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Referral Bounty Program

Mike King 2 years ago in Memberships updated by Tim Owens 2 years ago 1

We grow our membership as many ways as we can, and one way is by our Referral Program.

When a member is referred by an existing member, and has paid the bill, we give 20% of the membership to the referring member.

Currently we track this with a custom field on the signup form.

This has the following issues:

  • No easy way to report on this.  I have to export the entire membership.  Filter for referrals, and then further filter by families, since every member of the family show's up as "referred"
  • No integrated way to apply the credit, I have to do a manual transaction.
  • New Members have trouble spelling the referred member's name

This could be improved with the following changes:

  • Checkbox for "being referred" which opens a member search
  • A direct report on "Referred Members"

Optionally, you could directly apply the credit to the referred member's account, but I would recommend some kind of approval on this.  People would try to game the system, and other people have no idea what the field is for and write random names in.