Lead Generation and MarketingPurpose
1.2. Eliminate manual referral management by using automated workflows to capture referrals, validate them, notify relevant parties, and trigger predefined rewards upon successful lead conversion.
1.3. Ensure fast, consistent follow-up to maximize lead quality and referral engagement, fully integrated within the education marketing stack and CRM.
Trigger Conditions
2.2. Referral code/link is used in an online application or registration.
2.3. Referred applicant attends a virtual info session or qualifying event.
2.4. Referral status changes in CRM (e.g., “Application Submitted,” “Enrolled,” “Attended Demo”).
2.5. Social media post tagged with school referral hashtag.
2.6. Manual admin entry of referral in school’s database.
2.7. Payment or deposit received from referred lead.
Platform variants
• Feature/Setting: Process Builder/Flow triggers on Lead Source or Custom Referral Field changes; use REST API to post referral events.
3.2 HubSpot
• Feature/Setting: Workflow triggers on form submission with Referral ID; use Contact API for lead/referent linkage.
3.3 Zapier
• Feature/Setting: Automation for new referral entry; set up Webhooks feature to transmit data between apps.
3.4 ActiveCampaign
• Feature/Setting: Automations triggered via Tag added (“Referral-Acupuncture”); use API v3 endpoint to trigger workflow.
3.5 Google Sheets
• Feature/Setting: Google Apps Script auto-triggers on new row (“Referral”); use Sheets API for integration.
3.6 Mailchimp
• Feature/Setting: Audience field “Referral Source”; use Mandrill Transactional API to send rewards.
3.7 Twilio SMS
• Feature/Setting: Incoming webhook parser for referral confirmations; use Messages API to send SMS to referrers.
3.8 Slack
• Feature/Setting: Incoming Webhook or Events API posts message to #referral-program channel on referral submission.
3.9 Airtable
• Feature/Setting: “Referral Log” base triggers via Automations; use REST API to update referral status.
3.10 SendGrid
• Feature/Setting: Marketing Campaign API auto-sends referral reward notification on status update.
3.11 Intercom
• Feature/Setting: Custom bot triggered when user mentions “referred by”; Conversation API for alerting staff.
3.12 Calendly
• Feature/Setting: Webhook on “Meeting Booked” for referred contacts; use Scheduling API to ensure participation.
3.13 Typeform
• Feature/Setting: Webhook/Responses API sends new referral submissions to downstream automations.
3.14 Shopify
• Feature/Setting: Referral plugin triggers on tagged orders; use Storefront API for student kit rewards.
3.15 Microsoft Teams
• Feature/Setting: Incoming webhook posts referral status to designated channel on trigger.
3.16 Zoom
• Feature/Setting: Webhook on Event Registration for referred leads; use Meeting API to log attendance.
3.17 Notion
• Feature/Setting: New database row with “Referral” tag auto-triggers integration; use API for change notifications.
3.18 Pipedrive
• Feature/Setting: Workflow automation on deal with custom “Referred By” field; use API for reward action.
3.19 Monday.com
• Feature/Setting: Board automation with “Referral” column triggers API for next steps.
3.20 Webflow
• Feature/Setting: Site form submission triggers webhook; use CMS API to update referral page or status.
3.21 Facebook/Meta
• Feature/Setting: Conversions API triggers when ads are shared with referral links.
3.22 Stripe
• Feature/Setting: Webhook triggers on referral payments; use API to track reward eligibility.
Benefits
4.2. Enhances accuracy and transparency for participants.
4.3. Seamless channel integration boosts campaign reach.
4.4. Maintains detailed performance analytics for optimization.
4.5. Scales efficiently as the referral program grows in complexity.