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Bask Health

Bask Health customers can integrate a customer referral program with minimal effort.

Note: This integration is managed by Bask Health. For assistance, please reach out to GrowSurf support to schedule a call where we can help walk you through technical setup.

Follow the instructions below to set up a customer-to-customer referral program for your Bask Health Storefront.

Set up your GrowSurf campaign

Step 1: Sign up for a free GrowSurf trial account here and create your first campaign.

Step 2: Once you get to the Installation section in the Campaign Editor, select "Sign Up + Qualifying Action" in the first screen (if you went through the quickstart onboarding process, this option is already selected for you so you can move on to the next step). Then click Continue.

Step 3: For the referral tracking method, select "Programmatically using the GrowSurf API". Then click Continue.

Step 4: For the Share URL, enter your Bask Health-hosted page that contains your questionnaire. This is a page that your new prospective patients would go through to qualify and sign up. Then click Continue.

Tip: Your questionnaire page may be something like https://join.yoursite.com/start-online-visit or https://enroll.yoursite.com/start-online-visit/commercial. Here is an example of what that page may look like:

Step 5: In the final installation page, ignore all of the steps and scroll to the bottom of the page and click Finish and Publish Campaign.

Connect GrowSurf to Bask Health

Step 1: Log in to your GrowSurf admin dashboard for your program and navigate to Integrations > Bask Health. Open up the Bask Health integration card. You'll need to enter these values later into your Bask Health Storefront.

Step 2: Log in to your Bask Health Storefront and click on Settings.

Step 3: Navigate to Integrations and install GrowSurf.

Step 4: Enter the GrowSurf API key and campaign ID from Step 1. Then check the "Manual opt-in for referral program" checkbox and click Connect.

Once you are connected:

Referrals will only be added to your campaign after all of these events occur: (1) the online questionnaire is completed, and (2) doctor approval is received. You can confirm successful referrals by viewing Referrals > Referrals in your GrowSurf admin portal.

Set up reward automation

When a referral is triggered (e.g, your referral gets doctor approval in Bask Health), GrowSurf can issue the referrer and/or referred friend fixed credits in your Bask Health Storefront, which will show up on their next checkout.

Here's how to set that up:

Step 1: Log in to your Bask Health Storefront and navigate to Settings > Integrations > GrowSurf.

Step 2: Copy the Webhook URL (it may look something like https://api.bask.ninja/webhook/growsurf/events)

Step 3: Copy the Webhook Secret (it may look something like 2213100a-b7dc-42fc-764d-2861626e44d1)

Step 4: Log in to your GrowSurf account and navigate to Campaign Editor > 4. Options > Integrations > Webhooks and click "Show advanced webhook settings". Then enter the following details:

  • Paste the Webhook URL (from step 2)

  • Paste the Webhook Secret (from step 3)

  • For the webhook events, make sure only this event is selected: New Participant Reward

Step 5: Navigate to the Rewards tab in the GrowSurf Campaign Editor, then click the Continue button.

Step 6: Next to your reward, click the three-dot dropdown menu and then click Edit.

Step 7: Click the Advanced reward settings toggle, then click the Add metadata button.

  • For the first field, enter rewardAmount

  • For the second field, enter the credit amount that you want to provide to winners (e.g, 50). Make sure this field is a number.

Bask Health will then automatically apply Bask credits to the referrer and/or referrer(s) on their next checkout based on your rewardAmount.

Looking for alternative rewards?

Instead of issuing credits within Bask Health, you can also send cash payouts (via PayPal), gift cards (via Tango Card), or any other custom rewards (via Zapier or Webhooks) to referrers and/or referred friends:

Set up a referral portal

A referral portal allows your existing customers to grab their referral link, start sharing via social channels, and track the status of who they referred.

To see the different options, navigate to your GrowSurf admin dashboard, and click on Campaign Actions > View How to Share. You will then be able to view the different ways you can set up a referral portal.

We recommend using the GrowSurf-hosted referral portal, as it’s the easiest and fastest option. Simply share your referral portal URL (formatted as https://grow.surf/YOUR_CAMPAIGN_ID) with your customers. They can visit the link and start sharing their referral immediately.

Test your referral program

Once you have everything set up, follow this testing guide to ensure that your referral flow and reward automations work as you expected them to.

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