Referral program automation

Purpose

1.1. Automate the management of referral programs to incentivize existing customers to refer new diners to a Maltese restaurant, tracking program participation, distributing rewards (discounts/vouchers), automatedly notifying referrers, integrating with loyalty systems, and analyzing campaign effectiveness.
1.2. Automate end-to-end marketing flow from referral code creation to automated reward delivery and reporting for increased acquisition and customer retention.

Trigger Conditions

2.1. New customer registers using a referral code.
2.2. Referral purchase or completed reservation detected.
2.3. Pre-defined milestone (e.g., 5th referral) reached.
2.4. Expiry of referral validity date.
2.5. Referral campaign start or end.
2.6. Reward eligibility criteria are met via automation triggers.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automate SMS notifications for referrals and rewards.
• Sample: Configure "Send Message" API when a referral occurs.

3.2. SendGrid
• Feature/Setting: Email automation for referral invitations and reward notifications.
• Sample: Configure "Mail Send" API with dynamic templates.

3.3. Salesforce
• Feature/Setting: Automate tracking of referrals and reward history via CRM workflow rules.
• Sample: Trigger process automation on referral record update.

3.4. HubSpot
• Feature/Setting: Automate lead creation and segmented follow-up for referred customers.
• Sample: Use "Workflows" to automate nurture emails.

3.5. Shopify
• Feature/Setting: Automatedly generate referral codes for online orders.
• Sample: Use "Discounts API" for code automation.

3.6. Zapier
• Feature/Setting: Trigger automations across supported marketing tools when a referral action occurs.
• Sample: Set up automated "Zaps" for event-based automations.

3.7. Mailchimp
• Feature/Setting: Automated email campaigns for referral invitations and reminders.
• Sample: Use "Automation Rules" with list segmentation.

3.8. Pipedrive
• Feature/Setting: Automate deal tracking for referred customers.
• Sample: Utilize workflow automation for "Deal Created" events.

3.9. ActiveCampaign
• Feature/Setting: Automate multistep referral drips.
• Sample: Configure automation sequences triggered by referral tags.

3.10. Slack
• Feature/Setting: Real-time team notification automator for new referrals.
• Sample: Use Incoming Webhooks for automated alerts.

3.11. Google Sheets
• Feature/Setting: Automatedly log and update referral data.
• Sample: Integrate with "Append Row" API on event trigger.

3.12. Facebook Messenger
• Feature/Setting: Automate message flows for campaign invitations.
• Sample: Use Messenger API for automated chatbot delivery.

3.13. WhatsApp Business API
• Feature/Setting: Automate reward notifications via messages.
• Sample: Configure template messages for automated communication.

3.14. ReferralCandy
• Feature/Setting: Automate tracking and rewarding referrals for restaurants.
• Sample: Integrate with eCommerce or POS API and auto-reward settings.

3.15. Trello
• Feature/Setting: Automate referral progress tracking via cards and lists.
• Sample: Use "Create Card" automation for each new referral.

3.16. Typeform
• Feature/Setting: Automate referral submission forms.
• Sample: Trigger webhook for referral form completion.

3.17. Intercom
• Feature/Setting: Automated chat support and guidance during referral onboarding.
• Sample: Use chat automations based on user actions.

3.18. Google Ads
• Feature/Setting: Automate retargeting campaigns for referees.
• Sample: Sync segments with Ads API for targeted automation.

3.19. Instagram API
• Feature/Setting: Automate referral campaigns via story mentions.
• Sample: Track and automate story-response rewards.

3.20. Klaviyo
• Feature/Setting: Automated behavioral email flows for referrals.
• Sample: Configure triggered flows using event-based segments.

3.21. Monday.com
• Feature/Setting: Automatedly visualize and coordinate team actions for referrals.
• Sample: Trigger dashboard updates via API.

3.22. Zapier Webhooks
• Feature/Setting: Custom webhook automator for unique restaurant integrations.
• Sample: Configure inbound/outbound webhook automations.

3.23. Stripe
• Feature/Setting: Automate reward payment or voucher distribution for successful referrals.
• Sample: Use "Create Payment Intent" API.

3.24. Google Analytics
• Feature/Setting: Automatedly track referral funnel performance.
• Sample: Set up custom events for analytics automation.

Benefits

4.1. Automate repetitive and manual referral operations for the Maltese restaurant.
4.2. Accurate, automated tracking and rewarding of referrers and referees.
4.3. Enhanced customer engagement by automating timely and personalized communications.
4.4. Reduce errors and increase operational scalability through automation.
4.5. Comprehensive data collection for automatedly optimized future campaigns.
4.6. Improved ROI via automation of marketing touchpoints and reports.