Referral program follow-up and reward automation

Purpose

1.1. Automate the entire referral program lifecycle for a lawn mower repair service, from tracking referrer submissions, sending follow-ups, rewarding eligible participants, and notifying all parties via automated workflows.
1.2. Ensures seamless client retention, drives new business via automated referral incentives, and reduces manual intervention in marketing engagement.
1.3. Automates personalized communication, reward disbursement, campaign reporting, and program compliance in a Lawnmower Repair context.

Trigger Conditions

2.1. New referral form submitted by a client (via website, app, or email).
2.2. Referred contact books or completes a lawn mower repair service.
2.3. Defined eligibility rules for rewards met (e.g., referral completes qualified service).
2.4. Post-service survey or scheduled periodic follow-up triggers (e.g., 7 days after service completion).
2.5. Reward available or issued status changes.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Automated SMS configuration to send referral invitations/follow-ups; API: "Messages/Create", triggers on referral form submission.

3.2. SendGrid
• Feature/Setting: Automates sending personalized referral and reward notification emails; API: "Mail Send", configure transactional template with merge fields.

3.3. Salesforce
• Feature/Setting: Automates case or lead creation for each new referral; API: "Create Lead/Case", custom flow for referral progress.

3.4. HubSpot
• Feature/Setting: Workflow automation for referral email chains; API: "Workflows/Enroll Contact", set trigger from referral form.

3.5. Mailchimp
• Feature/Setting: Automates drip email campaigns and reward notifications; REST API: "Create Campaign" plus automation triggers.

3.6. Slack
• Feature/Setting: Posts automated notifications to #referrals channel; API: "chat.postMessage", triggered on milestone completion.

3.7. Google Sheets
• Feature/Setting: Automates referral and reward record logging; API: "Append Row", connects to form or CRM updates.

3.8. Zapier
• Feature/Setting: Orchestrates data flows and triggers between referral form, CRM, and reward systems; "Zap" setup with trigger-action automation.

3.9. Pipedrive
• Feature/Setting: Automates new deal creation for referrals; API: "Deals/Add Deal", workflow triggers from referral data.

3.10. Airtable
• Feature/Setting: Automated referral status tracking; API: "Create/Update Records", integrates with form or mail trigger.

3.11. Stripe
• Feature/Setting: Automated one-time or gift card reward payouts; API: "Payouts/Create Payout", conditional on referral success.

3.12. PayPal
• Feature/Setting: Automates money transfer for referrer rewards; API: "Payouts", webhook triggered by client eligibility.

3.13. Trello
• Feature/Setting: Automates card creation for referral management; API: "Cards/Create Card", lists by referral status.

3.14. ActiveCampaign
• Feature/Setting: Referral lead nurturing automation; API: "Automations/Add Contact", triggers on form submit.

3.15. ClickSend
• Feature/Setting: Sends automated SMS rewards; API: "SMS/Send", personalization based on referrer name.

3.16. Intercom
• Feature/Setting: Automates chat or email nudge to referrals; API: "Messages", triggers on contact profile updates.

3.17. Monday.com
• Feature/Setting: Automates item creation for referral progress tracking; API: "Create Item", workflow native automation.

3.18. DocuSign
• Feature/Setting: Automates e-signature requests for referral program T&Cs; API: "Envelopes/Create", triggered by signup.

3.19. Notion
• Feature/Setting: Automates page/database entry for referrals; API: "Create Page", organize referral history.

3.20. Facebook Messenger
• Feature/Setting: Automates sending Messenger notifications to clients; API: "Send API", referral invitation templates.

3.21. Constant Contact
• Feature/Setting: Automates bulk and triggered referral program emails; API: "Email Campaigns", define referral journey template.

3.22. Webhooks (custom for any platform)
• Feature/Setting: Allows automating custom event triggers, e.g., "referral_submitted", payload with referrer and referee info, used across stacks.

Benefits

4.1. Automates repetitive follow-up and reward tasks.
4.2. Boosts client retention and referral conversion via systematic engagement.
4.3. Reduces manual admin effort for repair business owners.
4.4. Minimizes reward errors and ensures timely, accurate incentive payouts automatedly.
4.5. Enables data-driven marketing improvement through automated program monitoring.
4.6. Improves referrer and referee satisfaction by automating clear, timely communication and reward delivery.