Marketing & Customer RetentionPurpose
1.2. Seamlessly track, manage, and validate referrals via digital channels, escalating engagement and retention.
1.3. Reduce manual work by auto-issuing offers, discounts, or credits upon confirmation of a successful referral.
1.4. Integrate referral data into CRM and marketing systems for lifecycle analysis and campaign planning.
Trigger Conditions
2.2. New contact books an airbrushing session using a valid referral code.
2.3. Successful payment or booking confirmation by the new client, validated against referral origin.
2.4. Referral threshold reached (e.g., 3 referrals completed), triggering bonus tier reward.
Platform Variants
3.1. HubSpot
• Feature/Setting: Workflow Automation – Trigger "Contact referred" and issue reward via workflow action.
• Configuration: Use workflow enrollment criteria—custom property "Referral Source" = known customer.
3.2. Salesforce
• Feature/Setting: Process Builder – Auto-generate “Referral Bonus” task for customer/contact.
• Configuration: Event = "New Opportunity Closed Won" with referral code match.
3.3. Twilio SMS
• Feature/Setting: SMS Flow Trigger – Send offer code to referrer and new client on successful referral.
• Configuration: Trigger = via webhook or API on booking confirmation.
3.4. Mailchimp
• Feature/Setting: Automated email campaign – Issue discount/promo code emails on referral status change.
• Configuration: Trigger from custom webhook or list update.
3.5. Zapier
• Feature/Setting: Multi-step Zap – Connect form app, CRM, and email/SMS services for end-to-end automation.
• Configuration: Trigger = Form submission filtered by referral properties.
3.6. Shopify
• Feature/Setting: Scripted promo engine – Auto-generate coupon codes for referred customer plus referrer.
• Configuration: Use Shopify Scripts with referrals API/event webhooks.
3.7. SendGrid
• Feature/Setting: Transactional templates – Automatically assign and deliver unique referral codes via email.
• Configuration: API integration triggered by successful event.
3.8. Google Sheets
• Feature/Setting: Integration webhook – Record referrals, track status, auto-update upon trigger.
• Configuration: Automation links sheet rows with referral and booking events.
3.9. Pipedrive
• Feature/Setting: Workflow automation – Update deals and people with referral progress, trigger email/SMS.
• Configuration: Set up deal stage/field triggers for referral reward steps.
3.10. Facebook Messenger
• Feature/Setting: Messenger bot – Notify users of their referral status, issue codes directly in chat.
• Configuration: Bot responds to trigger via connected API/webhook.
3.11. ActiveCampaign
• Feature/Setting: Automation builder – Send referral offers, update contact fields on referral events.
• Configuration: Start sequence via API with referral event trigger.
3.12. Intercom
• Feature/Setting: Custom bot trigger – Issue referral tracking and rewards; notify Customer Support.
• Configuration: Webhook connects referral form to Intercom event.
3.13. Slack
• Feature/Setting: Custom notification channel – Alert marketing or sales team about new referrals.
• Configuration: Webhook posts in #referral-feed with referral metadata.
3.14. Typeform
• Feature/Setting: Hidden fields + webhooks – Collect referral info, push to CRM instantly.
• Configuration: On form submission, webhook pushes to automation service.
3.15. Google Forms
• Feature/Setting: App Script webhook – Upon submission, call automation that updates CRM and triggers offer code.
• Configuration: Script runs on submit event, posts referral payload.
3.16. Notion
• Feature/Setting: Custom database tracker – Log referral activity; trigger linked automations for rewards.
• Configuration: New ‘Referral’ item triggers integration action.
3.17. WooCommerce
• Feature/Setting: Referral program plugin with webhooks – Issue reward coupon when referral order is paid.
• Configuration: Configure plugin settings for webhook on status change.
3.18. Airtable
• Feature/Setting: Automated workflows – Manage referrals, reward status, and notifications.
• Configuration: Automation based on new/updated records in 'Referrals' table.
3.19. Klaviyo
• Feature/Setting: Flows – Send personalized emails to both referrer and referred client.
• Configuration: Trigger = custom API event or list update.
3.20. Stripe
• Feature/Setting: Payment webhook – Confirm completed payment linked to referral, auto-issue credit/discount.
• Configuration: Trigger = successful charge with referral metadata.
3.21. Monday.com
• Feature/Setting: Automations – Track, notify, and manage referral campaigns in project boards.
• Configuration: Automation triggers on referral status change.
3.22. Zoho CRM
• Feature/Setting: Workflow rules – Update records, send notifications, and issue rewards.
• Configuration: Rule fires on deal/contact update with referral validation.
3.23. Calendly
• Feature/Setting: Event Type Webhooks – Notify external system when referral books session.
• Configuration: Use webhook on event creation with referral code param.
Benefits
4.2. Increased referral volume and retention by automating offers and recognition.
4.3. Accurate tracking and reporting, improving marketing ROI and strategy.
4.4. Consistent customer experience, enhancing satisfaction and loyalty.