Run · Automation

Keep the program running without sending a thing by hand.

Welcome and successful referral emails go out on their own, in your words. Every change to a participant can update Slack, HubSpot or Zapier, and webhooks send the rest to your own endpoint.

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Plan
Emails on all plans, webhooks from Plus
Works with
Slack, HubSpot, Zapier, webhooks
Setup
Turn emails on in the Communication step

Customer referralCommunicationIntegrationsSaved

Communication emails

  • Welcome emailThe first email on joiningEdit email
  • Organic Signup Welcome EmailFor people who joined on their ownEdit email
  • Referred User Welcome EmailFor friends who joined through an inviteEdit email
  • Successful referral emailWhen a referral countsEdit email

Maya R.’s referral countedjust now

  1. Successful referral emailsent to Jay B.
  2. Slacknew participant posted
  3. HubSpotcontact updated
  4. Webhookparticipation · 200
Example data. Screens and labels from the Viral Loops app.

How does automation work?

  1. 1

    Emails go out on their own

    In the Communication step, switch on the emails you want: the Welcome email, an Organic Signup Welcome Email, a Referred User Welcome Email and the Successful referral email, which is on from the start. Milestone emails go out as each milestone is reached.

  2. 2

    Written in your words

    Edit any email: the From name, a subject with merge tags like *|INVITEEFNAME|*, the reply-to address and the content, with a live preview beside it.

  3. 3

    Your other tools react

    Each change to a participant can send the relevant emails and run your integrations, even a change you make by hand in their profile. Slack posts new participants, HubSpot gets the contact and Zapier passes the event on.

  4. 4

    Webhooks for everything else

    Campaign events go to your own endpoint: a participation, a milestone reached or a reward redeemed. Failed deliveries are retried for up to 4 days.

What can you set up in automation?

Every option by its name in the app, with the plan that includes it.

Compare plans
Welcome email
The first email people get when they join.
All plans
Organic Signup Welcome Email
A separate welcome for people who joined on their own.
Referred User Welcome Email
A separate welcome for friends who joined through an invite.
Successful referral email
Tells the referrer a referral counted. It is on by default.
All plans
Milestone email
Goes to the referrer when a reward milestone is reached.
Booster emails
A booster email to participants every two weeks on all plans, and every week from Growing.
All plans
Audience-Specific Notifications
Notifications for one audience in your program, not everyone.
Growing and up
Send relevant emails and Run integrations
Two toggles in each participant's profile: whether a change you make there sends emails and runs your integrations.
Slack
A message for each new participant, with the referrer's name and email, and a weekly report every Monday.
Growing and up
HubSpot
New participants are added as contacts, with their referral code, referral count and share URL.
Growing and up
Zapier
New Participant, Milestone Reached, Reward Redeemed and other events start actions in 500+ apps.
Power
Webhooks
Participation, milestone reached and reward redeemed events, sent to your own endpoint. Custom Webhooks are on Power.
Plus and up

Which templates and tools work with automation?

All integrations

FAQ

Automation FAQ

Which emails go out on their own?

The Welcome email, separate welcomes for organic sign-ups and for referred friends, the Successful referral email and milestone emails. Turn each one on or off in the Communication step.

Can I write the emails myself?

Yes. Each email has a From name, a From email address, a subject, a reply-to and its content, with a live preview. Merge tags like *|INVITEEFNAME|* fill in names.

Can I send them from my own email tool instead?

Yes. Turn off the emails in the Communication step and send from HubSpot, Klaviyo or Mailchimp, which get each participant's referral link.

What happens when I change a participant by hand?

With Send relevant emails and Run integrations on in their profile, your change sends the emails and updates your tools like any other. Turn them off for a quiet fix.

Which events can webhooks send?

Participation, milestone reached and reward redeemed. Failed deliveries are retried for up to 4 days. Webhooks are on Plus and up.

How often do booster emails go out?

Every two weeks on all plans, or every week on Growing and Power.

More Run features

All features

Set it up once, and let it run.

Plans start at $35 a month, billed annually. Try it free for 14 days, or talk to our team.

Start for free14-day free trial · No credit card requiredBook a demo