Refer-A-Friend
TOOLKIT
Log into your PPM account and grab your unique referral link to share with your friends and colleagues
Welcome to the Referral Program Toolkit!
We’re excited to help you share Party Pro Manager with your network and maximize the rewards you’ll earn through referrals. This toolkit is designed to give you everything you need—from tips and templates to best practices—to make it easy, fun, and effective to refer friends or colleagues.
Included in this Toolkit:
How the Refer-A-Friend “50/50” Deal Works
Success Tips: How to Get More Referrals
Offer practical tips to help clients increase their chances of successful referrals.
- Personalize Your Outreach: Sharing why you personally love Party Pro Manager makes your referral more authentic.
- Target the Right People: Refer people you know would benefit from the platform
- Leverage Multiple Channels: Use email, social media, and word-of-mouth to reach different segments of your network. (check out the helpful templates we’ve shared below)
- Follow Up Politely: If someone shows interest but hasn’t signed up yet, follow up with a polite reminder.
Finding the Best Ways to Share Your Referral Link
There are different ways to effectively share your Party Pro Manager referral link. Below, we outline three strategies—proactive, reactive, and hybrid—that can help you tailor your outreach and maximize referrals.
PROACTIVE: Take initiative by reaching out directly (click to expand)
- Email/Direct Message to Personal Network: Send personalized messages to contacts you know who could benefit from Party Pro Manager.
- Post in Industry Communities: Share your experience in online communities for party professionals or event planning businesses.
REACTIVE: Respond to opportunities when they arise (click to expand)
- Answer Questions on Booking/Scheduling Systems: When someone in a forum or Facebook group asks for system recommendations, share your experience and referral link.
- Respond to Posts About Efficiency or Work Challenges: If someone mentions struggles with missed gigs, customer disputes, or time management, share how Party Pro Manager has helped you.
HYBRID: Combine both approaches for maximum impact (click to expand)
- Search and Respond to Existing Discussions: Look for relevant conversations in online groups about booking systems, scheduling, or industry-related stress, and thoughtfully contribute with your referral.
Using a blend of these strategies can help you get your referral link out there in a way that’s both organic and impactful!
Pre-Written Referral Templates
Social Media Post Template
I’ve been using Party Pro Manager to make running my party business so much easier and automated and wanted to share it with my network! If you’re in the party entertainment business, check it out—use my referral link to get 50% off your first month: [ADD YOUR REFERRAL LINK HERE]
Direct Message Template (SMS/text, WhatsApp, …)
Hey [FRIEND NAME], I’ve been using Party Pro Manager and it’s been amazing! It has made my life MUCH easier!! I thought it might be helpful for you too, so here’s a link to check it out. If you sign up, we both get 50% off! Let me know if you want to know more!
[ADD YOUR REFERRAL LINK HERE]
Responding to Social Media Post Template
Hey [@NAME], if you’re looking for an all-in-one system for booking, planning, billing, and staff scheduling, I highly recommend checking out Party Pro Manager. It’s specifically designed for businesses like ours in the party industry, and it’s been a game-changer for me. It’s super easy to use and has saved me a ton of time. Plus, if you use my referral link, we both get 50% off! Here’s the link if you’re interested. Feel free to ask me any questions!
[ADD YOUR REFERRAL LINK HERE]
Email Template #1
Subject: I’m using Party Pro Manager and I think you’ll love it too!
Hi [FRIEND NAME],
I’m currently using Party Pro Manager to help run my party business and thought you might love it too. And, as a bonus, with my link we can both save 50%!
Here’s how it works:
1. Use the special link I’ve provided below
2. Start your Party Pro Manager free trial
3. Because you’ve used my link, the system will send you a special promo code to save 50% off your first month!! 🙌 (and, as a bonus, I get some savings on my next month too!)
Here’s the link to get started…
[ADD YOUR REFERRAL LINK HERE]
If you have any questions about this, let me know 🙂
Have a great day!!
[YOUR NAME]
Email Template #2
Subject: You’ve Got to Try This!
Hey [FRIEND NAME],
I’ve been using Party Pro Manager for booking requests, event planning, billing, and staff scheduling, and it’s made such a difference for my party biz!
I thought of you and wanted to share this referral link — if you sign up, you’ll get 50% off your first month, and I’ll get 50% off too!
Here’s the link: [ADD YOUR REFERRAL LINK HERE]
Let me know if you have any questions!
All the best,
[YOUR NAME]
DOs and DON’Ts of Referral Sharing
✅ DOs
❌ DON’Ts
Referral Program FAQs
How do I find my referral link?
To find your referral link:
- Log into your PPM Admin account
- Click ‘More’ in the main menu
- Click ‘Refer & Save’ option from the sidebar menu
- Here you’ll find your special referral link that you can copy and share
How does the referral reward work?
The great thing about PPM’s Refer-A-Friend “50/50” Deal is that BOTH you and your friend get rewards!
Your Friend: Get’s 50% off their first month!
When they sign up (and at a few other times during their free trial), we’ll send them an email with their special promo code that they must enter when they set up their first payment to get their 50% off reward.
YOU: Get 50% off one month!*
When your friends goes on to sign up for a paid plan, we’ll apply credits to your account so that you get 50% off your base plan on your next payment.
*conditions apply, see full terms & conditions
Is there a limit to how many people I can refer?
No, there is no limit!
If you keep sending successful referrals, you’ll keep saving!
What happens if my referral doesn’t sign up immediately?
No problem!
When your friend uses your special referral link, we store a cookie on their device that remains valid for up to 3 months! So, as long a they come back to sign up within 90 days from the same device, you’ll still get your reward 🙌
Need Help? Contact Us!
If you ever have any questions about our Refer-A-Friend “50/50” Deal, or need any assistance at all, contact our support team any time! We’re here to help!!
