Marketing Pro

[Whittaker]

We’re looking at launching the pro campaign for referrals. For anyone who has done that in the past, how did you set up the price book/ payments to record properly for the referral credit? In particular, the customer who did the referring? I’d like to apply it to their customer profile for future use when their referral books and pays for their visit.

Thank you!

[Whittaker]

Thank you so much for your help! I appreciate it!

[PamDuffy-PCG · Accepted solution]

Hi @Whittaker  - there are many ways you could potentially set this up. It depends greatly how you want to track this from an accounting standpoint. The most simple method would be to add a tag to the customer record which is removed once the credit is used, and set up a pricebook item discount for this purpose. This gives you a little more control on when the credit can be used. Also, you will be able to see on the customer record if they received the email since it's logged on their customer record. 

[LBabayan]

Hi @Whittaker, great question.  Let's see if one of our experts @PamDuffy-PCG  can help with it. Pam, have you worked with or have suggestions for launching the pro campaign for referrals?