Referral program management

Purpose

1.1. Automate end-to-end management of customer referral programs: generation of unique codes, real-time tracking, incentive distribution, and reporting.
1.2. Facilitate word-of-mouth marketing by rewarding customers for referring friends, increasing the customer base for adult DVD retailers.
1.3. Integrate communication, sales platforms, CRM systems, and reward mechanisms into a seamless workflow minimizing manual oversight.

Trigger Conditions

2.1. A customer completes a purchase and opts in for referral program enrollment.
2.2. Referral code or link is shared by the original customer.
2.3. Referral code is redeemed by a new customer during checkout.
2.4. Successful referred purchase is made.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS delivery of referral codes; use Twilio API: messages.create()
• Sample: Trigger SMS with code after purchase event detected

3.2. SendGrid
• Feature/Setting: Trigger email with unique referral link; use SendGrid API: Mail Send endpoint
• Sample: Email dispatched upon opt-in for referral invite

3.3. Shopify
• Feature/Setting: Generate/validate discount codes via Admin API: PriceRule, DiscountCode
• Sample: Auto-create and assign code in response to purchase completion

3.4. HubSpot
• Feature/Setting: Track referrals as Contacts; use Workflow API to enroll in nurture campaigns
• Sample: Tag referrer and referee; launch reward sequencing

3.5. Salesforce
• Feature/Setting: Automate lead/reward attribution via Process Builder and REST API
• Sample: Update lead source and issue referral points

3.6. Zapier
• Feature/Setting: Multi-app workflow chaining; Trigger: New Shopify Order, Action: SendGrid email
• Sample: Auto-chain code distribution on qualifying purchase

3.7. Slack
• Feature/Setting: Notify staff on successful referrals; use Slack API: chat.postMessage
• Sample: Message marketing channel with real-time updates

3.8. ActiveCampaign
• Feature/Setting: Tagging and automation workflow; use Automation API endpoint
• Sample: Assign tags and trigger reward email sequence

3.9. Intercom
• Feature/Setting: Send personalized in-app messages; Conversations API
• Sample: Notify enrolled customers of pending rewards

3.10. Pipedrive
• Feature/Setting: Track referral status via Deals pipeline; Webhooks API
• Sample: Move referral-assisted leads upon reward eligibility

3.11. Airtable
• Feature/Setting: Store dynamic referral logs; REST API for CRUD operations
• Sample: Update referral status and reward fulfillment history

3.12. Google Sheets
• Feature/Setting: Automated log of referral flows; Sheets API: append and update
• Sample: Write row on new referral, update on reward issuance

3.13. WooCommerce
• Feature/Setting: Auto-generate coupons via REST API; trigger on order completion
• Sample: Email coupon to referrer and referee after qualifying event

3.14. Rewardful
• Feature/Setting: Affiliate/referral campaign automation; Track and manage conversions
• Sample: Create campaign and sync reward delivery when API detects new sign-up

3.15. ReferralCandy
• Feature/Setting: Automate reward and follow-ups; Webhook and API for triggers
• Sample: Distribute incentives on verified purchases

3.16. Klaviyo
• Feature/Setting: Smart email sequencing based on referral milestones; API-triggered flows
• Sample: Initiate targeted messaging as referral actions are tracked

3.17. Typeform
• Feature/Setting: Collect participant details via form; API to send entries
• Sample: Prefill information and sync with CRM after form completion

3.18. Mailchimp
• Feature/Setting: Automated marketing drips for referrers and referees; Campaign API
• Sample: Trigger journey on referral opt-in or redemption

3.19. Monday.com
• Feature/Setting: Visual progress board for referral lifecycle; API Boards & Pulse creation
• Sample: Auto-update deal stages as referrals are verified

3.20. Segment
• Feature/Setting: Unified tracking of referrals across tools; API to send Identify and Track calls
• Sample: Collate cross-platform referral data for analytics and rewards

Benefits

4.1. Consistent tracking and attribution reduces lost or unclaimed rewards.
4.2. Real-time, omnichannel communication increases referral program participation.
4.3. Integrates with existing sales, marketing, and analytics tools, streamlining marketing effort.
4.4. Lowers manual workload, ensures timely reward fulfillment, and optimizes marketing ROI.
4.5. Data-rich workflows support granular performance tracking and compliance.