Marketing and Customer EngagementPurpose
1.2. Automatedly track engagement, referrals, and incentive eligibility.
1.3. Automates follow-up reminders, notifications, and reward distribution.
1.4. Automating data collection, customer identification, and campaign analytics for scalability.
1.5. Make the referral process seamless, reducing manual errors and unlocking data-driven decision making.
1.6. Enrich marketing outreach by automatedly syncing referral status with CRM and marketing automation platforms.
Trigger Conditions
2.2. Customer reaches a specified loyalty milestone.
2.3. CRM tag change or status update.
2.4. After completion of a feedback survey.
2.5. Custom trigger via webhook or API call from booking portal.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automated SMS generation and delivery using Twilio Messaging API, set trigger upon event booking.
• Example: Configure 'Programmable Messaging' with event-driven webhook.
3.2. SendGrid
• Feature/Setting: Automated email invitation via SendGrid Mail Send API, using dynamic templates for referral unique codes.
• Example: Setup API key and use 'Dynamic Templates' for referral email campaigns.
3.3. Mailchimp
• Feature/Setting: Automate contact list updates and drip campaign launch via Mailchimp Automations API.
• Example: Integrate with booking system to trigger email sequences.
3.4. HubSpot
• Feature/Setting: Automating referral program workflows using HubSpot Workflows and API updates to contact properties.
• Example: Set custom workflow for 'Referral Invited' and 'Referral Rewarded'.
3.5. Salesforce
• Feature/Setting: Workflow automator to assign referral tasks, update lead statuses, and automate emails through Process Builder or Flow.
• Example: Use Flow builder to trigger upon event status change.
3.6. ActiveCampaign
• Feature/Setting: Automate referral invite sequence with Actions and Triggers; monitor status via API.
• Example: Tag assigned on completed event triggers referral automation.
3.7. Zapier
• Feature/Setting: Multi-app automation triggers using connected events such as new rows, email sends, or form submissions.
• Example: Automatedly push referral invites from Airtable booking to Gmail.
3.8. Airtable
• Feature/Setting: Store and automate referral records, integrate with forms, automate email using scripting/api.
• Example: Automate referral code assignment via script block.
3.9. Google Sheets
• Feature/Setting: Automator for tracking referrals, using Google Apps Script to trigger email/SMS automation.
• Example: On new row append, automated reminder fired.
3.10. Slack
• Feature/Setting: Automated notifications using Slack Incoming Webhooks for status updates to internal team.
• Example: Notify sales on eligible referral status.
3.11. WhatsApp Business API
• Feature/Setting: Automated message dispatch on successful referral detected via WhatsApp Cloud API.
• Example: Configure outbound session message on referral closure.
3.12. Pipedrive
• Feature/Setting: Automatedly update deals, send referral invites and task assignments via Workflow Automation.
• Example: Stage change triggers invite email.
3.13. Typeform
• Feature/Setting: Automate trigger after form completion (e.g., feedback survey); send invite with Typeform Webhooks.
• Example: Automated API call to invite user upon survey submission.
3.14. Intercom
• Feature/Setting: Send automated chat or email referral invites using Campaigns and Workflows.
• Example: Set trigger for closed conversations after event.
3.15. Facebook Messenger (via Messenger API)
• Feature/Setting: Automated invite message flows using Messenger Bots/API for existing clients.
• Example: Trigger message flow from CRM or event system.
3.16. Monday.com
• Feature/Setting: Automate referral tracking board with integrations and automations for notifications and reminders.
• Example: Pulse status triggers automated email/SMS.
3.17. Trello
• Feature/Setting: Automate card creation and checklist updates for referral milestones using Butler automation.
• Example: Referral reaches milestone, automator sends alert.
3.18. Drip
• Feature/Setting: Automatedly enroll new customers to referral campaign using Workflows and Rules.
• Example: Event webhook triggers workflow start.
3.19. Klaviyo
• Feature/Setting: Automate flow for referral emails and status updates leveraging event triggers.
• Example: Booking API event starts referral automation.
3.20. Shopify (for e-commerce upsell add-ons)
• Feature/Setting: Automatedly generate discount/referral codes using Shopify Scripts API after booking.
• Example: After purchase, trigger Referral Reward workflow.
Benefits
4.2. Automated tracking increases transparency and reward accuracy.
4.3. Automator scales easily with event volume, eliminating process bottlenecks.
4.4. Automation ensures timely reminders, increasing successful referrals.
4.5. Data-driven automation allows for campaign optimization and higher ROI.