Customer Relationship and Support AutomationsPurpose
1.2. Enforce compliance (e.g., age verification), segment customers by purchase habits, automate reward code delivery, and handle tier-based segmentation for exclusive offers.
1.3. Integrate with both POS and CRM to assign points for qualifying SKUs, adjust tiers in real time, and redeem points online or at physical outlets as per regulations and business rules.
Trigger Conditions
2.2. Customer redeems a reward via provided method (e.g., code scan, online claim).
2.3. Periodic activity, e.g., monthly review for tier upgrades.
2.4. Customer registers or updates account for the loyalty program.
2.5. Out-of-stock loyalty rewards require substitution or delay notification.
2.6. Updates from partner platforms (integration) confirming third-party claims or redemptions.
Platform Variants
3.1. Salesforce
• Process Builder: automate point assignments via Opportunity updates.
• Loyalty Management API: configure program logic for tiering and reward logic.
3.2. Dynamics 365
• Power Automate Flow: trigger workflows on order completion.
• Customer Insights: sync and store loyalty tiers.
3.3. HubSpot
• Workflows: assign loyalty points/properties post-purchase.
• Custom Properties API: track customer point balances.
3.4. Zoho CRM
• Custom Functions: adjust points on deal close.
• Webhooks: alert external fulfillment services for reward dispatch.
3.5. Shopify
• Script Editor: apply rewards at cart/checkout.
• Customer Metafields API: store loyalty data.
3.6. Square
• Loyalty API: enroll customers and track rewards.
• Orders API: trigger points per item purchased.
3.7. Lightspeed
• Loyalty Program Integration: auto-enroll and update on sales.
• Webhook: post-sale triggers for points updates.
3.8. Wix
• Loyalty App API: reward points on eCommerce checkout events.
• Automated Email Triggers: notify customers on reward status.
3.9. Mailchimp
• API: automate personalized reward notifications.
• Tagging System: segment customers by loyalty tier for campaigns.
3.10. SendGrid
• Transactional Templates: send automated rewards emails.
• Event Webhooks: adjust future comms on delivery or bounce.
3.11. Twilio SMS
• Messaging API: send reward codes or point balances via SMS.
• Event Trigger API: schedule re-engagement reminders near point expiry.
3.12. Slack
• Incoming Webhooks: alert sales/support teams of high-value redemptions.
• Bot Users API: send internal reminders for manual reward verification.
3.13. Google Sheets
• App Script Automation: update sheet rows on point assignments.
• Sheets API: sync tier and balance with analytics tools.
3.14. Airtable
• Automation: trigger record update on webhook hit from POS/CRM.
• Scripting: run bulk tier reviews monthly.
3.15. Stripe
• Payment Intent Webhooks: record transactions for loyalty accrual.
• Coupon/Promotion API: distribute exclusive discount rewards.
3.16. Klaviyo
• Segment Trigger Flows: tag customers for reward eligibility.
• API: sync point and tier data for message personalization.
3.17. Pipedrive
• Workflow Automation: move contacts to “VIP” upon reward redemption.
• Custom Fields: reflect point status for sales context.
3.18. QuickBooks Commerce
• Event API: attribute orders to loyalty accruals.
• Custom Reports: generate statements for customer notifications.
3.19. LoyaltyLion
• Webhooks: notify platform on purchase or reward redemption.
• Customer API: fetch/update balances programmatically.
3.20. Gorgias
• Automation Rules: auto-create tickets for reward fulfillment.
• Tagging System: mark customers by tier for service prioritization.
Benefits
4.2. Enhances customer retention, increases average order size, and reduces operational bottlenecks.
4.3. Ensures regulatory compliance (age/check) and accurate customer records.
4.4. Enables precise targeting using real-time loyalty data.
4.5. Provides end-to-end tracking, notification, and fulfillment of rewards with minimal intervention.