Marketing & PromotionsPurpose
1.2. Automate the sales funnel, maximize event registrations, and incentivize word-of-mouth marketing for dance event venues.
1.3. Automator triggers and logs referrals, automates real-time notifications and reminders, and automates reward disbursement to participants.
1.4. Reduce manual data entry through automation and enable automatable analytics for tracking program success.
Trigger Conditions
2.2. Automatedly trigger notifications when a referral threshold is reached by a participant.
2.3. Notification automation when a referred person completes an action (e.g., purchases ticket, RSVPs, registers).
Platform Variants
• Function: Automates sending SMS for referral notifications.
• Sample: Configure Send SMS API — trigger upon referral signup.
3.2. SendGrid
• Feature: Automates referral reward emails.
• Sample: Use Send Email API — automatedly triggered by successful referrals.
3.3. Google Sheets
• Integration: Automate logging or updating referral activities.
• Sample: Configure Append Row trigger for new referral.
3.4. Slack
• App: Automates notifications in marketing or sales channels.
• Sample: Incoming Webhooks API — notify team of new referrals.
3.5. HubSpot
• Workflow: Automates adding referral leads to CRM and automator notifications.
• Sample: Contact Create trigger with custom referral properties.
3.6. Salesforce
• Process Builder: Automates task or alert creation on new referral.
• Sample: Trigger on Lead object automation.
3.7. ActiveCampaign
• Automation: Automates segmenting and nurturing referral leads.
• Sample: Use Automation Trigger: Submits a Form.
3.8. Mailchimp
• Campaign: Automate sending specific referral follow-up sequences.
• Sample: Triggered automation using audience tags.
3.9. Zoho CRM
• Workflow: Automate task assignment for each referral; automate thanks mailer.
• Sample: Workflow Rule for Lead Creation.
3.10. Trello
• Power-Up: Automates card creation for each referral entry.
• Sample: Configure webhook for new referral event.
3.11. Asana
• Integration: Automates task creation for tracking referral actions.
• Sample: Automatedly assign referral milestone tasks.
3.12. Airtable
• API: Automates adding and updating referral records.
• Sample: Use API to Create Record for each new referral.
3.13. Facebook Messenger
• Bot: Automates messenger notifications to referrers/referees.
• Sample: Messenger API Send Template for real-time updates.
3.14. WhatsApp Business API
• Feature: Automates personalized WhatsApp notification to participants.
• Sample: Template Message for referral confirmations.
3.15. Intercom
• Automator: Automates in-app notifications for participants.
• Sample: Event-based messaging triggers.
3.16. Typeform
• Hook: Automates catching responses with referral field.
• Sample: Webhook on Submit for automated integration.
3.17. Eventbrite
• Webhook: Automates response to registration or ticket purchase via referral.
• Sample: Configure attendee.created Webhook.
3.18. Stripe
• API: Automate reward payout after qualifying referral payment.
• Sample: Create Payout after Customer Charge Succeeded event.
3.19. Shopify
• Flow: Automates discount or reward issuance upon referrals.
• Sample: Flow App — Order Created with Referral Code.
3.20. Zapier
• Automation: Automates multistep referral workflow across platforms.
• Sample: Trigger: New Google Form Response → Action: SendGrid Email.
Benefits
4.2. Automatedly delivers notifications leading to higher engagement rates and faster reward redemption.
4.3. Automates analytics for data-driven marketing optimization.
4.4. Ensures a scalable referral system for higher capacity events.
4.5. Automating the referral process enhances attendee satisfaction and referral program ROI.