Marketing and Customer AcquisitionPurpose
1.2. Automates the process of identifying referring customers, attributing referrals, and managing reward delivery.
1.3. Automates notification to both referrer and referee when referral milestones or rewards are reached.
1.4. Automator ensures compliance, accurate reporting, and enables seamless customer engagement for restaurant marketing teams.
Trigger Conditions
2.2. Existing customer shares referral campaign via digital or physical channels.
2.3. Reward milestones reached (e.g., referee makes first order, referral count threshold).
2.4. Update to referral program status or terms.
Platform Variants
• Feature: Automated SMS notification.
• Sample: Configure Messaging Service, Automated Trigger on referral reward earned.
3.2. SendGrid
• Feature: Automated email alerts for program updates.
• Sample: Use API v3 Mail Send on referral event.
3.3. Mailchimp
• Feature: Automated segmented campaign for referrals.
• Sample: API-triggered automation with dynamic content.
3.4. Slack
• Feature: Automated internal notification to staff.
• Sample: Use Incoming Webhooks to post updates.
3.5. Salesforce
• Feature: Automated lead and contact update with referral status.
• Sample: Configure Process Builder for referral automation.
3.6. HubSpot
• Feature: Automate referral-based workflow triggers.
• Sample: Automate workflow for referral contact properties.
3.7. Google Sheets
• Feature: Automated log of referral events.
• Sample: Sheets API automated append for every new referral.
3.8. Zapier
• Feature: Cross-platform automation of referral workflows.
• Sample: Multi-app Zaps for referral notification and tracking.
3.9. Airtable
• Feature: Automated referral program database updates.
• Sample: Automations with trigger on new/updated record.
3.10. Shopify
• Feature: Automates reward discount code delivery.
• Sample: Shopify API action upon referral validation.
3.11. ActiveCampaign
• Feature: Automated follow-up and reward notification sequence.
• Sample: Automate campaign triggers on tag applied.
3.12. Facebook Messenger
• Feature: Automated customer message with referral info.
• Sample: Messenger API trigger for reward event.
3.13. Intercom
• Feature: Automates live chat notifications.
• Sample: Custom bots with outbound message automation.
3.14. Notion
• Feature: Automated repository of referral analytics.
• Sample: API-driven page update per referral event.
3.15. Discord
• Feature: Automates referral status message to customer community.
• Sample: Bot triggers via Discord API on event.
3.16. Webhooks
• Feature: Automates real-time event push to any system.
• Sample: Outbound webhook configured for every referral.
3.17. Google Ads
• Feature: Automate custom audience sync for referrers.
• Sample: API integration for list upload upon referral.
3.18. Stripe
• Feature: Automates referral reward payment.
• Sample: Stripe API PaymentIntent trigger.
3.19. Trello
• Feature: Automates tracking cards for referrals.
• Sample: Automated card creation via Trello API.
3.20. Klaviyo
• Feature: Automates personalized referral program newsletters.
• Sample: API-triggered Campaign Send on referral event.
3.21. Monday.com
• Feature: Automates program workflow and reminders.
• Sample: Create automation recipes linked to referrals.
3.22. G Suite (Gmail, Calendar)
• Feature: Automate referral follow-up email and event scheduling.
• Sample: Gmail API send on trigger, Calendar event create.
Benefits
4.2. Automated tracking and notifications accelerate reward eligibility and customer retention.
4.3. Automation ensures prompt recognition of customer advocates.
4.4. Automator provides seamless cross-channel marketing efficiency.
4.5. Automated data collection empowers granular analytics and rapid marketing optimization.