Referral Program: Email and SMS Template Ideas
In this article, you'll find ready-to-use email and SMS template ideas to help you promote your referral program to clients through Broadcasts, Automations, or Workflows.
Table of Contents
The templates below are ready-to-use examples you can copy, customize, and send through Pabau's built-in marketing tools. Feel free to adjust the wording, tone, and reward details to match your clinic's branding before sending.
To learn how to use our marketing tools, click on the relevant link below:
NOTE: The merge tags used in the templates below (such as [Client Name] and [Clinic Name]) are placeholders. When setting up your campaign in Pabau, replace these with the appropriate merge tags available in your broadcast or automation editor.
Email Templates
Referral Program Launch Announcement (Broadcast)
Use this template to introduce your referral program to your entire client base as a one-off broadcast.
Subject: Spread the Word, Split the Reward
Body:
Hi [Client Name],
We have some exciting news - we've just launched our referral program, and we'd love for you to be a part of it.
If you refer a friend to [Clinic Name], you'll receive [reward] as a thank-you.
And as a welcome gift, your friend will receive [friend reward] when they visit us for the first time.
To get started, simply tell your friends about us. When they visit, we'll ask how they heard about us and make sure your reward is taken care of.
Thank you for being such a valued client - we truly appreciate your support.
Warm regards, [Clinic Name]
Post-Appointment Follow-Up (Automation/Workflow)
Use this template as an automated email triggered after a client's appointment is marked as completed. It's a natural moment to remind them of the referral program while the experience is still fresh.
Subject: Loved your visit? Refer a friend. Get [Reward].
Body:
Hi [Client Name],
Thank you for your recent visit to [Clinic Name] - we hope you're feeling great!
If you enjoyed your experience, we'd love it if you shared it with someone you know. Our referral program means that both you and your friend benefit when they book their first appointment with us.
You get: [reward] Your friend gets: [friend reward]
All you need to do is recommend us. When your friend visits for the first time, let us know you referred them and we'll take it from there.
Thanks again for your continued support.
With care, [Clinic Name]
SMS Templates
Referral Program Launch (Broadcast)
Use this as a short broadcast SMS to announce your referral program to your client list.
Message:
Hi [Name]! 🎉 Refer a friend to [Clinic Name] and earn [reward] - they get [friend reward] on their first visit. Just have them mention your name when booking!
Post-Appointment Follow-Up (Automation/Workflows)
Use this as an automated SMS sent after a completed appointment to remind clients of the referral program.
Message:
Hi [Name]! 🌟 Loved your visit? Refer a friend to [Clinic Name] and earn [reward] - they get [friend reward] on their first visit. Have them mention your name!
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