Marketing & Event ManagementPurpose
1.2. Automates invitation sending, referral code generation, status tracking, and reward distribution while integrating registration, CRM, marketing, and event management systems.
1.3. Supports automating re-engagement, analytics, email/SMS pushes, and real-time notifications, providing a seamless experience to students and staff and eliminating manual follow-up.
1.4. Automates data flow from sign-up to class attendance and reward issuance, reducing errors, boosting participation, and providing analytical insights.
Trigger Conditions
2.2. Existing student submits a referral.
2.3. Referral completes registration/payment or attends a pottery class.
2.4. Referral status changes (successful/unsuccessful).
2.5. Threshold reached for reward distribution (e.g., 3 successful referrals).
Platform Variants
• Feature/Setting: Send automated SMS invitations and referral codes; configure SMS API with auto-trigger on new registration events.
3.2. SendGrid
• Feature/Setting: Trigger email invitations and reward notices via SendGrid’s transactional email API using registrant data.
3.3. Typeform
• Feature/Setting: Collect referral leads; automate form submission exports through the Responses API.
3.4. HubSpot
• Feature/Setting: Automate new contact creation and chain referral activities using Workflows and Contacts API.
3.5. Salesforce
• Feature/Setting: Automate lead capture, referral source tagging, and reward tasks via Process Builder and REST API.
3.6. Zapier
• Feature/Setting: Orchestrate multi-platform automations; use Webhooks and Zap templates for workflow triggers.
3.7. Slack
• Feature/Setting: Automatedly send internal team notifications about referrals using Incoming Webhooks.
3.8. Google Sheets
• Feature/Setting: Auto-log referral entries and results using Sheets API append function.
3.9. Airtable
• Feature/Setting: Automate database updates for tracking referral status with automations & REST API.
3.10. Mailchimp
• Feature/Setting: Automate drip campaigns for invited referrals using Mailchimp Campaign API.
3.11. Shopify
• Feature/Setting: Automate reward-code generation for merchandise with Discount and Customers API.
3.12. WooCommerce
• Feature/Setting: Automates coupon issuance to successful referrers; configure via REST API.
3.13. Eventbrite
• Feature/Setting: Automate class ticket/attendance revenue sync and referral-based ticket allotments with Event API.
3.14. ActiveCampaign
• Feature/Setting: Automate and segment audiences; trigger automations with Contact Automations API.
3.15. Notion
• Feature/Setting: Centralize referral and reward logs; integrate with Notion API for auto-entry creation.
3.16. Pipedrive
• Feature/Setting: Automate deal flow for new and referred students using Pipeline API and workflow automations.
3.17. Trello
• Feature/Setting: Automatically assign and track referral tasks/cards using Power-Up and Cards API.
3.18. Facebook Messenger
• Feature/Setting: Automate referral invites via Messenger Send API with chatbots.
3.19. Zoom
• Feature/Setting: Automate sending class access links to referred students using Meetings API.
3.20. Calendly
• Feature/Setting: Automate scheduling of introductory pottery classes for referrals via Event API.
3.21. Intercom
• Feature/Setting: Automate communication flows and referral reminder messages using Messaging API.
3.22. Monday.com
• Feature/Setting: Automate updating of referral campaign boards and analytics via Monday API.
3.23. SurveyMonkey
• Feature/Setting: Gather post-class feedback from referrals automatically via Survey API.
Benefits
4.2. Automates personalized engagement, boosting referral participation and class enrollments.
4.3. Automated data aggregation enables better tracking, reporting, and reward management.
4.4. Automation ensures timely communications for a frictionless student and staff experience.
4.5. Automator-driven insights help optimize campaigns and increase overall marketing ROI.