Create daily referral contact records for top referrers
Create daily referral contact records for top referrers
Your daily referral summaries go unprocessed, so referrers don't get credited or contacted. Keep referrer contacts current to enable same-day outreach and reward issuance.
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Overview
Stop letting referral rewards and outreach slip because daily summaries sit idle. This flow turns your daily database referral report into updated contact records and tags, so loyalty and marketing teams can contact referrers and issue rewards the same day. Implementing this frees managers to focus on campaigns rather than manual imports.