Top AI Prompts for Referral Marketing Success

Identify 5 creative referral campaign ideas tailored for SaaS startups, based on the ‘Q2 Marketing Review’ doc.

Use Case: Speeds up brainstorming by leveraging past successful campaigns.

ClickUp Brain Behaviour: Analyzes campaign summaries and key outcomes from linked documents to suggest fresh referral strategies.

What referral incentives are trending among B2B tech companies in North America?

Use Case: Supports designing competitive reward structures with market insights.

ClickUp Brain Behaviour: Aggregates data from internal reports; Brain Max can supplement with relevant external trends if accessible.

Draft a referral program brief focused on customer advocacy, referencing ‘Advocacy Program Notes’ and prior campaign results.

Use Case: Aligns marketing and sales teams around a unified referral approach.

ClickUp Brain Behaviour: Extracts key points and campaign learnings from linked docs to create a structured program outline.

Summarize referral conversion rates comparing email vs social media channels using our ‘Channel Performance Q1’ doc.

Use Case: Enables data-driven channel prioritization without manual analysis.

ClickUp Brain Behaviour: Pulls tabular and narrative data from internal files to deliver a concise performance comparison.

List top referral tracking tools used by high-growth startups, referencing vendor reviews and internal evaluations.

Use Case: Helps select effective platforms for monitoring referral success.

ClickUp Brain Behavior: Scans documents to identify frequently mentioned tools and their key features.

From the ‘Referral Program QA’ doc, generate a checklist for campaign launch readiness.

Use Case: Streamlines pre-launch validation with a clear task list.

ClickUp Brain Behavior: Extracts criteria and formats them into an actionable checklist within a task or document.

Summarize 3 emerging referral engagement tactics from recent user behavior studies and marketing trend reports.

Use Case: Keeps campaigns innovative and aligned with audience preferences.

ClickUp Brain Behavior: Identifies patterns and key insights from linked research and notes.

From the ‘Millennial Referral Survey 2024’ doc, summarize key motivators influencing referral participation.

Use Case: Helps tailor messaging to resonate with target demographics.

ClickUp Brain Behavior: Analyzes survey data to highlight recurring themes and preferences.

Write friendly and concise referral invitation copy using the tone guidelines in ‘BrandVoice.pdf’.

Use Case: Accelerates creation of on-brand messaging for outreach.

ClickUp Brain Behavior: Extracts style cues from the document and offers multiple copy options for interface use.

Summarize recent legal updates impacting referral marketing compliance in the EU.

Use Case: Ensures campaigns adhere to evolving regulations.

ClickUp Brain Behavior: Reviews linked compliance documents and summarizes key changes; Brain Max can include public regulatory updates if available.

Generate guidelines for referral disclosure statements based on regional advertising standards, referencing internal compliance docs.

Use Case: Guarantees transparency and legal adherence in referral messaging.

ClickUp Brain Behavior: Extracts relevant rules and formats them into a clear compliance checklist.

Create a post-referral follow-up checklist using customer feedback and campaign data folders.

Use Case: Helps customer success teams maintain engagement after referrals.

ClickUp Brain Behavior: Identifies key follow-up actions from documents and organizes them by priority or customer segment.

Compare referral program features across competitors using our market analysis docs.

Use Case: Supports strategic improvements through competitive benchmarking.

ClickUp Brain Behavior: Summarizes feature comparisons into an easy-to-digest format (tables or briefs).

What referral marketing trends are emerging in the fintech sector since 2023?

Use Case: Provides insights for future-proofing campaign strategies.

ClickUp Brain Behavior: Synthesizes trends from internal research, industry reports, and uploaded market analyses.

Summarize key challenges faced by referral programs in Southeast Asia from feedback and survey data.

Use Case: Guides region-specific campaign adjustments and improvements.

ClickUp Brain Behavior: Extracts and prioritizes common issues reported across multiple data sources.

Define your referral campaign clearly

Vague prompts yield unfocused suggestions. Specify details like referral incentives (e.g., “discount coupons” or “exclusive access”), target audience (e.g., “millennials in tech”), or campaign goals (e.g., “increase sign-ups by 20%”).

Example: “Propose referral reward ideas for a SaaS platform targeting small business owners.”

Use comparative prompts to refine tactics

AI excels at contrasting different approaches. Use prompts like “compare X vs Y” to weigh referral methods, evaluate competitor programs, or assess incentive types.

Example: “Compare the effectiveness of cash rewards versus loyalty points in referral programs.”

Frame prompts around specific marketing objectives

Treat your prompt as a clear task for AI. Instead of “Suggest referral ideas,” focus on desired outcomes:

Example: “Design a referral flow that maximizes user engagement for a mobile app launch.”

Specify the output format you need

Looking for a step-by-step plan, email templates, or performance metrics? State it explicitly. AI delivers better when the response structure is clear.

Example: “Provide a checklist of best practices for launching a referral campaign in bullet points with explanations.”