Referral program tracking and rewards automation

Purpose

1.1. Enables escape room centers to automate referral program tracking, reward allocation, and customer engagement.
1.2. Automates the process of capturing referral data, validating successful referrals, and deploying rewards.
1.3. Facilitates automated communication with referrers and referee, ensuring seamless reward delivery and tracking.
1.4. Automates generation of referral links, tracks conversions, and consolidates analytics for marketing improvement.
1.5. Integrates with booking systems, CRM, and marketing platforms to maintain referral transparency and automate notifications.
1.6. Minimizes manual workload, automating monitoring of referrals, reward tiers, expiry dates, and redemption logistics.

Trigger Conditions

2.1. Automated activation when a booking is made using a referral code or link.
2.2. Automates action when a referred customer completes a qualifying booking.
2.3. Referral reward triggers upon verification of successful participation by the referred party.
2.4. Automates periodic scans for unclaimed or expiring rewards to notify customers.
2.5. Automation when a minimum referral threshold is met for tiered rewards.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: API Send Message; automate SMS for reward notification (Configure Twilio API with “Send SMS” trigger using template message and dynamic fields for referral status).
3.2. SendGrid
• Feature/Setting: API Mail Send v3; automate reward notification emails (Configure transactional templates triggered by completed referral event via API POST).
3.3. Salesforce
• Feature/Setting: Flow Automation; automate referral journey tracking (Configure custom referral object, create process builder triggering on “Referral Completed”).
3.4. HubSpot
• Feature/Setting: Workflows; automate enrollment and reward emails (Configure workflow to enroll contact when “Referred Booking = True”).
3.5. Zapier
• Feature/Setting: Multi-step Zaps; automate cross-app referrals (Configure zap: booking → CRM update → email/SMS reward).
3.6. Google Sheets
• Feature/Setting: Apps Script/Sheet Automation; automate referral logging (Configure Sheets trigger on form submit to log/referral rank via script).
3.7. Mailchimp
• Feature/Setting: Automation Journey; automated reward campaigns (Automate personalized reward campaigns by trigger “List updated: Referral Reward eligible”).
3.8. Slack
• Feature/Setting: Incoming Webhooks; automate staff notifications (Configure webhook to notify marketing team on new referrals).
3.9. Intercom
• Feature/Setting: Automated Messages; automate in-app acknowledgment (Configure in-app notification for referrers when milestone hit).
3.10. Pipedrive
• Feature/Setting: Workflow Automation; automate deal creation on new referral (Configure “Referral Booking” to auto-create/update deal).
3.11. Typeform
• Feature/Setting: Webhooks/API; automate integration (Configure webhook on referral registration form submit).
3.12. ActiveCampaign
• Feature/Setting: Automations; automate referral and reward sequences (Trigger automation upon tag “Referral Completed”).
3.13. Stripe
• Feature/Setting: API Events; automate discount/reward code delivery (Configure “Customer.Created” or “Charge.Succeeded” event for reward issue).
3.14. Monday.com
• Feature/Setting: Automation Recipes; automate status update (Configure automation: “When referral is marked complete, update pulse to Reward Sent”).
3.15. Notion
• Feature/Setting: API Integration; automate tracking database (Automate referral tracking database updates when new referral is confirmed).
3.16. Shopify
• Feature/Setting: Script Editor/API; automate coupon delivery (Automate coupon creation API when referral approved event triggers).
3.17. Airtable
• Feature/Setting: Automations/Views; automate dashboarding (Configure automation on table update to trigger Slack, email, or SMS reward).
3.18. Trello
• Feature/Setting: Butler Automation; automate card movement/labeling (Automate referral entry movement when milestones achieved).
3.19. Klaviyo
• Feature/Setting: Flows; automate multi-channel reward workflows (Configure flow triggered by segment “Referral Success”).
3.20. Webflow
• Feature/Setting: Logic/Integrations; automate user dashboards (Automate update to user area when referral is logged as successful via Logic API).

Benefits

4.1. Automates referral tracking, reducing manual errors and boosting program integrity.
4.2. Accelerates reward distribution with automated, rule-based workflows across communication channels.
4.3. Enhances participant engagement and experience by automating milestone notifications and reminders.
4.4. Provides scalable, automatable infrastructure for high-volume campaigns and tiered incentives.
4.5. Centralizes analytics and reporting, automating actionable insights for marketing teams.
4.6. Improves conversion rates by automatedly nurturing advocates and referred leads.
4.7. Maintains compliance and transparency with auditable, automated processes.