Referral Lead Priority Response
When a referral comes in, respond with premium treatment — mentioning the referrer by name for instant trust
What This Automation Does
How It Works
Referral Lead
Contact created with referral source data
Premium SMS
"Hi {{first_name}}! {{referrer}} mentioned you might need help with {{service}}. I'm {{staff}} — how can I help?"
Referral Welcome
Personalized email mentioning referrer + special treatment
Notify Referrer
"Thanks {{referrer}}! We've connected with {{lead_name}}."
Referral Pipeline
Track referral conversion + reward trigger
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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