Loyalty points update and balance notifications

Purpose

1.1. Automate updating customer loyalty point balances after eligible purchases or activities in an acrylic store.
1.2. Deliver timely balance notifications to each customer via preferred communication channels.
1.3. Synchronise point adjustments across all integrated POS, online, and CRM platforms.
1.4. Enhance customer retention and incentivize repeat purchases with transparent loyalty management.
1.5. Provide audit trails for loyalty activity for business intelligence and compliance.

Trigger Conditions

2.1. Completion of a purchase in the store or online shop.
2.2. Return or cancellation affecting previously granted loyalty points.
2.3. Special campaigns or promotions awarding bonus points (e.g., events, holidays).
2.4. Manual update by store administrator (e.g., goodwill gestures).
2.5. Scheduled periodic balance notifications (e.g., monthly, after reaching thresholds).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Programmable SMS API—Send messages; Configure to trigger SMS with updated points after purchase: use `/Messages` endpoint.
3.2. SendGrid
• Feature/Setting: Transactional Templates API—Send notification emails via `mail/send`; dynamic email for point updates.
3.3. Mailchimp
• Feature/Setting: Automation Workflows—Trigger “customer purchased” journey with dynamic content block for points balance; API: `/automations`.
3.4. Salesforce
• Feature/Setting: Workflow Rules & Process Builder—Update loyalty field and send email alert, endpoint: `/services/data/vXX.X/sobjects/Contact/`.
3.5. HubSpot
• Feature/Setting: Workflows—Trigger “Contact update”; API endpoint: `/contacts/v1/contact/vid/:vid/profile`; send internal/external notifications.
3.6. Klaviyo
• Feature/Setting: Flows + Profiles API—Trigger flow on segment membership change, API: `/v1/person/:id/set_fields` for balance update emails.
3.7. Shopify
• Feature/Setting: Webhooks (“orders/paid”) and Admin API `/admin/api/loyalty`; app block for in-account point display.
3.8. WooCommerce
• Feature/Setting: REST API (“order.created” event); custom email triggers for point updates, endpoint: `/wp-json/wc/v3/orders`.
3.9. Square
• Feature/Setting: Payment Webhooks + Customers API `/v2/customers`; trigger point calculations and send app/email/SMS notifications.
3.10. Zendesk
• Feature/Setting: Triggers & Targets—Send notifications for updated loyalty points; API: `/api/v2/users/{id}.json`.
3.11. Zoho CRM
• Feature/Setting: Workflow Rules—Update field for loyalty points and trigger email via `/crm/v2/Contacts/{contact_id}`.
3.12. Microsoft Power Automate
• Feature/Setting: Scheduled/Instant Flows; connect POS to Outlook/Gmail/Azure SMS for notifications; use “Send an email” or “Send SMS” actions.
3.13. ActiveCampaign
• Feature/Setting: Automations; add/update contact field for points and send email/SMS; endpoint: `/api/3/contactDeals`.
3.14. Intercom
• Feature/Setting: Message API to send in-app/bot notification when field “loyalty_points” is updated, endpoint: `/messages`.
3.15. Slack
• Feature/Setting: Incoming Webhooks or Bot API `/api/chat.postMessage`; trigger DM to staff/customer with point updates.
3.16. Google Sheets
• Feature/Setting: Sheets API—log updates to a ledger worksheet via `/v4/spreadsheets/{spreadsheetId}/values`.
3.17. Airtable
• Feature/Setting: Automation scripts—update “loyalty_points” in records; notify via email using scripting block, API: `/v0/{baseId}/{tableName}`.
3.18. Pipedrive
• Feature/Setting: Workflow Automation—trigger on deal update; send points notification via integrated email/SMS, API: `/v1/persons`.
3.19. BambooHR
• Feature/Setting: Webhooks/Custom Actions—alert staff when VIP thresholds are hit, API: `/api/gateway.php/{domain}/v1/employees`.
3.20. Facebook Messenger
• Feature/Setting: Send API—trigger bot to deliver balance via `/v11.0/me/messages` after loyalty update event.

Benefits

4.1. Accelerates customer engagement by providing immediate feedback on reward activity.
4.2. Reduces clerical workload and human error in point calculations and notifications.
4.3. Increases transparency and trust in the loyalty program.
4.4. Enables cross-channel marketing with synchronized customer data.
4.5. Enhances data collection for insights into shopping and redemption behavior.
4.6. Supports tailored promotions based on real-time loyalty status and customer history.