Customer Engagement & RetentionPurpose
1.2. Automates engagement by rewarding customers for purchases, reviews, referrals, and special occasions.
1.3. Automatedly maintains customer retention by keeping customers informed about points and rewards via their preferred channel.
1.4. Ensures accuracy, reduces manual work, and drives repeat purchases through automated reward campaigns.
Trigger Conditions
2.2. Automated customer sign-up or profile update.
2.3. Automated reward redemption action.
2.4. Automator triggers on birthdays, anniversaries, or custom loyalty milestones.
2.5. Automation of survey/review completion or referrals.
Platform Variants
3.1. Twilio SMS
• Feature: Messaging API
• Setting: Automated SMS configured to trigger on loyalty point updates; example: POST to `/v1/Messages` with dynamic user and message variables.
3.2. SendGrid
• Feature: Email API
• Setting: Configure automated emails with dynamic templates using `POST /mail/send` for real-time loyalty notifications.
3.3. Firebase Cloud Messaging
• Feature: Push Notifications
• Setting: Automates notification dispatch via `send()` method with loyalty point payload.
3.4. Shopify
• Feature: Webhooks + Customer API
• Setting: Automatable triggers on checkout updates; API `customer/update` event feeds automation for loyalty updates.
3.5. Square
• Feature: Loyalty API
• Setting: Automator invokes `Loyalty/AccruePoints` and `Loyalty/Reward` endpoints after qualifying events.
3.6. Salesforce
• Feature: Marketing Cloud Journey Builder
• Setting: Automatedly triggers reward communication workflow based on Loyalty Object updates.
3.7. HubSpot
• Feature: Workflows
• Setting: Automated loyalty notification workflows configured via contact property changes.
3.8. Slack
• Feature: Webhooks
• Setting: Automator posts reward alerts to internal channels using custom webhook URLs.
3.9. Mailchimp
• Feature: Automated Campaigns
• Setting: Automatable customer messaging flows tied to loyalty point property via e-commerce triggers.
3.10. Zapier
• Feature: Multi-app Automation
• Setting: Chain trigger on POS event → automated point calculation → notification to customer across selected channels.
3.11. WooCommerce
• Feature: Hooks & REST API
• Setting: Automate on `order.completed` or custom webhook for loyalty plugin to update points.
3.12. Klaviyo
• Feature: Flows
• Setting: Set up automated loyalty-triggered campaigns using eCommerce profile integration.
3.13. ActiveCampaign
• Feature: Automation Sequences
• Setting: Automates point and reward emails via event-triggered automations.
3.14. Stripe
• Feature: Webhooks
• Setting: Automates loyalty updates on successful payments (`checkout.session.completed` event).
3.15. Intercom
• Feature: Custom Bots
• Setting: Automated rewards sent via chat when loyalty triggers are met using API.
3.16. Airtable
• Feature: Automation Scripts
• Setting: Automated database update of point balances with notification triggers.
3.17. Zendesk
• Feature: Triggers & Automations
• Setting: Automated notifications when ticket-related loyalty activities occur.
3.18. Pipedrive
• Feature: Workflow Automations
• Setting: Automates reward notifications on deal-related loyalty triggers.
3.19. Notion
• Feature: API Integration
• Setting: Automates dashboard updates for team on customer loyalty changes.
3.20. Google Sheets
• Feature: App Scripts
• Setting: Automated logic calculates and updates customer points and sends notifications using script triggers.
Benefits
4.2. Drives customer engagement by automatedly sending timely, personalized notifications.
4.3. Reduces operational errors with end-to-end automation of the loyalty workflow.
4.4. Optimizes staff time by automating all rewards and communication processes.
4.5. Enhances customer satisfaction through instant, automated reward updates and transparency.