June 19, 2025 - Workflows

Workflow 6: Referral Program Automation

Referral Program Automation

Scaling Word-of-Mouth Marketing

Automate referral program management to boost customer acquisition and advocacy, with full tracking and ongoing optimization.

Advocate Participation

30%+

Referral Conversion

25%+

Acquisition Cost ↓

40%+

Advocate Retention

90%+

Advocate Identification

Auto-ID: NPS 9–10, 6+ mo. tenure
High product usage & positive feedback

Program Invitation

Personalized invitation email
Explain referral benefits
Unique referral code/link
Easy sharing tools/templates

Referral Tracking

Auto-track referral link usage
Monitor conversion to customer
Assign rewards & progress updates

Reward Distribution

Auto-distribute rewards at conversion
Notify both referrer & referee
Track reward redemption & bonus incentives

Ongoing Engagement

Monthly program performance updates
Share advocate success stories
New sharing content & templates
Exclusive benefits for advocates

Performance Optimization

A/B test invitation emails
Analyze referral source effectiveness
Optimize rewards structure
Quarterly performance reviews

Technical Implementation

Unique tracking codes for each advocate

CRM integration for lead attribution

Automated reward calculation/distribution

Advocate dashboard for performance tracking