Sending referral requests to satisfied clients

Purpose

1. Automate the process of sending referral requests to clients identified as satisfied post-service.

2. Increase quality referrals, boost client acquisition via word-of-mouth, and enhance brand credibility.

3. Ensure every happy customer receives a personalized and timely referral request without manual intervention.

4. Track responses and integrate with CRM for seamless follow-up.

Trigger Conditions

1. Positive feedback received via review form, CSAT survey, or direct communication.

2. Closed service ticket marked as resolved with a high satisfaction rating.

3. Specific survey attributes (e.g., “Would recommend to a friend?” equals Yes).

4. Post-payment confirmation after service delivery.

Platform Variants

1. Twilio SMS

• Feature/Setting: SMS API; configure automated messages to client numbers, trigger on feedback webhook.
  
• Sample: POST /Messages, set body: "Thanks for your feedback! Could you refer us to a friend?"
  

2. SendGrid

• Feature/Setting: Transactional Email API; design and automate referral email post-survey completion.
  
• Sample: POST /mail/send, dynamic_template_data for name and referral link.
  

3. Zapier

• Feature/Setting: Webhook automation; connect feedback form with multiple task runners (send email/SMS/tasks).
  
• Sample: Trigger from Google Forms response, send Gmail action.
  

4. Google Sheets

• Feature/Setting: App Script triggers on cell update; auto-email when satisfaction column shows “Yes.”
  
• Sample: onEdit() trigger runs MailApp.sendEmail.
  

5. Slack

• Feature/Setting: Incoming Webhooks API; notify marketing for manual referral request or use Slackbot reminders.
  
• Sample: POST to /services/XXXX with client data on trigger.
  

6. Hubspot

• Feature/Setting: Workflow Automation; create sequence for email/send task when client reaches “Promoter” NPS.
  
• Sample: Set enrollment trigger, action to send follow-up email.
  

7. Salesforce

• Feature/Setting: Process Builder/Flow; condition based on closed-won and positive feedback to send referral email.
  
• Sample: Flow action with Email Alert.
  

8. Mailchimp

• Feature/Setting: Automation Journey; segment audience with high satisfaction, auto-send referral request template.
  
• Sample: Trigger: Added to list with ‘Satisfied’ tag.
  

9. Pipedrive

• Feature/Setting: Workflow Automation; automated referral email on deal closure with positive note.
  
• Sample: Automation sends template if custom field ‘Client_satisfied’=Yes.
  

10. ActiveCampaign

• Feature/Setting: Automation; post-purchase satisfaction survey result triggers referral email.
  
• Sample: Trigger: Tag applied ‘Promoter’, send email with referral CTA.
  

11. Intercom

• Feature/Setting: Series automation; message clients in-app or by email upon positive survey response.
  
• Sample: Series step with Survey attribute filter.
  

12. Microsoft Power Automate

• Feature/Setting: Automated Flow; trigger from feedback form (Microsoft Forms), send Outlook referral email.
  
• Sample: Trigger: ‘New response’, send mail using connector.
  

13. Freshdesk

• Feature/Setting: Automations; satisfaction survey triggers webhook/email to client for referral.
  
• Sample: Event: Ticket closed, Condition: CSAT=5, Action: send email.
  

14. Zoho CRM

• Feature/Setting: Workflow Rules; auto-email for referrals if client rating field is high.
  
• Sample: On update of ‘Satisfaction’, action: send email template.
  

15. SurveyMonkey

• Feature/Setting: Integration with webhooks; upon ‘positive’ survey answer, fire webhook to send email/SMS.
  
• Sample: Webhook sends API request to email platform.
  

16. GSuite Gmail

• Feature/Setting: App Script or filter; auto-reply with referral request after flagged ‘positive’ feedback email.
  
• Sample: Filter: tag as 'satisfied', auto-send template.
  

17. WhatsApp Business API

• Feature/Setting: Automated message post-service (on positive rating), send referral request via WhatsApp text.
  
• Sample: POST /messages endpoint, message template.
  

18. Airtable

• Feature/Setting: Automations; on new ‘satisfied’ record, send referral email/SMS via integration.
  
• Sample: Trigger: ‘Satisfaction’ field update, Action: email.
  

19. Typeform

• Feature/Setting: Native integrations/webhooks; dispatch referral request after survey (if ‘Yes' to recommend).
  
• Sample: Logic jump to webhook call or email action.
  

20. Calendly

• Feature/Setting: Post-meeting automations; send referral request email if feedback post-consultation is positive.
  
• Sample: Workflow: On feedback link completion, send message.
  

21. Klaviyo

• Feature/Setting: Flows; after successful service and positive response, launch referral campaign email.
  
• Sample: Segment based on survey data, send flow.
  

22. Stripe

• Feature/Setting: Webhooks; on successful payment + high rating, trigger referral request email using third-party automation.
  
• Sample: Webhook triggers Mailgun API for custom email.
  

Benefits

1. Increases efficiency and ensures no opportunity for referrals is missed.

2. Immediate engagement with satisfied clients maximizes likelihood of positive referrals.

3. Streamlines cross-channel communications without manual oversight.

4. Detailed tracking and analytics improve campaign refinement and effectiveness.

5. Scalability for growing client bases and integrated follow-up management.