Marketing · Use case
Reviews and referrals
Ask happy customers at the right moment, and reward the friends they bring.
Reviews and referrals · flow
Click a step to preview what the customer sees.
Your brand
WhatsApp · step 1 of 4
+5 days · Quick rating
How was your serum? Tap a star.
★★★★★
WhatsApp · preview
more reviews
2.3x
of orders from referrals
14%
average rating
4.6★
industries use it
5
D2C & ecommerce, Beauty & personal care and more
i
Typical results once this playbook is live. Yours will depend on your audience and offer.
Industries that run this playbook
D2C & ecommerce
Retail
Turn one-time buyers into regulars across WhatsApp, Instagram and email.
See how it works→
Beauty & personal care
Retail
Shade advice, refill reminders and launches that sell out on WhatsApp.
See how it works→
Home & furniture
Retail
Long consideration, big baskets. Nurture until they’re ready and deliver on time.
See how it works→
Salons & spas
Services
Bookings, reminders and rebooking that fill every chair.
See how it works→
Travel & hospitality
Services
Enquiries, itineraries and on-trip help across time zones.
See how it works→
How it works, step by step
+5 days
Quick rating
How was your serum? Tap a star.
If 4–5★
Review + referral link
Share this link: your friend gets $2.41 you get $2.41.
If 1–3★
Route to support
A ticket opens with the order attached.
Friend buys
Reward both
$2.41 credit added to both wallets.
Guardrails applied automatically
✓Consent checked
Each step checks opt-in for its channel before sending.
✓Quiet hours
Nothing marketing-related at night in their time zone.
✓Frequency cap
Counts toward the weekly limit per person.
✓Exit on goal
The flow stops the moment the goal is met.
Channels in this playbook
Features that power it
F
Flows
Engage
Journeys that start when something happens: a cart left, an order delivered, 60 days quiet.
Explore the feature→
HD
Help desk and SLAs
Support
Tickets across every channel with priorities, SLAs, macros and breach alerts.
Explore the feature→
RA
Revenue attribution
CRM & AI
Revenue credited to the message, step, campaign, sequence or ad that earned it.
Explore the feature→
S
Segments
Engage
Live segments from orders, events, consent and conversations, shared by every hub.
Explore the feature→
Where it lands
On the customer’s timeline, and in your revenue number.
Links to
Every step is logged on the customer’s record, with the channel, message and outcome.
Rolls up to
Revenue and outcomes are credited once, to the step that earned them.
Quick rating
Reviews and referrals · +5 days
Review + referral link
Reviews and referrals · If 4–5★
Route to support
Reviews and referrals · If 1–3★
Reward both
Reviews and referrals · Friend buys
Customer story
Cart recovery paid for the platform in the first week. COD-to-UPI nudges cut our returns more than anything we tried.
RM
Verified customer
Ritika Menon
Head of Growth, Your brand
Common questions
Start from the template, adjust copy and timing, and it’s live the same day.
Related use cases
Win-back
Marketing
Give quiet customers a reason to come back, capped and timed so it never feels like spam.
See the playbook→
Product launches and drops
Marketing
Early access for past buyers, then everyone, measured per step and per channel.
See the playbook→
Loyalty and VIP programmes
Marketing
Points, tiers and VIP perks announced on WhatsApp, tracked on the record.
See the playbook→
