Referral program execution and rewards tracking

Purpose

1.1. Automate the end-to-end process of launching, executing, and tracking a referral program for a handbags shop focused on fashion & apparel retail.
1.2. Automated reward assignment and communication with referrers and referees based on predefined criteria and eligibility status.
1.3. Automator tracks social media shares, unique referral links, customer purchases, and reward redemptions automatable via multiple platforms.
1.4. Synchronizes referral data with marketing, sales, and inventory tools automatically for comprehensive program oversight.
1.5. Automates fraud detection in referrals, ensuring only valid referrals proceed to reward evaluation and disbursement.

Trigger Conditions

2.1. New customer signs up using a referral link or code.
2.2. Successful handbag purchase by a new customer referred by an existing customer.
2.3. When predefined milestone (e.g., 5 referrals) is reached by a referrer.
2.4. Referral campaign start or close as programmed.

Platform Variants

3.1. Shopify
• Function: Shopify Flow "Order Created" event trigger, automatedly matches order with referral codes.
3.2. Klaviyo
• Function: API trigger "Profile Updated" to initiate automated referral email drip.
3.3. Yotpo
• Feature: Referral Loyalty API to automate points disbursement post-purchase.
3.4. HubSpot
• API: "Deal Created" webhook, automating contact tagging and reward workflow.
3.5. Salesforce
• Function: Flow Builder automates new referral-case creation upon lead-source detection.
3.6. Zapier
• Setting: Multi-step Zap integrating form submissions and reward notifications.
3.7. Mailchimp
• API: "Add Tag to Contact" automates segmented reward eligibility campaigns.
3.8. Twilio SMS
• Feature: Programmable Messaging API automates SMS notifications for referral status.
3.9. Rewardful
• API: Webhook triggers automating reward assignment post successful referral.
3.10. ReferralCandy
• API: Event webhook for automating new signup and purchase validations.
3.11. Gorgias
• Feature: Macro automates customer support ticket updates when rewards are processed.
3.12. Google Sheets
• Function: App Script trigger automates updating referral tracking sheets on purchase.
3.13. Segment
• API: Track call automates user attribution and referral-funnel analytics.
3.14. Intercom
• Feature: Custom bot automates in-app messages for referral progress.
3.15. Typeform
• API: Webhook automates intake and mapping of referral forms.
3.16. Notion
• API: Automation updates referral program dashboard with real-time stats.
3.17. Airtable
• Automator: Script automation to flag, reward, and update referral status.
3.18. Stripe
• Webhook: "Payment Succeeded" automates validation of referred purchase.
3.19. Facebook Ads
• API: Offline conversions API automates reporting referral-conversion events.
3.20. Shopify POS
• Function: App Event automates in-store referral sales and reward linking.
3.21. ActiveCampaign
• Automation: Automated email workflow for referrer/referee lifecycle.
3.22. Gleam
• Feature: Rewards app automates bonus entry for referrals.
3.23. WooCommerce
• API: Action Scheduler hook automates post-checkout referral logic.
3.24. Pipedrive
• Automation: Update deals and trigger reward notification on new referral.

Benefits

4.1. Automate customer engagement, driving organic growth via word-of-mouth.
4.2. Automated tracking eliminates manual oversight and reduces errors.
4.3. Automation increases reward fulfilment speed and customer satisfaction.
4.4. Automated reporting delivers ROI and referral analytics to the marketing team.
4.5. Omnichannel automation ensures participation and tracking across web, email, SMS, social, and POS seamlessly.