Send referral voucher email with personalized PDF to customer
Send referral voucher email with personalized PDF to customer
Your referral-eligible deals often miss automated voucher delivery, leaving customers without their voucher and reward tracking incomplete. Deliver a personalized PDF voucher by email within three weeks.
Overview
When referral-eligible deals hit the configured closed stage, you need to deliver vouchers and record affiliate codes without manual steps. This workflow generates the voucher, updates the deal with the code, and emails the PDF to the customer after the configured delay, ensuring rewards are tracked and issued within three weeks.