How do you automate the follow-up and feedback process with your referrals and referrers?

1 Choose the right tools

The first step to automate your follow-up and feedback process is to choose the right tools that suit your needs and budget. You'll need a tool that can help you track and manage your referrals, send automated emails or messages, and collect feedback from your customers and referrers. Some examples of tools that can help you with this are ReferralCandy, Rewardful, or Typeform. Depending on your business model and goals, you may also want to integrate your referral tool with your CRM, email marketing, or analytics platforms.

2 Segment your referrals and referrers

The next step is to segment your referrals and referrers based on different criteria, such as their source, stage, value, or behavior. This will help you tailor your follow-up and feedback messages to their specific needs, preferences, and expectations. For example, you may want to send different messages to referrals who came from your website, social media, or word-of-mouth. You may also want to send different messages to referrers who are active, inactive, or new. Segmenting your referrals and referrers will help you increase your conversion rates and retention rates.

3 Set up triggers and workflows

The third step is to set up triggers and workflows that automate your follow-up and feedback messages based on certain actions or events. For example, you may want to send a welcome email to a new referral, a thank-you email to a new referrer, a reminder email to a pending referral, or a testimonial request email to a successful referral. You can use your referral tool or your email marketing platform to create these triggers and workflows. You can also use conditional logic to customize your messages based on different variables, such as the referral status, the referrer name, or the referral reward.

6 Ask for feedback and referrals

The sixth and final step is to ask for feedback and referrals from your customers and referrers. You can use different tools and methods to ask for feedback and referrals, such as surveys, polls, reviews, ratings, or referrals forms. You can also use different incentives and motivations to encourage feedback and referrals, such as social proof, reciprocity, gamification, or scarcity. You should also make sure that your feedback and referrals requests are simple, clear, and easy. You should also follow up on your feedback and referrals requests and show appreciation and gratitude.