Marketing, Promotions & Customer Retention**Purpose**
1.2. Automates personalized referral code assignment, tracks conversions, and triggers reward workflows.
1.3. Centralizes capture of referral source data for marketing optimization and repeat customer acquisition.
1.4. Enables automating promotional notifications, follow-ups, and periodic campaign analysis.
1.5. Automates multi-channel communication including email, SMS, and in-app messages to maximize referral participation.
**Trigger Conditions**
2.2. Referral code or link is shared and used by a new customer making a qualifying repair booking.
2.3. Redemption of referral code detected in POS, e-commerce, or booking system.
2.4. Defined reward threshold reached (e.g., number of referrals, total value).
2.5. Scheduled audit/review of referral analytics or periodic campaign rollouts.
**Platform Variants**
• Feature/Setting: Automate sending unique referral codes and follow-up reminders via SMS API.
• Sample: Configure "Send Message" API with dynamic fields for code and recipient.
3.2. SendGrid
• Feature/Setting: Automate referral invitations and reward notifications through transactional email API.
• Sample: Enable dynamic email templates and trigger via "Mail Send" API.
3.3. HubSpot
• Feature/Setting: Automate CRM workflows to track referrers, referrals, and automate reward assignment.
• Sample: Create workflow using "Contact Properties" and automating tasks with Actions.
3.4. Salesforce
• Feature/Setting: Automate referral campaign lead capture and automate reward workflows using Process Builder.
• Sample: Use "Create Record" and "Update Record" on lead/referral object.
3.5. Mailchimp
• Feature/Setting: Automate targeted referral campaign emails and automate follow-ups using journeys.
• Sample: Set up Customer Journey with referral logic triggered by signups.
3.6. Zapier
• Feature/Setting: Automate interconnection between website, POS, and CRM for end-to-end referral automation.
• Sample: Use triggers from "New Customer" and actions for "Send Email"/"Add Row".
3.7. ActiveCampaign
• Feature/Setting: Automate personalized email invitations and automate reminders based on user behavior.
• Sample: Configure Automations with conditional checks for referral actions.
3.8. Intercom
• Feature/Setting: Automate in-app referral program messaging and automated onboarding nudges.
• Sample: Use "Outbound Messages" with referral event triggers.
3.9. Shopify
• Feature/Setting: Automate coupon code issuance and automate order tagging for referred customers via API/webhooks.
• Sample: Configure "Create Discount Code" webhook trigger.
3.10. Google Sheets
• Feature/Setting: Automate referral data logging and automated audit trails using Sheets API.
• Sample: Use API to "Append Row" for each referral event.
3.11. Stripe
• Feature/Setting: Automate reward payouts or discounts for completed referrals using Payment Links API.
• Sample: Automate payout upon referral verification with "Create Payment".
3.12. Typeform
• Feature/Setting: Automate capture of referral program signups through forms and push to marketing system.
• Sample: Use "Webhook" for responses to automate CRM entry.
3.13. Slack
• Feature/Setting: Automate internal alerts to staff when referrals occur using Incoming Webhooks.
• Sample: Send automatable message to #referrals channel.
3.14. Pipedrive
• Feature/Setting: Automate creation of deals for referral customers, automate stage updates based on workflow status.
• Sample: Use "Stage Changed" and "Deal Added" triggers for referral flows.
3.15. Facebook Messenger
• Feature/Setting: Automate referral invitation and promotion delivery as automated bot messages.
• Sample: Configure "Message Sends" with dynamic referral content.
3.16. WhatsApp Business API
• Feature/Setting: Automate sending personalized referral links via WhatsApp, automate follow-up reminders.
• Sample: Use "Send Template Message" API with referral placeholders.
3.17. Google Ads
• Feature/Setting: Automate creation of targeted ad audiences from referral participants using API.
• Sample: Push referral emails to "Customer Match" automatically.
3.18. QuickBooks
• Feature/Setting: Automate reward credits on customer accounts and transaction tagging for referral sources.
• Sample: Use "Create Credit Memo" or automate tagging on sales receipts.
3.19. Klaviyo
• Feature/Setting: Automate segmentation for referral campaigns and automate event-triggered emails.
• Sample: Setup "Flows" to deliver automated rewards and reminders.
3.20. Google Analytics
• Feature/Setting: Automate tracking and reporting of referral campaign performance, automate event-based goals.
• Sample: Implement Event Tracking with custom referral events pushed via API.
3.21. Freshdesk
• Feature/Setting: Automate ticket creation for referred customer follow-ups and automate satisfaction surveys.
• Sample: Use "New Contact" trigger for automating ticket creation on referral conversion.
3.22. Calendly
• Feature/Setting: Automate booking reward sessions or consultations for successful referrers.
• Sample: Trigger invite upon successful referral event using API.
3.23. Trello
• Feature/Setting: Automate creation of board cards to track referral status and automate reward fulfillment.
• Sample: Trigger "Create Card" per new referral.
**Benefits**
4.2. Automates customer engagement and retention, boosting repeat business.
4.3. Reduces manual errors by automating code assignment and reward calculations.
4.4. Automates cross-channel communication, maximizing referral impact.
4.5. Provides automated analytics for continuous marketing optimization.
4.6. Scalable automation supports expanding campaigns without extra manual effort.
4.7. Improves ROI tracking via end-to-end automatable flows in referral marketing.