Purpose
1.2. Automatedly record referrals from guests for targeted marketing, loyalty, and reward campaigns.
1.3. Automate validation of successful referrals, calculating incentives, and sending notifications and rewards automatically.
1.4. Provide real-time tracking dashboards for both referrers and management via automation systems.
1.5. Ensure automatable audit trails for compliance and monitoring of marketing campaigns and effectiveness.
Trigger Conditions
2.2. Successful completion of referred guest’s first stay or check-in automatedly confirmed.
2.3. Predefined milestone achieved by referrer (e.g., 5 referrals) triggers automated reward cycle.
2.4. Referral code or link submitted via automated web forms.
2.5. Manual review step initiated only when an anomaly is detected in automation logs.
Platform Variants
• Feature/Setting: Web-to-Lead Forms, Process Builder automation — Configure auto-capture and validation of referral details.
3.2. HubSpot
• Feature/Setting: Workflows, Deals API — Automate referral deal tracking and trigger reward steps.
3.3. Zapier
• Feature/Setting: Multi-step Zaps — Automate cross-app workflows for notification and reward distribution.
3.4. Twilio SMS
• Feature/Setting: Messaging API — Automate SMS notifications for both referrers and referred guests.
3.5. Mailchimp
• Feature/Setting: Automated Email Journeys — Auto-send referral status updates and reward congrats emails.
3.6. SendGrid
• Feature/Setting: Transactional Email API — Automate communication of referral program status per user.
3.7. Slack
• Feature/Setting: Incoming Webhooks — Automated team alerts on key referral milestones.
3.8. Stripe
• Feature/Setting: Payouts API — Automate cash or coupon reward disbursement to referrers.
3.9. QuickBooks Online
• Feature/Setting: API Integration/Automated Invoicing — Automate expense tracking for rewards.
3.10. Google Sheets
• Feature/Setting: App Script automation — Auto-update referral leaderboard and history logs.
3.11. Intercom
• Feature/Setting: Automated Chat Triggers — Prompt guests to refer during interactions.
3.12. Shopify
• Feature/Setting: Discounts API — Automate creation of referral discount codes for RV bookings.
3.13. Facebook Ads
• Feature/Setting: Offline Conversions API — Automate referral event tracking back to campaigns.
3.14. Pipedrive
• Feature/Setting: Workflow Automation — Automated pipeline stages for referral deals.
3.15. Monday.com
• Feature/Setting: Automations Center — Automated task creation for manual referral investigations.
3.16. Notion
• Feature/Setting: API Integration — Automated log entries for every referral tracked.
3.17. Typeform
• Feature/Setting: Response Webhooks — Automated referral form completion triggers.
3.18. Zoho CRM
• Feature/Setting: Workflow Rules — Automate record updates and automated lead scoring.
3.19. ActiveCampaign
• Feature/Setting: Automations — Automate targeted engagement to top referrers.
3.20. Trello
• Feature/Setting: Power-Ups Automation — Automate card creation for referral lifecycle management.
3.21. DocuSign
• Feature/Setting: Connect Webhooks — Automate contract delivery for high-value referral rewards.
3.22. SurveyMonkey
• Feature/Setting: Response Collector — Automatedly trigger reward based on survey completion by referred guests.
Benefits
4.2. Increases referral program accuracy, speed, and reliability through automated tracking and reward distribution.
4.3. Automatedly reduces fraud risk by systemized validation steps.
4.4. Automation-driven data insights for referral source optimization and ROI tracking.
4.5. Enhanced guest loyalty and satisfaction through timely, automated communication and rewards.
4.6. Enables scalable, automatable marketing and reputation management across multiple RV park properties.
4.7. Ensures continuous improvement via automated audit histories and performance dashboards.