I have a referral partner who’s doing really well in selling for us. They are offering a bonus of their own for purchasing from us.
How can I automate or tag a customer’s who has a particular referral partner? I would love to automate this process instead of pulling a report every day and sending to them so they can send their bonus.
Thoughts?
I think the easiest thing to do would be to put a simple little API script on the thank you page of the order.
Let’s say my appname is abc123 and my thank you page is Custom Application Development Software for Business - Salesforce.com.
I would sent the thank you page URL of my order form to:
The affiliate ID, contactId, and orderId will be passed to Custom Application Development Software for Business - Salesforce.com in the query string. Then, run an API script on that page to tag the person if they have the right affiliate ID. Use that tag to trigger a campaign goal. Follow the goal with a sequence that generates a fulfillment list.
I would likely handle this on a scheduled pull. So once a day or once an hour (whatever you want the metric to be) an api script does a query on the Referrals table (which defines the connection between an affiliate and a contact) for that partner. Whatever has happened in that last checked period of time, raise a tag for.