Bask Health

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.

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 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. It looks something like abc123.

Step 3: Log in to your Bask Health Storefront and click on Settings.

Step 4: Navigate to Integrations and install GrowSurf.

Step 5: 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.

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:

• 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

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

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

Step 7: Click Advanced reward settings, then add a new metadata row.

• 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.

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.

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.