Automated email campaigns for referral partners

Purpose

1.1. Automate tailored, timely email campaigns to referral partners, including clinicians, hospitals, and complementary service providers.
1.2. Ensure partners are regularly updated on new programs, admissions processes, success stories, special events, and resources available for mutual clients.
1.3. Drive referrals, reinforce relationships, and improve partner engagement and loyalty through personalized outreach at scale.
1.4. Track partner engagement with messaging and follow up appropriately to nurture high-value relationships over time.

Trigger Conditions

2.1. New referral partner added to CRM or partner list.
2.2. Specific partner engagement level or activity status logged (e.g., last referral > 60 days ago).
2.3. Completion of partner event or webinar.
2.4. Scheduled intervals (bi-weekly, monthly).
2.5. Manual initiation by marketing coordinator or outreach team.

Platform Variants

3.1. Mailchimp
• API/Setting: Campaigns API, emails with dynamic partner fields, configure “Automations” for triggered journeys.
3.2. HubSpot
• Feature: Marketing Email API, Workflows with Partner Lifecycle events as triggers.
3.3. Salesforce Marketing Cloud
• Setting: Journey Builder, Event-driven message triggers, Contact Data Extensions tied to referral partners.
3.4. ActiveCampaign
• Feature: Automation Builder with referral partner tags, Email Campaign API for personalized outreach.
3.5. SendGrid
• Setting: Transactional Email API, Dynamic Templates, Scheduled Campaigns for partner lists.
3.6. Zoho Campaigns
• API/Feature: Contacts Segment API, Automated Workflows for segmented partner communication.
3.7. Constant Contact
• Feature: Triggered Series, Partner List API, Automated Re-engagement campaigns.
3.8. Klaviyo
• Setting: Flows based on Properties/Tags (“Referral Partner”), Email API for personalized sequences.
3.9. Microsoft Dynamics 365 Marketing
• Setting: Customer Journeys, Event-based Triggers for Referral Partner Segment.
3.10. Marketo
• Feature: Smart Campaigns, API-driven List Membership, Behavior-based triggers.
3.11. Drip
• API/Setting: Event triggers with Workflow Rules, Partner Tagging automation.
3.12. Brevo (formerly Sendinblue)
• Feature: Transactional & Automation API, List/Event-based triggers for partner emails.
3.13. SharpSpring
• Setting: Partner Lists, Email Automation Triggers by Segment or Behavior.
3.14. ConvertKit
• Feature: Visual Automations for specific partner tags, API-triggered Sequences.
3.15. Customer.io
• API/Setting: Triggered Broadcast, Segmentation on partner traits.
3.16. Adobe Campaign
• Setting: Event-based Workflows, Referral Partner Audience integration.
3.17. GetResponse
• Feature: Automation Templates, Partner List-Triggered Campaigns.
3.18. Pardot (Salesforce)
• Setting: Engagement Studio, API to add referral partners and trigger journeys.
3.19. Infusionsoft (Keap)
• Feature: Automated Emails to partner lists via Campaign Builder, API for partner-tag trigger.
3.20. Emma
• API/Setting: Automated Workflows, Partner Group-triggered Campaigns.

Benefits

4.1. Increases referral volume and pipeline consistency by keeping partners informed and motivated.
4.2. Streamlines repetitive outreach, saving marketing and liaison teams significant time.
4.3. Enables data-driven optimization by tracking partner engagement and response rates.
4.4. Supports relationship nurturing at scale with personalized content and triggers.
4.5. Ensures timely follow-ups, maximizing partner loyalty and referral conversion.