Employee Instructions

New Lead from an Offer Workflow:

- When a customer claims an offer (from the website or text campaigns), a phone call will be initiated to the store number.

You will hear a message like this:

Hi There, Referrizer has generated a new lead for you. It's [full_name] created by [lead_source]. Offer Claimed: [offer_title].

Press #1 to contact them now.

Make sure you press #1 immediately and talk them through the offer, benefits, and get booked Mindbody / POW.

Note: Referrizer will ‘call connect’ you with the customer, so it’ll feel like you’re calling them directly.

When answering, speak as though you’re making an outbound call.

SCRIPT:

“Hi [CUSTOMER], it’s Joe from Restore calling you about the [PROMO] offer you just claimed online.

What day and time is best for you to come in and get your first compression therapy session scheduled?”

Redeeming Offers Workflow:

 - You will have leads come in with their phone and they will show you a message they received:

SMS:

You have claimed a great offer from Restore Hyper Wellness. Come by before {Expiration} to redeem it. Click http://rfrz.me/pmpeydha

• Like Groupon, make sure you verify they claimed

and show you the offer

• To REDEEM the offer, you will need to enter the

PIN CODE (The PIN Code is the last 4 digits of the

location’s phone number).

• Only REDEEM the offer after they complete the

purchase

NOTE:

DO NOT SHOW or SHARE THE PIN CODE WITH CUSTOMERS OR THEY CAN GAME THE SYSTEM

Replying to Text Messages

Your business now has a Texting Number, where you can communicate by SMS / Text / MMS with clients. Every time a client sends you a text message, you will get an email notification.

- You can access messages a few different ways:

• Follow the link in the email to reply to the message.

• Navigating to this URL:

https://backend.referrizer.com/m/messages/

• Or by opening the ‘Inbox’ on the navigation bar

VERY IMPORTANT

**Unsubscribe Options**

- If you receive a message from the person asking you to opt- out, make sure you do so. You can do it by editing their profile and clicking on “Manage Subscription” See images below

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