Referral Activity Updates (conditional)

Referral activity updates trigger rewards based on events after the referral conversion. Two main use cases are:

• Multi-step sales process - the referral starts as a lead and needs to be qualified by a salesperson
• Recurring rewards - multiple rewards can be issued based on repeat purchases or subscriptions

This provides detailed control of Referral Updates (a more granular control vs. Customer Feed).

Multi-Step Sales Processes

Once the referral is converted, you can use your CRM or other backend systems to update referral's status and properties based on activity in your CRM.

The key to setting this up is determining where the event takes place that should trigger a referral update. This is often in a CRM or e-commerce platform.

Use the table below to explore various options for updating your referrals.