workflowbeginner1-2 hours

Review & Referral Engine

Automated review collection and referral program — request reviews at the right moment, track referral links, reward advocates, and monitor reputation. Replaces Birdeye + Referral Rock + manual outreach.

What You'll Build

An automated review collection and referral engine that requests reviews at optimal moments, manages referral links with tracking, and rewards advocates when referrals convert. Replaces Birdeye + Referral Rock.

Sections Included (4)

Review Collection

Automated review requests timed to positive customer moments

Referral Program

Unique referral links, tracking, and conversion attribution

Reward Management

Track and process referral rewards for advocates

Reputation Monitoring

Track review volume, ratings, and referral program health

Design

Colours: Advocacy-focused — amber (#D97706) primary, green for converted referrals, blue for pending, gold for rewards
Typography: System sans-serif
Mood: Warm, rewarding, growth-focused

What This Deploys

Tables

review_requests

Review request records with timing, channel, and response status

referral_links

Unique referral links per advocate with tracking data

referral_conversions

Referral conversion records with reward status

Ambassadors

referral-tracker

Tracks referral link clicks and attributes conversions

Journeys

Review Request

Timed review request after positive interaction or milestone

Referral Invite

Invites happy customers to join referral program

Referral Reward

Notifies advocate and processes reward when referral converts

Replaces

BirdeyeReferral RockG2 review requestsManual outreach

Details

Category: workflow
Difficulty: beginner
Time: 1-2 hours
Commander Tools: Tables, Journeys, Tasks, Contacts
Host Tools: Ambassadors
Topics: customer-success, marketing

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