Loyalty program enrollment and reward tracking

Purpose

1.1. Automatedly enrolls customers in a digital loyalty program upon purchase, membership, or account creation.
1.2. Automates tracking of purchase history, point accrual, rewards eligibility, and redemption in real time for aromatherapy supply stores.
1.3. Enables automated communication of loyalty status, targeted offers, and reminders to drive repeat visits and increase customer retention.
1.4. Automates integration of loyalty data with marketing, POS, and CRM operations for seamless omnichannel experience.

Trigger Conditions

2.1. New customer account created in aromatherapy supply store system.
2.2. POS transaction finalized (online/offline).
2.3. Minimum purchase amount met or specific product bought (e.g., aromatherapy blend starter kits).
2.4. Customer opts in via website, app, or in-store survey.
2.5. Anniversary or special event dates detected in CRM database.
2.6. Loyalty member redeems or reaches a reward milestone.

Platform Variants

3.1. Shopify
• API: Customer Creation, Order Creation — automate enrollment and point accrual.
3.2. WooCommerce
• Webhooks: Order Paid, Customer Created — automates loyalty rule triggers.
3.3. Square
• Loyalty API: Create Loyalty Account, Accrue Points, Redeem Reward — automate tracking and redemptions.
3.4. Lightspeed Retail
• Integration: Customer Events, Sales Events — automates entry and progression in loyalty workflow.
3.5. Yotpo Loyalty & Referrals
• Events API: Event Tracked, Points Awarded — automate reward notifications and redemption.
3.6. Smile.io
• API: User Add, Earn Points, Trigger Rewards — automates engagement and reward fulfillment.
3.7. Twilio SMS
• SendMessage API: automate SMS alerts for points, promo reminders, redemption confirmations.
3.8. Mailchimp
• API: Add to List, Trigger Automation — automate email journey for loyalty enrollees.
3.9. ActiveCampaign
• API: Contact Added, Automation Trigger — automate reward communications and targeted campaigns.
3.10. Salesforce Marketing Cloud
• Contact Builder, Journey Builder Triggers — automates loyalty segment targeting and messaging.
3.11. Klaviyo
• Flow Triggers: Placed Order, Segment Change — automates personalized email follow-up.
3.12. Zendesk
• Triggers: Custom Field Updated — automate loyalty support and reward escalation.
3.13. HubSpot
• Workflow Triggers: Form Submitted, Property Change — automates nurture and points notification.
3.14. Google Sheets
• API: Append Row, Update Row — automate loyalty ledger, redemptions, and analytics.
3.15. Zoho CRM
• Workflow Rules: New Lead/Deal — automate loyalty level assignment and communication.
3.16. Pipedrive
• Webhooks: Deal Won, Activity Done — automate milestone rewards.
3.17. Slack
• Incoming Webhooks: automate notifications for in-store team on customer rewards update.
3.18. Airtable
• API: Create Record, Update Record — automate loyalty program database and reporting.
3.19. QuickBooks
• API: Sales Receipt Created — automate syncing sales and loyalty transactions.
3.20. Segment
• Track API: automate unified customer loyalty events across marketing stack.
3.21. Intercom
• Event Triggers: New User, Tag Added — automate loyalty engagement chat and alerts.
3.22. Zapier
• Automation: Multistep Zaps using triggers/actions above — orchestrate cross-platform loyalty flows.

Benefits

4.1. Automate routine loyalty enrollments, freeing staff for higher-value tasks.
4.2. Automatedly recognize and reward customer loyalty in real time.
4.3. Automator delivers consistent customer experience across multiple channels.
4.4. Immediate data sync and accurate tracking enable automating personalized marketing.
4.5. Automatable workflows identify top customers, increasing repeat visits and average order value.
4.6. Automation reduces human errors and manual data entry, boosting operational efficiency.
4.7. Automated loyalty communication builds emotional connection with health & beauty clients.
4.8. Automating reporting for program success and ROI measurement.