Referral program tracking and incentive distribution

Purpose

 1.1. To automate the entire referral program for a cat café, from tracking customer referrals, qualifying actions, and managing incentive distribution, to notifying both referrers and referees through preferred channels.
 1.2. Automates capturing, verifying, and rewarding guests who refer friends, ensuring traceable and efficient reward automation, including loyalty points, coupons, and digital vouchers.
 1.3. Automating engagement by personalized messaging and follow-up using robust integrations with marketing, POS, and CRM systems.

Trigger Conditions

 2.1. New customer account created via referral link or code.
 2.2. Referral visit logged at POS or reservation system.
 2.3. First purchase made or interaction completed by the referee.
 2.4. Referral’s eligibility check automated and confirmation for reward automation.
 2.5. Manual triggering for specific referral campaigns as required.

Platform Variants

 3.1. Salesforce
  • Function: Flow Builder or Apex Trigger
  • Configure: Automated workflow to scan Leads/Contacts for referral metadata and run reward logic.

 3.2. HubSpot
  • API: Workflows with Custom Properties
  • Configure: Automate email triggers and properties updates for referral status, reward automation.

 3.3. Zapier
  • App: Webhooks & Filter
  • Configure: Automates cross-app data sync for referral activity, auto-distributing incentives.

 3.4. Twilio SMS
  • Feature: SMS API
  • Configure: Automatedly send referral acknowledgment and reward status updates via SMS.

 3.5. SendGrid
  • API: Marketing Campaigns Automation
  • Configure: Triggers referral-based emails and reward notifications.

 3.6. Stripe
  • Function: Payment Intents API
  • Configure: Automator for issuing referral cashbacks or vouchers on qualifying actions.

 3.7. Square POS
  • Function: Loyalty/Customers API
  • Configure: Auto-applies referral codes and reward automation at payment.

 3.8. Shopify
  • Function: Script Editor/Flow
  • Configure: Automates discount/voucher creation for referrers and referees.

 3.9. Google Sheets
  • API: Apps Script
  • Configure: Tracks referrers and automates reward eligibility lookup, row-based incentive distribution.

 3.10. Mailchimp
  • API: Automated Customer Journeys
  • Configure: Automates welcome, referral status, and reward sequence emails.

 3.11. Slack
  • API: Webhook
  • Configure: Notifies staff automatedly when a referral is made or reward is due.

 3.12. Airtable
  • API: Automations
  • Configure: Tracks status and automates reward triggers for referrals.

 3.13. Intercom
  • Feature: Custom Bots/Workflows
  • Configure: Automates referral queries and notifies users on status.

 3.14. Typeform
  • API: Webhook Integration
  • Configure: Automates intake of new referrals through quizzes/forms.

 3.15. Facebook Messenger
  • Feature: Messenger API
  • Configure: Automates delivery of referral invites and incentives.

 3.16. WhatsApp Business
  • API: Business Message Automation
  • Configure: Automator for referral status and incentives notifications.

 3.17. Klaviyo
  • Feature: Flows
  • Configure: Automates referral program emails and reward reminders.

 3.18. Gusto
  • API: Custom Workflows
  • Configure: Automates internal staff rewards for top referral promoters.

 3.19. LoyaltyLion
  • API: Automated Rewards
  • Configure: Integrates with e-commerce or POS for automatic referral points.

 3.20. Pipedrive
  • API: Workflow Automation
  • Configure: Automates linking referral deals and reward processing.

 3.21. Monday.com
  • Integration: Automations
  • Configure: Automated status updates and reminders for ongoing referrals.

 3.22. BambooHR
  • API: Custom Triggers
  • Configure: Automates HR recognition for staff-generated referrals.

 3.23. Zendesk
  • API: Triggers & Automations
  • Configure: Auto-create support tickets for unresolved referral claims.

 3.24. QuickBooks
  • API: Automated Expense Entries
  • Configure: Records incentive payouts linked to referral programs automatically.

 3.25. Google Calendar
  • API: Event Creation
  • Configure: Automates reminders for reward redemption windows.

Benefits

 4.1. Accelerates and automates all facets of referral management, reducing manual effort.
 4.2. Automator sends rewards instantly, improving customer satisfaction and loyalty.
 4.3. Ensures traceable, reportable, and audit-ready referral tracking.
 4.4. Enables multichannel automated communications for higher engagement.
 4.5. Maximizes program ROI by automating eligibility and minimizing fraud.
 4.6. Seamless integration into daily operations, enabling fully automatable, hands-off processes.