Marketing & Social Media ManagementPurpose
1.2. Automate tracking of referral invitations, rewards, eligibility, and fulfillment for multiple practitioners or modalities.
1.3. Enhance patient engagement, grow client base, and reduce manual intervention in referral management.
Trigger Conditions
2.2. Referral link shared by client results in new client sign-up.
2.3. Referred new client completes an appointment or purchase.
2.4. Time-based triggers (e.g., monthly reward summaries, inactivity reminders).
2.5. Admin/practitioner approves completed referral step.
Platform Variants
• Trigger automated referral invitation emails.
• Configure Transactional Email endpoint using api_key and event triggers on referral creation.
3.2. Twilio (Programmable Messaging API)
• Send SMS notifications with referral links and reward alerts.
• Set up Messaging Service SID and webhook for incoming opt-ins.
3.3. SendGrid (Dynamic Templates API)
• Deliver personalized referral & reward confirmation emails.
• Assign API Key and dynamic email templates with merge fields for recipient and reward details.
3.4. HubSpot (Workflows & Webhooks)
• Automate CRM updates on referral status changes.
• Use Contact-based Workflow and custom webhook on form submission.
3.5. Salesforce (Process Builder & REST API)
• Update client records, monitor referral lifecycle.
• Configure Process Builder for referral source and connect REST endpoint for reward issuance.
3.6. Zapier (Webhooks & Multi-Step Zaps)
• Orchestrate actions across platforms (email, CRM, SMS).
• Webhook trigger connects to custom app or Google Sheets rows.
3.7. Google Sheets (App Script/Webhook)
• Log referral relationships and payout status.
• Use sheet event triggers and POST endpoints for logging actions.
3.8. ActiveCampaign (Automations API)
• Launch email nurture campaigns for referred clients.
• Set up Automation API triggers on tag/referral custom field changes.
3.9. Stripe (Coupon/Promotion Codes API)
• Grant discounts or promotional credits upon successful referrals.
• Integrate Coupons endpoint and event notification webhooks.
3.10. DocuSign (eSignature REST API)
• Securely sign referral terms or agreements electronically.
• Configure Envelope creation trigger via POST and webhook confirmation.
3.11. Calendly (Webhook Subscription API)
• Automate appointment confirmation for referred leads.
• Set subscription for event_scheduled and event_canceled on referral bookings.
3.12. WhatsApp Business API
• Send automated referral follow-up messages to clients’ mobiles.
• Register number, configure template messages, trigger on referral form completion.
3.13. Airtable (Automations & API)
• Centralize referral tracking and reporting.
• Set Automation triggers on new/updated record for referral status.
3.14. Shopify (Discount Codes API)
• Dispense unique reward codes for e-commerce-based health product sales.
• Configure Discount Codes endpoint and set trigger for referral validation.
3.15. Intercom (Messages API & Webhook)
• Notify support/admin about new referral sign-ups.
• Use Event API to trigger in-app notification or email.
3.16. Facebook Messenger (Messenger Send API)
• Deliver referral initiation links or reward confirmations in chat.
• Use Page Access Token and Send API payload after referral action.
3.17. Typeform (Webhook Responses)
• Capture referral information and trigger downstream actions.
• Configure webhook on form completion, send POST to automation backend.
3.18. Slack (Incoming Webhooks)
• Alert team when a new referral or milestone is achieved.
• Set up incoming webhook URL, post JSON on referral status changes.
3.19. Monday.com (Integration API)
• Update boards with referral progress and reward status.
• Use Integration recipes to connect status columns with external events.
3.20. Pipedrive (Activity API)
• Create referral-related activities or deals for sales follow-up.
• Configure Activity endpoints to add/modify on lead referral.
3.21. Notion (Database API)
• Maintain database for all active and past referrals.
• Create trigger on database update for referral and reward record logging.
3.22. Zoho CRM (Workflow Rules & API)
• Automate field updates for referral milestones and notifications.
• Use workflow rules on custom fields/events, connect to external API for reward fulfillment.
Benefits
4.2. Multichannel engagement and timely follow-up maximize participant conversion.
4.3. Easily scalable as practice or modalities expand.
4.4. Detailed analytics for campaign optimization and compliance.
4.5. Enhanced practitioner focus by reducing administrative overhead.