Purpose
1.2. Automatedly trigger reward notifications (e.g., discounts, coupons, gift offers) based on customer engagement, past purchases, and milestones.
1.3. Automating cross-channel communication (SMS, email, app, push) to ensure customers promptly receive rewards and program updates.
1.4. Automation of customer data syncing between POS, CRM, and marketing systems, reducing manual errors and improving data-driven marketing automation.
Trigger Conditions
2.2. Automatically trigger when user profile is created or when loyalty points reach predefined thresholds.
2.3. Automate loyalty status or reward notifications on birthdays, anniversaries, or inactivity periods.
2.4. Automation via scheduled batch jobs for recurring reward pushes, or real-time events from POS/website.
2.5. Automatedly trigger when customers scan QR codes, register through the app, or subscribe online.
Platform Variants
• Feature/Setting: Automate sending SMS notifications for rewards; configure “Messages API” — set event source as loyalty reward achieved, auto-send template on event.
3.2. SendGrid
• Feature/Setting: Automate email reward/point status using “Marketing Campaigns API” — auto-trigger email via workflow on new enrollment or points earned.
3.3. Mailchimp
• Feature/Setting: Automating segmented reward email flows; use “Customer Journeys” triggered by tag “loyalty-join” or “reward-level”.
3.4. Shopify
• Feature/Setting: Automation app integration (e.g., Flow or Script Editor); trigger on “Order Paid” to enroll customer and update loyalty data.
3.5. Zapier
• Feature/Setting: Automator “New Sale” in POS, auto-enroll and trigger downstream reward notification via connected email/SMS.
3.6. Salesforce
• Feature/Setting: Use “Process Builder” or Flows to automate loyalty member creation and send reward alerts using “Send Email”/“Send SMS” actions.
3.7. ActiveCampaign
• Feature/Setting: Automate using “Automations” — trigger on tag addition (e.g., “LoyaltyTier1”), send reward sequence email and update custom field.
3.8. Klaviyo
• Feature/Setting: Automated “Flows”; entry trigger as “Joined List: Loyalty” or “Earned Points”, send reward/discount email.
3.9. HubSpot
• Feature/Setting: Automator “Workflow” — trigger from contact Property “Loyalty Member = True”, send automated reward comms.
3.10. Facebook Messenger
• Feature/Setting: Chatbot automation for immediate loyalty welcome; configure API to send message on enrollment event.
3.11. Intercom
• Feature/Setting: Automate in-app or email notification; trigger configured with customer event “Loyalty Milestone Achieved”.
3.12. Pipedrive
• Feature/Setting: Automate use of “Workflow Automations” — when deal marked as won, add to loyalty list, trigger reward comm.
3.13. Dynamics 365
• Feature/Setting: Automate Power Automate Flows; configure rule for contact stage, send loyalty email/SMS using connector.
3.14. Oracle Eloqua
• Feature/Setting: Automated campaign canvas; trigger on segment “Loyalty New”, branch for personalized reward emails.
3.15. Google Sheets
• Feature/Setting: Automate tracking enrollments/rewards via “Apps Script” — script triggers email/SMS based on cell values.
3.16. WooCommerce
• Feature/Setting: Automate via hooks/plugins; trigger reward notification post-purchase using “Order Complete” hook.
3.17. Notion
• Feature/Setting: Automate via integration; update loyalty database, trigger notifications through webhook when updated.
3.18. Slack
• Feature/Setting: Automate reward status or alerts to staff using Slack API — trigger from loyalty milestone in external system.
3.19. Segment
• Feature/Setting: Automate track “Loyalty Enrolled” event, send to email/SMS/push provider integrations via destination settings.
3.20. Firebase Cloud Messaging
• Feature/Setting: Automate mobile/push reward notifications; API call on loyalty rule match for app users.
3.21. Airship (Urban Airship)
• Feature/Setting: Automated push notifications for reward/milestone; trigger via “Audience Group” or API event.
3.22. LoyaltyLion
• Feature/Setting: Automate enrollment, points allocation, notification configs using platform API; connect via trigger webhooks.
3.23. Smile.io
• Feature/Setting: Automation settings for program join/reward unlocked, sending automated emails/SMS via provider integrations.
3.24. Square POS
• Feature/Setting: Automate enrollment and reward notification triggers on transaction events; use Square Loyalty API and Webhooks.
3.25. Zoho CRM
• Feature/Setting: Workflow automation to add to loyalty program and trigger notification using “Email/SMS Notification” feature.
Benefits
4.2. Automation reduces manual workload and human error in loyalty management.
4.3. Enables rapid, automated omni-channel communication for greater customer delight.
4.4. Automatedly syncs loyalty status across databases, CRMs, and marketing tools.
4.5. Ensures automatable, data-driven targeting and personalization for each loyalty interaction.
4.6. Automating rewards and notifications provides measurable uplift in repeat purchases for garden centers.