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Your Brand Daily report model
Your Brand × Rewards Vault · Referral playbook

Refer. Purchase. Join.

The referral program is running now, and three daily reports do the matching.

The whole play

Refer, purchase, join, and back again.

A member activates a hub, a friend verifies through their link, and every milestone the friend reaches matches back to the same relationship.

One screen per stage
Scroll sideways to walk the flow
9:41
RB
Your Brand
Today 9:02 AM
You're now a referrer at Your Brand! Opt-in to access your referrer hub and start tracking your earnings: rfb.st/h/Qm4d2K Reply STOP to opt out at any time.
9:41
Welcome to your referrer hub
By checking this box you are agreeing to our Terms
Consent & Agreement
By checking this box, you:
  • Consent to receive email communications, calls (including prerecorded messages), and automated SMS texts from Your Brand, Promotion Vault, their affiliates, or agents.
  • Authorize Promotion Vault to communicate on your behalf with referrals submitted through this form, even if such communications are considered advertisements.
  • Confirm that you are the authorized user of the provided email and phone number.
  • Understand that your consent is voluntary and not a condition of purchasing goods or services.
  • Acknowledge that you can opt out anytime by unsubscribing from emails or texting STOP to any SMS (standard message and data rates may apply).
  • Agree to be bound by the Promotion Vault Terms of Service and Privacy Policy, including the collection of certain location and usage data.
9:41
Hi Maria
Your referral hub
rfb.st/r/Qm4d2K
Copy
WhatsApp Message Email
QR code for the referral link
You get
$20
Per friend who joins
Your friend gets
$10
Welcome credit
Sent
3
Verified
2
Converted
1
Rewards
1
Your rewards
$20 – Referral reward
Sent
Friends you've referred
Jane Smith
(555) 555-5555 · Sep 1
Converted
Dan Reyes
(555) 555-0134 · Aug 28
Verified
9:41
Your Brand Referral reward
Maria invited you to Your Brand
9:41
Your Brand
Enter your 6-digit code

We texted it to (555) 555-5555.

4 8 1 9 0 2
9:41
Ready
Your reward is ready

Scratch below to reveal it — we've also texted you the link to activate it.

Your reward
Scratch on the next screen to reveal it.
Reveal
Earn more
Get a day pass
$5
Get pass
Become a member
$25
Join now
Original export · for comparison
Drop the client's end-to-end flow export
Report 1
Hub built, invitation sent
Personal link
Friend verifies, reward releases
Report 2
Purchase matched, reward releases
Report 3
Join matched, reward releases
Loop closes
One balance, ready to share again
The playbook

Four moments. One closed loop.

Each stage names who acts, which report or link triggers it, how the event is verified, and when the referrer is rewarded.

Stage 01 of 04 Onboard

Activate the platform member

Give every platform member a direct way into Your Brand’s referral program from the daily New Member report, with no staff step in between.

Trigger
Report 1 · New Member report
  1. The New Member report reaches Rewards Vault, which triggers the Referral Hub build and an instant notification to the referrer to activate their hub and start earning.
  2. Your Brand can also send a link to the correct segment of members, directing referrers to activate their hub and start earning.
  3. They enter their name, mobile number, and optional email, then complete four-digit SMS verification and first-party opt-in.
  4. Rewards Vault creates the verified referrer record, starts the session, and opens that member’s personal Referral Hub.
Reward
No reward
Stage 1 creates the verified referrer record. A reward can be added if Your Brand wants one.
Verification
First-party form + four-digit SMS verification
Reward note
Stage 01 · live screens
Scroll sideways to walk the screens
9:41
RB
Your Brand
Today 9:02 AM
You're now a referrer at Your Brand! Opt-in to access your referrer hub and start tracking your earnings: rfb.st/h/Qm4d2K Reply STOP to opt out at any time.
9:41
Welcome to your referrer hub
By checking this box you are agreeing to our Terms
Consent & Agreement
By checking this box, you:
  • Consent to receive email communications, calls (including prerecorded messages), and automated SMS texts from Your Brand, Promotion Vault, their affiliates, or agents.
  • Authorize Promotion Vault to communicate on your behalf with referrals submitted through this form, even if such communications are considered advertisements.
  • Confirm that you are the authorized user of the provided email and phone number.
  • Understand that your consent is voluntary and not a condition of purchasing goods or services.
  • Acknowledge that you can opt out anytime by unsubscribing from emails or texting STOP to any SMS (standard message and data rates may apply).
  • Agree to be bound by the Promotion Vault Terms of Service and Privacy Policy, including the collection of certain location and usage data.
The activation text, and the consent and agreement the referrer accepts to open their hub.
Original export · for comparison
Stage 02 of 04 Refer

The member refers a friend

Turn a personal recommendation into a verified event, without either party sharing a list or a spreadsheet.

Trigger
Personal Referral Hub link
  1. The member opens their personal Referral Hub and shares their own link or code.
  2. The friend lands on a named invitation from that specific member.
  3. The friend enters their number and completes six-digit SMS verification.
  4. Rewards Vault ties the verified friend back to the referrer’s record and releases the referral scratcher.
Reward
$2.60
Verification
Named invitation + six-digit SMS verification on the friend
Reward note
Fixed expected value of the 80% $2 / 20% $5 validated-referral scratcher.
Stage 02 · live screens
Scroll sideways to walk the screens
9:41
Your Brand Referral reward
Maria invited you to Your Brand
9:41
Your Brand
Enter your 6-digit code

We texted it to (555) 555-5555.

4 8 1 9 0 2
The named invitation the friend lands on, and the texted code that validates the lead before anything is attributed.
Original export · for comparison
Drop the Your Brand screen for this stage
Stage 03 of 04 Visit

The friend buys a day pass

Prove a real purchase happened, using the promo code recorded in the club system and matched back by the daily report.

Trigger
Report 2 · day pass purchases (promo code)
  1. The friend arrives and buys a day pass at the front desk.
  2. The purchase is recorded against the promo code in the club system.
  3. The daily day-pass purchases report is queued to Rewards Vault.
  4. Rewards Vault matches the purchase to the referral relationship and releases the $5 referrer reward.
Reward
$5
Verification
Promo-code purchase matched to the verified referral relationship
Reward note
Paid to the referrer when the day-pass purchase report lands.
Stage 03 · live screens
Scroll sideways to walk the screens
9:41
Ready
Your reward is ready

Scratch below to reveal it — we've also texted you the link to activate it.

Your reward
Scratch on the next screen to reveal it.
Reveal
Earn more
Get a day pass
$5
Get pass
Become a member
$25
Join now
The reward-ready screen when the day-pass purchase matches the referral.
Original export · for comparison
Stage 04 of 04 Convert

The friend becomes a member

Reward the outcome that matters most, on the same verified relationship that started with a personal link.

Trigger
Report 3 · New Member report
  1. The friend joins Your Brand.
  2. The join is recorded in the club system.
  3. The daily New Member report is queued to Rewards Vault.
  4. Rewards Vault confirms the join, releases the $25 referrer reward, and closes the loop on that relationship.
Reward
$25
Verification
New Member report matched to the verified referral relationship
Reward note
Paid to the referrer when the new member report lands.
Stage 04 · live screens
Scroll sideways to walk the screens
9:41
Your Brand
Bring a friend to Your Brand
Get $20 per verified referral
Share
Available balance
$50.00
Pending balance
$0.00
Choose your reward
Amazon.com gift card
Amazon.com
Choose
Starbucks gift card
Starbucks
Choose
The Vault: one running balance across every stage.
Original export · for comparison
Drop the Your Brand screen for this stage
Step by step

The member experience

1

The New Member report reaches Rewards Vault, which triggers the Referral Hub build and an instant notification to the referrer to activate their hub and start earning.

2

The member opens their personal Referral Hub and shares their own link or code.

3

The friend arrives and buys a day pass at the front desk.

4

The friend joins Your Brand.

The daily report model

Three reports, queued daily.

Each report is initiated in the customer’s database and sent to Rewards Vault as a custom report. The play integrations build the hubs, send the invitations, match every reward back to the eligible referrer, and release payment.

Report 1 Daily

New Member report: Referral Hub invite

Initiates the Referral Hub build and the invitation by email and SMS. This report is also the match-back for eligible referrers.

Builds the hub · sets eligibility
Report 2 Daily

Day pass purchases report

Promo-code purchases, matched back to the referrer who sent them.

$5 to the referrer
Report 3 Daily

New Member report: join

The friend’s membership join, matched back to the same relationship.

$25 to the referrer
Queued daily, processed automatically. No staff step between the report landing and the reward releasing.