Create referral records, enroll customers, and notify owner
Create referral records, enroll customers, and notify owner
Referral purchases go untracked, leaving coordinators unsure who earned credits or has course access. Record referrals and enroll buyers so coordinators can credit rewards and grant access quickly.
Workflow preview:
Zap details:
Overview
When referral purchases aren't tracked, you under-credit advocates and delay course access. This flow captures each referred checkout, generates a referral code, creates the affiliate record, enrolls the buyer, and notifies coordinators so rewards are credited and access is granted the same day.