The Marketing Automation app makes it easy to set up the customer referral process to motivate existing customers to bring in new ones.
Check the step-by-step manual to create a referred program - from creating referrend account to automation workflow:
Learn how to set the relation between existing and referred account here.
Discover how to define the membership level specially for the referred account here.
Click here and learn how to create a new contact source for a referred account.
We assume that, for a customer referral, the existing customer will have their environment outside of CareCloud. Therefore, an external system will create the referred customer (linking them to the referring customer) via our API (THIS endpoint to create a referred customer and THIS endpoint to create a relation between referred customer and existing customer).
After a referred customer registers, the external system must send us an event of the type "Referred Account Registration" for the primary (referring) customer via THIS API endpoint.
In the last step, learn how to create a workflow that will reward your primary customers for referring new customers here.