Want to take your referral campaigns to the next level? The Viral Loops app for HubSpot is your secret weapon. Designed specifically for HubSpot users, it eliminates manual tasks, streamlines your referral process, and drives growth with minimal effort.
Picture this: You run a campaign where customers get $10 for every successful referral. With the Viral Loops app and HubSpot workflows, it’s seamless:
- Automatically enroll participants who sign up via your referral landing page.
- Send a personalized thank-you email instantly.
- Trigger reward delivery through integrations like Tremendous or Stripe as soon as a referral converts.
Why the Viral Loops App for HubSpot Matters
Referral programs are one of the most effective growth strategies, but managing them manually? It’s definitely a workload.
The Viral Loops app for HubSpot simplifies everything by integrating directly with HubSpot workflows, ensuring no referral opportunity is missed. Whether you’re nurturing leads or delivering rewards, it handles every step efficiently.
Here’s how:
- Automated Enrollment: Participants are added seamlessly to your referral program the moment they sign up.
- Personalized Follow-Ups: Send dynamic, automated emails that keep participants engaged.
- Reward Management: Automatically trigger rewards like gift cards or discounts for advocates, hassle-free.
Key Features of the Viral Loops App for HubSpot
- Workflow Triggers: Activate workflows based on specific actions like purchases, closed deals, or form submissions.
- Seamless Tracking: Monitor referral counts, unique referral links, and reward statuses directly within HubSpot.
- Data Synchronization: Keep your HubSpot contact records up-to-date with real-time referral data.
Setting Up Referral Campaign Workflows
In simpler terms, integrating Viral Loops with HubSpot automates contacts and conversions for effortless referrals.
Here’s how it works:
- Any trigger from HubSpot (e.g., a new contact added) ➔ Viral Loops registers the contact through the workflow and the Viral Loops app for HubSpot.
- Deal is closed/updated ➔ Conversion event on Viral Loops.
This means that any significant action in HubSpot can directly impact your referral campaigns. For example:
- When a new contact is added to HubSpot, they are automatically enrolled in your Viral Loops referral program, ensuring no one is missed.
- When a deal is closed or updated, Viral Loops registers this as a conversion event, enabling accurate reward tracking and distribution.
By syncing these actions, you can create a fully automated referral campaign workflow. This integration reduces manual effort, enhances tracking accuracy, and ensures timely engagement with participants. It’s all about turning everyday actions into opportunities for growth and referrals.
Here’s a step-by-step guide to getting started with HubSpot workflows for your referral campaigns:
Step 1: Create a Workflow from Scratch
- Navigate to Automations > Workflows in your HubSpot account.
- Click Create Workflow and choose From Scratch.
- Select the object type you want to focus on—contacts, companies, or deals.
- Name your workflow and add a description. (Use tools like HubSpot’s Breeze for inspiration if needed.)
Why it’s important: Starting from scratch ensures your workflow is perfectly aligned with your referral campaign goals.
💡 Tip: Be specific when naming workflows (e.g., “Referral Campaign – New Contact”) to keep things organized as your campaigns scale.
Step 2: Leverage Enrollment Triggers
- Define your enrollment criteria to automatically add participants to the workflow.
- Example: Use triggers like a new contact added to HubSpot or an action like submitting a referral form.
- When using Viral Loops, trigger enrollment when a contact signs up through your Viral Loops campaign or submits a referral.
- Enable re-enrollment to capture recurring actions (e.g., a contact referring multiple friends).
Why it’s important: Proper triggers ensure the right participants are included in your campaign, improving efficiency and results.
💡 Tip: Use clear, precise conditions to avoid adding irrelevant contacts, which could skew your campaign metrics.
Step 3: Connect Viral Loops Actions
- Use the Viral Loops app for HubSpot to integrate Viral Loops-specific actions, such as:
- New Contact Added: Automatically register them in your Viral Loops referral campaign.
- Deal Closed/Updated: Trigger a conversion event in Viral Loops to reward the referrer.
- Add automation actions like sending personalized emails or updating deal stages.
- Example: Send a thank-you email to the referrer, such as: “Thank you, [First Name], for referring your friend!”
- Leverage HubSpot’s data panel to pull in dynamic data for a personalized experience.
Why it’s important: Automating Viral Loops actions ensures referrals and rewards are tracked seamlessly, saving you time and effort.
💡 Tip: Always test the actions before activating the workflow to avoid errors.
Click here to learn more about integrating referral marketing directly into HubSpot using the Viral Loops app.
Step 4: Add Automation Actions
- Choose from HubSpot’s automation options, such as:
- Sending follow-up emails.
- Updating contact properties.
- Creating tasks for your team.
- Example: Assign referred contacts to your sales team for follow-up and send an email welcoming them to your campaign.
Why it’s important: Automation reduces manual work and keeps your campaign running smoothly.
💡 Tip: Keep the experience seamless and professional by reviewing all automated messages for accuracy and tone.
Step 5: Monitor and Optimize
- Use the workflow minimap in HubSpot to ensure all steps are logically connected.
- Turn on your workflow and monitor performance using HubSpot’s reporting tools.
- Track key metrics such as the number of referrals, conversions, and rewards delivered through Viral Loops.
Why it’s important: Regular monitoring ensures your workflows are effective and helps you identify areas for improvement.
💡 Tip: Schedule periodic reviews of your workflow reports to optimize performance and make necessary adjustments.
Best Practices for Success
- Start Simple
Begin with straightforward workflows and refine them as you discover what works best. Simplicity minimizes errors and allows you to master the fundamentals before scaling. Focus on one specific goal per workflow to maintain clarity and efficiency. - Leverage Integration
Take advantage of HubSpot’s seamless integration with Viral Loops to create a unified and streamlined referral campaign experience. Regularly sync and update your integrations to avoid data discrepancies and ensure smooth operations. - Test and Optimize
Conduct A/B tests to determine the most effective actions and timing for your campaigns. Testing provides valuable insights that help you continuously improve performance. Document your findings to build a knowledge base, guiding future campaigns toward even greater success.
Ideal Scenarios and Businesses for HubSpot Referral Workflows
HubSpot referral workflows are particularly effective in the following scenarios and businesses:
- E-commerce Stores: Automate thank-you emails, referral tracking, and reward delivery to encourage repeat purchases and referrals.
- SaaS Companies: Streamline user referrals by automating onboarding sequences, tracking sign-ups, and sending personalized rewards.
- Service-Based Businesses: Simplify referral management by assigning referred leads to the appropriate team members and keeping track of progress.
- Event Management: Use workflows to reward attendees who bring friends and manage referral-based ticket promotions.
- Nonprofits: Encourage donations by automating personalized thank-you emails and reward systems for recurring contributors.
Are you in one of these industries? Take the first step towards automating your referral campaigns. Start building your custom HubSpot workflow today and see the difference automation can make for your business.
Work Smarter, Not Harder
The Viral Loops app seamlessly integrates with HubSpot, empowering you to automate the heavy lifting in your referral campaigns. By streamlining your workflows, you can focus on scaling and achieving your conversion goals with confidence. With these powerful tools, turning referrals into measurable ROI becomes a straightforward path to success.
Ready to elevate your referral game? Start building your first HubSpot workflow with Viral Loops today and watch your referrals—and your revenue—soar.
Need extra help? We’ve got you covered. Book a demo, and let’s chat about the best options for your business!
