Referral program workflow management

Purpose

1.1. Automated referral program workflow for breweries to incentivize existing customers to refer new customers.
1.2. Automates multi-step marketing communications, tracks referrals, issues rewards, and generates referral codes.
1.3. Seamless, automated synchronizing of CRM data, messaging, order tracking, and reward distribution.
1.4. Integrates referral events with loyalty programs and online storefronts for a fully automated brewery referral pipeline.

Trigger Conditions

2.1. Customer completes a brewery purchase (in-store or online).
2.2. Referral form is submitted on the brewery website/app.
2.3. Referral code is used for first-time purchase by new customer.
2.4. Referral milestone is reached (e.g., five referrals).
2.5. Scheduled campaign (monthly, seasonal, or event-based).

Platform Variants

3.1. Salesforce
- Feature/Setting: Process Builder/API webhook triggers on new customer/referral record creation.

3.2. HubSpot
- Feature/Setting: Workflows; automate emails/SMS and custom property updates.

3.3. Mailchimp
- Feature/Setting: Automated journeys; referral-triggered campaign sends and tagged segmentation.

3.4. Twilio
- Feature/Setting: Programmable SMS; automatedly send referral invites and confirmation texts.

3.5. Slack
- Feature/Setting: Incoming Webhook; automates sending referral alerts to team channels.

3.6. SendGrid
- Feature/Setting: Transactional email API; automates the sending of unique referral codes and promotional rewards.

3.7. Shopify
- Feature/Setting: Scripted Flow/API to automate discount application on referral-based orders.

3.8. WooCommerce
- Feature/Setting: Webhook and REST API integrates automated reward assignment on order completion.

3.9. Intercom
- Feature/Setting: Custom Bot message; automates the outreach to new referrers.

3.10. ActiveCampaign
- Feature/Setting: Automations; conditional paths for referral milestones and reward deliveries.

3.11. Zoho CRM
- Feature/Setting: Blueprint automation for managing stages of the referral process.

3.12. Pipedrive
- Feature/Setting: Workflow Automator; automates creation of deals upon referral verification.

3.13. Google Sheets
- Feature/Setting: App Script or API; logs referral events automatically.

3.14. Airtable
- Feature/Setting: Automations; creates referral tracking records and notifies via email/SMS.

3.15. Facebook Messenger
- Feature/Setting: Messenger API sends automated referral invitations or progress updates.

3.16. Klaviyo
- Feature/Setting: Flow triggers for personalized referral reward email sequences.

3.17. Segment
- Feature/Setting: Automated event tracking for referral conversions and funnel performance.

3.18. Typeform
- Feature/Setting: Webhook/Integrations automates referral capture and forward to CRM or email.

3.19. Eventbrite
- Feature/Setting: Automated notification to referrers for brewery event sign-ups via referral link.

3.20. Webhooks (custom REST)
- Feature/Setting: Generic POST automation to synchronize referral data between platforms.

Benefits

4.1. Automates referral acquisition, freeing brewery marketing staff to focus on strategy.
4.2. Increases new customer acquisition via automated personal and branded outreach.
4.3. Shortens reward delivery time, automating positive experiences for referrers and referees.
4.4. Provides real-time referral analytics, allowing automated adjustment of campaign incentives.
4.5. Maintains consistent customer communication, automating multi-channel messaging touchpoints.
4.6. Ensures accuracy and transparency by automating tracking and reporting of referred orders and rewards.
4.7. Reduces manual errors, supports scalable referral campaign automation, and grows brewery brand awareness.