Referral program invitation and tracking

Purpose

1.1. Automate invitation and tracking of referral program to increase memberships in aerial dance classes.
1.2. Enable personalized outreach, monitor invite acceptance, log referral sources, and reward successful referrals.
1.3. Reduce manual effort, ensure accuracy in referral attribution, and increase marketing efficiency via automation.

Trigger Conditions

2.1. New student registration in class management system.
2.2. Manual admin trigger for targeted referral campaigns.
2.3. Achievement of specific milestones by current members (e.g., 5 check-ins).
2.4. Scheduled batch campaign at regular intervals.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use Programmable Messaging API for bulk referral invites. Example: Configure messaging using API POST to /Messages with merge fields for invite links.
3.2. SendGrid
• Feature/Setting: Configure Marketing Campaigns API to email referral invites; use Dynamic Templates for referral codes.
3.3. Mailchimp
• Feature/Setting: Use Campaigns API with automations to trigger referral emails when contacts enter a list tagged “Referral Candidate.”
3.4. HubSpot
• Feature/Setting: Workflows tool “Send Email” action on list enrollment; track clicks using Contact Properties.
3.5. Salesforce
• Feature/Setting: Process Builder to fire task creation upon referral acceptance; Email Alert upon milestone.
3.6. WhatsApp Business API
• Feature/Setting: Message Templates for invitations sent to enrolled members; set automation for replies.
3.7. ActiveCampaign
• Feature/Setting: Automations to send referral emails; track using custom fields and event triggers.
3.8. Zendesk Sell
• Feature/Setting: Smart Lists to identify referrers; Trigger task reminders on lead stage change.
3.9. Pipedrive
• Feature/Setting: Workflow Automation to send personalized invites based on deal movement; log referral in notes.
3.10. Zoho CRM
• Feature/Setting: Blueprint workflow for new referrer; autogenerate unique referral link via API.
3.11. Google Sheets
• Feature/Setting: Sheets API to log and monitor invites, statuses, and results for each referrer.
3.12. Airtable
• Feature/Setting: Automations config to update records when milestones are met.
3.13. Intercom
• Feature/Setting: Outbound Custom Bots to trigger personalized referral suggestions on user activity.
3.14. Slack
• Feature/Setting: Incoming Webhooks to notify staff of new successful referrals in a channel.
3.15. Typeform
• Feature/Setting: Referral signup forms trigger webhook; auto-log responses and push to CRM.
3.16. Calendly
• Feature/Setting: Use Webhooks to trigger invitation for class demo on referral registration.
3.17. Eventbrite
• Feature/Setting: Zap with Event Created trigger—generates referral invite to potential attendees.
3.18. Facebook Messenger Platform
• Feature/Setting: Send API to deliver referral campaigns, structured message templates with action buttons.
3.19. Shopify
• Feature/Setting: Scripted email via Admin API upon purchase of class-pack; include referral CTA.
3.20. Klaviyo
• Feature/Setting: Flow Triggered Email for new sign-ups; uses referral property to personalize link.
3.21. Monday.com
• Feature/Setting: Automations to create referral tracking items; automatic status updates on conversion.
3.22. Notion
• Feature/Setting: API integration for auto-updating referral program databases when new leads join from shared links.
3.23. Trello
• Feature/Setting: Card automation to create “Referral Invite Sent” checklist for each referrer.

Benefits

4.1. Accelerates client base growth with minimal manual intervention.
4.2. Streamlines tracking and reporting for ROI attribution.
4.3. Increases engagement through consistent communication and timely rewards.
4.4. Enables multi-channel outreach, meeting potential customers on their preferred platforms.
4.5. Reduces human error and administrative overhead, ensuring accuracy in rewarding referrers.