HubSpot Event Referral Program Template

Event Referral Tracking Template

Word-of-mouth is the most powerful marketing tool for events. This template allows you to track who is referring whom and automate the rewards process.

1. The 'Referrer' Custom Property

Create a contact property called 'Referrer Email'. When a new attendee signs up via a referral link, this field should be populated with the email of the person who referred them.

2. Referral Credit Workflow

Set up a HubSpot workflow triggered by 'New Registration':

1. Condition: If 'Referrer Email' is known.
2. Action: Use the 'Increase Property Value' action to add 1 to a 'Referral Count' property on the Referrer's contact record.
3. Action: Send an internal notification to the marketing team to issue a reward if 'Referral Count' reaches 5.

3. Reward Tiers

• 1 Referral: Free Digital Workbook.
• 3 Referrals: $20 Amazon Gift Card or Merch.
• 5 Referrals: VIP Ticket Upgrade for free.