Invitation and reward rules
Set invitation and reward rules.
WORKFLOW AUTOMATION · Marketing & Growth
Turn happy customers into measurable referrals.
Track referral invitations, eligibility and rewards in one workflow while measuring referred customer acquisition.
- Set invitation and reward rules.
- Track referral links.
- Validate conversions and reward eligibility.
Tell us what you need; we will define the scope and setup steps with you.
Explore the workflowReferral Program ManagementExample workspace
Referral reward eligibility reviewIllustrative workspace
A referral with a possible duplicate reward
- InputReferral invitation, account links and reward rules
- Action / checkCheck eligibility and possible repeat rewards
- OutputA review record supporting the reward decision
Invitation and reward rules
Referral conversion tracking
KEY FEATURES
What this product will handle for your team.
Practical capabilities with a clear role in your workflow.
Referral conversion tracking
Track referral links.
Reward eligibility review
Validate conversions and reward eligibility.
USE CASES
How could this fit your day-to-day work?
Explore the need, the proposed approach and your team's role.
SELECTED USE CASE
A customer invites a friend
- 01THE NEED
An existing customer refers a friend, but registration and reward eligibility are tracked manually.
- 02AI APPROACH
Associate the referral with the new customer, verify the qualifying event and submit the reward for approval.
- 03NEXT STEP
Deliverable: Validated referrals and reward eligibility list. Success metric: New customers acquired by referral.
SELECTED USE CASE
Self-referral or a suspicious reward claim
- 01THE NEED
An account appears to be trying to claim a reward through a self-referral.
- 02AI APPROACH
Hold suspected self-referrals or duplicate rewards and send the linked account evidence for human review.
- 03NEXT STEP
Deliverable: A held reward request and account relationships for review.
YOUR QUESTIONS
What to know before implementation.
Review the product scope, connection requirements and approval points.
How does this solution work?
Customer referrals go untracked, making rewards and acquisition hard to measure.
Source and need
An existing customer refers a friend, but registration and reward eligibility are tracked manually.
Are referral rewards paid automatically?
Eligibility is checked against rules; reward issuance can require business approval.
What is included in the scope and outputs?
Deliverable: Validated referrals and reward eligibility list. Success metric: New customers acquired by referral.
Deliverable: A held reward request and account relationships for review.
Message consent, channel policies and personal-data processing requirements are checked during setup.
How do quoting, setup and connections work?
Let’s define the scope together.
Workflow setup, integration assessment for suitable systems, testing, monitoring and ongoing management. Core deliverable: Validated referrals and reward eligibility list.
Store or CRM, coupon or reward system, attribution and fraud controls
Which steps belong to AI and your team?
Rules and workflow
Associate the referral with the new customer, verify the qualifying event and submit the reward for approval.
Proposed output
Deliverable: Validated referrals and reward eligibility list. Success metric: New customers acquired by referral.
Team review
Authorization, approval steps and exception owners are agreed with your team during setup.
Business rules
Message consent, channel policies and personal-data processing requirements are checked during setup.
How are data, access and security handled?
Your information is collected to review your request and contact you about it. This form does not collect marketing permission. Please do not share sensitive personal information.
What data and systems are needed for invitation and reward rules?
Setup reviews access to Store or CRM, coupon or reward system, attribution and fraud controls. Data scope, permissions and transfer methods depend on the client environment; a ready-made connector is not assumed.
OTEMATIK · NEXT STEP
Let’s define the right scope for your business.
Share your current process and required connections. Our team will help define the implementation scope and next steps.