Marketing and Social Media AutomationPurpose
1.2. Automates client invitations, referrer/referee assignment, visit validation, and reward automation for maximal referral-driven growth and retention.
1.3. Automatedly connect digital and offline referral actions for accurate incentive attribution, seamless marketing pipeline extension, and robust analytics on campaign performance.
Trigger Conditions
2.2. Referred client completes an initial purchase or predefined milestone (e.g., first haircut).
2.3. Data event in CRM marking a referral completion or status change.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Automate SMS notifications to referrer/referee after referral milestones; set up via Programmable SMS API.
• Sample: Trigger POST to /Messages endpoint when “referral completed” event detected.
3.2. SendGrid
• Feature/Setting: Automates customized email reward vouchers post-referral; configure via SendGrid’s Dynamic Templates API.
• Sample: Bind referral personalization tags to email workflow with Mail Send API.
3.3. Salesforce
• Feature/Setting: Automator for lead/referral status updates; configure Process Builder or Flow to assign rewards in Contact record.
• Sample: When “Referral Stage = Won”, initiate automatic reward case.
3.4. HubSpot
• Feature/Setting: Automatically triggers referral lifecycle stage advancement and reward email via Workflow Automation.
• Sample: Workflow triggers on referral form submission field.
3.5. Mailchimp
• Feature/Setting: Automates batch email campaigns to referrers at reward thresholds; use Journeys with event-based triggers.
• Sample: “Referral completed” tag triggers reward email.
3.6. ActiveCampaign
• Feature/Setting: Automator for SMS/email reward notification via Automation Recipes, synchronized with custom fields.
• Sample: On field “referral_reward_pending”→change→trigger messaging.
3.7. Pipedrive
• Feature/Setting: Automates reward task creation on referral deal close; set in Workflow Automation module.
• Sample: New referral won deal = create “Reward Notification” activity.
3.8. Shopify
• Feature/Setting: Automated coupon/voucher distribution via Script Editor; integrates with referral app webhooks.
• Sample: On webhook “referral_validated”, issue discount code.
3.9. Stripe
• Feature/Setting: Automator for instant payout/credit upon referral validation, via Customer Balance and Payment Links API.
• Sample: Trigger balance update to referrer on referral event.
3.10. Intercom
• Feature/Setting: Automates in-app messaging to alert users of reward; configure via Custom Bots for event-based triggers.
• Sample: In-app prompt sent upon “referral completed” custom attribute.
3.11. Zapier
• Feature/Setting: Multi-app automator to connect CRM, email, and vouchers using Zaps for each event.
• Sample: Trigger “Referral Complete” → Gmail, Mailchimp, Google Sheets actions.
3.12. Google Sheets
• Feature/Setting: Automated logging/tracking of referral events and statuses using Google Apps Script.
• Sample: On new row add (referral), script checks/completes reward logic.
3.13. Airtable
• Feature/Setting: Automates status relation and reward issuance with Airtable Automations; syncs with CRM.
• Sample: “Referral fulfilled” record updates linked reward field.
3.14. Facebook Messenger
• Feature/Setting: Messenger Bot automates direct messaging on referral status, setup via Facebook Messenger API.
• Sample: Send reward link triggered by webhook event.
3.15. WhatsApp Business API
• Feature/Setting: Automator sends reward codes/messages as WhatsApp templates upon referral completion.
• Sample: POST to /messages endpoint with reward details on event.
3.16. Klaviyo
• Feature/Setting: Automates referral nurture flows/reward emails using Klaviyo Flows.
• Sample: “Referral Achieved” event triggers unique coupon emails.
3.17. Gusto
• Feature/Setting: Automates gift/payroll incentives to referrers via Gusto API integration.
• Sample: Add referral bonus to next payroll on API call event.
3.18. Rewardful
• Feature/Setting: Platform automates full referral program workflow, linking referral codes and reward payouts via API.
• Sample: Configure Webhooks for referral conversion and trigger reward issue API.
3.19. ReferralCandy
• Feature/Setting: Automates all-reward logic for e-commerce/barber shops with ReferralCandy API to track and issue rewards.
• Sample: “Conversion Approved” webhook triggers distribution logic.
3.20. Slack
• Feature/Setting: Real-time notification automation for staff on new/referral completions, via Slack Incoming Webhooks API.
• Sample: POST custom message to staff channel at event trigger.
Benefits
4.2. Optimizes client acquisition by automating incentive workflows and reminders, boosting engagement.
4.3. Automated reward attribution ensures transparency and motivation for both referrer and referee.
4.4. Enhances data collection and referral analytics for continuous marketing optimization via automation.
4.5. Elevates brand loyalty by automatedly keeping referral stakeholders informed and rewarded, strengthening recurring visits.