Referral program automation

Purpose

1.1. Automate the generation, distribution, and tracking of customer referral programs to acquire new shoppers, incentivize current customers, and promote in-store or online purchases of American grocery products.
1.2. Enable seamless customer segment targeting, real-time reward allocation, cross-channel campaign deployment, fraud reduction, and rapid program iteration.

Trigger Conditions

2.1. New customer signup via web, app, or POS.
2.2. Purchase meets minimum value or product criteria.
2.3. Referral code applied at checkout.
2.4. Status change in CRM (e.g., loyal customer).
2.5. Expiry or closure of previous referral campaign.

Platform Variants

3.1. Salesforce
 • Feature/Setting: Workflow Rule, create automatic referral on Lead creation—configure trigger on “Lead Source = Referral.”
3.2. HubSpot
 • Feature/Setting: Contact Workflow, auto-email “Invite a friend” link on signup.
3.3. Twilio
 • Feature/Setting: Programmable SMS, send unique referral codes to customer mobiles—configure via “Send Message” API.
3.4. SendGrid
 • Feature/Setting: Marketing Campaigns API for automated referral invitations by email post-purchase.
3.5. ActiveCampaign
 • Feature/Setting: Automation builder with “Referral Program” trigger to segment and reward users.
3.6. Mailchimp
 • Feature/Setting: Journey automation, “If Order Contains American Product” triggers referral campaign email series.
3.7. Klaviyo
 • Feature/Setting: Flow trigger, “Placed Order” campaign for referral reward sequencing.
3.8. Shopify
 • Feature/Setting: Scripted workflow via Flow App to assign unique codes and log referrals per sale.
3.9. WooCommerce
 • Feature/Setting: Coupon Generator API, create new coupons tied to referrer/referee accounts post-checkout.
3.10. Zapier
 • Feature/Setting: Multi-step zap linking new CRM entry to dynamic referral code send-out via preferred comms.
3.11. Google Sheets
 • Feature/Setting: App Script, auto-populate referral events and status logs for admin tracking.
3.12. Facebook Messenger
 • Feature/Setting: Messenger API, auto-send referral invite and unique code upon joining group list.
3.13. Instagram DM (Meta API)
 • Feature/Setting: Send automated promotional DMs with referral codes for users who engage posts.
3.14. Slack
 • Feature/Setting: Incoming Webhook, notify staff with new high-value referrals for follow-up.
3.15. Intercom
 • Feature/Setting: Custom Bot, initiate messages offering referral bonus after support chat resolution.
3.16. LoyaltyLion
 • Feature/Setting: Rule engine—auto-issue points for each successful referred purchase.
3.17. ReferralCandy
 • Feature/Setting: API integration, sync customer list and manage automated multi-tier rewards.
3.18. Smile.io
 • Feature/Setting: Auto-enroll new buyers in referral program via Reward Rules API after eligible transaction.
3.19. Typeform
 • Feature/Setting: Webhook on form submit, trigger “Share with a Friend” referral link generation.
3.20. Segment
 • Feature/Setting: Event tracking API, fire “Referral Conversion” to all connected analytics/marketing tools.

Benefits

4.1. Consistent new customer acquisition with minimal manual work.
4.2. Increased repeat purchases and higher customer lifetime value.
4.3. Reliable, cross-platform delivery of rewards and communications.
4.4. Full visibility over program performance and reduced manual errors.
4.5. Faster time-to-market for evolving or A/B testing referral promotions.