Referral Thank You + Tracking
Automatically thank referrers when their referral converts, and track referral ROI
What This Automation Does
How It Works
Referral Converted
Referred contact reaches "booked" or "paid" status
Thank Referrer
"Great news! {{referred_name}} just booked with us. Thank you for the referral, {{referrer}}!"
Thank You Email
Formal thank you + reward notification if applicable
Track ROI
Update referral source reporting
Goal: Thanked
Exit after thank you sent
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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