Marketing and Engagement AutomationPurpose
1.2. Automates reward disbursement to referrers upon successful ride completions using defined rules, reducing manual errors and saving staff time.
1.3. Automates notification, validation, and reporting of referral events for management, aiding in targeted marketing decisions and continuous engagement.
1.4. Automates anti-fraud verifications by cross-referencing ride and user data in real time.
1.5. Enables automatable segmentation of users for future referral campaigns and automates reminders or upsell triggers.
Trigger Conditions
2.2. New user registration using referral code.
2.3. Referral ride completed and validated by payment/ride endpoints.
2.4. Time- or milestone-based reward validation automatedly triggered.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Configure Messaging API to automate SMS notifications for reward payouts and referral status.
• Sample: POST to /Messages with dynamic data for phone and referral status.
3.2. SendGrid
• Feature/Setting: Email API automates sending custom referral success/update emails.
• Sample: POST to /mail/send with referrer and referee data.
3.3. Salesforce
• Feature/Setting: Workflow Rule automates referral lead tracking, auto-updating opportunities.
• Sample: Trigger process builder on Lead created with referral tag.
3.4. HubSpot
• Feature/Setting: Automate contact property change based on referral outcome via Workflow Automation.
• Sample: IF ReferralStatus=“Success”, THEN Trigger Email Sequence, assign tag.
3.5. Zapier
• Feature/Setting: Automates cross-platform triggers—connects cycle rickshaw database with reward APIs.
• Sample: Catch webhook “referral_complete”, push to reward payout endpoint.
3.6. Google Sheets
• Feature/Setting: Google Apps Script auto-update for referral logs and status dashboard.
• Sample: Script listens to “onEdit” for referral entries, updates tracking.
3.7. Stripe
• Feature/Setting: Automates payment API for instant reward disbursement upon verified referrals.
• Sample: POST to /v1/payouts with user token.
3.8. PayPal
• Feature/Setting: Use Payouts API to automate fund transfers to referrers.
• Sample: Batch payout to referrer emails when ride marked “valid”.
3.9. Slack
• Feature/Setting: Automated notifications in channel for each referral/reward milestone.
• Sample: Incoming webhook posts to #referrals with details.
3.10. Airtable
• Feature/Setting: Automate record creation/update for referrals and reward tracking.
• Sample: API call on new referral, automates status update.
3.11. Notion
• Feature/Setting: Sync automation to create page/database record per referral.
• Sample: Notion API to add row with full referral lifecycle.
3.12. Intercom
• Feature/Setting: Automates in-app/user messaging on referral outcome.
• Sample: Auto-trigger message when user achieves reward.
3.13. Typeform
• Feature/Setting: Embed referral forms, automate submission triggers for workflows.
• Sample: Webhook on submit to start validation.
3.14. Pabbly Connect
• Feature/Setting: Automates multi-step workflow from referral to reward.
• Sample: Workflow listens to new webhook, triggers payout in PayPal.
3.15. Mailchimp
• Feature/Setting: Automate referral nurture campaigns for ongoing engagement.
• Sample: Auto-add referrers to new campaign on status "rewarded".
3.16. WhatsApp Business API
• Feature/Setting: Automatedly send referral invites, confirmations, and reward notifications.
• Sample: POST to /messages for automated reward updates.
3.17. Zoho CRM
• Feature/Setting: Automate creation of contacts/leads from referral events.
• Sample: API push creates lead, updates referral status field.
3.18. Freshdesk
• Feature/Setting: Auto-ticket generation for referral disputes or support.
• Sample: Webhook triggers automation to create support ticket.
3.19. Facebook Messenger API
• Feature/Setting: Send automated messages for invitations, referral reminders, and reward receipts.
• Sample: POST to /me/messages with referral update payload.
3.20. Trello
• Feature/Setting: Automate creation of cards/lists for managing referral tasks/approvals.
• Sample: API create card when referral moves to "Payout Ready".
3.21. Microsoft Power Automate
• Feature/Setting: Build flow to integrate CRM, payment provider, and notification tools for full referral automation.
• Sample: Trigger on CRM change, automate payout and notification sequence.
Benefits
4.2. Automates customer engagement, improving satisfaction and repeat usage.
4.3. Automated workflows provide real-time analytics for management.
4.4. Automation lowers operational costs and scalable growth.
4.5. Enables rapid rollout and flexible program modification automatedly.