Customer Relationship & Sales AutomationPurpose
1.2. Automated loyalty management increases retention, repeat purchase rates, and incentivizes word-of-mouth expansion for wholesale artificial plant clients.
1.3. Automate calculation, notification, and dissemination of points, tier status, and redemption options within customer lifecycle.
1.4. Automate unique referral code generation and tracking, merging loyalty data with CRM and email/sms channels for omnichannel program execution.
Trigger Conditions
2.2. Automate trigger on new user referral via personalized link or code.
2.3. Automate trigger based on milestone spend, consecutive month purchases, or reaching specific point thresholds.
2.4. Automate trigger on special event dates, e.g. customer anniversary or peak sale periods.
Platform Variants
3.1. Mailchimp
• Feature/Setting: Automate customer segmentation & reward campaign; configure Automated Customer Journeys for reward emails.
3.2. Klaviyo
• Feature/Setting: Automate point balance notifications via Flow Triggers; use "Added to List" and "Placing an Order" flows.
3.3. HubSpot CRM
• Feature/Setting: Automate property updates & workflow to assign loyalty tiers; use "Workflows" and "Custom Properties API".
3.4. Salesforce
• Feature/Setting: Automate using Process Builder or Flow Builder; use "Loyalty Management API" for reward calculation.
3.5. Shopify
• Feature/Setting: Automate loyalty with "Loyalty, Rewards & Referrals" app API for synthetic plant buyers.
3.6. Stamped.io
• Feature/Setting: Automate reward assignments via REST API after verified referrals or purchases.
3.7. Smile.io
• Feature/Setting: Automate loyalty action triggers using "Programmatic Triggers" and REST API for instant point updates.
3.8. Yotpo Loyalty
• Feature/Setting: Automate point distribution with "API Event Triggers" and webhook listeners.
3.9. Twilio SMS
• Feature/Setting: Automate reward notifications using Programmable Messaging API for referral/loyalty alerts.
3.10. SendGrid
• Feature/Setting: Automate reward and reminder emails using Marketing Campaigns API or transactional templates.
3.11. ActiveCampaign
• Feature/Setting: Automate customer journey mapping and point notification via "Automations" workspace.
3.12. Zoho CRM
• Feature/Setting: Automate loyalty record updates with Workflow Rules and "Zoho CRM API" field updates.
3.13. Gorgias
• Feature/Setting: Automate responses to point balance queries using "Macros" and "Webhook" extensions.
3.14. Zapier
• Feature/Setting: Automate integration between reward database and communication apps using Zaps and Webhooks.
3.15. LoyaltyLion
• Feature/Setting: Automate tier and reward calculations using "Event API" and scheduled reward automations.
3.16. Intercom
• Feature/Setting: Automate customer messaging upon reward events via "Custom Bots" and "Webhooks".
3.17. Facebook Messenger
• Feature/Setting: Automate referral and loyalty messaging via Messenger API and Messenger Flows.
3.18. ReferralCandy
• Feature/Setting: Automate issuance and tracking of referral rewards via "Webhook" and "API triggers".
3.19. AirTable
• Feature/Setting: Automate loyalty point tracking and status updates via custom script/API.
3.20. Google Sheets
• Feature/Setting: Automate updating referral stats/tiers by linking program database through Sheets API.
Benefits
4.2. Automated triggers drive engagement and foster repeated wholesale purchase behavior.
4.3. Automates personalized omnichannel notifications for maximum loyalty program impact.
4.4. Automated analytics reveal high-value synthetic plant clients and referrers.
4.5. Automating reward redemption streamlines program operations and supports scalable business growth.
4.6. Loyalty and referral program automation enhances word-of-mouth and increases customer lifetime value by automatedly sustaining engagement.