Using the Referral Action trigger

The Referral Action trigger lets you start an automation workflow based on a subscriber’s referral activity. You can enroll subscribers when one of the following occurs:

• The subscriber reaches a referral milestone you’ve already set up.
• The subscriber hits a specific referral count that you define.

This trigger is especially helpful for engaging your most active referrers. You can use it to automatically send exclusive content to top referrers, recognize and reward referral milestones, or build awareness and strengthen relationships with your most engaged subscribers.

1. From your account dashboard, go to Audience > Automations. Click on Create automation.
    

2. On the workflow canvas, choose Referral action from the list of triggers.
   
   

   

   Set the trigger conditions

3. The trigger will be added to your workflow canvas. The Properties panel for the trigger will open on the right where you can set the criteria. 
   
   Under Referral action, click the arrow to select if the trigger should happen based on a Referral milestone hit, or Referrals achieved. 
   
   
   

• Referral milestone hit: Choose from the referral milestones already created in your account.
  
  
  
• Referrals achieved: Enter a specific number of referrals needed to trigger the automation.
  
  
  

4. Click Add Conditions to include any additional requirements.
   
   
   
5. The conditions modal will pop up. Click + Add condition to begin, then use the dropdown menus to configure the conditions as desired. 
   
   
   
   
   When adding conditions to a trigger, you can:

• Duplicate or Delete individual conditions (option located to the right of the condition).
• Click on + Add condition for each condition you want to add.
• Click Delete all conditions to remove them all.
   

6. Once your conditions are added to your preference, click on Save to return to the workflow canvas. 
   
   
   

7. If desired, you can include multiple trigger options. To do so, click on the + to the right of the initial trigger. Each added trigger creates an OR condition — subscribers only need to meet one of them to enter the workflow.
   
   
   

8. Continue building your workflow by adding the desired actions. To do this, Click the + icon under the trigger to open the list of actions.
   
   
   
9. Select an action from the options. Each action has its own settings in the Properties panel. Some actions (like Send email) must be saved before the step is considered complete.
   
   Continue adding steps as desired until your workflow is fully built.
   
   
   

10. Once built, click the pencil icon at the top of the canvas to rename the automation. Update the automation name (required) and the description (optional). 
    
    
    
11. Click the down arrow for the Allow re-entry? (required) field and make a selection, then click on Save. 
    
    For more details on re-entry options, read our guide on how to create automation workflows for your subscribers.
    
    
    

12. Click Publish to make your automation live. Subscribers will begin entering the workflow as they meet your trigger and conditions. 
    
    
    
13. Once published, you’ll see the Live status at the top of your automation to show that it is currently live and running.