Loyalty program points allocation and tracking

**Purpose**

1.1. Automatedly allocate, manage, and track loyalty program points in real-time for customers of Arab restaurants in Food & Beverage sector.
1.2. Automate accumulation, redemption, and expiration of points to streamline customer retention, enhance repeat visits, and provide actionable analytics for marketing.
1.3. Automate integration between POS, CRM, marketing, and customer support systems for seamless loyalty experience.
1.4. Automate delivery of notifications, offers, and rewards to maximize program engagement.

**Trigger Conditions**

2.1. Customer completes a qualifying purchase via POS or online order.
2.2. Customer checks in through a loyalty app or scans a QR code in-restaurant.
2.3. Manual adjustment by staff or customer service (e.g., special promotions).
2.4. Redemption request initiated in app or by staff.
2.5. Points expiration dates reached (scheduled automation).
2.6. Customer milestone (e.g., birthday, visit count) reached in CRM.
2.7. Referral or social media engagement events.

**Platform Variants**

3.1 Salesforce
• Feature/Setting: Configure Loyalty Management Module → Automate rules for point accrual, redemption, and notifications using Salesforce Flow and API.

3.2. Square POS
• Feature/Setting: Automate loyalty enrollment, points attribution, and automated tracking using Square Loyalty API.

3.3. Lightspeed
• Feature/Setting: Integrate Loyalty Settings → Automate point earning per order using Lightspeed API.

3.4. Toast
• Feature/Setting: Automate loyalty program operations and integrations with CRM using Toast API and automator webhooks.

3.5. Oracle MICROS Simphony
• Feature/Setting: Configure Loyalty Integration → Automated point capture using Simphony API with scheduled sync.

3.6. HubSpot CRM
• Feature/Setting: Use Workflows and Custom Properties to automate and track loyalty points; integrate with marketing campaigns API.

3.7. Zoho CRM
• Feature/Setting: Automate loyalty fields and set up custom automations with Zoho’s Deluge scripting & API.

3.8. Shopify
• Feature/Setting: Use Shopify Scripts to automate point allocation on purchase; automate customer reminders using Shopify Flow.

3.9. WooCommerce
• Feature/Setting: Configure a Loyalty extension; automate points on orders using WooCommerce REST API.

3.10. Mailchimp
• Feature/Setting: Automate segmented emails based on loyalty status using Mailchimp Automations API.

3.11. Twilio SMS
• Feature/Setting: Automate reward, status, and promotional notifications via SMS using Programmable Messaging API.

3.12. SendGrid
• Feature/Setting: Automate transactional and promotional email for points updates and notifications with SendGrid API.

3.13. Slack
• Feature/Setting: Automate loyalty status messages to staff or admins using Slack Incoming Webhooks.

3.14. Zendesk
• Feature/Setting: Automator triggers to open customer service tickets upon loyalty point issues via Zendesk API.

3.15. Freshdesk
• Feature/Setting: Use Freshdesk Automations to initiate support workflows on loyalty point errors.

3.16. Google Sheets
• Feature/Setting: Automate logging and reporting of loyalty points via Sheets API; integrate with forms for manual updates.

3.17. Notion
• Feature/Setting: Automate database updates for loyalty activity with Notion API and scheduled automators.

3.18. Airtable
• Feature/Setting: Automated tracking with Airtable Scripts, sync loyalty data between Airtable and POS/CRM via API.

3.19. QuickBooks
• Feature/Setting: Automate accounting entries related to redeemed loyalty points using QuickBooks Online API.

3.20. Klaviyo
• Feature/Setting: Automate loyalty-based segmentation and targeted flows using Klaviyo’s Flows and Metrics API.

3.21. Pipedrive
• Feature/Setting: Automate customer pipeline updates and loyalty point status using Pipedrive API.

3.22. ActiveCampaign
• Feature/Setting: Automate loyalty-triggered campaign workflows via ActiveCampaign Automation Builder.

3.23. Intercom
• Feature/Setting: Automated in-app messaging on point balances using Intercom API triggers.

3.24. Zapier
• Feature/Setting: Automate workflows between loyalty point triggers and multi-app destinations using point-in/time-based Zaps.

**Benefits**

4.1. Automated loyalty points system eliminates manual effort, reducing human error and saving staff time.
4.2. Automate personalized marketing communication based on real-time loyalty status for improved customer engagement.
4.3. Automating tracking enhances visibility and consistency across platforms.
4.4. Enables automated insights into customer behavior and ROI of loyalty campaigns.
4.5. Increases customer retention with seamless, automated rewards processes and timely reminders.
4.6. Automation allows scalable growth across multiple restaurant locations.