Referral program tracking and communication

Purpose

1.1. Automate the tracking, management, and communication of referral programs for air conditioning stores, ensuring that referrers and referees are recognized, rewarded, and engaged through seamless multi-channel notifications, real-time eligibility verification, and reward assignment.
1.2. Collect, validate, and store referral activities; trigger communication and reward fulfillment; sync data with CRM and marketing tools; maintain referral program KPIs and compliance.
1.3. Support multi-step flows from customer initiation, through referral verification, to communication, reward disbursement, and program reporting across email, SMS, CRM, and incentive platforms.

Trigger Conditions

2.1. New referral form completion (website, app, POS, or sales system)
2.2. Referral code redemption or link click by referee
2.3. Verified purchase or completed qualifying action by the referee
2.4. Referral record updated with reward eligibility
2.5. Scheduled program review or reporting interval reached

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Programmable SMS API; configure outgoing SMS for new referral confirmation, eligibility, and reward notifications. Sample: Use "/Messages" endpoint, set recipient/trigger in workflow after referral verification.
3.2. SendGrid
• Feature/Setting: Mail Send API; set up transactional referral emails using templates. Configure "send" action on referral creation/update.
3.3. HubSpot CRM
• Feature/Setting: Contact creation/update API; auto-log referral activity, create follow-up tasks, send personalized emails.
3.4. Salesforce
• Feature/Setting: Lead and Opportunity APIs; update lead sources, associate referral metadata, trigger reward actions, sync referral stages.
3.5. Shopify
• Feature/Setting: Order webhook/API; listen for order creation with referral tags and trigger referral acknowledgment or reward via Admin API.
3.6. Mailchimp
• Feature/Setting: Add subscriber to segment; trigger follow-up campaigns for referrers and referees, use "Add member to list" API.
3.7. Zendesk
• Feature/Setting: Ticket creation/update API; auto-create support tickets for referred customers, assign tags, trigger internal alerts.
3.8. Google Sheets
• Feature/Setting: Append row API; log referral details, status updates, and rewards for further analysis or backup.
3.9. Slack
• Feature/Setting: Incoming Webhook; send real-time alerts to sales/marketing channels on new referrals or reward triggers.
3.10. Intercom
• Feature/Setting: Conversation API; start automated message thread for new referrals, provide next steps via chat.
3.11. Typeform
• Feature/Setting: Webhook or Responses API; collect referral data, trigger next automation steps on form submit.
3.12. Airtable
• Feature/Setting: Create record API; store structured referral entries, auto-update status fields upon verified actions.
3.13. Zoho CRM
• Feature/Setting: Modules API; log new referrals under custom module, trigger workflow rules for follow-up.
3.14. Pipedrive
• Feature/Setting: Deal/pipeline API; create stages for referred deals, update notes and activities per referral action.
3.15. ActiveCampaign
• Feature/Setting: Automation trigger/ API; add tags or lists based on referral status, initiate onboarding drips for referees.
3.16. Trello
• Feature/Setting: Card API; auto-create cards in a referral management board, assign to reps for follow-up.
3.17. Microsoft Teams
• Feature/Setting: Message API; post updates to dedicated channels/groups on referral milestones reached.
3.18. Notion
• Feature/Setting: Database API; add rows for each referral, set properties for reward status and communication steps.
3.19. Segment
• Feature/Setting: Track API; flag referral events across analytics tools, sync metadata with marketing stack.
3.20. PayPal
• Feature/Setting: Payouts API; distribute referral rewards automatically on verified completion events.
3.21. Stripe
• Feature/Setting: Payment Links or Transfers API; trigger commission transfers to referrers upon qualifying actions.
3.22. WhatsApp Business API
• Feature/Setting: Outbound messages for referral confirmation or reward, automated post-purchase engagement.

Benefits

4.1. Eliminates manual tracking, reducing risk of missed rewards and admin errors.
4.2. Accelerates communication, boosting program engagement and new customer acquisition.
4.3. Enables cross-platform visibility, integrating CRM, support, and marketing analytics.
4.4. Facilitates scalable, channel-agnostic operations for referral-based growth.
4.5. Ensures auditable, real-time reporting and performance insights for continuous improvement.