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Referral System

Drive customer acquisition through automated referral programs with tracking, rewards, and analytics.

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Overview

DeelRx CRM’s referral system enables you to harness the power of word-of-mouth marketing by incentivizing existing customers to refer new business with automated tracking and reward distribution.

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Referral Program Types

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Customer Referral Programs

  • Friend Referrals: Customers refer friends and family
  • Business Referrals: B2B customer referral programs
  • Influencer Programs: Partner with social media influencers
  • Affiliate Networks: Formal affiliate marketing programs

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Reward Structures

  • Dual Rewards: Both referrer and referee receive benefits
  • Referrer Only: Rewards for the referring customer
  • Referee Only: Incentives for new customers
  • Tiered Rewards: Increasing rewards for multiple referrals

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Program Configuration

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Setting Up Referral Programs

// Create a referral program
const program = await crm.referrals.createProgram({
  name: "Refer a Friend",
  type: "customer",
  referrerReward: {
    type: "credit",
    amount: 25.00,
    description: "$25 account credit"
  },
  refereeReward: {
    type: "discount",
    amount: 15.00,
    description: "15% off first order"
  },
  minimumPurchase: 50.00,
  validityPeriod: 30, // days
  maxReferrals: 10 // per customer
});

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Reward Types

  • Account Credits: Store credit for future purchases
  • Discounts: Percentage or fixed amount discounts
  • Cash Rewards: Direct monetary payments
  • Product Rewards: Free products or services
  • Points: Loyalty program point awards

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Referral Tracking

  • Personal Links: Each customer gets a unique referral URL
  • QR Codes: Mobile-friendly referral sharing
  • Promo Codes: Text-based referral codes
  • Social Sharing: Built-in social media sharing tools

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Attribution Tracking

  • First-Click Attribution: Credit first referral source
  • Last-Click Attribution: Credit most recent source
  • Multi-Touch Attribution: Weighted attribution across touchpoints
  • Custom Attribution: Configurable attribution windows

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Conversion Tracking

  • Referral Visits: Track clicks on referral links
  • Sign-up Conversions: Monitor new customer registrations
  • Purchase Conversions: Track completed qualifying purchases
  • Revenue Attribution: Measure revenue from referrals

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Customer Experience

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Referral Dashboard

  • Personal Statistics: Individual referral performance
  • Reward History: Track earned and pending rewards
  • Referral Links: Access to sharing tools
  • Leaderboards: Social competition elements

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Sharing Tools

  • Email Invitations: Built-in email referral system
  • Social Media: One-click social sharing
  • SMS Sharing: Text message referral links
  • WhatsApp Integration: Popular messaging app support

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Reward Management

  • Automatic Distribution: Instant reward fulfillment
  • Manual Approval: Review before reward distribution
  • Batch Processing: Bulk reward processing
  • Reward Notifications: Automated reward confirmations

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Analytics & Reporting

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Program Performance

  • Referral Metrics: Total referrals, conversion rates
  • Revenue Impact: Revenue generated from referrals
  • Cost Analysis: Program costs vs. revenue
  • ROI Calculation: Return on referral investment

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Customer Insights

  • Top Referrers: Identify most active referrers
  • Referral Sources: Track where referrals originate
  • Conversion Patterns: Analyze referral behavior
  • Lifetime Value: CLV of referred customers

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Campaign Analysis

  • A/B Testing: Test different reward structures
  • Seasonal Trends: Identify peak referral periods
  • Channel Performance: Compare referral channels
  • Fraud Detection: Identify suspicious referral activity

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Advanced Features

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Fraud Prevention

  • Duplicate Detection: Prevent self-referrals
  • IP Tracking: Monitor suspicious IP patterns
  • Email Verification: Verify referee email addresses
  • Purchase Validation: Confirm qualifying purchases

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Automation

  • Triggered Campaigns: Automated referral invitations
  • Milestone Rewards: Bonus rewards for referral milestones
  • Reminder Sequences: Follow-up with inactive referrers
  • Seasonal Promotions: Automated seasonal campaigns

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Integration

  • CRM Integration: Sync with customer data
  • Email Marketing: Connect with email campaigns
  • Social Media: Integrate with social platforms
  • Analytics Tools: Connect with business intelligence

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Best Practices

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Program Design

  • Compelling Rewards: Offer meaningful incentives
  • Clear Terms: Transparent program rules
  • Easy Sharing: Minimize friction in referral process
  • Mobile Optimization: Ensure mobile-friendly experience

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Communication

  • Program Promotion: Actively promote referral program
  • Regular Updates: Keep customers informed of progress
  • Success Stories: Share referral success stories
  • Feedback Collection: Gather program improvement feedback

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Optimization

  • Regular Testing: Continuously test and optimize
  • Reward Adjustment: Adjust rewards based on performance
  • Process Improvement: Streamline referral workflow
  • Customer Support: Provide excellent referral support
For detailed API documentation, see our API Reference section.