Automated membership referral program tracking

Purpose

1. Automate tracking of member referrals for private golf clubs, connecting new member sign-ups to referrers, calculating eligibility for referral rewards, updating dashboards, and notifying stakeholders.

2. Automates manual logging, reduces referral fraud, enables marketing insights, and boosts member-driven sales campaigns.

3. Automator collects data from web forms, CRM platforms, and membership systems, tracking every step of the referral pipeline.

Trigger Conditions

1. New member registration submitted on the website or via CRM.

2. Referral code or referring member’s details entered in signup.

3. Payment or membership activation confirmed.

4. Referral program milestones reached (e.g., successful onboarding, payment completed).

5. Scheduled membership or referral audits.

Platform Variants

1. Salesforce CRM

• Feature/Setting: Configure Process Builder/Flow to monitor new Lead/Contact entry; trigger Apex to match referral fields.
  

2. HubSpot

• Feature/Setting: Workflow automation on form submission with referral field; use API to update custom referral properties.
  

3. Dynamics 365

• Feature/Setting: Power Automate flow monitors new Membership entity creation; custom logic for referral association.
  

4. Zoho CRM

• Feature/Setting: Blueprint automates workflows; use Deluge script for referral lookup and reward calculation.
  

5. Pipedrive

• Feature/Setting: Automations monitor new deals with referral data; webhook triggers to external automators for logging.
  

6. Google Sheets

• Feature/Setting: App Script or Sheet event trigger on row insert; automates cross-referencing referrer/member ID.
  

7. Airtable

• Feature/Setting: Automations script ties new Records (members) to referrers, calculates rewards.
  

8. Slack

• Feature/Setting: Incoming Webhook automates direct notification to membership team channels on successful referral.
  

9. Twilio SMS

• Feature/Setting: API endpoint automates sending SMS to member upon successful referral or earned reward.
  

10. Mailchimp

• Feature/Setting: Automated triggers send referral program updates via audience segmentation and campaign automator.
  

11. SendGrid

• Feature/Setting: Transactional templates automates notification emails to referrers and admin.
  

12. WordPress

• Feature/Setting: Gravity Forms + REST API automator for triggering tracking and handoff to CRM.
  

13. Stripe

• Feature/Setting: Webhook monitoring for successful payments; automates reward eligibility calculation.
  

14. Shopify

• Feature/Setting: Automated customer tags and metafields updated via Flow/Shopify Functions API for referrals.
  

15. Intercom

• Feature/Setting: Webhooks for new user signups with referral field; automates tagging referrer in CRM.
  

16. ActiveCampaign

• Feature/Setting: Automations triggered on custom form fields, automating emails/rewards for referrers.
  

17. Typeform

• Feature/Setting: Webhook integration automates transfer of responses with referral data to central database.
  

18. Calendly

• Feature/Setting: Automator reacts to golf club tour bookings, automates referral tag based on inviter.
  

19. DocuSign

• Feature/Setting: Envelope completion triggers workflow; automates logging of referral info for onboarding.
  

20. QuickBooks

• Feature/Setting: New customer record triggers; automation script ties payment to referring member for reporting.
  

Benefits

1. Automated tracking increases referral accuracy, speeds up reward processing, and scales member acquisition.

2. Automating notifications and dashboards enhances team responsiveness and promotes engagement.

3. Automation reduces errors, possible fraud, and manual workload, while providing actionable analytics.

4. Automates personalized engagement and boosts campaign management effectiveness.