Referral program automation

Purpose

1.1. Drive new member sign-ups via existing member referrals to grow aeroclub membership.
1.2. Reward both referrers and referees with points, discounts, or exclusive access for each successful registration.
1.3. Track, validate, and report all referral activity for transparent reward distribution.
1.4. Streamline communication and minimize administrative tasks for marketing staff.

Trigger Conditions

2.1. Submission of a referral form by a member.
2.2. New prospect signs up using a unique referral link or code.
2.3. Completion of the referee’s initial payment or membership upgrade.
2.4. Manual approval or automatic validation of eligibility conditions.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Use the Messages API to notify members of rewards — configure SMS webhook with /messages endpoint.
3.2. SendGrid
• Feature/Setting: Use the Mail Send REST API to deliver personalized referral codes — set up dynamic transactional templates.
3.3. HubSpot CRM
• Feature/Setting: Use Workflows and Webhooks to track referral status — connect Deals API and Custom Properties for referral fields.
3.4. Salesforce
• Feature/Setting: Configure Flow/Apex triggers to log and reward referrals — setup custom object “Referral” with automation rules.
3.5. Mailchimp
• Feature/Setting: Automate email campaigns via Automated Journey API for referral event notifications.
3.6. Slack
• Feature/Setting: Incoming Webhooks for #referral-alerts channel, notifying admins on referral completions.
3.7. Zapier
• Feature/Setting: Use Multi-Step Zaps to chain CRM, email, and rewards logic at each referral event.
3.8. Google Sheets
• Feature/Setting: Use Apps Script triggers to append and validate each new referral record.
3.9. Facebook Messenger
• Feature/Setting: Send referral reminders using Send API; configure with user PSID and message template IDs.
3.10. Intercom
• Feature/Setting: Custom bot workflows to deliver codes and collect referral data; use Intercom Conversations API.
3.11. ActiveCampaign
• Feature/Setting: Use Automation Builder for sending reward emails and tracking referrals through custom fields.
3.12. Monday.com
• Feature/Setting: Use automation recipes to generate tasks on new referral registrations and trigger notification emails.
3.13. Zoho CRM
• Feature/Setting: Workflow automation to update referral status in custom modules, real-time notification trigger.
3.14. Stripe
• Feature/Setting: Use Webhook for successful payments linked to referral program for reward triggers.
3.15. Typeform
• Feature/Setting: Webhook integration to push form answers (referrals) to backend or CRM system.
3.16. Airtable
• Feature/Setting: Automate referral tracking and reporting using Automations and custom scripting blocks.
3.17. Notion
• Feature/Setting: Use API to update referral status databases and trigger member comms on edit.
3.18. Pipedrive
• Feature/Setting: Workflow automation to update deal stages based on referral conversion events.
3.19. Discord
• Feature/Setting: Notify referral completions using Webhook messages in membership channels.
3.20. Klaviyo
• Feature/Setting: Trigger automated SMS or email flows for referral lifecycle using Events API.
3.21. Google Forms
• Feature/Setting: Scripted responses and Webhook integration to log new referrals and send thank-yous.
3.22. Rewardful
• Feature/Setting: API endpoint /referrals for tracking, webhook for conversion event notifications.

Benefits

4.1. Reduced manual oversight by automating eligibility, tracking, and reward distribution.
4.2. Improved engagement through timely, multi-channel communications.
4.3. Clear attribution for member contributions and referral performance analytics.
4.4. Scalable process enables effortless growth and accurate reward management.
4.5. Enhanced member loyalty and more effective word-of-mouth marketing.