Referral program management workflows

Purpose

1.1. Enable seamless management and automation of referral programs for air taxi corporate clients, tracking leads from advocates, automatically rewarding successful referrers, segmenting new lead channels, and optimizing campaign performance through integrated data analysis.
1.2. Ensure every step from advocate invitation, referral submission, lead tracking, and reward disbursement occurs automatically across digital and communication platforms, leveraging advanced CRM, marketing, and workflow tools.

Trigger Conditions

2.1. New user submitted referral via web/app form, email, or chat.
2.2. Detection of a qualified lead or completed booking from a referred user.
2.3. Data update in central CRM or marketing database.
2.4. Scheduled review of referral performance metrics.

Platform variants

3.1. Slack
• Feature: Incoming Webhook/API
• Configure app to notify channel when new referral is logged.
3.2. Salesforce
• Feature: Process Builder or Flow Automation
• Set automation to create, update, and report on referral and reward objects.
3.3. HubSpot
• Feature: Workflows
• Automate segmentation, tagging, and reward email to successful referrers.
3.4. Pipedrive
• Feature: Workflow Automation
• Configure to move referral leads through deal stages and update notes.
3.5. Zendesk
• Feature: Ticket API
• Create and track tickets for each referral for support/verification.
3.6. SendGrid
• Feature: Transactional Templates API
• Send personalized status or reward emails upon referral achievement.
3.7. Twilio
• Feature: Programmable Messaging API
• Send SMS or WhatsApp notifications to advocates and new leads.
3.8. Intercom
• Feature: Webhooks & Messaging API
• Message users with referral status updates and automate reminders.
3.9. Airtable
• Feature: Automations/API
• Store referral data, trigger actions on status update, and sync with analytics.
3.10. Google Sheets
• Feature: App Script/API
• Auto-append referral info, status, and trigger email or Slack alerts.
3.11. ActiveCampaign
• Feature: Automation Builder
• Enroll referred contacts in personalized nurture drips and trigger advocate rewards.
3.12. Mailchimp
• Feature: Customer Journeys
• Add advocates and referrals to segmented lists, trigger nurture automations.
3.13. Zoho CRM
• Feature: Workflow Rules
• Automate updates to referral records and trigger reward dispatch.
3.14. Microsoft Dynamics 365
• Feature: Power Automate
• Update referral dashboards and automate follow-up tasks on deal conversion.
3.15. Notion
• Feature: Database API
• Track referral status, automate update notifications to internal teams.
3.16. Asana
• Feature: Rules & API
• Create tasks for follow-up and assign ownership on each new referral.
3.17. Trello
• Feature: Automation (Butler)
• Auto-create cards for new referrals and move on deal progress.
3.18. DocuSign
• Feature: eSignature API
• Auto-initiate NDAs or partnership agreements when advocate thresholds met.
3.19. Stripe
• Feature: Payment Intents API
• Trigger referral rewards or commission payouts to advocates.
3.20. Dropbox
• Feature: File Request/API
• Store supporting documents for high-value referrals, auto-notify teams.

Benefits

4.1. Increases referral volume by automating user engagement and follow-up.
4.2. Streamlines reward distribution and reporting, removing manual bottlenecks.
4.3. Unifies multi-channel campaign analytics for faster optimization.
4.4. Minimizes lead leakage through instant alerts and automated tracking.
4.5. Enhances advocate experience via rapid, accurate communication and rewards.