Complete Smart Referrals Workflow Guide

Complete Smart Referrals Workflow Guide

1. Referral Program - Welcome

• Description: Introduces users to the referral program, explaining how it works and the benefits of referring others.

2. Referral Serviced - Pipeline Change

• Description: Updates the referral pipeline after a service has been completed, moving the lead to a new stage to reflect progress.

3. Referral Step 1 - Referral Request Campaign

• Description: Sends an automated email or SMS campaign requesting referrals from customers, along with a call-to-action and tracking responses.

4. Referral Step 2 - After Referral Submission - Email & Nurture

• Description: Sends follow-up emails and nurturing content to both the referrer and the referred after the referral is submitted, helping to convert the lead.

5. Referral Step 3 - Social Media & Referral Offer Claim

• Description: Encourages social media sharing of the referral offer and allows the referrer to claim any rewards or discounts for successful referrals.

6. Referral Step 4 - Notify Client After Referral Service

• Description: Notifies the referrer and referred individual after the referral service has been completed, keeping them informed of the outcome.

7. SMART - Clean Up Referral Pipeline 365 Days

• Description: Cleans up the referral pipeline by removing leads that have been inactive for 365 days, ensuring your system stays organized.

8. SMART - Redeem Referral Points

• Description: Allows users to redeem referral points for rewards such as discounts or other offers once they've reached a certain threshold.