Referral program management

Purpose

 1.1. Automate referral program management for aquariums in the recreation sector to maximize visitor acquisition, increase brand reach, and encourage visitor advocacy.
 1.2. Automates the creation, distribution, tracking, and rewarding of referral incentives (discount tickets, merchandise, memberships).
 1.3. Centralizes referral analytics, enabling marketing teams to automatedly monitor performance, optimize offers, and drive automated customer engagement campaigns.
 1.4. Ensures compliance, deduplication, and proper attribution of referrals to automate distribution of rewards and prevent abuse.
 1.5. Streamlines outreach by automating personalized referral notifications and reminders across channels, reducing manual work.

Trigger Conditions

 2.1. New aquarium ticket booking or membership purchase.
 2.2. Completion of an aquarium visit survey.
 2.3. User signs up or logs in via a unique referral link.
 2.4. Existing member shares referral code or link.
 2.5. Referral code redemption at point-of-sale (online or kiosk).
 2.6. Automated periodic triggers (e.g., monthly, after seasonal events or campaigns).

Platform Variants

 3.1. Salesforce Marketing Cloud
  • Feature/Setting: Journey Builder Automation — configure entry event as "Referral Share", set actions to distribute emails/SMS, log referral data via API.
 3.2. HubSpot
  • Feature/Setting: Workflows & Deals — automate referral initiation, send tracked emails via Marketing Email API, automate reward pipeline update.
 3.3. Mailchimp
  • Feature/Setting: Customer Journeys & API Triggers — use API to automate subscriber tagging when a referral is successful, send automatable reward emails.
 3.4. ActiveCampaign
  • Feature/Setting: Automations — automate referral event triggers, use webhook to update contact fields and launch reward campaigns.
 3.5. Zoho CRM
  • Feature/Setting: Blueprint & Webhooks — automatedly move leads in pipeline upon referral, trigger Points Award API.
 3.6. Microsoft Power Automate
  • Feature/Setting: Automated Flows — configure trigger as new contact with referral tag, update SharePoint list, send Teams notification.
 3.7. Intercom
  • Feature/Setting: Series Automation — when a visitor uses or shares a referral, automate in-app message and reward assignment via API.
 3.8. Twilio
  • Feature/Setting: Programmable SMS/Voice — automate sending referral codes and notifications via SMS API on referred action.
 3.9. Typeform
  • Feature/Setting: Webhooks — automate responses from post-visit surveys to trigger referral invitations.
 3.10. Segment
  • Feature/Setting: Event Tracking API — automate event capture for referral shares and signups, sync with downstream reward systems.
 3.11. Google Sheets
  • Feature/Setting: API Integration — automate logging of new referrals, update reward columns, trigger email via script.
 3.12. Pipedrive
  • Feature/Setting: Deal Automation — configure automator to move deals stage on successful referral, trigger webhook for reward.
 3.13. Facebook Messenger
  • Feature/Setting: Messenger Bot — automate reply with personal referral link, use Messenger API to track shares.
 3.14. Instagram
  • Feature/Setting: Direct Message API — automate follow-up DMs for event attendees, incentivize sharing with referral code.
 3.15. Shopify
  • Feature/Setting: Referral App Integration — automate tracking coupon code usage, reward via Script Editor API.
 3.16. Slack
  • Feature/Setting: Workflow Builder — automate notifying team of top referrers, integrate with Points API.
 3.17. Airtable
  • Feature/Setting: Automations & API — automate referrals added to database, automatically trigger follow-up emails on status change.
 3.18. Google Analytics
  • Feature/Setting: Custom Event API — automate tracking website visits via referrals, trigger remarketing automations.
 3.19. LinkedIn
  • Feature/Setting: Message API — automate connection invites with referral incentive for aquarium events.
 3.20. Notion
  • Feature/Setting: Database API—automate logging of referrals, trigger page reminders for reward fulfillment.
 3.21. Monday.com
  • Feature/Setting: Automations Center — automate task creation when a referral is approved, notify marketing team via API.

Benefits

 4.1. Automates repeatable referral tasks and reduces human error in managing aquarium promotional campaigns.
 4.2. Ensures every referral action is automatedly tracked to maximize reward accuracy and visitor satisfaction.
 4.3. Boosts visitor base with orchestrated multi-channel automations, helping aquariums lever more organic promotion.
 4.4. Automation reduces administration cost, shortens redemption cycles, and facilitates rapid scaling of referral marketing.
 4.5. Analytics automation provides real-time insights to optimize incentive strategies for maximum campaign ROI.