Referral program management and tracking

Purpose

 1.1. Automate the administration, tracking, and rewarding of a referral program for an airsoft supply store to acquire new customers, retain existing ones, and drive viral growth.
 1.2. Enable seamless integration with store sales, marketing communications, rewards, and analytics to create a frictionless experience for referrers and referees.
 1.3. Facilitate real-time notifications, prevent fraud, and monitor program effectiveness across multiple touchpoints such as web, email, SMS, CRM, POS, and loyalty platforms.

Trigger Conditions

 2.1. Customer shares a unique referral link/code via web, SMS, social, or email.
 2.2. New customer completes registration or purchase using referral link/code.
 2.3. Sales system confirms purchase and triggers reward allocation.
 2.4. Threshold or milestone is reached (e.g., top referrer, monthly summary, fraud alert).

Platform Variants

 3.1. Shopify
  • Function: "Order/Customer Create Webhook"; configure to trigger when a referred customer places an order.
 3.2. WooCommerce
  • Hook: "woocommerce_new_order"; attach metadata to check referral codes during checkout.
 3.3. Klaviyo
  • Endpoint: "Track Event"; send referral program milestone reached notifications.
 3.4. Mailchimp
  • API: "Add or Update List Member"; enroll referees and referrers in segmented campaigns.
 3.5. SendGrid
  • Function: "Send Email"; configure dynamic templates to notify about referral rewards.
 3.6. Twilio SMS
  • Endpoint: "Messages/Create"; automate SMS alerts for referral status updates or rewards.
 3.7. HubSpot CRM
  • Endpoint: "Create/Update Contact Property"; add custom fields for referral tracking.
 3.8. Salesforce
  • API: "Upsert Lead/Custom Field"; synchronize referral source and history to records.
 3.9. Zapier
  • Function: "Webhooks by Zapier"; route referral events to multiple apps.
 3.10. ReferralCandy
  • API: "Create Referral"; register new referrals and retrieve referral analytics.
 3.11. Yotpo Loyalty & Referrals
  • API: "Award Points"; automate point assignment for successful referrals.
 3.12. Google Sheets
  • Function: "Append Row"; log and update referral activity for auditing.
 3.13. Airtable
  • API: "Create Record"; centralized database for storing referral progress.
 3.14. Slack
  • Endpoint: "Post Message"; notify staff about high-performing referrers or fraud.
 3.15. Discord
  • Webhook: "Send Message"; alert community managers to important referral events.
 3.16. Segment
  • Function: "Track"; capture referral interactions for analytics pipeline.
 3.17. Facebook Messenger
  • API: "Send Message"; deliver referral invites and reward notifications via Messenger.
 3.18. Intercom
  • Endpoint: "Create Event"; tag customer records with referral milestones.
 3.19. Stripe
  • Webhook: "Invoice Paid"; confirm purchase for reward eligibility.
 3.20. POS Systems (Vend, Lightspeed)
  • Function: "Sale Completed Hook"; monitor in-store referral transactions.

Benefits

 4.1. Accelerates new customer acquisition through trusted peer recommendations.
 4.2. Provides precise attribution of referral sources and reward distribution.
 4.3. Reduces manual intervention and risk of errors or fraud.
 4.4. Enables multi-channel outreach, maximizing participation and engagement.
 4.5. Simplifies analytics, allowing rapid iteration and optimization of the referral program.