Loyalty points calculation and notification

Purpose

1.1. Automates real-time calculation of loyalty points for grill restaurant customers based on purchases, visits, or specific menu items.
1.2. Automatic notification of point accrual or redemption via preferred communication channels to keep customers engaged.
1.3. Automates tier upgrades, personalized offers, and redemption reminders to reinforce repeat visits and strengthen brand loyalty.
1.4. Integrates seamlessly with POS, CRM, and marketing stacks to maximize engagement with minimal manual intervention.

Trigger Conditions

2.1. Completion of purchase transaction at POS or online ordering system.
2.2. Customer birthday or membership anniversary detected in CRM.
2.3. Customer redemption request via app, website, or in-person.
2.4. Predefined event (e.g., new menu launch, low visit frequency) detected by automated marketing workflow.

Platform Variants

3.1. Salesforce
• Feature/Setting: Workflow Rule, Process Builder—automate point addition with custom logic after each transaction.
3.2. Oracle MICROS
• Feature/Setting: Loyalty API—automatically sync transactions and update loyalty status.
3.3. Lightspeed Restaurant
• Feature/Setting: Webhooks—trigger loyalty point automation from POS sale events.
3.4. Square
• Feature/Setting: Customer API—automate updates to loyalty profiles and automated SMS/email notifications.
3.5. Twilio SMS
• Feature/Setting: Messaging API—automate sending of loyalty updates to customer phone numbers.
3.6. SendGrid
• Feature/Setting: Mail Send API—automates delivery of loyalty-related email notifications.
3.7. Mailchimp
• Feature/Setting: Email Automation—trigger loyalty campaign flows on membership milestones.
3.8. HubSpot
• Feature/Setting: Workflows—automates loyalty engagement emails and contact record updates.
3.9. Shopify
• Feature/Setting: Script Editor/Loyalty App integration—automates point attribution for qualified transactions.
3.10. Toast POS
• Feature/Setting: Partner API—automate loyalty event posting from order and payment modules.
3.11. Paytronix
• Feature/Setting: Loyalty Program API—integrate and automate complex point rules.
3.12. Zoho CRM
• Feature/Setting: CRM Automation—automates reward assignment in customer profiles.
3.13. Zendesk
• Feature/Setting: Triggers—automate sending of loyalty status messages in support tickets.
3.14. Slack
• Feature/Setting: Incoming Webhooks—automate internal notifications for staff when loyalty milestones hit.
3.15. Microsoft Power Automate
• Feature/Setting: Automated Flows—connect POS to loyalty platforms for real-time sync.
3.16. Google Sheets
• Feature/Setting: App Script Trigger—automate calculations and notifications from transaction logs.
3.17. Facebook Messenger
• Feature/Setting: Messenger API—automate loyalty notifications as chat messages.
3.18. Viber
• Feature/Setting: Bots API—automated loyalty engagement through messaging.
3.19. Intercom
• Feature/Setting: Automated Messages—trigger loyalty info and reminders in chat.
3.20. Zapier
• Feature/Setting: Multi-step Zap—automates linking POS, CRM, and communication for loyalty flows.
3.21. Pipedrive
• Feature/Setting: Workflow Automation—automates loyalty reminders and context tags for contacts.
3.22. Klaviyo
• Feature/Setting: Flows—automated emails based on point thresholds or behavior triggers.

Benefits

4.1. Automating loyalty point calculations streamlines manual effort, boosting staff productivity.
4.2. Automatedly engages customers at optimal moments, lifting visit frequency and ticket size.
4.3. Automation ensures consistent experience and real-time updates, reducing customer queries and errors.
4.4. Automates upsell opportunities with targeted rewards, increasing average spend per visit.
4.5. Automator-driven insights enable continuous optimization of loyalty programs for Spanish Grill restaurants, maximizing ROI.