Referral program tracking

Purpose

1.1 Automates end-to-end referral program tracking for IV therapy clinics, capturing referral sources, program engagement, reward eligibility, and communicating updates with patients and referrers.
1.2 Enables automated collection, monitoring, and rewarding of patient and influencer referrals to maximize patient acquisition and streamline marketing efforts.
1.3 Automating data capture for all referral sources (web, SMS, email), status changes, and payout processes for transparent, scalable referral marketing.
1.4 Leverages automated triggers to send confirmations, reminders, reward notifications, and analytics to clinic staff and stakeholders.

Trigger Conditions

2.1 New patient registration includes a referral code/identifier.
2.2 Referral source (e.g., influencer, patient, partner) submits a new referral via web form, CRM, SMS, or email.
2.3 Progression of referral statuses (e.g., registered, attended appointment, earned reward).
2.4 Scheduled automation—daily/weekly review of referral activity and reward thresholds.
2.5 Manual admin trigger for referral investigation or override.

Platform Variants

3.1 Salesforce
• Feature/Setting: Workflow Rules/Process Builder — automates referral lead creation and reward status update.
3.2 HubSpot
• Feature/Setting: Workflows — automates contact segmentation and sends referral reward emails.
3.3 Microsoft Power Automate
• Feature/Setting: Automated flow — triggers on new form submissions or email receipts for referral intake.
3.4 Twilio SMS
• Feature/Setting: SMS API — automates sending referral invites and reward status notifications via SMS.
3.5 Mailchimp
• Feature/Setting: Automated Email Journeys — automate sending referral invites and thank-you notes.
3.6 SendGrid
• Feature/Setting: Marketing Campaigns API — automates triggered referral program emails and confirmations.
3.7 Zapier
• Feature/Setting: Multi-step Zaps — automate logging referral codes and connecting diverse app data.
3.8 Google Sheets
• Feature/Setting: App Script Triggers — automate tracking, updating, and reporting referral logs.
3.9 Airtable
• Feature/Setting: Automation/Script — automate updating referral records and reward calculations.
3.10 Pipedrive
• Feature/Setting: Workflow Automation — automates tagging referrals and triggering follow-ups.
3.11 Monday.com
• Feature/Setting: Automations Recipes — automate board updates for new referral pipeline entries.
3.12 ActiveCampaign
• Feature/Setting: Automation Builder — automate sending referral reminders and reward emails.
3.13 Intercom
• Feature/Setting: Messenger Campaigns — automates in-app referral program pushes and user notifications.
3.14 Typeform
• Feature/Setting: Webhook/API — automate capturing referral submissions to CRM and notification flows.
3.15 Slack
• Feature/Setting: Incoming Webhooks — automated notification to staff channels for referral achievements.
3.16 Notion
• Feature/Setting: API Integrations — automate tracking and documenting referral status/reporting.
3.17 Stripe
• Feature/Setting: Payouts API — automates processing referral program payouts to reward-eligible referrers.
3.18 DocuSign
• Feature/Setting: Embedded Signing — automates patient acknowledgement for referral program T&Cs.
3.19 Calendly
• Feature/Setting: Webhooks — automates linking referral source to booked appointments for status tracking.
3.20 Segment
• Feature/Setting: Event Tracking API — automates event collection for all referral actions across platforms.
3.21 Klaviyo
• Feature/Setting: Flows — automate personalized referral invites and reward delivery.
3.22 Zoho CRM
• Feature/Setting: Blueprint/Workflow Rules — automate routing and updating referral lifecycle stages.
3.23 Intergromat (Make)
• Feature/Setting: Scenario Automation — automates multi-platform referral event synchronization.
3.24 Facebook Messenger
• Feature/Setting: Bot/Send API — automates referral program messaging and registration via chat.
3.25 Google Analytics
• Feature/Setting: Event Goals/UTM tracking — automate measuring referral performance metrics and conversions.

Benefits

4.1 Automates manual referral tracking, reducing errors and accelerating reward processing cycles.
4.2 Automated notifications and status updates maintain high participant engagement and satisfaction.
4.3 Automation ensures transparent, scalable, and auditable referral program operations for IV therapy clinics.
4.4 Automates integration of referral data with broader marketing and analytics tech stacks, improving reporting accuracy.
4.5 Standardizes and automates reward logic, reducing administrative overhead and improving program ROI.