Loyalty program management and reward notifications

Purpose

1.1. Establish automated workflows for managing loyalty programs, tracking customer points, and delivering timely reward notifications to airport shuttle customers.
1.2. Reduce manual oversight by executing point accrual, tier upgrades, and redemption processes based on rides taken or referral actions.
1.3. Promptly notify customers about reward attainment, points balance, and promotional offers via multiple channels.
1.4. Integrate cross-channel engagement to maximize return rates, upsell ancillary services, and ensure loyalty program transparency within customer relationship management for ground transport.
1.5. Synchronize loyalty data across CRM and operational tools, ensuring records remain accurate for reporting and targeted marketing.

Trigger Conditions

2.1. Completed shuttle ride event logged in CRM.
2.2. Points threshold met or tier status change detected.
2.3. Upcoming expiration of loyalty points or rewards.
2.4. Referral completed or new member sign-up via referral link.
2.5. Periodic reviews for inactivity or campaign launches.

Platform Variants

3.1. Twilio (Programmable Messaging API)
• Feature/Setting: Automated SMS reward notifications; configure 'Send Message' action to trigger from CRM updates.
3.2. SendGrid (Mail Send API)
• Feature/Setting: Email campaigns for rewards; setup dynamic transactional templates populated with customer and reward data.
3.3. Salesforce (Apex Triggers & Process Builder)
• Feature/Setting: Auto-update loyalty points; configure triggers on completed ride objects to update points field.
3.4. HubSpot (Workflows & Custom Properties)
• Feature/Setting: Automated reward emails; trigger workflows when loyalty status or points properties change.
3.5. Zendesk (Triggers & Macros)
• Feature/Setting: Create tickets for manual reward review; trigger macro on ticket events linked to loyalty program issues.
3.6. Mailchimp (Automations)
• Feature/Setting: Win-back or reward notification sequences; configure automations triggered by tag or list updates.
3.7. ActiveCampaign (Automations & Tags)
• Feature/Setting: Deliver reward notifications; set up automations based on custom tag updates for points status.
3.8. Zoho CRM (Workflow Rules & Functions)
• Feature/Setting: Update loyalty points on module edits; use Deluge scripting for points increment on ride completion.
3.9. Microsoft Power Automate (Flow Templates)
• Feature/Setting: Reward notification emails; trigger on SharePoint or Dynamics CRM record update.
3.10. Slack (Incoming Webhooks)
• Feature/Setting: Internal alerts on high-value redemptions; configure webhook to transmit messages to team channels on triggers.
3.11. Google Sheets (App Script Triggers)
• Feature/Setting: Update point balances automatically; set up scripts that execute on sheet edit or new row insertions.
3.12. Airtable (Automations)
• Feature/Setting: Notify customers when reward thresholds are reached; use 'Send email' automation on record change.
3.13. Intercom (Message Triggers & Tags)
• Feature/Setting: In-app or email reward notifications; configure message triggers based on loyalty program tag.
3.14. Pipedrive (Automations & Webhooks)
• Feature/Setting: Reward eligibility notes; use automations when deal stages or custom fields for loyalty update.
3.15. Klaviyo (Flows)
• Feature/Setting: Segmented reward communications; trigger flows based on behavioral events or properties (e.g., ride count).
3.16. Shopify (Flow & API)
• Feature/Setting: Manage loyalty credits on qualifying bookings; set up automatic credits via Admin API or Shopify Flow.
3.17. Freshdesk (Automations & Webhooks)
• Feature/Setting: Auto-create tickets for manual point dispute resolution; webhook triggers on points module events.
3.18. Segment (Event Tracking & Destinations)
• Feature/Setting: Stream earned-rewards events to analytics and messaging destinations; configure event tracking and forwarding.
3.19. Marketo (Smart Campaigns)
• Feature/Setting: Trigger reward reminders; use smart lists and flows when loyalty score field is updated.
3.20. Zapier (Webhooks & Multi-Step Zaps)
• Feature/Setting: Connect CRM loyalty events to multiple endpoints; configure webhook catch and push to desired service.
3.21. Amazon SES (API Send)
• Feature/Setting: Send batch reward notification emails; integrate with CRM updates through API calls.

Benefits

4.1. Saves staff time by automating personalized, multi-channel reward communications.
4.2. Ensures customers receive immediate feedback and incentives for ongoing engagement.
4.3. Reduces missed opportunities due to manual errors or oversight of loyalty program thresholds.
4.4. Enhances customer satisfaction and repeat business with real-time program transparency.
4.5. Offers scalable integration, making loyalty management effortless as customer base grows.