The majority of the contents in this guide apply to both StudioPlus Spectra AND myStratus Desktop.
In most cases, instructions referring to "Spectra" also apply to myStratus Desktop.

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Referral Program Examples - NEW 2018

NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and myStratus Desktop.

One of the best parts about the Spectra/myStratus systems is their ability to be customized to fit the needs of your business. This page lists multiple examples for different ways you can use Client Referral Programs to help you build a thriving business. For each example, we’ll give you step-by-step instructions on setting up the program with suggestions for tweaking it to fit your business needs. See also: What is a Referral Program?

When coming up with your referral programs, start with the end in mind! Figure out what clients you want to include in the program, what rewards you want to offer, and what the clients will have to do before they can get the rewards. Create any new emails or statuses you'll need ahead of time, so when you're setting up the actual program everything's ready to go.


Throughout this doc, there will be references on how to create emails and text messages for your referral programs. These emails can be created using the Form Letter Builder or the HTML Email Builder. Both tools can be found by going to Tools > Design Tools. See Form Letter Builder and HTML Email Builder for more information on how to use these features.


Sign up for the SMS messaging add-on to keep in touch with your clients even more throughout this process. Use texts to notify clients of their new referral program and as a reminder of the benefits of getting more referrals. Click here for more information and pricing on the SMS add-on.

Example 1 - A Generic Referral Program Example

Once a client completes their session, a “Thank You” email will automatically be sent, via a Trigger, thanking them for their business but also asking them for referrals.  The program will offer the referring client a $25 Loyalty Reward for every referral who completes a session. The new referred clients will have their session fee waived as a special gift to them. This program will never expire, but clients are limited to receiving rewards for 10 referrals only. If they refer more than 10 people, they will no longer receive new rewards.

Expand here to see the details of setting up this program.

Example 2 - A Flash Referral Program

Pick a slow time of your year to run a “Flash Referral Program” to fill those empty time slots. Send a bulk email out, via the Communication Wizard, to all your past clients thanking them for their business over the years and requesting referrals. Follow up with a bulk SMS text blast 5 days later. The program will offer the referring client a $25 Loyalty Reward for every referral who books a session. The new referred clients will receive 10% off their first order. This program is designed to drive quick referrals into your business, so it will expire within 15 days.

Expand here to see the details of setting up this program

Example 3 - A Student Referral Program

Create a Client Status for your “Ambassador Student”. These students have been pre-screened by you to be your representatives within their school. Upon changing a Client Status to “Ambassador Student” an email will automatically be sent, via a Trigger, explaining the Ambassador program which also clarifies how they should send you referrals from their school.  Follow-up with weekly SMS texts (since kids are much more likely to read their text than their email!)  The program will offer the student a $50 Loyalty Reward for every referral that completes a session and places their order. The new referred students will each receive a free 8X10 print as a special gift.

PATHWAYS TO SUCCESS...            

This program doesn't need to be used for just students! Use this style of program for your loyalty clients, brides, pet-owners, or any other special client status you use with your studio!                        

Expand here to see the details of setting up this program

See also

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