Loyalty program automation and tracking

Purpose

1.1. Automate recording, rewarding, and notifying customers of loyalty points for purchases, visits, and referrals at a pet-friendly café.
1.2. Track customer engagement history and trigger incentives to boost repeat visits, upsell products, and foster brand loyalty.
1.3. Enable omni-channel loyalty engagement via SMS, email, app notifications, CRM, and POS system integration.
1.4. Ensure seamless administration and analysis of loyalty campaigns with real-time updates and fraud prevention.

Trigger Conditions

2.1. New in-store transaction detected via POS integration.
2.2. Online booking or order processed through website or app.
2.3. Referral code used by a new customer on signup or transaction.
2.4. Calendar milestone (e.g., customer birthday, pet’s adoption anniversary, or loyalty program anniversary).
2.5. Redemption or use of loyalty coupon at checkout.
2.6. Customer profile updated with new pet information or interests.

Platform Variants

3.1. Shopify POS
• Feature/Setting: Loyalty point assignment via Admin API (orders/create webhook triggers).

3.2. Square POS
• Feature/Setting: Loyalty API for tracking points and digital rewards configuration.

3.3. Toast POS
• Feature/Setting: Partner API integration for event-based loyalty triggers.

3.4. Lightspeed
• Feature/Setting: Custom workflows via Webhooks and Loyalty module.

3.5. Clover
• Feature/Setting: Order API for point updates; Rewards API for customer notification.

3.6. Zoho CRM
• Feature/Setting: Custom functions to update loyalty fields on deal creation.

3.7. Salesforce
• Feature/Setting: Marketing Cloud Journey Builder for loyalty journeys; API for external triggers.

3.8. HubSpot
• Feature/Setting: Workflows for property changes; Webhooks for external loyalty events.

3.9. ActiveCampaign
• Feature/Setting: Automation builder for loyalty milestone emails.

3.10. Mailchimp
• Feature/Setting: Mandrill API for transactional emails (e.g., loyalty updates).

3.11. Twilio
• Feature/Setting: Programmable Messaging API for SMS loyalty alerts.

3.12. SendGrid
• Feature/Setting: Dynamic transactional email templates and Event Webhook.

3.13. Braze
• Feature/Setting: Customer journey orchestration for points updates via REST API.

3.14. Intercom
• Feature/Setting: Custom bots for loyalty status; Webhooks for in-app messaging.

3.15. Slack
• Feature/Setting: Incoming Webhooks for real-time staff notifications.

3.16. Zendesk
• Feature/Setting: Triggers to create support tickets for loyalty redemption issues.

3.17. Rewardify
• Feature/Setting: RESTful API for point allocation and redemption validation.

3.18. Yotpo
• Feature/Setting: Loyalty & Referrals Events API for automation of loyalty rules.

3.19. TapMango
• Feature/Setting: Webhook integration for instant rewards on transaction.

3.20. Fivestars
• Feature/Setting: Loyalty API for point tracking and automated rewards communication.

3.21. Gupshup
• Feature/Setting: WhatsApp API campaign for loyalty program invites.

3.22. Google Sheets
• Feature/Setting: API automations to log and audit loyalty entries for compliance.

3.23. Airtable
• Feature/Setting: Automated record updates via API when loyalty events happen.

3.24. Zapier
• Feature/Setting: Multi-platform loyalty event triggers; central event hub for third-party actions.

Benefits

4.1. Manual oversight reduced, freeing staff for higher-value tasks.
4.2. Customers receive timely, personalized recognition that increases brand affinity.
4.3. Comprehensive data enables measurement of program effectiveness and ROI.
4.4. Engagement via preferred customer channels ensures higher participation rates.
4.5. Multi-platform support assures integration with existing café tech stack and future scalability.