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Automated referral program management

Purpose

1.1. Automate referral program management for an adult entertainment club, enabling seamless enrollment, assigning custom codes or links to referrers, tracking referrals and rewards, managing multi-tier commissions, and automating reward notifications to drive new guest traffic through incentives.
1.2. Integrate across CRM, marketing, POS, and communication tools to reduce manual intervention, ensure reward accuracy, and scale promotions while maintaining confidentiality and compliance requirements.
1.3. Real-time analytics for management, auto-alerts on KPI milestones, and dynamic campaign optimization based on referral performance data.

Trigger Conditions

2.1. New customer registration captured via website, mobile app, or onsite kiosk.
2.2. Unique referral link or code used during a booking, event RSVP, or club check-in.
2.3. Referral reward milestone reached, such as a visit, spend threshold, or event participation.
2.4. Scheduled program campaign (e.g., monthly referral blitz).
2.5. Referral inactivity triggers nudge or incentive offer.

Platform Variants


1. Twilio SMS

 • Feature/Setting: Configure API to send SMS updates to referrers and referees upon successful referral or reward unlock; sample: POST to /Messages with recipient, message body variables.

2. SendGrid

 • Feature/Setting: Automated reward notification emails; use Mail Send API with referral details in dynamic templates.

3. Salesforce

 • Feature/Setting: Workflow rule for new referral entry, update referrer lead source fields, automate referral pipeline.

4. HubSpot

 • Feature/Setting: Trigger workflow for new referral; assign lead owner, send referral status and reward progress.

5. ActiveCampaign

 • Feature/Setting: Automate contact tagging and multi-step drip campaigns on successful referrals using Automations.

6. Google Sheets

 • Feature/Setting: Real-time referral log; use API to append new rows for each referral and reward action.

7. Slack

 • Feature/Setting: Automated channel alerts for each new referral registered or top-referrer leaderboard update via Incoming Webhooks.

8. Pipedrive

 • Feature/Setting: Add “Referral” deal automatically, update stage and owner as referral milestones are reached via Webhooks.

9. Zoho CRM

 • Feature/Setting: Referral form integration, auto-lead creation, trigger workflow for status notifications.

10. Mailchimp

 • Feature/Setting: Add contacts to “Referral Rewards” audience, trigger reward offer emails with merge tags for referral counts.

11. Facebook Messenger

 • Feature/Setting: Send personalized DM incentives to referrers or referees using Messenger API and chatbots.

12. Instagram

 • Feature/Setting: Direct message referral invitations via Instagram Graph API based on tagged posts or DMs.

13. Stripe

 • Feature/Setting: Trigger one-time reward payouts or credits upon confirmed referral spend via Stripe Transfer API.

14. Eventbrite

 • Feature/Setting: Track referrals who RSVP for events, issue instant ticket upgrades or VIP passes via Event Registration webhook.

15. Airtable

 • Feature/Setting: Centralized dashboard for referral entries, linked reward status auto-update via Airtable API.

16. Intercom

 • Feature/Setting: In-app referral prompts, track referrals/issue reward status using Conversations API.

17. Typeform

 • Feature/Setting: Referral submission form; push data to CRM or notification logic with Webhooks/Integrations.

18. Notion

 • Feature/Setting: Automated update of referral program documentation, leaderboard pages, and reward policies via Notion API.

19. Rewardful

 • Feature/Setting: API-based referral link generation, multi-tier commission assignment by referral type.

20. Zoho Creator

 • Feature/Setting: Custom app to track unique referral campaigns, automate notification/approval logic with Deluge scripts.

Benefits

4.1. Eliminates manual tracking errors, ensures timely incentives for all participants.
4.2. Real-time insights into top-performing referrers and campaign ROI.
4.3. Increased club attendance, spend, and loyalty through effortless, consistent promotion delivery.
4.4. Multi-platform integration broadens participant reach and improves guest data quality.
4.5. Easy scalability for one-off campaigns or ongoing referral initiatives.

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