> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.flowella.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Refer-a-Friend

> Turn happy customers into tracked referrals over WhatsApp, with unique links, friend signup checks, thank-you messages, and two-sided rewards.

When a customer hits a happy moment (an NPS promoter score or a milestone), this workflow sends their unique referral code, tracks the friend they invite, thanks the referrer, and rewards both sides when the referral converts.

## At a glance

|                   |                                    |
| ----------------- | ---------------------------------- |
| **Trigger**       | NPS promoter or customer milestone |
| **Channels**      | WhatsApp                           |
| **Templates**     | 3 (invite, referral Flow, reward)  |
| **Typical cycle** | Ongoing                            |
| **Platforms**     | HubSpot                            |

## What this workflow does

Eligible customers receive an invitation with a unique referral code and an in-chat referral Flow to nominate a friend. The nominated friend receives a personalised message with the code. When the friend signs up or buys, the workflow confirms the conversion, thanks the referrer, and triggers a two-sided reward, all tracked in HubSpot so the programme runs itself.

## What you will need

* WhatsApp templates for the invite, a referral Flow, and reward messaging
* A unique referral code per customer, stored on the contact
* Properties to track referrer, friend, and conversion status
* A reward fulfilment step (credit, discount, or Stripe coupon)

## Workflow steps

1. **Trigger** NPS promoter score, or a milestone such as a renewal or a delivered project.
2. **Send invite** share the unique code and a Refer someone call to action.
3. **Send referral Flow** capture the friend's name and mobile, plus an optional personal message.
4. **Invite the friend** send the friend a personalised message with the code.
5. **Check signup** when the friend converts, confirm the referral and record both sides.
6. **Reward both sides** thank the referrer and apply the two-sided reward.

## WhatsApp templates

* `tmpl_referral_invite` refer-a-friend invite with copy code (Marketing category)
* `tmpl_referral_flow` referral nomination Flow (Utility category)
* Reward and thank-you template

## Tips and gotchas

<Tip>
  Trigger referrals off a genuine happy moment such as a promoter NPS score. A referral asked at the point of delight converts far better than a blanket campaign, and keeps blended acquisition cost down.
</Tip>