Refer Customer

How you can trigger capturing a new lead by referrals and stimulate conversion of the lead with rewards though a SMOC flow and integrate the data captured.


To perform this tutorial you to have set up a SMOC flow to capture data on. For the referred customer, this flow integrates

The case can also be combined with:

Use Case

User Story OverviewAlternatives / comments
(a) A prospect or customer (the inviter) of a SMOC client
(b) and is identified by the unique link

can also be not identified and identify through a form as per Capture a lead
(c) receives an eMail or message from the SMOC clientcan be Website, App, Landing page
(d) and interacts with a SMOC flow.
(e) During interaction is presented referral referral coupon where (s)he can share a unique referral link with contacts and friends.
(f) Link is sent by the inviter to his/her friends by email, message or social media.
(g) Convert a lead to customer with reward is run for the invited friends. This is set up in the referral side in the SMOC flow studio.
(h) Once the customer is registered, the inviter and invited are notified.registration can be done manually or automatically by calling Confirm a contact
(i) SMOC sends out rewards and handles all messaging and transactions with the invited and the new customer(s).

Rewards are sendt out in batch from the SMOC console when company triggers it.
(i) data is stored on the SMOC flow analytics
(ii) data is stored on the SMOC contact profile and customer set to customer flows through Zapier if set up

(iii) balance is deducted for the rewards given the inviter and the invited customer(s).data flows through Zapier if set up


Interaction Diagram