Purpose
1.1. Automate identification of client referrals to the bonesetting house.
1.2. Automatedly trigger appreciation messages or reward workflows to clients who refer others.
1.3. Automate the tracking of referral sources for future marketing optimization and retention strategies.
1.4. Automate the issuance of discounts, loyalty points, or gifts to referrers in alignment with business incentives.
1.5. Automate seamless reporting and logging of appreciation events for compliance and analytics.
Trigger Conditions
2.1. Automated detection of a referral event upon new client registration marked with a referrer code or name.
2.2. Automatedly confirming successful appointment attendance by the referred client.
2.3. Manual override or administrative trigger for edge-cases or retroactive appreciation.
2.4. Automated monthly batch run for catching missed referrals and performing bulk automated appreciation.
Platform Variants
1. Twilio SMS
• Feature/Setting: Automate sending SMS appreciation; configure Messaging API for templated thank-you messages.
2. SendGrid
• Feature/Setting: Automate email appreciation; configure transactional templates API with dynamic fields for personalization.
3. Mailchimp
• Feature/Setting: Automate triggered campaigns upon referral; set up automation workflows with custom audience segments.
4. Slack
• Feature/Setting: Automate Slack notifications to staff channels; configure incoming webhooks for tracked events.
5. Stripe
• Feature/Setting: Automate issuing referral credits through the Stripe API’s coupon creation and assignment.
6. HubSpot
• Feature/Setting: Automate workflow triggers for referrer appreciation; use Contact Properties and Workflow Automation.
7. Salesforce
• Feature/Setting: Automate appreciation case creation; configure Process Builder flows for lead referral logic.
8. Google Sheets
• Feature/Setting: Automate record-keeping of referrals; configure Sheets API to append rows upon trigger.
9. Airtable
• Feature/Setting: Automator to create new records for each successful referral appreciation event; use Airtable Automations.
10. Zapier
• Feature/Setting: Automate cross-app integration; set up multi-step Zaps to move data between marketing, CRM, and notification apps.
11. Pipedrive
• Feature/Setting: Automate deal updates/tags for referrers; configure Workflow Automation for custom fields.
12. Intercom
• Feature/Setting: Automate in-app appreciation messages; configure Message Triggers with referral tags.
13. Freshdesk
• Feature/Setting: Automate ticket creation for appreciation gifts; use Ticket API for workflow linkage.
14. Google Calendar
• Feature/Setting: Automate event creation for appreciation follow-up calls or meetings; use Calendar API event insertion.
15. ActiveCampaign
• Feature/Setting: Automate personalized email sequences; configure automation rules on new referral contacts.
16. Asana
• Feature/Setting: Automate task creation for gift fulfilment; use Rules and API task creation endpoint.
17. Notion
• Feature/Setting: Automate update of referrer lists or appreciation logs; use Notion API page creation.
18. Facebook Messenger
• Feature/Setting: Automate sending appreciation via Messenger chatbot; configure Send API with response templates.
19. WhatsApp Business API
• Feature/Setting: Automator for appreciation messages; automate via template message triggers.
20. Shopify
• Feature/Setting: Automate discount code creation for referrers; configure Discounts API for rule-based generation.
21. Zoho CRM
• Feature/Setting: Automate creating and updating referral records; use Workflow and Deluge scripting for action triggers.
22. Trello
• Feature/Setting: Automate card creation for tracking physical appreciation items; configure Trello API Power-Up actions.
23. Typeform
• Feature/Setting: Automate data capture and trigger follow-up appreciation; use Webhook integration.
24. Google Forms
• Feature/Setting: Automate feedback form triggered by appreciation sent; use App Script for response handling.
Benefits
4.1. Automates manual appreciation, saving staff hours and improving promptness.
4.2. Automated workflows increase client satisfaction and loyalty with timely recognition.
4.3. Enables scalable automating of multi-channel outreach (SMS, email, in-app).
4.4. Automatable reporting ensures accuracy for rewards and compliance review.
4.5. Automation ensures tracking and follow-through, reducing missed appreciation opportunities and optimizing retention.
Marketing & Retention