Loyalty program point tracking and notifications

Purpose

1.1. Automate tracking of loyalty program points for cake decorating equipment customers to streamline customer engagement and drive repeat purchases.
1.2. Automatically update point balances based on eligible customer purchases and activities in real time.
1.3. Automatedly trigger point balance notifications via multiple channels (SMS, email, push), boosting customer retention through timely personalized engagement.
1.4. Automates rewards notification to prompt redemptions, promoting upsell/cross-sell opportunities.
1.5. Ensure compliance and audit trails via centralized, automated point transaction records.

Trigger Conditions

2.1. Automated point accrual on order completion in POS or e-commerce system.
2.2. Automated point redemption on checkout when customer applies loyalty code.
2.3. Automation of notifications on milestone achievements (e.g., 100 points earned).
2.4. Automating reminders when points are about to expire.
2.5. Automation on customer sign-up or tier upgrades.

Platform Variants

3.1. Twilio SMS
• Feature: Programmable Messaging API; auto-send SMS on events (order, redemption, milestone).
• Example: Use Twilio Message API to POST JSON with recipient, message template, and event trigger payload.
3.2. SendGrid
• Feature: Automated transactional email; configure dynamic templates to send point updates.
• Example: Configure SendGrid Event Webhook to trigger emails on loyalty events.
3.3. Mailchimp
• Feature: Automated marketing workflows; trigger customer journeys based on point accrual or expiry.
• Example: Use Mailchimp API to add customer to a journey at each event trigger.
3.4. Salesforce
• Feature: Automation Rules; update Contact custom fields with current points, trigger automations.
• Example: Set up a Process Builder flow on order creation to increment loyalty field.
3.5. HubSpot
• Feature: Workflows automation; auto-email/send in-app notification on loyalty triggers.
• Example: Automate workflow in HubSpot to send loyalty email on property change.
3.6. Shopify
• Feature: Scripted Shopify Flow; automate loyalty point calculation and notification after purchase.
• Example: Use Shopify Flow to trigger webhook on order paid, update points app, send notification.
3.7. Square
• Feature: Loyalty API; automate customer point accrual/redemption and automated notifications.
• Example: Configure Square Loyalty Automation to add points/invoke webhooks on purchase.
3.8. WooCommerce
• Feature: Loyalty/Points plugin automation; email notifications and point updates through hooks.
• Example: Use WooCommerce Points and Rewards Actions API to automate notifications.
3.9. ActiveCampaign
• Feature: Automated customer emails based on points segment.
• Example: Create automated sequence in ActiveCampaign on tag update or custom field change.
3.10. Klaviyo
• Feature: Automated flows for loyalty milestone; dynamic variable-driven emails/SMS.
• Example: Use Klaviyo Segment Triggered Flows for automated SMS/email when points increase.
3.11. Zapier
• Feature: Automation builder; connect POS to loyalty tool, automate notifications.
• Example: Create Zap for new sale in POS that triggers loyalty app update and notification.
3.12. Airtable
• Feature: Automation scripts; centralized points database, automate email via integrations.
• Example: Airtable Script automator to update points and email via SendGrid integration.
3.13. Slack
• Feature: Automated internal alerts for team on customer milestones.
• Example: Use Slack Incoming Webhook to post event in loyalty channel.
3.14. Microsoft Power Automate
• Feature: Automate flows between POS, CRM, and Mail; automate notifications and updates.
• Example: Power Automate Flow triggers on order, updates loyalty in Dynamics, sends email.
3.15. LoyaltyLion
• Feature: Points automation/tracking API; trigger notifications for every event.
• Example: Implement LoyaltyLion Webhook to push updates to notification channels.
3.16. Freshdesk
• Feature: Automate support ticket updates when points-related issues arise.
• Example: Ticket automator for loyalty queries triggering based on customer events.
3.17. Google Firebase
• Feature: Automated push notifications via Cloud Messaging on points activity in mobile app.
• Example: Firebase Cloud Function listens for Firestore update, sends automated push.
3.18. Intercom
• Feature: Automated customer messages based on loyalty status changes.
• Example: Use Intercom Event API to automate outbound messages on loyalty events.
3.19. Pipedrive
• Feature: Automation for deals linked to loyalty point thresholds.
• Example: Pipedrive Workflow automator to notify sales when customer hits point milestone.
3.20. Notion
• Feature: Automate database updates/logs of loyalty transactions and notifications to team.
• Example: API automation appends point log and triggers Notion notification.

Benefits

4.1. Automatedly reduces manual workloads for staff administering loyalty programs.
4.2. Automating increases accuracy and transparency of points tracking, reducing errors.
4.3. Automation improves customer retention with timely, consistent engagement.
4.4. Automates opportunities for upselling/cross-selling based on loyalty data.
4.5. Automated notification triggers enhance customer experience and encourage brand loyalty.
4.6. Automation accelerates issue resolution through internal alerts and workload distribution.
4.7. Automator streamlines reporting and compliance with real-time audit logs.
4.8. Automatable, scalable workflows to accommodate business growth effortlessly.