Integrate GeniusReferrals with Retently

Trigger NPS/CSAT surveys after successful referral completions or reward redemptions, sync customer profiles between GeniusReferrals and Retently to maintain updated contact information and preferences, and use survey feedback to optimize referral strategies.

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About GeniusReferrals

GeniusReferrals automates the referral marketing process and manages rewards, including bonuses and payout requests, for advocates and members.

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GeniusReferrals to Retently

1

New Account

Triggers when a new account (program) is created.
2

New Bonus

Triggers when a new bonus is created.
3

New Payout Request

Triggers when a new payout request is created.
4

New Advocate

Triggers when a new advocate is created.
5

New Member

Triggers when a new member (advocate, referral, or lead) is created.
6

New Referral

Triggers when a new referral is created.
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Retently to GeniusReferrals

1

Add Manual Bonus

Adds a manual bonus to a member.
2

Create Payout Request

Creates a payout request to redeem members' bonuses.
3

Process Referral to Trigger Bonuses

Processes the referral and attempts to reward the advocate taking into account the rules defined in your campaign.
4

Update Bonus

Updates a bonus in the Genius Referrals platform.
5

Find Bonus

Finds an existing bonus by id.
6

Find Member

Finds an existing member by email address.
7

Find Advocate's Share Links

Finds the advocate's share links.
8

Find Payout Requests

Finds payout requests by parameters.
9

Create Member

Creates a member in the Genius Referrals platform.
10

Create Referral

Creates a new connection between an advocate and referral to add a referral under an advocate.
11

Redeem Payout Request

Redeems a payout request after it is created.
12

Update Member

Updates a member in the Genius Referrals platform.
13

Find Bonuses

Finds bonuses by parameters.
14

Find Members

Finds members by parameters.
15

Find Payout Request

Finds a payout request by id.
16

Find or Create Member

Finds an existing member by email address.

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