Everything about Member Referral πŸ”

You can add member referral links from your members' member files in Xplor Gym. Actually if a member has referred another member to encourage her/him to join the gym, you can notice it on the one's or the other's member file then allocate goodwill gestures related to this member referral.

STEP_ARTICLE_CLIENT.JPGSTEP 1 - TO CREATE A MEMBER REFERRAL LINK ... 

To create a member referral link, use the 'Member Referral' tab in the member file. From the member file, you can add a referral or add a referrer to the member. 

member_referral_1.png

What is the referral code used for ?

The referral code is used for members to create member referral links directly from the online registration in the member area.

Once you have selected one of the two actions, you can enter the referrer's or the referral's name according to what has been chosen :

double_image_member_referral_2.png

Good to know :

  • the number of a member's referrals is not limited
  • but, a member can have only one referrer
  • the referrers list will come in descending order
  • By default, the affiliation date can be changed but it is possible to block its change by contacting our support service. 

In the case of a clubs network ...

On a network, if the club cannot see members in the back office, you can only select club members on which you are connected. if the club can see members, you can choose a member of another club to create a member referral link. 

STEP_ARTICLE_CLIENT.JPGSTEP 2 - TO ADD A GOODWILL GESTURE RELATED TO THE MEMBER REFERRAL LINK ...

Once the member referral link added, you can directly make a goodwill gesture either on the referrer or on the referral.

member_referral_3.png

This action can also be performed any time from the Member Referral tab, even if you have left the screen appearing when you finish adding the member referral link.

member_referral_4.png

Adding a goodwill gesture is performed as usual. If you wish to review how to make each goodwill gesture, please see this article. 

GIF_1_member_referral.gif

Goodwill gestures which have been made can be found by clicking on 'Perform an action' from the Member Referral tab and the Goodwill gesture tab in the member file.

 

Case of a member file transferred to another club of the network

  • If you transfer a former member's or a prospect's member file to another club, the existing member referral links and potential goodwill gestures present on referrers and referrals of the member file will be maintained in the original club
  • The member file transferred to the original club which gets to the lost member status after the transfer cannot refer the other member files any longer. And the referral code is cancelled.
  • The new prospect member file created in the target club will have no more member referral link, but will have a referral code which will enable to refer other members. 

 

A_SAVOIR.JPGFROM THE MEMBER AREA ...

If you have activated it on your instance, a new 'Member Referral' tab is viewable in your members' member area. From this tab, you can :

  • See the list of her / his referrers and referrals
  • Recover her / his Referral code to refer other people

Actually, the new members can enter their referral code in order to create the member referral link from the online registration (no matter if the code comes from a member in the same club or not, in the network).

A_SAVOIR.JPGWHAT ABOUT DELETING A MEMBER REFERRAL LINK OR A GOODWILL GESTURE ?

1) Removing a member referral link

You can delete a member referral link by clicking on the three small dots at the end of the line of the member referral link then on Delete

member_referral_5.png

Warning

A member referral link can be deleted only if no goodwill gesture has been performed on the referrer or the referral. If a goodwill gesture is performed on one member or another one, an error message will warn that the link cannot be deleted. Goodwill gestures present on the member referral link will have to be cancelled beforehand. 

 

​2) Deleting goodwill gestures linked to member referral

You can delete a goodwill gesture from the Member Referral tab. 

First, click on Perform an action :

member_referral_4.png

Then, in order to delete the goodwill gesture and its effects, click on the bin icon :

member_referral_6.png

If you are connected to the referral's member file, you can delete the referrer's goodwill gesture and this will be echoed on the referrer's member file even if it has been made from the referral's member file.

A_SAVOIR.JPGTHE MEMBER REFERRAL LIST

The member referral list present in the Management menu displays the whole member referral links created on the club with the following information :

  • Referrer's name > Goodwill gesture applied or not
  • Referral's name > Goodwill gesture applied or not
  • Creation date of the member referral link
  • Author of the member referral link creation
  • Creation channel of the member referral link (club or online registration)

​member_referral_7.png

  • You can filter on referrers : if you filter on referrers, the list will show ALL the member referral links with only the Referrers linked to the club on which you are connected. And, their referrals will be viewable no matter they are linked to the club or to another club of the network.
  • If you select the filter on referrers, you can filter on a referrer's name in particular in the Member Referral field.​
  • If you select the filter on referrers, you can ONLY filter on a referrer's name in the global filter.​

In the same way for the filter on referrals....

  • You can filter on referrals, if you filter on referrals, the list will show ALL the member referral links with only the referrals linked to the club you are connected to. You can find out their referrers no matter they are linked to the club or to another club of the network.
  • If you select the filter on referrals, you can filter on a referral's name in particular in the referral field.
  • If you select the filter on referrals, you can ONLY filter on a referral's name in the global filter.

You can also filter on the author of the member referral link creation, on goodwill gestures applied or not and on the creation date of the member referral link.

For your information

In the management exports, from the "Members and Sales" category, the "Member Referrals" export lists all the referrals made during the period, specifying whether or not a goodwill gesture was made to the referrer and/or referral. The date and author of the member referral are also indicated.

A_SAVOIR.JPGCOMMUNICATING ABOUT THE MEMBER REFERRAL

From Smartmessaging, you can set the automatic sending of an email/SMS/notification when the link referrer/referral is created. Two campaigns are available: sending a communication to the referrer and sending a communication to the referral.

To configure them, you can do it from Smartmessaging > Automated campaigns > '+'.

PLUS.png

Next, from the campaigns of 'commercial' type, you can find out the member referral campaign which works like all the other automated campaigns in terms of creation and choice of targets:

GIF_MEMBER_REFERRAL_CAMPAIGN.gif

 

Then you can find out two types of campaign: campaigns to referrers and campaigns to referrals.

MEMBER_REFERRAL_CAMPAIGNS.png

Finally, creating the communication is the same as for all Smartmessaging communications as explained in this documentation.

Notifications

Notifications are only available when sending communication to referrers.

 

 

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.