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Automated referral program invitations

Purpose

1.1. Automate sending referral program invitations to customers, leveraging existing customer data to boost word-of-mouth marketing for East Javanese restaurants.
1.2. Streamline recruitment of new diners by automating personalized invites upon specific customer actions (order completion, visit, survey, etc.).
1.3. Automating multi-channel outreach (SMS, email, push, WhatsApp, Messenger) to maximize engagement and program participation.
1.4. Provide trackable, timestamped, and segmented automated outreach for performance analysis and refinement.

Trigger Conditions

2.1. Completion of a dine-in or takeout order by customer.
2.2. Customer achieving a loyalty tier or reward.
2.3. Positive customer feedback received via automated post-meal survey.
2.4. Customer opt-in for marketing communications.
2.5. Seasonal campaigns or special events scheduled.

Platform Variants

3.1. Twilio (SMS)
• Feature/Setting: Programmable Messaging API; Configure automated SMS send upon customer order completion.
3.2. SendGrid (Email)
• Feature/Setting: Dynamic Templates & Mail Send API; Automate email referral invites post-transaction.
3.3. Mailchimp
• Feature/Setting: Customer Journey Builder; Automate trigger-based email sequences for referral invites.
3.4. ActiveCampaign
• Feature/Setting: Automation Builder; Set up automated workflows for personalized referral outreach.
3.5. WhatsApp Business API
• Feature/Setting: Automated template messages; Trigger referral invitations through WhatsApp.
3.6. Intercom
• Feature/Setting: Series automation; Automated referral chat messages post-visit.
3.7. Facebook Messenger (Meta API)
• Feature/Setting: Automated messaging flows; Configure referral message triggers for Messenger.
3.8. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder; Automate omnichannel referral invitations.
3.9. HubSpot
• Feature/Setting: Marketing Automation; Automate the sending of referral program emails upon specific customer actions.
3.10. Klaviyo
• Feature/Setting: Flow Automation; Trigger referral messages based on customer behaviors.
3.11. OneSignal
• Feature/Setting: Automated Push Notifications; Schedule referral program push after user engagement.
3.12. Viber Business Messages
• Feature/Setting: API-based automation; Send out referral invitations via Viber.
3.13. Zoho CRM
• Feature/Setting: Workflow Rules; Automate referral invitation emails/SMS to CRM contacts.
3.14. Google Workspace (Gmail API)
• Feature/Setting: Automated draft/sending of referral invites using scheduled triggers/scripts.
3.15. Zapier
• Feature/Setting: Workflow Automations; Connect POS/surveys with email/SMS for automated referrals.
3.16. Slack
• Feature/Setting: Scheduled/triggered bot messages—internal team referral contests automation.
3.17. Freshdesk
• Feature/Setting: Automated ticket triggers for customer service-driven referral invitations.
3.18. Airship
• Feature/Setting: Automated push messaging and in-app notifications for referral prompts.
3.19. Infobip
• Feature/Setting: Omnichannel Flow; WhatsApp, SMS, and push automated referral outreach.
3.20. Telegram Bot API
• Feature/Setting: Automated bot replies; Trigger referral program messages to engaged users.
3.21. Microsoft Power Automate
• Feature/Setting: Flow automation—connects systems to send referral invitations via email/SMS/apps.
3.22. MoEngage
• Feature/Setting: Flows automation for behavioral-triggered multi-channel referrals.
3.23. ClickSend
• Feature/Setting: SMS/Email API; Automate referral program campaign dispatches.
3.24. Iterable
• Feature/Setting: Workflow Studio; Automated multi-step referral messaging.

Benefits

4.1. Automates repetitive outreach, saving staff time and improving consistency.
4.2. Increases referral program participation by automating tailored and timely communications.
4.3. Enhances customer engagement through multi-channel automated campaigns.
4.4. Automated tracking and analytics to optimize referral strategies and program ROI.
4.5. Automating personalization increases relevance and uptake of referral offers.
4.6. Enables scalable, automatable campaigns adaptable to seasonal peaks or new product launches.
4.7. Reduces human error through automated scheduling and delivery.
4.8. Improves segmentation and targeting via automation across integrated platforms.

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