Referral program automation

Purpose

1.1. Automate customer referral program management for formal wear rental, incentivizing existing clients for bringing new ones.
1.2. Streamline tracking of referral links, reward issuance, and communication, minimizing manual intervention.
1.3. Automate monitoring, validation, and rewarding of qualifying rentals and referrals.
1.4. Integrate omnichannel notifications and track referral status across touchpoints.
1.5. Improve marketing reach and customer retention via automated referral workflows.

Trigger Conditions

2.1. Rental completion by an existing customer enabling referral link sharing.
2.2. New customer registers or books using a referral link or code.
2.3. Successful completion of rental or payment by the referred user.
2.4. Predefined time window for referral eligibility met.
2.5. Status update of referral milestone (e.g., conversion, first transaction).

Platform Variants

3.1. Twilio
• Feature/Setting: Automate SMS invites with referral codes via Twilio Programmable SMS API (POST to /Messages with dynamic messaging).

3.2. SendGrid
• Feature/Setting: Automate email delivery of referral invitations using SendGrid Mail Send API (POST to /mail/send).

3.3. Mailchimp
• Feature/Setting: Automate segmented referral campaigns via Campaign API (/campaigns, /lists/segments).

3.4. Salesforce
• Feature/Setting: Automate referral lead tracking using Salesforce Lead object with Workflow Rules and Process Builder triggers.

3.5. HubSpot
• Feature/Setting: Automate contact creation and referral property updates via Contacts API and Workflows tool.

3.6. Slack
• Feature/Setting: Automate referral status notifications to sales team using Incoming Webhooks or chat.postMessage API.

3.7. Zapier
• Feature/Setting: Automate-task creation and referral actions across apps ("Referral Trigger" in Zaps).

3.8. Microsoft Power Automate
• Feature/Setting: Automate multi-step referral processes using Flow templates and HTTP/REST API triggers.

3.9. Airtable
• Feature/Setting: Automate referral tracking in base tables using Airtable Automations and Webhooks.

3.10. Intercom
• Feature/Setting: Automate referral incentives via Custom Bots and Messages API (/messages, /contacts).

3.11. Shopify
• Feature/Setting: Automate referral campaign workflow via Admin API for customers and discounts.

3.12. Stripe
• Feature/Setting: Automate referral payment validation and reward disbursement through Webhooks and Payouts API.

3.13. Pipedrive
• Feature/Setting: Automate deal creation and referral status updates via Activities and Webhooks.

3.14. Zendesk
• Feature/Setting: Automate customer support notifications for referral issues through Tickets API (POST /api/v2/tickets).

3.15. Google Sheets
• Feature/Setting: Automate logging and reporting of referral program data via Sheets API (append/create rows).

3.16. Facebook Messenger
• Feature/Setting: Automate referral invitations through Messenger Platform Send API with dynamic content.

3.17. ActiveCampaign
• Feature/Setting: Automate tagging and follow-up sequences triggered by referral conversions, using Automations API.

3.18. Segment
• Feature/Setting: Automate user and event tracking for referrals via Track API and sources/destinations setup.

3.19. Google Analytics
• Feature/Setting: Automate monitoring and attribution of referral links via Measurement Protocol API.

3.20. SurveyMonkey
• Feature/Setting: Automate post-referral feedback collection using Webhook triggers on survey completions.

Benefits

4.1. Automatedly increases referrals, customer base, and repeat business with minimal manual input.
4.2. Standardizes and automates reward issuance, improving customer satisfaction and retention.
4.3. Automates reporting and analytics, giving business insight into referral source performance.
4.4. Ensures timely communication and proactive engagement via automated notifications and follow-ups.
4.5. Frees up staff capacity by automating repetitive tasks, focusing team energy on high-value interactions.