Mark referral-qualified customers when coupon used
Mark referral-qualified customers when coupon used
Marketing managers lose referral sales when coupon orders go unflagged, causing missed rewards. This flow flags customers when orders move to processing, ensuring referral records update in real time for rewards.
Overview
Marketing managers risk missed referral payouts and weakened advocate relationships when coupon orders go unflagged. This workflow tags coupon purchasers as referral-qualified at processing, removing manual review and preventing missed rewards. Marketing teams report faster qualification and clearer campaign attribution.
Notable Features
- Flag coupon purchases as referral-qualified
- Add referral tag to customer records
- Notify marketing managers of qualifications