Customer Service and CommunicationPurpose
1.2. Automatically reward customers based on purchase activity, feedback, or referrals, strengthening loyalty and lifetime value.
1.3. Differentiate customer experience with timely offers, bonus credits, or tier upgrades based on transactional or engagement triggers.
1.4. Reduce manual effort in loyalty management by automating notifications, reward calculations, and tier transitions.
1.5. Enable rapid and consistent recognition of key customers, building long-term partnerships within the building materials sector.
Trigger Conditions
2.2. Customer provides positive feedback or completes a targeted survey.
2.3. Anniversary of first order or customer registration.
2.4. Referral of new clients leading to successful completed orders.
2.5. Lack of orders from an account for a preset interval (e.g., 90 days), triggering win-back incentives.
2.6. Upgrade eligibility based on sustained buying activity or cross-product purchases.
Platform Variants
• Feature: Programmable SMS API
• Setting: Configure to send “You’ve earned a reward!” notifications; sample payload: message template + dynamic phone number.
3.2. SendGrid
• Feature: Email API
• Setting: Configure triggered “Loyalty Upgrade” email; set automation in Marketing Campaigns workflow.
3.3. Salesforce
• Feature: Process Builder / Flow Builder
• Setting: Create automatic rewards task and email, trigger on Opportunity Closed/Won > $15,000.
3.4. HubSpot
• Feature: Workflows + CRM integration
• Setting: CRM owner notified, contact receives reward points via workflow when new deal is created above target value.
3.5. Mailchimp
• Feature: Customer Journeys
• Setting: Automated email sends for loyalty tier promotion; trigger on “Tag added: High-Value”.
3.6. Shopify
• Feature: Shopify Flow / Script Editor
• Setting: Issue automatic discount code when order amount exceeds defined threshold.
3.7. Zapier
• Feature: Multi-step Zap automation
• Setting: Trigger on new row in loyalty spreadsheet, trigger SMS & email instantly.
3.8. ActiveCampaign
• Feature: Automation Builder
• Setting: Score increase automation sends personalized loyalty coupons to qualifying contacts.
3.9. Intercom
• Feature: Custom Bot/Outbound Notifications
• Setting: Notify users at purchase milestone via in-app or email chat for loyalty reminder.
3.10. Pipedrive
• Feature: Workflow Automation
• Setting: Add “Loyalty Program” label and email template to deal card when win condition met.
3.11. Google Sheets
• Feature: App Script trigger
• Setting: Script triggers loyalty status update when new qualifying order row entered.
3.12. Klaviyo
• Feature: Flow Triggers
• Setting: Set “VIP customer” property, trigger email reward sequence for buyers >$10k.
3.13. Slack
• Feature: Incoming Webhooks
• Setting: Alert sales/service team when loyalty trigger met, e.g., #customers channel notification.
3.14. Freshdesk
• Feature: Automations
• Setting: Customer receives ticket with exclusive loyalty program offer on feedback submission.
3.15. LoyaltyLion
• Feature: Triggers & Rules
• Setting: Assign points based on repeat orders or referrals, send automated engagement email.
3.16. Gorgias
• Feature: Rules Automation
• Setting: Tag and respond to loyal customers with a rewards message upon ticket creation.
3.17. Microsoft Power Automate
• Feature: Automated Workflow
• Setting: On CRM record update, launch loyalty points allocation task and email notification.
3.18. Airtable
• Feature: Automations
• Setting: Change “Loyalty” field and notify account manager when threshold met in order table.
3.19. WooCommerce
• Feature: Loyalty plugins/webhooks
• Setting: Trigger member tier advancement when order meets set spend criteria.
3.20. Zendesk
• Feature: Workflow Triggers
• Setting: Create automatic follow-up with loyalty incentive after X tickets closed for a client.
Benefits
4.2. Supports sales and account teams with timely notifications and actionable insights.
4.3. Delivers personalized, scalable loyalty experiences, boosting client satisfaction.
4.4. Provides measurable impact on revenue with more efficient rewards allocation.
4.5. Empowers competitive differentiation in the aluminum frames wholesale market.