GeniusReferrals and Salesflare

How to connect GeniusReferrals

Referral Marketing Platform that helps businesses to acquire new customers using word of mouth and recommendation techniques.

Start a workflow when this happens

New Account — Tiggers when a new account (program) is created.
New Advocate — Triggers when a new advocate is created.
New Bonus — Triggers when a new bonus is created.
New Member — Triggers when a new member (advocate, referral, or lead) is created.
New Payout Request — Triggers when a new payout request is created.

Show 1 more triggers

Things Salesflare can make it do

Add Manual Bonus — Add a manual bonus to a member.
Create Member — Creates a member in the Genius Referrals platform.
Create Payout Request — Creates a Payout Request to redeem members' bonuses. Bonuses can be redeemed as PayPal cash, E-Gift Cards, Vouchers, Products, Account Credit, and Shopify Discount Codes.
Create Referral — Creates a new connection between an Advocate and Referral to add a Referral under an Advocate. Assigns a Referral to an Advocate.
Find or Create Member — Finds an existing member by email address.

Show 4 more actions

Process Referral to Trigger Bonuses — Process the referral and attempts to reward the advocate taking into account the rules defined in your campaign. All restrictions set on the campaign will be checked before triggering bonuses.
Redeem Payout Request — Redeems a Payout Request. After the Payout Request is created you can redeem it using this action. This will deduct the amount of the member's unclaimed balance and move the request to the Completed status.
Update Bonus — Updates a bonus in the Genius Referrals platform.
Update Member — Updates a member in the Genius Referrals platform.