Marketing & SalesPurpose
1.2. To automate user registration, referral code generation, reward redemption, notification, and reporting across digital and in-person touchpoints.
1.3. To automate the validation of eligible referrals, ensuring only successful actions (e.g., booking or attendance) result in reward automation.
1.4. To automate reports and analytics for marketing staff on referral activities and automation effectiveness.
Trigger Conditions
2.2. Completion of a qualifying event (e.g., booking a round, ticket purchase).
2.3. Manual addition of referral by staff (offline registrations).
2.4. Automated periodic checks for reward thresholds or campaign milestones.
Platform Variants
• Feature/Setting: Flow Builder, automates lead creation and referral attribution via Process Builder triggers.
3.2. HubSpot
• Feature/Setting: Workflows, automates contact tagging, referral code assignment, and follow-up emails.
3.3. Twilio
• Feature/Setting: Programmable Messaging API, automate SMS notifications for referral confirmation and reward alerts.
3.4. SendGrid
• Feature/Setting: Marketing Campaigns API, automates reward or status emails to referrers/referees.
3.5. Zapier
• Feature/Setting: Multi-step automations, automate data flow between booking system, Google Sheets, and email.
3.6. ActiveCampaign
• Feature/Setting: Automation builder, automating referral tagging, email sequences, reward triggers.
3.7. Mailchimp
• Feature/Setting: Customer Journeys, automates sequencing of nurture emails for referrers/referred friends.
3.8. Stripe
• Feature/Setting: Payments API, automates reward issuance as credit, discount code, or refund to user account.
3.9. Google Sheets
• Feature/Setting: App Scripts, automate logging, referral validation, and progress calculations.
3.10. Airtable
• Feature/Setting: Automations, automates tracking of referrals, reward management, and status syncs.
3.11. Intercom
• Feature/Setting: Event-based messaging, automates sending onboarding tips and reward notifications.
3.12. ReferralCandy
• Feature/Setting: Integration API, automates personalized referral journeys and coupon generation.
3.13. Yotpo
• Feature/Setting: Loyalty & Referrals dashboard, automates points allocation and eligibility checks.
3.14. Typeform
• Feature/Setting: Webhooks/API, automate survey completion triggers leading to reward process initiation.
3.15. Shopify
• Feature/Setting: Apps SDK, automates referral tracking through e-commerce checkouts, applies coupon codes.
3.16. Facebook Messenger Platform
• Feature/Setting: Messenger API, automates sending DM reminders and confirmations for referrals.
3.17. Slack
• Feature/Setting: Incoming Webhooks, automates internal team alerts on high-performing referrers.
3.18. Microsoft Power Automate
• Feature/Setting: Flows, automates actions based on CRM triggers and referral form submissions.
3.19. Pipedrive
• Feature/Setting: Workflow automations, auto-assign referral source and alert sales team.
3.20. Trello
• Feature/Setting: Butler Automations, auto-create cards for each referred customer, tracking task completion.
3.21. Klaviyo
• Feature/Setting: Flows, automates email reward notifications and schedules for follow-ups.
3.22. WooCommerce
• Feature/Setting: Extension hooks, automates reward coupon codes entry at checkout for referred leads.
Benefits
4.2. Drives increased customer engagement automatedly via instant reward notifications.
4.3. Automator enables rapid scaling of referral program without exponential admin work.
4.4. Automation allows for real-time visibility into marketing effort ROI and campaign adjustment.
4.5. Ensures timely, fair, and transparent reward automation, improving brand loyalty.
4.6. Automates multi-channel processes (email, SMS, in-app), keeping participants informed at each step.
4.7. Improves referral program performance automatedly with actionable analytics.