Referral program management and invitations

Purpose

1.1. Systematically automate the launch and management of referral programs for Italian restaurants, streamlining customer invitations, tracking referral status, and delivering rewards automatically across customer touchpoints.
1.2. Enhance customer engagement, amplify word-of-mouth marketing, and automatedly increase reservation rates by rewarding guests who successfully refer friends.
1.3. Automate the monitoring of referral progress, manage invitations across multi-channel marketing, and automate distribution of redemption incentives and rewards.
1.4. Capture, segment, and report participant activity for actionable marketing analytics with automation.

Trigger Conditions

2.1. New reservation completed or customer joins loyalty program triggers automated invitation.
2.2. Customer checks in at the restaurant, triggering real-time referral code or link generation with automation.
2.3. Special date (e.g., customer birthday) triggers a new, automated invitation batch.
2.4. Referral milestone reached by customer auto-triggers reward distribution workflow.

Platform Variants (20+)

3.1. Twilio SMS
• Feature: Automated invitation SMS.
• Setting: Configure Messaging API with dynamic templates to send referral links upon customer action.
3.2. SendGrid
• Feature: Automated email referral invites.
• Setting: Use Transactional API with personalized subject lines for referral campaigns.
3.3. Mailchimp
• Feature: Email campaign automation.
• Setting: Configure Customer Journey builder to automate invite emails and reward notifications.
3.4. Salesforce Marketing Cloud
• Feature: Multi-channel referral journey automation.
• Setting: Automation Studio triggers referral flows on reservation or milestone events.
3.5. HubSpot
• Feature: Automated contact segmentation and workflow automation.
• Setting: Workflows automate invitation emails when a user joins a list.
3.6. Zoho CRM
• Feature: Referral campaign tracking automation.
• Setting: Blueprint module auto-assigns and tracks invite statuses.
3.7. ActiveCampaign
• Feature: Conditional automation for referrals and rewards.
• Setting: Automations trigger invite emails and reward reminders.
3.8. Pipedrive
• Feature: Deal-based referral stage automation.
• Setting: Workflow Automator moves deals when invites or rewards are issued.
3.9. WhatsApp Business API
• Feature: Automated WhatsApp referral message.
• Setting: Use templated messages via WhatsApp Cloud API, triggered by CRM event.
3.10. Facebook Messenger (Meta API)
• Feature: Automated referral messages through Messenger bots.
• Setting: Messenger Platform Send API delivers invitation after reservation event.
3.11. Google Sheets
• Feature: Automated referral tracking sheet updates.
• Setting: Google Sheets API auto-appends invite/referral status rows.
3.12. Shopify (for online offers)
• Feature: Automated coupon delivery for referrals.
• Setting: Scripts API automatedly creates and delivers referral discount codes.
3.13. Slack
• Feature: Internal team notifications for new referrals.
• Setting: Incoming Webhooks automatedly notify staff channel.
3.14. Intercom
• Feature: Automated in-app/referral chat invitations.
• Setting: Auto Messages automation targets users at milestone points.
3.15. Airtable
• Feature: Database automation for referral records.
• Setting: Airtable Automations auto-update records on every invite or completion.
3.16. Microsoft Teams
• Feature: Referral performance automation updates to team.
• Setting: Graph API pushes statistics on automated schedules.
3.17. Calendly
• Feature: Automated invitation after booking.
• Setting: Webhook fires to send referral invite after reservation confirmation.
3.18. Stripe
• Feature: Automate reward distribution for successful referrals.
• Setting: Stripe API automatedly issues reward payment or credits.
3.19. Typeform
• Feature: Automated referral collection.
• Setting: Typeform responses auto-create new referral sends via API on submission.
3.20. Klaviyo
• Feature: Segmented referral invitation automation.
• Setting: Flows module automates referral invites and reward follow-ups.
3.21. Zapier
• Feature: Cross-platform referral workflow automation.
• Setting: Multi-step Zap automates triggers from CRM to preferred message channel.
3.22. Monday.com
• Feature: Automated referral project board status updates.
• Setting: Automations change record status and notify stakeholders.

Benefits

4.1. Reduces manual workload by automating referral invitation and follow-up cycles.
4.2. Automates cross-channel communication for consistent customer engagement.
4.3. Automated reward issuance for timely customer satisfaction.
4.4. Enables scalable, automatable marketing campaigns with real-time analytics.
4.5. Increases referral participation and customer loyalty through seamless automation.