Automated Referral Request + Reward
Systematically ask happy clients for referrals at the perfect moment, track sources, automate rewards
What This Automation Does
How It Works
Happy Client
Score 4+ or positive review
Wait 3 Days
Let experience settle
Referral Ask
"Know someone who could benefit? Share: {{referral_link}}"
Referral Email
Shareable link + reward details
Referral Submitted?
Track link/form
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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