Wellmeadow Case Study
3-Minute Read

Build an Email Referral Scheme
using HubSpot.

Wellmeadow has developed a method to implement and manage an email referral scheme using webhooks, API calls, workflows and custom properties.
Background

Lots of companies send email newsletters or updates to their mailing lists, but getting these lists to grow is difficult.

There are third party email referral schemes out there but they come at a monthly cost.

We can help you to develop a HubSpot-driven solution which manages the process including awarding points and prizes to successful referrers.

There is no additional monthly cost and you can get your contacts to help you increase the size of your mailing list.

It's all GDPR compliant as referred contacts have to sign up themselves.
What does it do?

↑ Grow Your Contact List | Reward Your Loyal Contacts | Reach More People

This is how it works (see the graphic below):

1. You send a personalised referral code to your contacts by email
2. Contacts forward the code to their friends, tempted by the offer of prizes
3. The friends click the link and are taken to a form
  • The form submit creates (or updates) their contact record in your HubSpot, they are signed up to your newsletter
  • The referrer is credited with 1 point.
  • The two contacts are associated with the 'referrer/referee' association pair
  • The referee gets an email to confirm sign up, with their own referral code
  • The referrer gets an email thanking them and telling then their new points total
4. When a referrer's points total gets to a trigger, they are sent another email telling them they have a prize

 

Email to Gift_ Four-Step Journey
 
What do you need?

Most of what you need is included in the normal HubSpot Pro functionality, but to run the API you will need a Microsoft 365 licence.

  • Custom Properties

  • Forms

  • Webhooks

  • Automated Emails

  • 3+ Workflows

  • Microsoft Power Automate (included in Office 365 E1, E3 & E5 licences)

If you aren't sure which Microsoft licence you have, here is how you can find out:

Microsoft Licence Checker

If you don't want to use Microsoft Power Automate then we can build it around some free 3rd party apps for up to 50 referrals a month.

 
Only have Starter Licence?

Whilst the full functionality requires a Marketing Pro licence to give you workflows and automated emails, you do get up to 10 custom properties and webhooks at the starter level.

Therefore if you haven't used the 10 properties already, this may be possible. You will need at least two for this to work.

Of course without the workflows and automated emails it loses some of its appeal. However, yo will still get a points count for your contact that successfully refers their friends and you can manage this manually.

 
What does it cost?

You have two options:

1. DIY - £100

You get access to a 14-module video course which explains how to set it up yourself in a step-by-step follow along format.

2. We Do It For You - £750

Add us as Partner Admin to your HubSpot and we can do it for you.

 
SolutionPartnerTierBadges_FINAL_PLATINUM_TEAL

 

Want to know more about how we work?

We're always happy to have conversations with people about the scale-to-sale framework.  Additionally, if you'd like to peak under the hood and see what HubSpot is all about, we'll happily give you a demo. Whilst we never speak out of school, we can give you some insights into how other companies are using HubSpot.

We are Platinum HubSpot partners, have been involved in over 150+ companies at board-level, and are happy to share our insights from over 20+ years of helping businesses grow.