Creating the Workflow for Referral Offer Redemption

Step 1: Set Up Your Tags #

1. Navigate to Tags: In your Aiphilia dashboard, go to Settings > Tags.
2. Create New Tag: Click on ‘Create Tag’, name it ‘Referral Offer Redeemed’, and save the tag.

Step 2: Design Your Workflow #

1. Go to Automations: From the Aiphilia dashboard, navigate to Automations.
2. Create a New Workflow: Click ‘Create Workflow’ and name it ‘Referral Offer Redemption Workflow’.
3. Set the Trigger: Add a trigger that initiates this workflow when a referral offer is redeemed. This could be a form submission, a link click, or another event indicating redemption.
   • Example Trigger: Select ‘Form Submitted’ and then select the specific form.
4. Add an Action to Tag Contact: After setting the trigger, add an action to apply the ‘Referral Offer Redeemed’ tag.
   • Action: Select ‘Add Tag’ and choose ‘Referral Offer Redeemed’.
5. Stop Follow-Up Sequences: Add an action to remove the contact from any ongoing referral automation sequences.
   • Action: Select ‘Remove from Workflow’ and choose the referral follow-up workflows that should be stopped.

Step 3: Review and Optimize Workflow #

1. Check Tag Routing: Ensure the ‘Referral Offer Redeemed’ tag correctly triggers the necessary actions.
   • Review the tag routing to confirm that this tag stops the designated referral automations.
2. Review Referral Automations: Go through your existing referral automation workflows to ensure they are set to stop when the ‘Referral Offer Redeemed’ tag is applied.
   • Check each workflow and add a condition at the start that stops the automation if the ‘Referral Offer Redeemed’ tag is present.

Final Workflow Review #

1. Test the Workflow: Simulate a referral offer redemption by triggering the workflow manually or through a test submission. Verify that the ‘Referral Offer Redeemed’ tag is applied and that any referral follow-up sequences are stopped.
2. Adjust as Needed: If the workflow does not perform as expected, go back and adjust the triggers, actions, or conditions. Ensure everything is linked correctly.