Referral request reminders

Purpose

1.1. Automate systematic referral request reminders to customers after transactions or engagements, leveraging multiple touchpoints to drive repeat business and expand customer networks for aluminum frame wholesalers.
1.2. Reduce manual effort, ensure consistent outreach, and boost lead generation through personalized messaging across communication channels such as SMS, email, CRM notifications, and social platforms.
1.3. Track customer responses, identify high-value referrers, and generate actionable data for sales and marketing teams to optimize future campaigns.

Trigger Conditions

2.1. Completion of a purchase or project delivery logged in ERP/CRM.
2.2. Customer inactivity following a set timeframe post-transaction (e.g., 30 days).
2.3. Positive feedback or high NPS score submission.
2.4. CRM deal-stage advancement relevant to fulfillment or delivery.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Messaging API — Configure automated SMS with referral link after order status changes in CRM.
3.2. SendGrid
• Feature/Setting: Transactional Email API — Trigger referral request email using template when invoice marked ‘paid’.
3.3. HubSpot
• Feature/Setting: Workflow Automation — Set up referral reminder email/notification on deal closed-won.
3.4. Salesforce
• Feature/Setting: Process Builder/Flow — Auto-send referral request via email or Chatter after project completion.
3.5. Microsoft Power Automate
• Feature/Setting: Scheduled Flows — Connect to Dynamics; trigger referral emails when opportunity status updated.
3.6. Mailchimp
• Feature/Setting: Journey Builder — Automate follow-up campaign for referrals post-purchase confirmation.
3.7. ActiveCampaign
• Feature/Setting: Automation Sequences — Trigger personalized referral email when contact tags applied.
3.8. Zoho CRM
• Feature/Setting: Workflow Rules — Auto-email/SMS referral requests when sales order is fulfilled.
3.9. Slack
• Feature/Setting: Webhook Bot Notification — Notify internal teams to follow up with top referrers.
3.10. Airtable
• Feature/Setting: Scripted Automations — Update records and trigger email for completed orders needing referral outreach.
3.11. Gmail
• Feature/Setting: Apps Script — Auto-send referral request emails to recent customers with mail merge.
3.12. Outlook
• Feature/Setting: Power Automate Connector — Trigger referral requests from specific calendar events or flagged emails.
3.13. WhatsApp Business API
• Feature/Setting: Automated Messaging — Text referral request with tracking link after transaction logged.
3.14. Pipedrive
• Feature/Setting: Workflow Automation — Email clients for referrals when deals reach ‘Won’ stage.
3.15. Intercom
• Feature/Setting: Messenger Campaigns — In-app referral request after user milestone is hit.
3.16. Typeform
• Feature/Setting: Webhook on Survey Submit — Follow up with referral email post-feedback form completion.
3.17. Klaviyo
• Feature/Setting: Flow Triggers — Initiate referral request sequence based on customer segments.
3.18. Facebook Messenger API
• Feature/Setting: Automated Chat Sequence — Request referrals after qualifying interaction.
3.19. Shopify
• Feature/Setting: Shopify Flow — Trigger post-sale referral email/SMS via integrated apps.
3.20. Monday.com
• Feature/Setting: Automation Recipe — Notify sales for manual referral outreach after deal completion.
3.21. Google Sheets
• Feature/Setting: Apps Script — Update sheet and trigger notifications or referral reminders on new row added for sales.

Benefits

4.1. Tightens relationships with distributors and customers, increasing brand advocacy.
4.2. Saves time for sales and marketing teams by eliminating repetitive manual follow-ups.
4.3. Enhances lead generation and pipeline with quality referrals from trusted sources.
4.4. Delivers multi-channel, personalized reminders, improving response rates.
4.5. Provides measurable ROI and insights for campaign and relationship optimization.