Referral program management

Purpose

 1.1. Enable seamless management, tracking, and rewarding of referral participants to maximize word-of-mouth growth for amusement park rides.
 1.2. Automate omni-channel referral invitation, monitor referred guest conversions, and allocate rewards upon completion of pre-set actions.
 1.3. Integrate with ticketing, CRM, marketing, and analytics systems to ensure precise attribution, timely notifications, and in-depth performance reporting.
 1.4. Reduce manual intervention for referral validation, communication, and reward disbursement.
 1.5. Optimize customer lifecycle value through community-driven promotions and actionable insights from participant behavior data.

Trigger Conditions

 2.1. Visitor completes a ride booking or admission purchase.
 2.2. Visitor submits an online referral via webform, app, or SMS.
 2.3. Unique referral link/code is shared and accessed by a potential new guest.
 2.4. New guest completes registration or makes a qualified purchase using a referral code/link.
 2.5. Scheduled evaluation (e.g., daily check) of matched referrals to confirm eligibility for rewards.

Platform Variants

 3.1. ActiveCampaign
  • Automation: Create “Referral Program” automation, auto-segment participants, trigger email invites, track URL clicks.
  • API: Use /contacts/add and /automations/trigger endpoints for referral and reward events.
 3.2. HubSpot
  • Workflow: Enrollment trigger on form submission, email sequence, and property update for referral status.
  • API: POST /crm/v3/objects/contacts, PATCH /crm/v3/objects/contacts/{contactId}.
 3.3. Salesforce
  • Flow: Automated workflow on lead creation, opportunity conversion, record update on referral.
  • API: CreateLead, UpdateContact, CreateTask.
 3.4. Mailchimp
  • Journey: “Referral Invite” triggered by tag, conditional logic based on clicks/signups.
  • API: POST /lists/{list_id}/members, POST /automations.
 3.5. Twilio
  • Messaging: SMS for invite/referral updates; auto-SMS on conversion event.
  • API: SendMessage (Messaging API), webhook for two-way SMS.
 3.6. SendGrid
  • Email: Automated transactional emails with dynamic referral codes.
  • API: POST /mail/send.
 3.7. Intercom
  • Messaging: Auto-chat invites with unique links; event-driven in-app messages.
  • API: POST /messages, POST /events.
 3.8. Zapier
  • Integration: Multi-step automation to connect CRM/ticketing, notify and create reward tasks.
  • Trigger/Action: “New Submission Trigger,” “Create Reward in Service.”
 3.9. Shopify
  • App: Use “Referrals by Shop” app, or Cart Script for custom discount/referral handling.
  • API: customerCreate, scriptTagCreate.
 3.10. Slack
  • Notification: Auto-post about new referrals or reward eligibility to team channels.
  • API: chat.postMessage, incoming webhooks.
 3.11. Google Sheets
  • Logging: Append new participant and referral activity; trigger reward calculations using Scripts.
  • API: spreadsheets.values.append, Google Apps Script triggers.
 3.12. Airtable
  • Tracking: Table for referrals; automation to update statuses and notify teams.
  • API: PATCH /v0/{baseId}/{tableName}/{recordId}, Webhooks.
 3.13. Typeform
  • Form: Capture referrals, integrate with CRM; auto-issue referral codes on submission.
  • API: POST /responses, Webhook on submit event.
 3.14. Pipedrive
  • Deal: New deal on referral; update person/organization record on conversion.
  • API: POST /deals, PUT /persons.
 3.15. Notion
  • Database: Page entries for each referral instance; trigger reward calculation workflows.
  • API: POST /pages, PATCH /databases.
 3.16. Discord
  • Alert: Bot notification when referral milestones hit; DM invited users.
  • API: POST /channels/{channel.id}/messages, bot token integration.
 3.17. Facebook Messenger
  • Messaging: Automated invite/reward messages via Messenger Bot.
  • API: Send API, webhook for new referrals.
 3.18. WhatsApp Business
  • Messaging: Send referral links, auto-followup on conversion.
  • API: /v1/messages, webhook for inbound replies.
 3.19. Microsoft Teams
  • Notification: Auto-message on new/referral status change, team follow-ups.
  • API: /v3/conversations/{conversationId}/activities, webhook integration.
 3.20. Monday.com
  • Project: Use boards for referral tracking, automate status updates/reward tasks.
  • API: create_item, change_column_value.

Benefits

 4.1. Lights-out, end-to-end referral operations across email, SMS, chat, and web without manual oversight.
 4.2. Granular tracking of campaign ROI, influencer impact, and reward allocation accuracy.
 4.3. Instant, automated communication improves guest engagement and satisfaction.
 4.4. Centralized, real-time reporting enables rapid optimization of promotion strategies.
 4.5. Reduces human error and administrative load, focusing staff efforts on high-value guest experiences.