Referral program tracking and reward notification

Purpose

1.1. Automate identifying, tracking, and rewarding customer referrals to maximize leads and increase aerial activity bookings.
1.2. Seamlessly notify both referrer and referred customers of earned rewards or incentives.
1.3. Maintain detailed records of referrals and reward status, ensuring transparency and accountability.
1.4. Integrate referrals into multi-step marketing campaigns for retention and upselling.

Trigger Conditions

2.1. New referral submission via web form, app, or point-of-sale system.
2.2. Referred client completes registration or booking.
2.3. Referral status is validated and meets reward eligibility criteria.

Platform Variants

3.1. Salesforce
• Feature: Process Builder/Flows, configure triggers on Lead object with custom fields for referrals and automate reward processes.
3.2. HubSpot
• Feature: Workflows, trigger on Contact custom property 'Referred By', send reward emails and track referrers.
3.3. Mailchimp
• Feature: Automation, list segmentation for referrers, automated reward notification campaigns.
3.4. Twilio
• Feature: SMS API, auto-send reward notifications to referrers, sample configuration — SMS trigger on status change.
3.5. SendGrid
• Feature: Transactional Templates, auto-email triggered by booking completion and referral validation.
3.6. Zoho CRM
• Feature: Workflow Rules, custom module for referrals, automatic task creation for reward issue.
3.7. ActiveCampaign
• Feature: Automations, trigger on referral tag applied, send targeted reward content.
3.8. Pipedrive
• Feature: Webhooks and Workflow Automation, custom fields for referral tracking, in-pipeline reward tasks.
3.9. Slack
• Feature: Incoming Webhooks, post notification to sales/marketing channel when referral is confirmed.
3.10. Google Sheets
• Feature: Apps Script, auto-log referral data and update reward issued status column.
3.11. Typeform
• Feature: Response Webhooks, trigger referral workflow when a new referral form is submitted.
3.12. Airtable
• Feature: Automations, record new referral and update reward status on criteria match.
3.13. Intercom
• Feature: Custom Bots, trigger in-app messages for reward notification; API for tracking referrer journey.
3.14. Shopify
• Feature: Flow app, referral tracking via custom tags, trigger discount coupon generation.
3.15. Stripe
• Feature: Payment Links API, auto-apply discounts when eligibility met via referral tracking links.
3.16. Freshdesk
• Feature: Automations, create tickets for manual reward verification and fulfillment if needed.
3.17. ClickUp
• Feature: Automations, generate tasks for staff when referral verified, assign reward distribution.
3.18. Monday.com
• Feature: Automations, auto-create and update referral boards, set reminders for reward deadlines.
3.19. Klaviyo
• Feature: Flows, trigger SMS/email reward campaigns to referrers and referees upon eligibility.
3.20. Notion
• Feature: API integration, add entries for each referral, roll-up and filter status for rewards.
3.21. Zendesk
• Feature: Triggers/Automations, auto-create support request for unusual reward disputes.
3.22. Zapier
• Feature: Multi-step Zaps, connect referral data sources to CRMs, email/SMS, reward management tools.

Benefits

4.1. Eliminates manual referral tracking, avoiding errors and delays.
4.2. Rapid reward notifications drive more active referrals and engagement.
4.3. Full audit trail and compliance with incentive policies.
4.4. Easily scales with business growth and multi-channel marketing.
4.5. Offers deep integration options with existing marketing, CRM, and booking platforms.