Free Referral Program Automation Blueprint.
A complete system for automating referral invites, tracking, and reward fulfilment in HubSpot.
Download for free today.

Why does a customer referral program matter?
- Referral campaigns can build 2–4x higher trust with prospects and dramatically lower CAC. Automating them ensures consistency and scale, not just one-off success.
- The more steps you require, the fewer referrals you’ll get. Create a seamless referral flow directly inside your app, dashboard, or emails, with pre-filled links, one-click sharing options, and mobile optimisation.
- Use product usage data or Net Promoter Score (NPS) to identify your most engaged users and prioritise them for referral campaigns.
- Make referral journeys fully automated, send triggered emails when rewards are earned, referrals convert, or inactivity is detected.
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Measure the quality of referred customers, not just the quantity. Track trial-to-paid conversion, retention rate, and average deal size of referred leads to optimise future offers.

Persona and messaging template

Ideal customer profile (ICP) builder
