Loyalty program point accrual and notification

Purpose

1.1. Automatedly manage loyalty point accrual for purchases at art supply stores.
1.2. Automate notifications (email/SMS/app) to customers upon point accrual, maximizing engagement and retention.
1.3. Automatedly track customer activity for segmentation, rewards distribution, and re-engagement triggers.
1.4. Enable automated marketing follow-ups when predefined loyalty milestones reached or points unused.
1.5. Automate data sync between POS, CRM, and marketing tools for real-time points and notification automation.

Trigger Conditions

2.1. Automated point accrual starts on successful transaction in POS or e-commerce platform.
2.2. Automation is triggered upon meeting custom criteria: minimum spend, product category, or time-based events.
2.3. Automated milestone detection for signup, referral, birthday, or specific promo codes.
2.4. Points update triggers push notification, email, or SMS campaigns automatically.

Platform Variants

3.1. Shopify
• Feature/Setting: Use "Shopify Admin API," configure webhooks for order creation and customer update events, automate post-purchase point logic.
3.2. WooCommerce
• Feature/Setting: WooCommerce REST API, set up endpoint monitoring for new order and customer meta update, automate loyalty logic on close of order.
3.3. Square
• Feature/Setting: Square Loyalty API, automate point assignment after payment, use Customer API for notification flow.
3.4. Lightspeed
• Feature/Setting: Lightspeed Retail API, configure Sales & Customer triggers for automated point attribution and notification.
3.5. Vend (by Lightspeed)
• Feature/Setting: Vend Webhooks & API, set up automated point systems on sale_complete event.
3.6. Toast POS
• Feature/Setting: Toast Partner Connect API, automate loyalty record updates post-sale, use webhook for triggered messaging automation.
3.7. Salesforce
• Feature/Setting: Salesforce Marketing Cloud Automation Studio, automate point logic and send journey-based notifications.
3.8. HubSpot
• Feature/Setting: HubSpot Workflows, automate point assignment and automating emails or SMS based on workflow triggers.
3.9. Zoho CRM
• Feature/Setting: Zoho CRM Automation Rules, auto-update loyalty fields and automate follow-up notifications.
3.10. Mailchimp
• Feature/Setting: Mailchimp Customer Journeys, automate emails on tag addition for loyalty point updates.
3.11. Twilio
• Feature/Setting: Twilio SMS API, automate SMS when customer loyalty points change, workflow via Function Triggers.
3.12. SendGrid
• Feature/Setting: SendGrid Transactional Templates, automate personalized email point notifications.
3.13. Firebase
• Feature/Setting: Firebase Cloud Messaging, automate in-app push notifications on accrual events.
3.14. Slack
• Feature/Setting: Slack Incoming Webhooks, automate internal alerts to staff when high-value loyalty events occur.
3.15. Microsoft Dynamics 365
• Feature/Setting: Power Automate flows for updating loyalty fields and automating outreach.
3.16. Pipedrive
• Feature/Setting: Pipedrive Automations, automate point status update and follow-up actions.
3.17. Intercom
• Feature/Setting: Intercom Webhooks, trigger automated in-app or email notifications for points changes.
3.18. Klaviyo
• Feature/Setting: Klaviyo API, automate points-based segment membership and trigger loyalty notification flows.
3.19. LoyaltyLion
• Feature/Setting: LoyaltyLion API/Webhooks, automate custom events and notifications for customer point accrual.
3.20. Yotpo
• Feature/Setting: Yotpo Loyalty API, automate point issuance and messaging workflows.

Benefits

4.1. Automates loyalty management, reducing manual entry and errors.
4.2. Increases customer retention via prompt, consistent automated notifications.
4.3. Enhances customer experience with real-time points and automated outreach.
4.4. Enables automated analytics for loyalty engagement and campaign tuning.
4.5. Automates segmentation for advanced, targeted marketing and upselling.