Bask Health
Bask Health customers can integrate a customer referral program with minimal effort.
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).
Step 3: For the referral tracking method, select "Programmatically using the GrowSurf API".
Step 4: For the Share URL, enter the Bask Health-hosted page that contains your questionnaire. It usually looks something like https://join.yourbaskportal.com/start-online-visit .
Step 5: In the final installation page, ignore the first two sections called "Step 1: Install the GrowSurf Universal Code" and "Step 2: Tell GrowSurf when to trigger a referral".
Step 6: Scroll to the bottom and click the Finish and Publish button.
Note: We will skip over the "Step 3: Set up reward automation" section on the final instructions page for now, but we will revisit setting up reward automation later in this tutorial.
Connect GrowSurf to Bask Health
Step 1: Log in to your GrowSurf account and navigate to the Settings page and retrieve your GrowSurf API key in the API Keys section.
Step 2: Retrieve your GrowSurf campaign ID by navigating to the main dashboard and copying the 6-digit campaign ID in your browser's URL bar.
Step 3: Log in to your Bask Health Storefront and navigate to Settings > Integrations > GrowSurf.
Step 4: Enter your GrowSurf API key (from Step 1) and your GrowSurf Campaign ID (from Step 2). Then check the "Manual opt-in for referral program" checkbox and click connect.
Once you are connected, referral tracking and referral triggers will work:
Anytime a referred friend lands on a referral link and completes the questionnaire, they will be added as a referred GrowSurf participant. You can confirm this by viewing Referrals > Leads in your GrowSurf admin portal.
Once the referred friend make their first payment in Bask Health, they will trigger a referral, unlocking rewards for their referrer. You can confirm this by viewing Referrals > Referrals in your GrowSurf admin portal.
Set up reward automation
When a referral is triggered (e.g, your referral makes their first payment in Bask Health), GrowSurf can issue the referrer and/or referred friend credits in your Bask Health Storefront.
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 will look something like https://api.bask.ninja/webhook/growsurf/events)
Step 3: Copy the Webhook Secret (it will 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:
Paste the Webhook URL (from step 2)
Paste the Webhook Secret (from step 3)
For the webhook events, make sure these events are selected: New Participant Reward, New Participant
You can confirm rewards are being dispersed correctly by viewing the following:
Rewards in your GrowSurf admin portal
Patients in your Bask Health Storefront
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.
Last updated
Was this helpful?