Tip #4 : Refer and Earn Workflow system for your Subscription Business

Tip #4 : Refer and Earn Workflow system for your Subscription Business

Hello everyone,

We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about
how you can implement the Refer and Earn Workflow system to acquire more customers.

Why are Referrals important?


Customer Acquisition is crucial for any business to sustain itself in a constantly evolving

market. It involves persuading new consumers to purchase your products. Customers tend to buy products that are considered to be reliable and trustworthy. Therefore, it can be quite difficult to bring in new customers without proper marketing strategies.
 
Word-of-mouth referral campaigns is a proven strategy to help you acquire lots of customers effectively in a short period of time. 

What is a word-of-mouth referral campaign?

If a customer is satisfied with your product, he will become a regular subscriber to your product. He will eventually spread the word around. This is a free marketing strategy for your product. Once people start hearing positive feedback about your products, they will prefer your brand to your competitors. 

To make this strategy more effective, you can simply provide a referral incentive for your customers who are bringing in new customers through referrals. This will motivate them to spread the word and it will also help in customer retention.

A referral incentive can be anything from a discount (or) amount which you can credit to your customers who are bringing in new customers. Let us now see how we can implement a Refer and Earn workflow system in  Zoho Subscriptions.

Building a Refer and Earn Workflow system:


For this particular scenario, we will be raising a Credit Note (for fixed incentive amount) for a referrer who has referred a new customer. The Credit Note can be later applied during the next billing cycle of the customer. Let us look into a simple scenario to understand this better.


Assume that John is a long term subscriber for your product and he in turn is referring his friend Mark to your product. Here,

John -> Referrer
Mark -> Referred Customer

When Mark subscribes to your product, he will mention that John is the one who has referred Mark. Since John has made a successful referral, you will raise a credit note for John for a fixed incentive amount.

As you can see, the most primary requirement for this workflow is to identify the referrer. In this case, to identify the referrer, we will show a Custom Field of type Email Address in the Hosted Page, where the subscriber can mention his referrer's email address. Later when a new subscription is created, we will be using our Custom Function Workflow to raise a credit note for that referrer. 

The below explained custom function does the same.

Code Explanation:



You can refer to the code in this GitHub link. The code is written in Deluge Script which can be easily understood by non-programmers.

1) Paste your authtoken, Custom Field's label and incentive amount in their corresponding variables.

2) Once a new subscription is created, we can check if a referrer Email id is present. If it is present, we use that Email ID to get the customer (Referrer) details from our database.

3) Once the Referrer is identified, a credit note will be raised for the mentioned incentive amount.

 

4) In case, if the email address is not present in our database, the admin of the organization will be intimated with an Email regarding this.


Getting started with the Custom Functions:  

1. Go to Settings -> Automation -> Custom Functions. 


2. Create a new Custom Function. Provide a name for the function. 


3. Choose the module and event according to your need.


4. Copy the code which was given above. Do the necessary changes that are required.


5. Save the Custom Function and you are good to go.

Found this useful? Try it out and let us know how it works! If you have questions, do not hesitate to ask!


Cheers,

Sasidaran K,
Zoho Subscriptions.

    • Sticky Posts

    • Tip #4 : Refer and Earn Workflow system for your Subscription Business

      Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers

    • Tip #2 - Cancellation of Offline Subscriptions based on the Expected Payment Date

      Hello everyone, As you all know, we are coming up with a custom function workflow every week to address specific business scenarios. In continuation of this previous blog, this week we will be seeing about Cancellation of Offline Subscriptions based on the Expected Payment Date. Business Scenario: In general, for any business, the customers make payments via online as well as offline. In case of subscription where the automatic collection of charge is enabled (aka online subscription), the customer's

    • Tip #3 : Send SMS Reminders for your Subscription Business

      Hello everyone, As you all know, we are coming up with a tip every week to address specific business scenarios. In continuation to the previous blog, this week we will be seeing how you can use SMS reminders for your Subscription Business. Using SMS messages for your Subscription Business: While managing your subscription business, more often than not, you need to keep your customers informed about upcoming renewals, payment reminders and cancellations. By keeping them informed in advance, you can

    • Tips And Tricks - Announcement

      Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,

    • Tip #6 : Accessing external URLs from Zoho Subscriptions

      Hello everyone, We have been sharing a tip every week to address specific business scenarios which you can implement for your subscription business. Last week, we shared a tip about implementing the Approval Workflow system. This week, let's look at how you can access external URLs with the help of Custom Link. Business Scenario: Every business functions differently and has its unique requirements. At times, businesses might want to access other websites or applications by appending specific information

    • Recent Topics

    • Creator Simplified #9: Automatically Sending Uploaded Files as Email Attachments

      Hey Creators, Welcome back to the Creator Simplified series! Today, we’ll explore how to automate file uploads as email attachments in Zoho Creator—a handy feature that saves time and reduces manual effort in your business processes. Use Case: In a typical

    • Zoho Books Community Meetup: Learn, Grow, Network!

      Hello users! We are excited to announce a series of upcoming Zoho User Group meetups and would love for you to join us! This is a great opportunity for you to connect with other users, share experiences, and learn more about how to make the most of our

    • Bar chart from Deal Stage Snapshot table not showing right amounts

      Hi, since we needed to track the changes of our deal pipeline over time, I added a new data source and selected 'Snapshots' to start the sync. At first I thought it was working just fine, after a few days I realized that something was wrong with the amounts

    • How to Display Territory Field on Deal Object

      I am assigning Territories to Deals. I am able to use the Territory field as a column in my list view but cannot figure out how to enable it to be visible when viewing a Deal record directly. Can you advise on how to display the territory assignment as

    • Power of Automation::Automate the process of creating Tasks from Task template on project status update.

      Hello Everyone, Here we are again to share another requirement that has been accomplished through the implementation of custom functions. A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed

    • Im Stuck in an EDIT ONLY WITH WIZARD issue

      So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,

    • Mass Update in Zoho CRM

      Hello, I want to update my past update records by using deluge on some conditions. anyone can please tell me how can I do it.

    • LinkedIn Followers not correct

      It looks like Zoho Analytics only counts followers from the day it was connected to our LinkedIn-page. The Total Followers Count in Analytics only displays 549 followers, while in reality we have 1,036 followers. The information is correct in Zoho Social,

    • [API] How to get Contact's funnel?

      Hi everyone! I am trying to use the API to get a Contact funnel's (step, name.. anything). Can anyone help me? This information is not available in the API response... I need to retrieve and change my Contacts between funnels dynamically according to

    • Task created from Email Alias

      When forwarding multiple emails to project email alias, it will create a task as internal which makes a lot of "General" Task List as I've created automation to set the flag as external. Is there any way to set up the task list created from email alias

    • Automation#24: Auto-Update custom field from Accounts to Tickets

      Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,

    • How do I add an email to tasks in Trident?

      Hi, I'm trialling Trident to see if it works better for me than the browser version. It's a nice idea and looks quite refined, so I'd like to be able to use it. My first question is: how can I add and email to a task? I can't find any obvious way, but

    • Project template after project creation

      How can I apply a project template AFTER the project has been created?

    • Creating Email template that attaches file uploaded in specific field.

      If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates

    • Filter Tabs in a Dashboard

      I have multiple tabs in a dashboard one of which is aimed at a different audience, is it possible to filter out this tab for a group of users?

    • How do I set up Contact Scoring for my existing contacts

      I'm trying to set up Contact Scoring for my subscribers, 9 months after creating the database. I've added the Campaign Activities, but none of the contacts have a score. How can I update all the contacts so they show a score? My goal is to ultimately

    • ZOHO PEOPLE

      HOW CAN I DELETE LEAVE HISTORIES IN ZOHO PEOPLE?

    • Kiosk Studio: Function FIX for Date/Time Field (Keep getting wrong format error)

      I am using the foillowing function in my Kiosk Studio to update the previously entered Date/Time field from previous screen to update that to the same date/time field in Lead Record. Every time I 'Save & Execute' I get a Success but with 'Date/time Format

    • Zoho CRM Web To Lead Form: Radio Buttons/Pulll Down Menus?

      Hi is there a way to set up radio buttons, check boxes or pull down menus in the web to lead form? We often ask additional lead qualifiers or demographics information and in some cases radio buttons or pull down menus are necessary or more efficient to

    • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ （10/31）

      ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 10月開催のZoho ワークアウトについてお知らせします。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、 他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。

    • Zoho Meetings - Scheduling sucks

      I wanted to try this out for our little meeting group. I scheduled the meetings for Tuesdays, Thursdays and Fridays. No matter what I did, the meetings all showed on FRIDAY. I changed the date and hit save. Still friday. Terrible system. Back to Zoo

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

    • Brand New and have some questions

      Hi everyone. I am brand new to Zoho and have some questions I need help with. 1. I just imported a bunch of contacts and most of them don't have any association with an account. However, an account is required to add them to pipelines it seems. Can I

    • Zoho very poor support!

      More then 1.5 week ago I've contacted Zoho support by email and STILL no reply. What kind of business are you people running? I'm a paying customer and I demand support. Your email service is blocking valid emails from my business partner because of  "we generally do not accept emails from dynamic IP bla bla bla" I, NOT YOU, decide which emails I want to receive. I don't need your crap email protection. If I want spam protection I'll implement it myself. I've put his domain on the whitelist and STILL

    • Immediate action required by Notification SMS users

      Attention dear customers, This announcement seeks immediate action by CRM Notification SMS users to update their telemarketer aggregator for notification SMS compliance. We would like to bring to your attention an important update in the Telecom Regulatory

    • Import subform entries conveniently in CRM

      Dear All,   Subforms have always been crucial for associating additional data with CRM records. You can easily associate line items with parent records and keep track of various details related to your records. We're pleased to announce that we've introduced

    • Pay milage expense with undepositied cash

      Hello When I add millage, the only probable option to "pay through" is Owner's Equity. I pay for the fuel using undeposited cash but I can set "paid through" to undeposited funds while entering mileage. I do not have employees and this is the mileage

    • Inconsistent "Happiness Rating" Percentage

      When searching through the list of customers, the Happiness Rating percentage that shows for one particular customer of ours is 71%. However when going into that customer, the percentage shows as 100% (which we think is correct as we can't find anything

    • Zoho Desk - how to see date ticket created?

      We have migrated from Help Scout and are a customer service team, not a technical ticket team. (i.e. we don't have 'due in X hours' needs) We are accustomed to seeing the date the customer sent the email / ticket received. I don't see a way to display this very basic information in the Views. Please assist with how to display this.

    • Not able to create a new, second help center

      Hi. I'm not able to create a new, second help center. How can I solve this problem?

    • Contacts and Accounts views support and Ticket details screen UI enhancement - Zoho Desk Android app update

      Hello, everyone! In the latest version(2.7) of the Zoho Desk Android app update, we have covered the following features: Contacts and Account views UI enhancement in the Ticket details screen IM icon display Contacts and Accounts view You can now access

    • Enable 'drag & drop' upload of files to Purchase Receives

      Zoho has enabled drag and drop functionality for sales orders and purchase orders in Zoho Books. Currently this functionality is not enabled for Purchase Receives, which require you to "upload your files" via the file manager rather than simply dragging

    • SSL Certificate Error - Connection is not secure

      I am new to Zoho Desk, but I've tried to link our new Zoho helpdesk to our domain via the subdomain https://helpdesk.leannova.de It appears the CNAME change we implemented is working, but we're getting an SSL error that looks like this: *********************************** Your connection isn't private Attackers might be trying to steal your information from helpdesk.leannova.de (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID This server couldn't prove that it's

    • Log when ticket is moved to a different department

      Hello, is there a way that I am able to log when and who moved a ticket from one department to another? I tried looking at workflows and I can't find any way to log a history when a ticket's department is changed. It would be great if this data could

    • SMTP Error: Could not authenticate.

      Hi team! Trying to send email throu PHPmailer. Im using smtp.zoho.eu, TLS with port 587. Username: alex@aljon.nu Password: *********** (well, my login password). This is the error: 2017-12-19 13:06:49 SERVER -> CLIENT: 220 mx.zoho.eu SMTP Server ready

    • 554 5.2.3 MailPolicy violation Error, help?

      This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. 554 5.2.3 MailPolicy violation Error delivering to mailboxes I am not sure why i am getting this, please

    • Recover trash emails deleted by Zoho

      Three times in the past 6 weeks all emails have been deleted from trash. I have NOT accidentally deleted them myself--they literally disappear before my eyes. I have the trash folder set up to delete items after 30 days, but they have suddenly ALL disappeared

    • ERROR:554 5.1.8 Email Outgoing Blocked.

      Buen día Tengo un problema con una de mis cuentas de correo corporativo, investigue sobre el error, borre mensajes y el problema persiste. No se como puedo desbloquear mi cuenta de correo. El correo en cuestión es dinagramascentro@servicioslatinosltda.co

    • ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

      Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408

    • Custom Button in Shipments

      Custom buttons feature is very much needed in shipments. Please work on this feature request!

    • Next Page