Referral program automation

Purpose

 1.1. Fully automate customer referrals by detecting triggers in client activity, sending personalized referral invitations, tracking new signups resulting from referrals, rewarding both referrer and referee, and generating analytics for continuous program improvement.
 1.2. Reduce manual follow-up, ensure consistent communication, and streamline referral reward fulfillment for both customers and the business.
 1.3. Integrate multiple communication channels (email, SMS, CRM, chat, in-app notifications) into a cohesive referral journey for maximum reach and tracking.

Trigger Conditions

 2.1. New client rental booking completion.
 2.2. Positive customer satisfaction survey (CSAT/NPS ≥ threshold).
 2.3. Milestone (e.g., client reached 3rd rental).
 2.4. Voluntary opt-in via customer portal.
 2.5. Direct input of referral candidate by customer.
 2.6. Manual trigger by staff in CRM.
 2.7. Anniversary of first booking.

Platform Variants

 3.1. Twilio SMS
  • Feature/Setting: SMS API — configure webhook to send SMS invites with unique referral links upon booking completion event.

 3.2. SendGrid
  • Feature/Setting: Transactional Email API — auto-send referral invitation emails with dynamic sender names and personalized offers.

 3.3. HubSpot
  • Feature/Setting: Workflow Automation — auto-enroll eligible clients in “Referral Outbound Sequence” upon trigger condition.

 3.4. Pipedrive
  • Feature/Setting: Activity Scheduler — schedule a follow-up call/task when a referral form is submitted.

 3.5. Salesforce
  • Feature/Setting: Process Builder — automate addition of referral tracking object to client record.

 3.6. Intercom
  • Feature/Setting: Event Triggered Messages — deploy chat invitations for referrals based on real-time customer actions.

 3.7. Slack
  • Feature/Setting: Incoming Webhook — alert sales/ops when a referral is made.

 3.8. Zendesk
  • Feature/Setting: Ticket Automation — auto-create thank-you/support tickets for successful referrals.

 3.9. ActiveCampaign
  • Feature/Setting: Automations — immediate reward offer sent upon referee conversion event.

 3.10. Airtable
  • Feature/Setting: Script Automations — update referral records and trigger reward fulfillment.

 3.11. Zoho CRM
  • Feature/Setting: Blueprint — enforce referral approval steps and task assignment.

 3.12. Mailchimp
  • Feature/Setting: Journey Automation — multi-step drip plus reminders to dormant referees.

 3.13. Microsoft Power Automate
  • Feature/Setting: Scheduled Flows — issue monthly referral program analytics to management.

 3.14. Google Sheets
  • Feature/Setting: App Script — auto-log each referral event and reward status.

 3.15. Freshdesk
  • Feature/Setting: Scenario Automations — acknowledge referees with support credits.

 3.16. Typeform
  • Feature/Setting: Webhooks — start automation from completed referral submission.

 3.17. Notion
  • Feature/Setting: API Integrations — synchronize referral leaderboard.

 3.18. ClickSend
  • Feature/Setting: SMS/Voice API — send voice/SMS nudges to encourage referral follow-through.

 3.19. WhatsApp Business API
  • Feature/Setting: Template Messages — instant referral links to user contacts via WhatsApp.

 3.20. Stripe
  • Feature/Setting: Payment Links API — auto-issue gift card or discount code upon referral success.

 3.21. Monday.com
  • Feature/Setting: Automation Recipes — update workflow status whenever a new referral is captured.

Benefits

 4.1. Maximize referral participation with omni-channel, multi-platform prompting.
 4.2. Eliminate manual tracking and follow-up for staff.
 4.3. Accelerate growth by reducing friction and providing immediate, automated rewards.
 4.4. Gather real-time analytics on referral effectiveness for ongoing program optimization.
 4.5. Enhance customer engagement and satisfaction through frequent, timely recognition.