Marketing & PromotionPurpose
1.2. Automate outreach to both referrers and referees via omnichannel automations, ensuring seamless experience, improved marketing reach, and higher customer retention.
1.3. Ensure traceable, automated generation and management of referral codes and links, automating validation, reporting, and performance analytics for the marketing team.
Trigger Conditions
2.2. Existing customer submission of referral code or sharing action tracked by automator.
2.3. Automatedly upon completion of a referred appointment and post-payment confirmation.
2.4. Scheduled audits or analytics runs for summarizing automated referral outcomes.
Platform Variants
• Feature/Setting: Workflow automation → Trigger: “Contact property changed: Referral code used” → Action: “Add to Referral Program list”
3.2. Salesforce
• Feature/Setting: Process Builder → Trigger on “New lead with referral code” → Automated reward assignment logic flow
3.3. ActiveCampaign
• Feature/Setting: Automations → Event: “Referral submission” → Automated email to referee/referrer
3.4. Zapier
• Feature/Setting: Multi-step workflow → Trigger: “Form submission” → Action: “Send notification + Update Google Sheet”
3.5. Marketo
• Feature/Setting: Program automation → Smart Campaign “Referral link clicked” → Automated voucher/fire webhook
3.6. Twilio SMS
• Feature/Setting: Programmable Messaging → Event: Automated SMS to referrer/referee after certain triggers
3.7. SendGrid
• Feature/Setting: Automated email → Event: “Referral redeemed” → Sends discount code via automation
3.8. Google Sheets
• Feature/Setting: App Script automation → On row addition (“Referral code redeemed”) → Update status and timestamp
3.9. Mailchimp
• Feature/Setting: Journey Builder → Trigger: “Referral list entry” → Automates targeting with nurture emails
3.10. Microsoft Power Automate
• Feature/Setting: Automated workflow → Trigger: “CRM update” → Action: “Send reward email”
3.11. Shopify (if selling aromatherapy bundles)
• Feature/Setting: Script Editor or Shopify Flow → Automatedly applies discount/referral code at checkout
3.12. Intercom
• Feature/Setting: Custom Bot automation → Trigger: “Referral intent detected” → Collect/share code via chat
3.13. Notion
• Feature/Setting: Database automation with integrations → New referral entry triggers notification and tagging
3.14. Pipedrive
• Feature/Setting: Deal Workflow Automator → Trigger: “Referral code entered” → Custom activity logged
3.15. Typeform
• Feature/Setting: Automate “Submit” action → Sends referral lead data to CRM/marketing tool
3.16. WooCommerce
• Feature/Setting: Referral plugin integration → Automated reward triggers upon completed purchase
3.17. Monday.com
• Feature/Setting: Automations → When “Referral” label applied, status and assignment automatedly updated
3.18. Stripe
• Feature/Setting: Webhook → On successful payment linked to referral → Triggers external automation for tracking and rewards
3.19. Airtable
• Feature/Setting: Automation Rules → On new record for “Referral redeemed”, send confirmation and update points
3.20. Facebook Messenger (Meta API)
• Feature/Setting: Automated Messenger Bot → Detects referral keywords, distributes codes, logs submissions
3.21. Freshdesk
• Feature/Setting: Automator triggers upon support ticket with referral inquiry, links to CRM referrer profile
3.22. Slack
• Feature/Setting: Incoming Webhook → Automated channel update when referral status changes
Benefits
4.2. Automates customer communications, boosting engagement and retention rates.
4.3. Real-time automated analytics and performance reports for immediate marketing adjustment and resource allocation.
4.4. Automator setup easily scalable across wellness locations and treatment types.
4.5. Guarantees consistency and accuracy in tracking, reward disbursement, and referral program transparency through full automation.