Loyalty points tracking and redemption reminders

Purpose

1.1. Automate loyalty points tracking for customers purchasing aquarium accessories.
1.2. Automate reminders for customers to redeem points before expiry with channel preference (SMS, email, app notification).
1.3. Automates segmentation based on buying patterns for targeted marketing and retention campaigns.
1.4. Provides real-time points update post-purchase and redemption synchronization with CRM.
1.5. Enables centralized automation of rewards activity reporting for staff and customers.

Trigger Conditions

2.1. Automate trigger on new purchase (bill scanned, online checkout, or in-store POS) by customer.
2.2. Automate at points deduction event when customer redeems reward in-store or online.
2.3. Automating reminder based on ‘points about to expire’ (customizable: 7, 3, 1 days before).
2.4. Automate trigger on customer inactivity (e.g., no redemption for 60 days).
2.5. Event monitoring for addition/removal of products part of loyalty scheme.

Platform Variants

3.1. Twilio (SMS API)
• Feature/Setting: Automated SMS reminders and notifications; configure Messaging Service SID and automation workflow for loyalty updates.

3.2. SendGrid (Email API)
• Feature/Setting: Automated email delivery for points summary and redemption reminders; configure API Key, trigger automated emails based on CRM points events.

3.3. Salesforce (Marketing Cloud Journey Builder)
• Feature/Setting: Automates loyalty journey automation; set up entry events on points earned or expiring to automate personalized reminders.

3.4. HubSpot (Workflows Automation)
• Feature/Setting: Automating customer segmentation and email sequences; trigger workflow on points table update to send reminders.

3.5. Mailchimp (Transactional Email API)
• Feature/Setting: Automates transactional loyalty updates; configure API endpoint for trigger-based automated email notifications.

3.6. Zendesk (Support Triggers)
• Feature/Setting: Automates ticket creation when issues in points calculation arise; configure to trigger on CRM event.

3.7. Shopify (Webhook + Loyalty App Integration)
• Feature/Setting: Automates webhook on order creation; tie to loyalty platform API for automated point accrual/redemption.

3.8. WooCommerce (Hook/Filter + Points and Rewards Plugin)
• Feature/Setting: Automates point update through purchase hooks, reminders using plugin action scheduler.

3.9. Square (Loyalty API)
• Feature/Setting: Automates points accrual/redemption and automated notifications via Loyalty Webhooks.

3.10. Slack (Incoming Webhooks)
• Feature/Setting: Automated staff notification channel for large redemptions/events; webhook to automate update alerts.

3.11. ActiveCampaign (Automation Builder)
• Feature/Setting: Automates email/SMS and audience segmentation based on loyalty triggers; automate point reminder flows.

3.12. Pipedrive (Workflow Automation)
• Feature/Setting: Automated CRM activity upon points milestone; push notifications and action reminders.

3.13. Klaviyo (Flow Automation)
• Feature/Setting: Automating marketing flows triggered by loyalty points data sync.

3.14. Zoho CRM (Workflow Rules)
• Feature/Setting: Automates loyalty lifecycle management via scheduled rules and email/SMS reminders.

3.15. Microsoft Power Automate
• Feature/Setting: Automates trigger from POS or CRM updates; connects loyalty actions to Teams/Outlook reminders.

3.16. Firebase (Cloud Functions)
• Feature/Setting: Automatedly triggers serverless notifications to mobile app users based on loyalty events.

3.17. Intercom (Outbound Messages)
• Feature/Setting: Automates in-app chat and push reminders on points events.

3.18. Google Sheets (Script Automation)
• Feature/Setting: Automating data update, schedule email reminders based on API-driven points table.

3.19. Notion (Database Automation)
• Feature/Setting: Automatedly update customer tables and send reminders via Notion API links.

3.20. Telegram (Bot API)
• Feature/Setting: Automates sending bot reminders and updates on points balance and redemption deadlines.

Benefits

4.1. Automated loyalty points tracking delivers consistent customer engagement and retention.
4.2. Automates timely redemption reminders, boosting reward usage and repeat purchases.
4.3. Automation minimizes errors; all updates and communications automatedly synchronized.
4.4. Automates reduction in manual follow-ups, freeing staff to focus on customer service.
4.5. Automator tools provide scalable, custom campaigns with robust analytics and reporting.