Loyalty point accrual and rewards notifications

Purpose

1.1. Automate loyalty point accrual and real-time rewards notifications for customers after qualifying purchases.
1.2. Reduce manual tracking of rewards, ensuring consistency and eliminating errors in point updates.
1.3. Boost customer retention and encourage repeat visits by providing instant updates and incentives upon qualifying actions.
1.4. Integrate digital channels (SMS, email, app, chatbot, push) for omnichannel notification delivery based on customer preference.
1.5. Provide rich reporting for staff to track engagement, redemption, and campaign results.
1.6. Sync loyalty data with CRM, reservation platforms, and POS for holistic customer profiles.
1.7. Support custom reward rules (tiered, time-limited, personalized offers, birthday/anniversary bonuses).

Trigger Conditions

2.1. Customer completes a purchase, reservation, or online order with receipt data captured.
2.2. Member scan of digital loyalty card at POS or mobile app.
2.3. Anniversary, birthday, or milestone event reaches date threshold.
2.4. Customer reaches new loyalty tier, triggers special notification.
2.5. Redemption of accumulated points or reward item.
2.6. Opt-in to loyalty program (welcome notification).
2.7. Referral completion (referrer and referee).

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API; configure POST /Messages with customer’s phone, templated reward message.
3.2. SendGrid
• Feature/Setting: Send Email API; set trigger → Send dynamic email with point balance and next reward hint.
3.3. Mailchimp
• Feature/Setting: Transactional Email Webhook; trigger via event → send reward updates using customer segmentation.
3.4. Salesforce Marketing Cloud
• Feature/Setting: Journey Builder API; auto-journey for point updates and reward notifications.
3.5. HubSpot
• Feature/Setting: Workflows → “Send Email” action; configure trigger on loyalty status change.
3.6. WhatsApp Business API
• Feature/Setting: Messages endpoint; configure automated template message for points accrual.
3.7. Slack
• Feature/Setting: Webhook/Incoming Message; restaurant team receives instant alerts of top customer rewards.
3.8. Zoho CRM
• Feature/Setting: Workflow Rule linking “Purchase” event to Points field update and notification email.
3.9. Shopify
• Feature/Setting: Order webhook; use Script Editor or Function to update points and email via external trigger.
3.10. Shopify Flow
• Feature/Setting: Pre-built templates to trigger email/SMS on order or points milestone.
3.11. Microsoft Power Automate
• Feature/Setting: When new row in loyalty table, auto-send email/SMS notification step.
3.12. Firebase Cloud Messaging
• Feature/Setting: Trigger push notification to app users with reward or points info.
3.13. ActiveCampaign
• Feature/Setting: Automation builder; configure trigger “points updated”, action “send campaign/message”.
3.14. Pipedrive
• Feature/Setting: Workflow automation; “Deal won” adds points, sends email via Mail API.
3.15. Google Sheets
• Feature/Setting: App Script or Webhook on row update; triggers notification script.
3.16. Stripe
• Feature/Setting: Payment succeeded webhook; points logic in script, send notification via email API.
3.17. Intercom
• Feature/Setting: Custom bot to message users as their points balance changes or reward earned.
3.18. Square POS
• Feature/Setting: Loyalty API “Accrual” event triggers customer notification via preferred channel.
3.19. WooCommerce
• Feature/Setting: Hook “woocommerce_order_status_completed”; custom trigger for rewards email/SMS.
3.20. Klaviyo
• Feature/Setting: Event API/Event Flow triggers; dynamic reward campaign with conditional filters.
3.21. Zendesk
• Feature/Setting: Trigger notification to support or marketing team for VIP/loyalty milestones.
3.22. Facebook Messenger API
• Feature/Setting: Send automated chat messages when points accrue/rewards are earned.

Benefits

4.1. Fast, accurate loyalty recognition increases customer satisfaction and trust.
4.2. Multichannel delivery meets customers on preferred platforms.
4.3. Reduces staff workload, enabling focus on service, not admin.
4.4. Enables highly targeted follow-ups and re-engagements.
4.5. Real-time data powers analytics on campaign and customer trends.
4.6. Seamless integration with sales transactions for end-to-end automation.
4.7. Enhances brand image with timely, personal communication.
4.8. Supports growth of loyalty program and participation rates.