B-016. Referral Automations

This module solicits referrals from existing customers and manages the referral process. It automates the outreach to referred contacts, tracks referral information, and notifies sales teams to prioritize follow-ups.

How It Works: Surface Level

When the automation fires:

• It reaches out to existing customers asking for referrals.
• It sends referral requests to potential new contacts based on customer referrals.
• It notifies the sales team to follow up with referred contacts who respond.

Detailed Workflow Steps

Referral Request Workflow:

• Trigger fires when the "Referral Request" tag is added to a contact.
• Sends a message asking the customer to refer friends, including a trigger link.
• The trigger link leads to a referral landing page in the funnel section.

Referral Landing Page and Custom Field Linking:

• The customer clicks the trigger link and fills out a referral form on the landing page.
• The system adds a custom field "Referred By" to link the new contact with the referrer.
• The form collects the referred person's details and creates a new contact record with this information.

New Contact Tagging and Follow-Up Workflow:

• Trigger fires when the new referral tag is added to the contact.
• Sends follow-up messages to the new referral, introducing them to the business.
• Uses customizable templates for the messages, which need to be edited before use.

Referral Response Tracking:

• Trigger fires when the referred contact responds to the follow-up messages.
• Adds a "Referral Replied" tag to the responding contact.
• Notifies the sales team or assigned users to follow up with the responding referral.

Tag Routing Workflow:

• Aggregates all tags used in the module.
• Manages contacts based on the added tags.
• Allows for integration with other workflows, pipelines, or snapshots by defining actions based on tag applications.
• Ensures all critical actions and decisions are managed centrally, providing flexibility for customization and integration.

MIRO Board: Visual Breakdown

How It Works: Deep & Technical Level

Referral Request Workflow (B016 WF1.1)

• Trigger: Activates when the "Referral Request" tag is added to an existing contact.
• Actions:
  • Sends a message to the contact requesting a referral, including a trigger link.
  • The trigger link leads to a referral landing page where the customer can refer friends and family.

Referral Landing Page and Custom Field Linking

• Landing Page:
  • The trigger link directs the customer to a referral landing page in the funnel section, encouraging them to sign up their friends.
• Custom Field:
  • When the referral form is filled out, a custom field "Referred By" is added to link the new contact with the referring contact.
  • This creates a connection between the referrer and the referred contact in the CRM.

New Contact Tagging and Follow-Up Workflow (B016 WF2.2)

• Trigger: Activates when the tag indicating a new referral is added to a contact.
• Actions:
  • Sends a series of follow-up messages to the new referral, introducing them to the business and sharing customer testimonials.
  • Includes customizable templates that need to be edited to fit the business's referral greeting style.

Referral Response Tracking

• Trigger: Activates when a referred contact responds to the follow-up messages.
• Actions:
  • Adds a "Referral Replied" tag to the contact who responded.
  • Notifies the sales team or assigned users about the response for prioritizing follow-ups.

Tag Routing Workflow

• Purpose: Centralizes the management of all tags used within the B016 module.
• Actions:
  • Aggregates all relevant tags (e.g., "Referral Request", "Referral Replied") and manages the contacts based on these tags.
  • Provides a flexible way to connect this module with other workflows, pipelines, or snapshots.
  • Allows for additional actions, such as starting new workflows or adding custom tags based on the referral process.

By understanding the workflow steps and technical details, you can effectively use the Referral Automations module to solicit and manage referrals, enhancing your lead generation efforts through satisfied customers.