Staff Reference Guide: Member Referrals Program

Member Referrals Program
Updated August 2024

Goals:

1. Prompt current members to refer friends, and reward them for it!

NOTE: There is no limit on the number of people a member can refer. They earn 1 month for each new membership unit.

2. Remove barriers for the referred member, waiving their joiner fee.

What is the referral offer?

1. Waived joiner fee for new members referred by an active member.

“Member Referral: New Member Joiner Waive”

2. The referring member gets next month’s membership dues waived.

    “Member Referral: Referring Member Complimentary Month”

How to waive the Joiner Fee:

1. During enrollment, add the Discount Group “Member Referral: New Member Joiner Waive” which will automatically remove the joiner fee.

NOTE: Your supervisor will be prompted to review this after the fact to ensure it was applied appropriately - they will be looking to confirm that you also entered a referring member’s name in the next step.

2. In the “How did you hear about us?” section, choose
   “Member” and enter the referring member’s name in the referral field: “Joe Smith (#123456)”

How to add the complimentary month:

1. When approving a referral discount group, open the new member’s Daxko unit and find the referring member (Joe Smith, in this case) under the Member Engagement section.

2. Go to the referring member’s unit and edit their membership details to add Discount Group “Member Referral: Referring Member Complimentary Month” - this will automatically waive the next monthly fee that generates, then automatically expire.
   
   

3. Email the referring member thanking them for the referral of [specific person] and letting them know next month’s dues are waived.