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). 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 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.
Once you are connected:
Referrals will only be added to your campaign only after all of these events occur: (1) they complete the online questionnaire, (2) they receive doctor approval, and (3) their first order gets sent for fulfillment. 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:
Paste the Webhook URL (from step 2)
Paste the Webhook Secret (from step 3)
For the webhook events, make sure 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 Advanced reward settings, then add a new metadata row.
For the first field, enter
rewardAmountFor 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.
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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