Customer Engagement & MarketingPurpose
1.2. Capture, track, and reward successful referrals; send invites, monitor status, and facilitate coupon/reward delivery.
1.3. Seamless integration with reservation, POS, and marketing channels to maximize reach and engagement.
1.4. Enable real-time analytics, fraud prevention, and multi-language support for diverse clientele.
Trigger Conditions
2.2. Referral link shared by existing customers is clicked and a new user signs up or books a reservation.
2.3. Referral chain completes defined action (e.g., completes first order, dines in, purchases above threshold).
2.4. Scheduled audits for reward fulfillment and fraud flags.
Platform Variants
• Feature/Setting: Messaging API – send automated referral invites, confirmations, and reward codes; set up API key and webhook for status callbacks.
3.2. SendGrid
• Feature/Setting: Transactional Email API – deliver referral invitations, status updates, and e-coupons; configure dynamic templates.
3.3. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder API – create referral nurture flows and reward journeys with entry triggers tied to referral actions.
3.4. HubSpot
• Feature/Setting: Workflows – automate referral registration and reward assignment; configure webhook triggers for deal creation.
3.5. Mailchimp
• Feature/Setting: Automated Campaigns – send targeted referral campaign emails with custom merge tags.
3.6. Zapier
• Feature/Setting: Multi-step Zaps – automate data flow between CRM, POS, and email for referral status updates.
3.7. Shopify
• Feature/Setting: Script Editor/API – track referral codes on dine-in or online orders; automate discount application on qualifying purchases.
3.8. WooCommerce
• Feature/Setting: Webhooks – trigger coupons and update referral status upon successful order.
3.9. Google Sheets
• Feature/Setting: App Script/API – log every referral entry, status change, and reward claim for reporting.
3.10. Notion
• Feature/Setting: Database API – maintain real-time referral leaderboard and histories.
3.11. Airtable
• Feature/Setting: Automations – sync new referrals, update reward statuses, and trigger notifications.
3.12. Slack
• Feature/Setting: Incoming Webhooks – notify staff about successful referrals or milestone achievements.
3.13. Discord
• Feature/Setting: Bot Integration – send automated referral updates and reward alerts in designated channels.
3.14. Facebook Messenger
• Feature/Setting: Messenger API – deliver referral invites and real-time status updates to customers.
3.15. WhatsApp Business
• Feature/Setting: Cloud API – send personalized referral links and reward confirmations to user’s WhatsApp accounts.
3.16. Intercom
• Feature/Setting: Custom Bots – automate referral program onboarding and update customers of referral statuses.
3.17. Segment
• Feature/Setting: Event Tracking API – record and analyze all referral actions for deeper insights.
3.18. Stripe
• Feature/Setting: Payment Links API – issue instant reward payouts or e-vouchers to successful referrers.
3.19. Pabbly Connect
• Feature/Setting: Workflow Builder – bridge data between platforms, sync referral and reward records.
3.20. Monday.com
• Feature/Setting: Automation Recipes – track and escalate incomplete referrals, alert managers for manual review.
3.21. ActiveCampaign
• Feature/Setting: Automations – nurture referred leads, trigger special offers, and follow up on uncompleted signup flows.
3.22. Google Calendar
• Feature/Setting: API – schedule follow-ups for referred guests who haven’t made a reservation yet.
3.23. Trello
• Feature/Setting: Butler Automation – move referral cards to “Rewarded” lists and send team reminders for pending actions.
Benefits
4.2. Improves customer engagement through timely communications and instant rewards.
4.3. Reduces operational workload through seamless multi-channel coordination.
4.4. Enhances transparency and analytics for better decision making.
4.5. Protects against fraud with automated validation and tracking mechanisms.