Route referral-tagged signups to referral pipeline for review

You receive signups with referral UTM tags but no linked member, stalling referral tracking and reward assignment. The workflow enriches and routes those signups so coordinators can follow up same day.

Overview

When referral-tagged signups aren't linked to program members, referral coordinators waste time on manual searches and rewards get delayed. This flow links or flags those signups and sends enriched records to your referral pipeline so coordinators can process referrals and apply rewards the same day.