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.
Prerequisites
To perform this tutorial you to have set up a SMOC flow to capture data on. For the referred customer, this flow integrates
- Convert a lead to customer with reward (soon to be link)
This case can also be combined with:
- Capture survey data(link)
- Capture a lead(link)
Use case
User story overview | Alternatives / 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(link) |
(c) Receives an eMail or message(link) from the SMOC client |
Can be website(link), app(link), landing page(link) |
(d) And interacts with a SMOC flow. | |
(e) During interaction is presented 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(link) 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(link) |
(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. |
Exits: | |
(i) Data is stored on the SMOC flow analytics | |
(ii) Data is stored on the SMOC contact profile and customer set to customer state |
Data flows through Zapier(link) if set up |
(iii) balance is deducted for the rewards given the inviter and the invited customer(s). | Data flows through Zapier(link) if set up |