Marketing & Customer EngagementPurpose
1.2. Enable real-time notification, referral attribution, engagement analytics, and reward distribution without manual intervention.
1.3. Collect referral data, manage unique links or codes, trigger multi-channel communications, and integrate with CRM, email, SMS, and reward systems.
1.4. Ensure scalability, transparency, and auditability of marketing-driven referral initiatives for rides and attractions wholesale markets.
Trigger Conditions
2.2. Referred customer completes predefined action (purchase, contact, quote request).
2.3. Bulk import of legacy referral data via connected CSV/Excel files.
2.4. Manual referral submission by sales rep or partner via dashboard.
2.5. Communication response (e.g., SMS/Email reply) triggers campaign logic.
Platform Variants
• Feature: Programmable Messaging API
• Setting: Auto-send notification SMS to both referrer and referee upon event, using Twilio Flow and Webhook URLs
3.2. SendGrid
• Feature: Dynamic Templates API
• Setting: Auto-email referral rewards or program milestones using transactional template with merge fields
3.3. Salesforce
• Feature: Process Builder/Flows
• Setting: Auto-create referral contact and case, trigger incentives, update campaign status
3.4. HubSpot
• Feature: Workflows API
• Setting: Add new referrals as contacts, trigger nurture sequence and referral program emails
3.5. Slack
• Feature: Incoming Webhooks
• Setting: Notify sales/marketing team of new referrals and reward triggers in dedicated channels
3.6. Google Sheets
• Feature: App Script API
• Setting: Log referral transactions and statuses with auto-update, trigger reminders/calcs
3.7. Zendesk
• Feature: Ticket API
• Setting: Auto-create support ticket for each referred client for onboarding tracking
3.8. Mailchimp
• Feature: Campaign API
• Setting: Trigger segmented campaign emails for referral program joiners
3.9. Zoho CRM
• Feature: Workflow Rules
• Setting: Assign new referrals to account managers, create follow-up tasks
3.10. Shopify
• Feature: Webhook
• Setting: Detect new referred order and generate discount/coupon code
3.11. Stripe
• Feature: Event Webhooks
• Setting: Auto-process referral rewards on successful referred payment
3.12. Pipedrive
• Feature: Deals API
• Setting: Auto-create deal for each referred customer and track pipeline progress
3.13. Intercom
• Feature: Custom Bots
• Setting: Alert users in-app to share/track their referral status
3.14. ActiveCampaign
• Feature: Automation Builder
• Setting: Send follow-up emails after referral submission and upon reward qualification
3.15. Airtable
• Feature: Automations
• Setting: Store referral contacts, update statuses, alert teams with email/sms
3.16. Marketo
• Feature: Smart Campaigns
• Setting: Trigger email, assign points, and advance lead stages for referrals
3.17. Microsoft Teams
• Feature: Webhooks/Adaptive Cards
• Setting: Post real-time updates on referral achievements to specified channels
3.18. Trello
• Feature: Power-Ups/Automation
• Setting: Create/update referral tracking cards and move based on status
3.19. Notion
• Feature: Notion API
• Setting: Maintain a dynamic referral leaderboard or status database
3.20. Monday.com
• Feature: Automations
• Setting: Visual workflow for managing/refining referral progress and actions
3.21. Freshdesk
• Feature: Ticket Automation
• Setting: Auto-assign tickets for new referral submissions requiring support
3.22. WhatsApp Business API
• Feature: Automated Messaging
• Setting: Auto-confirm referral actions via WhatsApp and share referral links
3.23. DocuSign
• Feature: Envelope Creation API
• Setting: Auto-send NDAs/contracts to referred partners for onboarding.
Benefits
4.2. Reduces manual workload for staff, enhances tracking and reporting.
4.3. Boosts customer engagement and revenue growth through seamless rewards.
4.4. Centralizes multi-channel referral management with full transparency.
4.5. Enhances data-driven decision-making for future marketing and loyalty strategies.