Customer Relations and MarketingPurpose
1.2. Streamline loyalty data capture from purchases, participation in programs, event attendance, and referral activities.
1.3. Automate tier upgrades, reward redemptions, and personalized offers based on transactional and engagement data.
1.4. Sync loyalty records across CRM, email, SMS, and accounting systems for unified reporting.
1.5. Reduce administrative overhead in loyalty workflows and ensure real-time customer updates.
Trigger Conditions
2.2. New member enrolled via CRM or website form.
2.3. Loyalty point redemption requested via member portal or app.
2.4. Member referral recorded in CRM.
2.5. Attendance or participation logged from community event or program.
2.6. Scheduled batch runs (e.g., weekly or monthly reporting, offer campaigns).
Platform Variants
• Feature: Loyalty Management API for point accrual, rule-based segmentation
• Setting: Configure Apex trigger on Opportunity Close; map to LoyaltyMember record update
3.2. HubSpot
• Feature: Custom workflows, CRM associations
• Setting: Trigger on deal close; action to update custom loyalty properties
3.3. Microsoft Dynamics 365
• Feature: Power Automate flows for Loyalty Entities
• Setting: Automate when Purchase Order is completed for loyalty point update
3.4. Zoho CRM
• Feature: Custom function for Contacts module
• Setting: Invoke function upon sales order creation to increase loyalty score
3.5. Shopify
• Feature: Rewards app integration via Admin API
• Setting: Webhook on order payment; call Loyalty API to adjust points
3.6. Stripe
• Feature: Events webhook, Customer metadata
• Setting: On successful payment; increment loyalty metadata for customer
3.7. Mailchimp
• Feature: Journeys API for triggered communications
• Setting: Trigger loyalty campaign on segment membership entry
3.8. SendGrid
• Feature: Dynamic templates with API trigger
• Setting: Automated reward notification sent on points threshold reached
3.9. Twilio SMS
• Feature: Programmable SMS via REST API
• Setting: Notify member instantly when a reward is earned or redeemed
3.10. Slack
• Feature: Incoming Webhooks
• Setting: Loyalty event alert to team channel; customize message content
3.11. QuickBooks Online
• Feature: Sales Receipt API and custom fields
• Setting: Update loyalty status with each transaction
3.12. SAP ERP
• Feature: Loyalty Management module, IDOC triggers
• Setting: Automatic member point update on invoice posting
3.13. Google Sheets
• Feature: API for row append/edit
• Setting: Log loyalty data or member activity for transparency
3.14. Airtable
• Feature: Automation blocks, API record creation
• Setting: Track loyalty transactions in a base and set reward triggers
3.15. Pipedrive
• Feature: Deal and Person custom fields
• Setting: Workflow automation for points based on closed won deals
3.16. Oracle NetSuite
• Feature: SuiteScript for loyalty logic
• Setting: Update points on sales order fulfillment
3.17. Intercom
• Feature: Conversations API
• Setting: Send targeted loyalty offers to engaged members
3.18. Segment
• Feature: Event tracking API
• Setting: Forward loyalty events to all marketing and analytics tools
3.19. Zendesk
• Feature: Triggers and Webhooks
• Setting: Notify support agents on high-value loyalty member actions
3.20. Facebook Messenger
• Feature: Messenger API for personalized chat rewards
• Setting: Send automated vouchers to members after milestone events
3.21. Typeform
• Feature: Response webhook
• Setting: Grant points for feedback completion via API call
3.22. Notion
• Feature: Database integration
• Setting: Record loyalty program changes in real time for management review
3.23. Monday.com
• Feature: Automations, item updates
• Setting: Change loyalty tiers automatically based on tracked activity
Benefits
4.2. Real-time loyalty data enables personalized customer interactions.
4.3. Increased program participation and retention via timely, automated engagement.
4.4. Centralized, accurate loyalty records for business analysis.
4.5. Scalable for cooperatives of any size with minimal IT overhead.