Referral program enrollment and tracking

Purpose

1.1. Automate referral program enrollment for customers purchasing mattresses, increasing word-of-mouth marketing and customer engagement.
1.2. Automated tracking of referred leads’ actions to attribute rewards when referrals purchase or engage.
1.3. Enable campaign setup, trigger-based reward distribution, automated notification, and referral analytics.
1.4. Automate alerts for the sales team and streamline reward fulfillment, reporting, and anti-fraud checks.

Trigger Conditions

2.1. Automated enrollment when a purchase or sign-up is completed on e-commerce site.
2.2. Trigger automation after positive review submission or NPS survey with promoter score.
2.3. Trigger workflow when referral link is generated or filled by the customer.
2.4. Trigger automated tracking when referrals convert (e.g., make a purchase, book a showroom appointment).

Platform Variants

3.1. Salesforce
• Feature/Setting: Configure ‘Referral Program’ Campaign object and Process Builder for automated lead tracking and email triggers (API: CampaignMember, Process Builder Flow).

3.2. HubSpot
• Feature/Setting: Automate workflow enrollment on contact property update ("Referrer ID") and trigger email/SMS. (API: Workflows, Contacts update endpoint).

3.3. Zapier
• Feature/Setting: Automated multi-app zap connecting e-commerce triggers, Google Sheets for tracking, and Gmail for reward notification. (Apps: Webhooks, Gmail, Google Sheets).

3.4. Intercom
• Feature/Setting: Automate in-app referral message based on tag update, and auto-send gift card on conversion (API: Conversations, Tags trigger).

3.5. Shopify
• Feature/Setting: Auto-enroll customers via Post-Purchase Page, update metafields, trigger notification email. (API: Admin REST API, Shopify Flow).

3.6. Klaviyo
• Feature/Setting: Create automated flows sending referral invitations and reward confirmations via email/SMS. (API: Flows endpoint, Events track).

3.7. Mailchimp
• Feature/Setting: Automated audience segmentation by referral status, trigger campaign send on referral conversion. (API: Lists & Campaigns, Automation triggers).

3.8. Twilio
• Feature/Setting: Configure SMS automation for referral invites and bonus notifications, using SMS API. (API: Programmable Messaging endpoint).

3.9. Google Sheets
• Feature/Setting: Automate row creation for each referrer/referred action, trigger on changes for workflow call. (API: Sheets append, update events).

3.10. SendGrid
• Feature/Setting: Auto-send referral and reward emails; event webhook to track opens/clicks. (API: Mail Send, Event Webhook).

3.11. Typeform
• Feature/Setting: Automate referral lead intake forms, zap completion triggers follow-up flows. (API: Responses Webhook, Connect triggers).

3.12. Segment
• Feature/Setting: Track referral events across platforms and send to downstream automation tools. (API: Track event, Sources).

3.13. Slack
• Feature/Setting: Automated Slack alerts for sales/support teams on new referral enrollment or conversions. (API: Incoming Webhooks).

3.14. Pipedrive
• Feature/Setting: Automate creation of new deals tagged "Referral Lead", auto-update stages. (API: Deals, Activities).

3.15. ActiveCampaign
• Feature/Setting: Automate referral sequence enrollment, trigger reward automation based on contact behavior (API: Automations, Contacts).

3.16. Facebook Messenger
• Feature/Setting: Messenger bot automates referral invitation, tracks new enrollments via webhook. (API: Send API, Webhook events).

3.17. Trello
• Feature/Setting: Automated card creation for each referred lead, progress tracked on board move automation. (API: Cards, Webhooks).

3.18. Notion
• Feature/Setting: Automate addition of tracked referrals and reward status, using integration API. (API: Database pages API).

3.19. Monday.com
• Feature/Setting: Automated referral tracking boards, auto-move automation on conversion/reward steps. (API: Boards, Webhook triggers).

3.20. Google Analytics
• Feature/Setting: Automate event tracking for referral link clicks and conversions, send data for dashboard reporting. (API: Measurement Protocol).

Benefits

4.1. Automates manual referral entry, reducing operational workload.
4.2. Automatedly ensures accurate tracking, reducing fraud and leakage of referral rewards.
4.3. Automation accelerates sales cycle and increases number of qualified leads with low CAC.
4.4. Automator-driven approach delivers seamless customer experience and consistent reward fulfillment.
4.5. Enables automated, real-time data visualization for program effectiveness and ROI measurement.