Member referral program tracking and notifications

Purpose

1.1. Enable end-to-end automation of an Aikido club’s member referral program for efficient tracking, notification, reward management, and engagement refresh cycles.
1.2. Capture, validate, and record referral activities; automatically send tailored communications and updates to the referrer, referee, and internal stakeholders.
1.3. Access analytics, segment audiences for personalized offers, and rapidly prompt reward fulfillment using integrated digital systems.

Trigger Conditions

2.1. Referral form submission by a club member.
2.2. New member registration mentioning the referring member.
2.3. Reaching a reward milestone.
2.4. First class attended by a referred member.
2.5. Scheduled campaign cycle or engagement review.

Platform variants

3.1. ActiveCampaign
• Automation: Create referral tracking workflows and trigger email/SMS from contact tag updates.
• API: /contacts/add, /automation/trigger.
3.2. Salesforce
• Feature: Referral custom object; workflow for field updates.
• API: sobjects/Referral__c, Process Builder.
3.3. Airtable
• Automation: Table view for referral logs; notifications via scripts.
• API: PATCH /v0/{baseId}/{tableId}
3.4. Google Sheets
• Script: Apps Script for log updates, date checks, and dashboarding.
• API: spreadsheets.values.append
3.5. Slack
• Notification: Channel or DM alert for successful referrals.
• API: chat.postMessage
3.6. Twilio
• SMS: Send reward notifications or reminders.
• API: /2010-04-01/Accounts/{AccountSid}/Messages.json
3.7. Mailchimp
• Email: Trigger referral chains, drip campaigns.
• API: /automations, /messages/send
3.8. Microsoft Teams
• Alert: Notify marketing or admin group of new referrals.
• API: /v1.0/teams/{team-id}/channels/{channel-id}/messages
3.9. Notion
• Tracker: Maintain dynamic referral databases; comment activity.
• API: /v1/pages, /v1/databases/query
3.10. Zendesk
• Ticket: Auto-create tickets for manual verification or reward fulfillment.
• API: /api/v2/tickets.json
3.11. HubSpot
• Workflow: Update custom properties, send nurture emails.
• API: /crm/v3/objects/contacts, /automation/v3/actions
3.12. Intercom
• Message: In-app and email notifications to referred and referrer.
• API: /messages, /conversations
3.13. Google Calendar
• Reminder: Auto-schedule check-in on referred participant's first class.
• API: /calendars/events/insert
3.14. Trello
• Card: Generate cards to manage referral workflows/tasks.
• API: /1/cards
3.15. Pipedrive
• Deal: Create/update deals tied to referral status.
• API: /deals, /persons
3.16. ClickUp
• Task: Assign tasks to marketing team for follow-ups.
• API: /api/v2/list/{list_id}/task
3.17. SendGrid
• Email: Send reward, welcome, and status emails.
• API: /v3/mail/send
3.18. Monday.com
• Board: Log, score, and assign referrals; trigger automations.
• API: /v2/
3.19. Webflow
• Form: Host referral program form; update CMS collection.
• API: /collections/{collection_id}/items
3.20. Zoho CRM
• Module: Handle custom 'referral' and notification automation.
• API: /crm/v2/Leads, /crm/v2/functions
3.21. Gmail
• Email: Send quick acknowledgment/reward redeemed.
• API: /gmail/v1/users/me/messages/send

Benefits

4.1. Real-time, accurate reward tracking improves member motivation.
4.2. Lower admin workload; near-instant member and staff updates.
4.3. Multi-channel engagement ensures referrers and new members are always informed.
4.4. Actionable analytics support program refinement; enables campaign scaling with minimal friction.
4.5. Streamlined experience delivers higher satisfaction, stronger member retention, and greater referral velocity.