
ApproveThis manages your Rocket Referrals Integration approvals.
April 17, 2025
Integration Category: Marketing Automation
Why Approval Workflows Need a Referral Program Intervention
Let's cut through the BS: referral programs live and die by speed. While Rocket Referrals helps companies turn customers into brand evangelists, most marketing teams still get stuck waiting for Legal to approve campaign language or Finance to sign off on referral bonuses. That's where 93% of referral program momentum goes to die - in Slack threads and inbox black holes.
ApproveThis acts like a caffeine shot for these approval bottlenecks. We automate the "Hey, can you check this?" dance between teams while Rocket Referrals handles the customer-facing magic. Together, they turn referral programs from bureaucratic nightmares into revenue-generating machines.
How This Integration Actually Works (No Fluff Edition)
Using Zapier as the middleman, we connect Rocket Referrals' customer engagement data with ApproveThis' approval logic. Translation: When specific events happen in Rocket Referrals (like a new survey response or communication going out), ApproveThis automatically routes the right approval request to the right people.
Key thing your finance team will care about: Approvers don't need Rocket Referrals licenses. External partners can approve via email without seeing your entire referral program backend. No more paying for 50 extra seats just so your agency can OK a campaign.
Real Use Cases for Actual Businesses
1. Killing "Approval Amnesia" on Campaigns
A regional bank used this integration to handle 237% more referral program updates last quarter. Here's why it worked:
Whenever marketing creates a new communication in Rocket Referrals (think: referral bonus email), ApproveThis automatically:
- Routes copy to Legal for compliance check
- Sends budget details to Finance
- Pings the CMO only if bonus amounts exceed $500
Their previous process? 8 days average approval time. Now? 14 hours. Because ApproveThis uses calculated fields to auto-approve small bonuses while escalating big spends.
2. Turning Survey Hell Into Customer Wins
A SaaS company handling 1k+ NPS surveys monthly set this up:
When Rocket Referrals detects a negative survey response:
- ApproveThis creates urgent approval requests for customer success leads
- Auto-calculates discount thresholds based on account value
- Requires VP sign-off only for enterprise clients
Result: 68% faster response to detractors, with full audit trails showing who approved what recovery offers.
Setup That Doesn't Require an IT Degree
Total setup time: 23 minutes (we timed it). Here's your cheat sheet:
- Create Zapier account (if you're among the 3 people who don't have one)
- Choose Rocket Referrals trigger (new survey, communication, etc.)
- Connect ApproveThis action (we pre-built the templates)
- Map custom fields (e.g., link survey scores to approval thresholds)
Pro tip: Use ApproveThis' vacation delegation feature so referral program approvals don't die when Karen from Legal is at Burning Man.
Department-Specific Wins (No Corporate Jargon)
Marketing Teams
Stop begging for campaign approvals. Set conditional rules in ApproveThis where:
- Standard referral emails auto-approve
- New bonus offers need CFO eyes
- Localized campaigns route to regional managers
Example: A franchise restaurant group auto-approves standard referral promos but requires owner approval for location-specific offers.
Customer Success
Turn survey chaos into structured workflows:
- Detractor responses → immediate CS lead alert
- Passive scores → weekly batch approvals
- Promoter quotes → auto-approved for testimonials
Bonus: Use approval groups so at least 2 CS team members vet every compensation offer to detractors.
Finance Departments
Finally control referral budgets without micromanaging:
- Auto-approve bonuses under $100
- Require dual approval for $100-$500
- Escalate anything higher to execs
A logistics company prevented $47k in duplicate payouts last quarter using ApproveThis' duplicate detection.
Why This Isn't Just Another Integration
Most approval tools treat every request the same. We get that referral programs need:
Speed without chaos: Approval thresholds auto-approve routine items while flagging exceptions
External collaboration: Agencies/partners can approve via email without platform access
Audit trails that matter: See exactly who approved that questionable referral bonus - with timestamps and comments
Meanwhile, Rocket Referrals keeps customers engaged while you keep internal approvals from derailing momentum.
Ready to Stop Being an Approval Jockey?
If your referral program growth is stuck in approval purgatory, here's your exit:
1. Get ApproveThis (free 14-day trial, no CC required)
2. Connect to Rocket Referrals via Zapier
3. Set your first workflow live before lunch
Or book a 22-minute demo to see how a mid-sized insurance company slashed referral program approval times by 89%. Your choice.
Integrate with Rocket Referrals Integration and get 90 days of ApproveThis for free.
After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.
Learn More
Best Approval Workflows for Rocket Referrals
Suggested workflows (and their Zapier components) for Rocket Referrals
Create approval requests for new communications
When a communication event occurs in Rocket Referrals, this integration creates an approval request in ApproveThis to help streamline decision-making. It ensures that communications requiring review are routed through a structured approval process. *Note: Ensure appropriate approval criteria are configured in your ApproveThis workflow.*
Zapier Components

Trigger
Communication
Triggers when a communication is sent, opened or clicked.
Action
Create Request
Creates a new request, probably with input from previous steps.
Update contacts for new approval requests
This integration updates Rocket Referrals contact records when a new approval request is received in ApproveThis. It consolidates approval information with customer data, enhancing follow-up and decision tracking. *Note: Verify that contact fields are mapped correctly between systems.*
Zapier Components
Trigger
New Request
Triggers when a new approval request workflow is initiated.

Action
Create/Update Contact
Creates or updates a contact.
Create approval requests for new survey responses
When a survey response is received in Rocket Referrals, this integration submits an approval request in ApproveThis. It helps ensure that survey feedback requiring review is promptly escalated through an approval workflow. *Note: Adjust your survey triggers if additional delay is required.*
Zapier Components

Trigger
Survey
Triggers when a survey response is given. Note: some survey score triggers are delayed 5 minutes to give the contact time to add a comment.
Action
Create Request
Creates a new request, probably with input from previous steps.
Update contacts for approved requests
This automation updates Rocket Referrals contacts when an approval decision is made in ApproveThis. It ensures that customer records reflect the latest approval outcomes, supporting timely follow-up actions. *Note: Review contact update criteria to ensure consistency with business rules.*
Zapier Components
Trigger
A Request Is Approved/Denied
Triggers when a request is approved or denied.

Action
Create/Update Contact
Creates or updates a contact.
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