Customer Experience & Engagement AutomationPurpose
1.2. Notify customers in real-time of earned points, available rewards, and exclusive offers via their chosen communication channel.
1.3. Integrate with ordering systems, payment processors, and CRM for seamless user journey from registration to ongoing engagement and reward redemption.
1.4. Analyze customer patterns for personalized reward campaigns and retention strategies.
Trigger Conditions
2.2. Customer signs up for or updates loyalty program profile.
2.3. Redemption of points via website, app, or at POS.
2.4. Anniversary, birthday, or inactivity reminder configured for targeted engagement.
2.5. Achievement of milestones (e.g., 10th visit or €100 spent) set programmably.
Platform Variants
3.1. Twilio SMS
• Feature/Setting: Configure Messaging Service; Trigger SMS on point accrual/reward via REST API: POST /Messages.
3.2. SendGrid
• Feature/Setting: Transactional email API; Dynamic Templates to send point updates via v3 Mail Send API.
3.3. Shopify
• Feature/Setting: Use Shopify Flow and API to update customer metafields when points change and trigger customer notifications.
3.4. Square
• Feature/Setting: Loyalty API to adjust points; Webhooks for instant notifications upon point changes.
3.5. Toast POS
• Feature/Setting: Toast API for loyalty event triggers; utilize webhooks to send new point alerts.
3.6. WooCommerce
• Feature/Setting: WooCommerce Points and Rewards extension; hooks for live reward updates.
3.7. Salesforce
• Feature/Setting: Loyalty Management module; use Process Builder/Flow for automating notifications.
3.8. Mailchimp
• Feature/Setting: Use Transactional Email/Automations for segmented reward messages via Mandrill API.
3.9. HubSpot
• Feature/Setting: Automate using Workflows & Loyalty custom properties with triggered emails.
3.10. Zapier
• Feature/Setting: Zaps integrate events from loyalty platforms to messaging/email apps for notifications.
3.11. Facebook Messenger
• Feature/Setting: Send loyalty updates via Send API; trigger bot messages when points change.
3.12. Slack
• Feature/Setting: Incoming Webhooks to notify internal teams on customer milestone achievements.
3.13. Stripe
• Feature/Setting: Stripe Webhooks to trigger loyalty check/increment after payment confirmed.
3.14. Plaid
• Feature/Setting: Monitor connected accounts for restaurant transactions to automate point assignment.
3.15. Gupshup
• Feature/Setting: Program WhatsApp API for reward notifications; set templates for various events.
3.16. Intercom
• Feature/Setting: Use Custom Bots & Messages to notify users of new points and special offers.
3.17. Google Sheets
• Feature/Setting: Apps Script triggers to log points, and auto-email upon changes.
3.18. ActiveCampaign
• Feature/Setting: Automate campaign and contact update workflows triggered by point events.
3.19. Zendesk
• Feature/Setting: Use Triggers to open tickets for point disputes; automate replies with reward info.
3.20. Oracle MICROS
• Feature/Setting: Integrate Loyalty API; event-based triggers for real-time reward communication.
3.21. Pipedrive
• Feature/Setting: Custom fields for points, workflow automation for milestone emails/SMS.
3.22. LoyaltyLion
• Feature/Setting: API/Webhook for customer event triggers and transactional messaging.
3.23. Klaviyo
• Feature/Setting: Flows for reward notification emails/SMS upon data sync via API or webhook.
3.24. Typeform
• Feature/Setting: Use Webhooks to enroll responses in loyalty programs and auto-email points.
Benefits
4.2. Reduces manual tracking errors, ensuring transparent point management and redemption.
4.3. Supports omnichannel communication, increasing reach and response rates.
4.4. Enables granular reporting on campaign performance and customer loyalty trends.
4.5. Allows rapid deployment of targeted reward strategies to boost underperforming periods.
4.6. Enhances customer journey by reducing friction and keeping engagement proactive and relevant.