Client Onboarding & EngagementPurpose
1.2. Automatically register new clients referred by others upon class signup, automating rewards allocation.
1.3. Automate notification to clients for rewards on successful referrals or loyalty milestones.
1.4. Ensure every client interaction, class booking, or referral is logged and automatable for engagement analytics and future campaigns.
1.5. Automate admin reporting and real-time reward status.
1.6. Harness integrations for automated communication and gift delivery (digital or physical).
Trigger Conditions
2.2. Registered client completes a qualifying class, automating points accrual for loyalty.
2.3. Accumulation of preset points or successful referrals triggers automated reward notification.
2.4. Scheduled check-ins to automate reminders for unused rewards or referral credits.
Platform Variants
• Feature/Setting: Process Builder/Flow — automate referral recording and loyalty triggers per contact.
3.2. HubSpot
• Feature/Setting: Workflows API — automated segmenting and reward emails upon meeting criteria.
3.3. Zapier
• Feature/Setting: Zaps — automate client event capture, reward notifications, and CRM updates.
3.4. Mailchimp
• Feature/Setting: Automated Journeys — automate sending reward emails and milestone alerts.
3.5. ActiveCampaign
• Feature/Setting: Automation builder — automate tagging, point scoring, and reward campaigns.
3.6. Klaviyo
• Feature/Setting: Flows API — automate email and SMS notification on referral activity.
3.7. SendGrid
• Feature/Setting: Automated Email API — send automated reward and referral notifications.
3.8. Twilio
• Feature/Setting: Programmable SMS API — automate referral/reward notifications via SMS.
3.9. Google Sheets
• Feature/Setting: Google Apps Script — automate referral/loyalty data tracking and triggers.
3.10. Airtable
• Feature/Setting: Automations — auto-update records and send reward notifications.
3.11. Slack
• Feature/Setting: Incoming Webhooks — automate real-time intern team updates on new loyalty levels.
3.12. WhatsApp Business API
• Feature/Setting: Automated Message — send reward alerts/messages.
3.13. Intercom
• Feature/Setting: Event Triggered Messages — automate client communication on milestones.
3.14. Shopify
• Feature/Setting: Customer tags/Flow — automate segmentation for loyalty, send rewards on purchase.
3.15. Stripe
• Feature/Setting: Webhooks — automate reward trigger when payment for class is completed.
3.16. Pipedrive
• Feature/Setting: Workflow automation — automate tracking and status change of referrals.
3.17. Monday.com
• Feature/Setting: Automations — log client milestones and automate team notifications.
3.18. Trello
• Feature/Setting: Butler Automation — auto-create loyalty/reward cards on milestones.
3.19. Typeform
• Feature/Setting: Webhooks — automate client onboarding and referral sign-up capture.
3.20. Calendly
• Feature/Setting: Webhook/API — automate class signup and trigger referral/loyalty workflow.
3.21. Zendesk
• Feature/Setting: Triggers — automate customer support tickets on referral issues.
3.22. Square
• Feature/Setting: Loyalty API — automate point accrual and notify clients post-purchase.
3.23. Mailjet
• Feature/Setting: Automated transactional messaging — send customized reward notifications.
3.24. Microsoft Power Automate
• Feature/Setting: Workflows — automate cross-platform data logging and notifications.
Benefits
4.2. Reduces admin time by automating reward and milestone notifications.
4.3. Ensures accurate and automated reward calculation for referrals and loyalty.
4.4. Drives higher engagement for aromatherapy classes via automated incentives.
4.5. Empowers marketers to automate personalized follow-ups and maximize client retention.
4.6. Enables seamless and automatable integration across popular platforms for multi-channel automation.
4.7. Automates analytics and reporting for continuous process optimization.