Configure Referral Options

In the Engagement web application, we added the REFERRAL section under Add-ons > Custom Branded App > Customize App Layout. The example below shows that the REFERRAL configuration option is locked until it is enabled by ABC.

Once enabled, you can configure referral options in the Engagement web application.

To configure referral options:

  1. Navigate to Add-ons > Custom Branded App > Customize App Layout.
  2. In the REFERRAL section, select SETUP.

  1. On the Referrals configuration page, click SETUP.

  1. On the Landing page selection page, select a Referral Option and then click CONTINUE.
  • ABC Guest Page – Referrals will be redirected to the ABC guest registration page.

If you wish to allow trial members to sign up with ABC's Guest Registration page, you must contact your ABC Client Success Manager (CSM) to enable Online Join.

  • Custom Link for Club – Add any link that you would like your referrals to use to sign up as a guest for your club

If you select Custom Link for Club and then click CONTINUE, you will not be able to go back and select ABC Guest Page.

  1. On the Mobile Banner Creation tab:
  1. If you selected Custom Link for Club in the previous step, you can enter your URL in the Custom Link field.
  • Collect member ID – Only select this check box if the link you entered will direct the individual to register for a trial.
  • Information about the Collect member ID check box is provided in a tool tip, which states: Check this box to enable the referral connection to Membership & Operations. Our system will add a referrerId query parameter to your custom URL (e.g., www.yourgymwebsite.com?referrerId=12345). Ensure your website can capture and use this parameter to link referrers and referees.

For information on using the referrerID query parameter on your website, see Capturing the Referring Member's ID.

  1. In the Banner content field, enter your message title. You may enter up to two lines of text with a maximum of 60 characters.

The information in the banner example is automatically updated as you type banner content, choose a banner image, or change the button text.

  1. In the Banner image section, select one of the following options:
  • Default image – The system will apply a standard image to the banner.
  • No image – The banner will be displayed without a background image.
  • Custom image – You can upload an image within the following criteria: image size = up to 5 MB; image format = .png, jpg, or .jpeg; image dimensions = 271x100 px.

If you choose to upload an image, you will be able to resize it and then crop and upload the image.

Once uploaded, you can change the image by clicking Replace Thumbnail.

  1. In the Button / Call to action field, enter the button text. You may enter from 1 to 18 characters.
  2. Click SAVE AND CONTINUE.

  1. On the Referral Invitation tab:
  1. Enter your invitation in the Message content field. You may enter up to two lines of text with a maximum of 150 characters.
  2. Click SAVE AND SUBMIT.

Once you have saved and submitted your changes, the message, "Referrals configuration updated" will appear at the bottom of the page.

In the REFERRAL section under Customize app layout you can turn on the toggle switch to show this feature in the app. If the toggle switch is turned off, the Referral feature will be hidden for the members.

Selecting the gear icon allows you to edit referral configuration. For example, if changes are needed you can switch the toggle to the OFF position and then click the gear icon to edit the referral configuration. When finished, you can set the toggle switch back to the ON position.