AI agent for marketing automation specialists
Member Referral Growth Campaign Agent
Run a referral campaign with trustworthy numbers and rewards that go only to real sign-ups.
What it does
A referral campaign without tracking tells you only that membership grew, not which invitation worked or whether the sign-ups are real. This agent sets up referral links and rewards, then monitors sign-ups per source and per referrer. It checks for fake or duplicate accounts, such as many sign-ups from one device or throwaway emails. It adjusts reminders for slow segments, for example members who have not shared yet, and tests which message gets the most sign-ups. Before any reward is sent, it builds a reward list with the checks and shows it to the manager. Edge case: self-referrals are excluded. The manager reviews the reward list before anything is paid or sent.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Campaign approved
- Create referral links for members
- Draft the invitation message and reminder schedule
- Manager approves the messagesThe agent waits here for your OK.
- Monitor sign-ups by source and referrer daily
- Check sign-ups for duplicates, shared devices and throwaway emails
- Do valid sign-ups meet the weekly target?If not: adjust reminders for slow segments and test another message. Back to step 3.
- Build the reward list from valid sign-ups
- Manager reviews the reward list before anything is sentThe agent waits here for your OK.
- Campaign report with sources and rewards
How it decides
It counts a sign-up only if it passes duplicate and fake account checks, and sends reminders where sharing is lowest.
- Exclude sign-ups from the same device within 24 hours
- Exclude referrals where referrer and sign-up share an email domain that is personal and identical
- Remind members who have not shared after 7 days
- Pay rewards only after the sign-up is active for 7 days
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Reward rules
- Weekly sign-up target
- Wait period before reward (default 7 days)
- Reminder schedule
- Fake account rules
What keeps you in control
It always asks you first
- Manager approves messages
- Manager reviews the reward list before it is paid or sent
Hard limits
- Never pays or sends rewards itself
- Does not reveal other members' data in any message
It stops when
- Done: campaign ends and rewards are decided
- Stop: more than 25 percent of sign-ups fail the checks, pause the campaign
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
