Referral program tracking and reward distribution

Purpose

1.1. Automate monitoring and rewarding of customer referrals for a bus tour agency, tracking referring customers, automating unique code generation, and distributing rewards upon successful bookings.
1.2. Reduce manual effort in overseeing referrals, ensuring transparency, and automating timely, accurate reward distributions via channels such as email, SMS, and vouchers.
1.3. Automate communication and remind users of pending rewards or program updates, integrating marketing campaign automation and automated data collection for future marketing efforts.

Trigger Conditions

2.1. Automated trigger when a user submits a referral form or shares a unique referral code.
2.2. Automated trigger upon successful booking from a referred customer.
2.3. Reward distribution is automated when the booked tour is paid or fulfilled.
2.4. Automation of status updates on referral tracking dashboards.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS; configure SendMessage API endpoint for automated reward notifications.
3.2. SendGrid
• Feature/Setting: Auto-email; use Mail Send API for automated reward coupon delivery.
3.3. HubSpot
• Feature/Setting: Automated workflows; configure Referral Program workflow to automate lead tracking and reward assignment.
3.4. Salesforce
• Feature/Setting: Process Builder automation; auto-update referral records, trigger reward campaigns using Referral Object and Flow Builder.
3.5. Zapier
• Feature/Setting: Zap automation; configure Zap for booking event, trigger rewards via Email/SMS automator.
3.6. Slack
• Feature/Setting: Automated notifications; use Incoming Webhooks API for real-time team alerts on referrals/rewards.
3.7. ActiveCampaign
• Feature/Setting: Automated Journey; set up Automation Builder for customer journey with automatable reward communications.
3.8. Intercom
• Feature/Setting: Automated Messages; configure Event-based Message for milestone achievement alerts.
3.9. Mailchimp
• Feature/Setting: Automation workflow; deploy Customer Journey for sending referral campaigns and reward updates.
3.10. Google Sheets
• Feature/Setting: Automated logs; connect to Sheets API for real-time referral and reward data logging.
3.11. Airtable
• Feature/Setting: Automations feature; auto-update and notify with Integromat Webhooks on referral status.
3.12. Shopify
• Feature/Setting: Automated coupon generation; configure Script Editor or Admin API to provide unique discount codes after successful booking.
3.13. Stripe
• Feature/Setting: Payouts API; automatedly trigger monetary rewards or refunds.
3.14. Pipedrive
• Feature/Setting: Workflow Automation; auto-update deals and trigger emailing automated rewards.
3.15. Monday.com
• Feature/Setting: Automations Center; status change automation for referral tracking pipelines.
3.16. Asana
• Feature/Setting: Rules Automation; create rules for auto-assigning and updating referral reward tasks.
3.17. Google Forms
• Feature/Setting: Form Submission Trigger; automate data transfer to CRM and alert automator system.
3.18. Facebook Messenger
• Feature/Setting: Automated Message API; automatically inform users about reward status.
3.19. WhatsApp Business API
• Feature/Setting: Automated notification; send reward confirmations or status via WhatsApp automator.
3.20. Segment
• Feature/Setting: Event Tracking; automatedly capture referral events for reward qualification checks.

Benefits

4.1. Automation reduces manual errors and operational delays in tracking and distributing referral rewards.
4.2. Automated communications increase participant satisfaction and program transparency.
4.3. Automating data collection provides actionable insights for future marketing.
4.4. Automation ensures scalable, consistent rollout of large referral campaigns.
4.5. Automatable processes integrate with CRM/pipeline tools, minimizing friction and ensuring rewards are distributed quickly and accurately.