Marketing & Growth

A customer invites a friend

An existing customer refers a friend, but registration and reward eligibility are tracked manually.

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From input to review

  1. Required information
  2. What the AI assesses
  3. Your team stays in control
Referral Program Management →

01 · A practical approach

The Otematik approach

Associate the referral with the new customer, verify the qualifying event and submit the reward for approval.

02 · From input to review

The workflow

    03 · OTEMATIK AI

    What your team receives

    Deliverable: Validated referrals and reward eligibility list. Success metric: New customers acquired by referral.

    Implementation scope and requirements

    Authorization, approval steps and exception owners are agreed with your team during setup.

    Product-wide scope and access conditions

    Message consent, channel policies and personal-data processing requirements are checked during setup.

    OTEMATIK AI

    Bring this use case into your business.

    Share your current process and requirements. Our team will help define the implementation scope.

    Request a quote and setup →

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