Triggered referral program invitations

Purpose

1.1. Automate sending referral program invitations to students after key events, increasing new enrollment and retaining existing clientele.
1.2. Automated referral campaign workflows trigger based on milestones (e.g., class completion, event attendance, high satisfaction surveys), maximizing word-of-mouth marketing for ballroom dance academies.
1.3. Eliminates manual outreach, ensuring timely and consistent communication with potential referrers in the dance community.

Trigger Conditions

2.1. Student completes a specified number of lessons or a course milestone, automating invitation dispatch.
2.2. Positive feedback from satisfaction surveys or successful event participation triggers automated outreach for referrals.
2.3. Account anniversaries or recurring intervals (e.g., monthly) automate referral opportunity invitations.
2.4. New signup or trial period conclusion triggers auto-invitation to refer friends.

Platform Variants

3.1. Twilio SMS
- Feature/Setting: Automate SMS campaigns by configuring SMS API with a dynamic contact group for referrals trigger.
3.2. SendGrid
- Feature/Setting: Use Transactional Email API to automatedly dispatch referral invitations upon event triggers.
3.3. Mailchimp
- Feature/Setting: Automator uses Mailchimp’s Campaign API for automated referral program segment outreach.
3.4. Slack
- Feature/Setting: Use Slack’s Incoming Webhooks to automate referral reminders to student channels.
3.5. HubSpot
- Feature/Setting: Configure Workflows API for automation of email and SMS upon specific student actions.
3.6. ActiveCampaign
- Feature/Setting: Automatedly trigger using automation recipes linked to contact tags/events.
3.7. Zapier
- Feature/Setting: Use Zaps to link dance CRM to email/SMS for automated referral workflow.
3.8. Salesforce
- Feature/Setting: Configure Process Builder for automated referral email triggers post-lesson.
3.9. Pipedrive
- Feature/Setting: Automation bot sends referral program invitations based on deal milestones.
3.10. Microsoft Power Automate
- Feature/Setting: Automates inviting referrals when new entries logged in practice management spreadsheets.
3.11. WhatsApp Business API
- Feature/Setting: Automated message templates dispatched via API on specific triggers.
3.12. Facebook Messenger
- Feature/Setting: Set up send APIs for auto-messaging students about referral bonuses.
3.13. GMail API
- Feature/Setting: Auto-send branded referral invitation emails as soon as Google Form entries are submitted.
3.14. Google Sheets
- Feature/Setting: Automation scans new entries and triggers sending referrals via integrated messaging platforms.
3.15. Intercom
- Feature/Setting: Automated in-app message when users reach milestone inside student portal.
3.16. Constant Contact
- Feature/Setting: Triggered email auto-campaigns via API for referred invitees.
3.17. Drip
- Feature/Setting: Setup automation triggers sent after event or webinar attendance by students.
3.18. Shopify
- Feature/Setting: Automate discount code emailing for referrals using Shopify Flow.
3.19. Calendly
- Feature/Setting: After scheduled events, trigger automated referral follow-ups via connected email service.
3.20. Airtable
- Feature/Setting: Automated scripts use new records to initiate multi-channel referral campaigns.

Benefits

4.1. Automated outreach ensures high consistency and professionalism for the referral program.
4.2. Saves significant admin time by automating all steps, from identifying referral opportunities to message delivery.
4.3. Automation leverages data-driven triggers, ensuring outreach is timely and relevant to student engagement.
4.4. Automating referral campaigns boosts new leads and increases student retention through regular engagement.
4.5. Automation provides complete traceability for referral program performance and refinement.