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Customer Referral Campaign
Customer Referral Campaign

Learn how to create and run a customer referral campaign using refer a friend postcards (Bonus: FREE Canva Postcard Templates)

Taylor Morrison avatar
Written by Taylor Morrison
Updated over a week ago

92% of consumers trust suggestions from friends and family more than any other type of advertising. Leverage this trust and the trust you have built with your customers to acquire new customers by utilizing postcards to create a customer referral campaign.

Step 1: Set Goals

Before you create any marketing campaign you need to set a goal for the campaign. What is the result you are looking to drive? Remember these goals should be SMART (Specific, Measurable, Achievable, Realistic, and Timely)A few ideas to get you started:

  • Specific number of new customers over a specific timeframe

  • Specific number of service calls scheduled for new customers over a specific timeframe

  • Specific number of jobs scheduled by existing customers that receive the postcard over a specific timeframe

Step 2: Determine What Customers You Are Targeting

You may not need or want to send this campaign to every customer in your database, so determine which customers you want to sent the referral campaign to and tag these customers with a customer tag that is specific to this campaign.

PRO TIP: tag customers with the name of your campaign to keep things streamlined

Step 3: Create Your Postcard Design

You can use our postcard template as a starting place to design a custom postcard design that meets the necessary size requirements so that your design prints properly.

Access Your Free Canva Templates:

Step 4: Create Your Postcard Campaign and Go Live

Create your Customer Referral Campaign within Housecall Pro and order those postcards!

Remember, creating your referral campaign is only the first step. You need to track this campaign strategically so that you can determine success and gain insights on how to adjust your campaign to drive the results you are looking for so utilize custom reporting to track your goals and the effectiveness of this campaign.

This article is part of a collection on Postcards

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