Purpose
1.2. Boost customer retention with real-time point accrual and redemption across online and offline channels.
1.3. Integrate marketing, POS, and e-commerce systems to ensure seamless and error-free loyalty experiences.
1.4. Provide personalized notifications, account updates, and promotional offers linked to loyalty activity.
1.5. Centralize reporting across all touchpoints for analytics and loyalty optimization.
Trigger Conditions
2.2. Points redemption requested at checkout or in customer self-service portal.
2.3. Registration for a loyalty program or update of contact information.
2.4. Referral or sharing actions on social channels.
2.5. Anniversary of customer sign-up or special marketing events.
Platform Variants
3.1. Shopify
• Feature: Shopify POS API — Configure 'Order Paid' webhook to trigger point accrual.
3.2. WooCommerce
• Feature: WooCommerce REST API — Use 'order.completed' event; POST to loyalty point endpoint.
3.3. Salesforce
• Feature: Marketing Cloud API — Configure 'Journey Builder' to award points on actions.
3.4. Square
• Feature: Square Loyalty API — Invoke 'AccrueLoyaltyPoints' and 'RedeemLoyaltyReward' endpoints.
3.5. Lightspeed
• Feature: Retail API — Configure webhook for 'sales.create' to increment points.
3.6. Mailchimp
• Feature: Automations — Trigger email when points threshold reached; pull point totals with API.
3.7. Twilio
• Feature: Messaging API — Send SMS after points credited or redeemed; configure with template messages.
3.8. Zendesk
• Feature: Triggers & Automations — Notify agents on redemption, auto-create tickets for exceptions.
3.9. HubSpot
• Feature: Workflow Automation — Update customer properties when points are awarded or redeemed.
3.10. SendGrid
• Feature: API-triggered transactional emails — Deliver reward confirmation on point redemption.
3.11. Zoho CRM
• Feature: Custom Function — Use Deluge script to adjust point balance at each qualifying action.
3.12. Microsoft Dynamics
• Feature: Power Automate Flow — Link contact event triggers to point modules via CDS.
3.13. Stripe
• Feature: Webhook for successful payment — Connect to point-awarding logic backend.
3.14. Google Sheets
• Feature: App Script — Append transactions and calculate loyalty points, update on change event.
3.15. Airtable
• Feature: Automations — Use Scripts to sum points, trigger on new purchase row.
3.16. Intercom
• Feature: Messenger automation — Notify customers in-app of new point accrual.
3.17. Klaviyo
• Feature: Flow Trigger — Email upon point changes, using profile properties.
3.18. Oracle NetSuite
• Feature: SuiteScript — Automate ledger entry for every loyalty point transaction.
3.19. PayPal
• Feature: Webhook event 'PAYMENT.SALE.COMPLETED' — Update loyalty system via callback.
3.20. QuickBooks Online
• Feature: Invoice paid trigger — API push to update customer points ledger.
3.21. Magento
• Feature: Event Observer — Configure event on order save to trigger point calculation.
3.22. Slack
• Feature: Incoming Webhooks — Post notifications to team on large point redemptions.
3.23. ActiveCampaign
• Feature: Automations — Tag users when thresholds hit, send loyalty emails.
3.24. Freshdesk
• Feature: Automations — Alert support for point-related customer inquiries.
3.25. LoyaltyLion
• Feature: API endpoints for awarding/redeeming points; sync with e-commerce actions.
Benefits
4.2. Increased repeat purchases, referrals, and customer engagement.
4.3. Real-time feedback and communication minimize customer friction.
4.4. Simplified staff workflows, reducing manual tracking and errors.
4.5. Actionable insights from integrated analytics drive business growth.