Customer Engagement & LoyaltyPurpose
1.2. Track and validate referrer-referee pairs, trigger bonus distribution, and update customer loyalty score or wallet.
1.3. Ensure seamless digital engagement, minimize manual effort, and encourage viral word-of-mouth growth in food & beverage context.
Trigger Conditions
2.2. Validation that the new customer meets referral criteria (e.g., minimum spend, visit frequency).
2.3. Verify referring customer’s eligibility for bonus (e.g., active status, not self-referred).
Platform Variants
• Feature/Setting: SMS API; trigger SMS to referrer on successful referral.
• Sample: Configure webhook from CRM on validated referral.
3.2. SendGrid
• Feature/Setting: Transactional Emails API; send bonus notification to both referrer and new customer.
• Sample: Use dynamic templates with referral details.
3.3. Firebase Cloud Functions
• Feature/Setting: Callable Functions; detect new registration with referral code and execute reward function.
• Sample: Listen to Firestore write event on registration collection.
3.4. Stripe
• Feature/Setting: Issuing rewards as credits or coupons using Coupon API.
• Sample: Automatically create and email a promotional coupon to the referrer.
3.5. Salesforce
• Feature/Setting: Flows/Process Builder; update customer records and trigger campaigns on referral event.
• Sample: Flow triggered by new lead with custom referral field.
3.6. Zoho CRM
• Feature/Setting: Workflow Automation; auto-add bonus to customer record when referral status is updated.
• Sample: Rule triggers on “Referral Confirmed” custom field.
3.7. HubSpot
• Feature/Setting: Workflows API; send notification, update points, and trigger tasks.
• Sample: Enroll contact in “Referral Bonus” workflow via API.
3.8. Slack
• Feature/Setting: Incoming Webhooks; post alert to team when referral triggers bonus.
• Sample: Send payload on status change in referral database.
3.9. Shopify
• Feature/Setting: Script Editor/Discount Codes API for restaurant merchandise stores.
• Sample: Auto-generate and assign discount to user account.
3.10. Airtable
• Feature/Setting: Automation Scripts; log referrals, update status, and track bonuses.
• Sample: Script triggered by form submission.
3.11. Intercom
• Feature/Setting: Custom Bots; prompt referrer to share referral code and confirm bonus.
• Sample: Bot triggers on completing milestone.
3.12. Pipedrive
• Feature/Setting: Workflow Automations; auto-change deal stage on referral confirmation.
• Sample: Deal update triggers custom notification.
3.13. Mailchimp
• Feature/Setting: Email Automation; send drip campaign to referrer and referee.
• Sample: “Referral Success” workflow with conditional paths.
3.14. WhatsApp Business API
• Feature/Setting: Automated message templates; deliver bonus info via WhatsApp.
• Sample: API triggers template when referral validated.
3.15. Facebook Messenger API
• Feature/Setting: Send API; message customer reward status directly.
• Sample: Integrate with referral status webhook.
3.16. Google Sheets
• Feature/Setting: Apps Script; update real-time bonus ledger.
• Sample: Script appends new bonus entry on successful referral.
3.17. PayPal Payouts
• Feature/Setting: MassPayouts API; distribute cash bonus.
• Sample: Trigger payout from referral DB entry.
3.18. Rewardful
• Feature/Setting: Referral Tracking API; monitor, validate, trigger reward.
• Sample: Connect event webhook to CRM update.
3.19. LoyaltyLion
• Feature/Setting: Event API; assign points or new rewards.
• Sample: API call on “referral successful” event.
3.20. Segment
• Feature/Setting: Event Tracking; push successful referral event for multi-channel use.
• Sample: Track “ReferralBonusIssued” event, sync to destination tools.
Benefits
4.2. Provides measurable, scalable customer engagement and increases repeat business.
4.3. Rapid multi-channel reach via SMS, email, chat, and payment options drives loyalty.
4.4. Centralizes data and simplifies integration with loyalty programs, analytics, and marketing systems.