Customer Service and Support Automation**Purpose**
1.2. Deliver personalized rewards, targeted offers, or exclusive discounts, thus fostering repeat business and higher average order values.
1.3. Streamline staff workflow by eliminating manual tier updates and segmentation, ensuring timely tier updates for all customers.
1.4. Improve customer engagement and retention using dynamic recognition based on real-time data inputs across omni-channel touchpoints (in-store, online, mobile).
1.5. Enhance data accuracy and timely reporting on loyalty program effectiveness and individual customer status.
**Trigger Conditions**
2.2. Frequency count of transactions within a defined period (e.g., 5 visits/month).
2.3. Online account registration cross-referenced with in-store POS data sync.
2.4. Redemption of loyalty rewards or codes.
2.5. Referral activity or successful use of referral codes.
**Platform Variants**
- Feature/Setting: Workflow Rule using Process Builder; configure trigger on Opportunity “Closed Won” status, update Contact custom “Loyalty_Tier__c” field.
3.2. HubSpot
- Feature/Setting: Workflow Automation; enroll contacts in loyalty tier lists based on accumulated purchase property.
3.3. Mailchimp
- Feature/Setting: Tag Automation via Customer Journey Builder; set tags like “Gold Tier” when order value criteria are met.
3.4. Klaviyo
- Feature/Setting: Triggered Flows; use dynamic segments by total spent or product category, auto-attribute “VIP” tag.
3.5. Shopify
- Feature/Setting: Scripted Flow (Shopify Flow app); run logic on order creation/fulfillment to update customer metafield “loyalty_tier”.
3.6. WooCommerce
- Feature/Setting: REST API with Webhooks; configure webhook for new purchase, call update to assign custom loyalty taxonomy.
3.7. Zendesk
- Feature/Setting: Triggers & Automations; apply custom user fields or tags based on purchase record data via API.
3.8. Twilio
- Feature/Setting: SMS workflow; upon tier change, send notification via programmable SMS using REST API.
3.9. SendGrid
- Feature/Setting: Marketing Campaigns API; auto-update contact’s list status reflecting current tier for segmented mailouts.
3.10. Power Automate (Microsoft)
- Feature/Setting: Build automated workflows triggered by SharePoint list updates (customer logs or purchase records).
3.11. ActiveCampaign
- Feature/Setting: Automation Builder; adjust custom fields or tags upon e-commerce integration triggers for tier assignment.
3.12. Zoho CRM
- Feature/Setting: Workflow Rules; auto-update loyalty tier custom field based on sales or invoices linked to contact.
3.13. Segment
- Feature/Setting: Personas Computed Traits; assign tier attributes from aggregated event data.
3.14. Tray.io
- Feature/Setting: Automated workflow; map purchase events from e-commerce into CRM, update loyalty tier field.
3.15. Pipedrive
- Feature/Setting: Automation; set up trigger on deal status or custom field update, update “Loyalty Tier” custom property.
3.16. Intercom
- Feature/Setting: Customer Profile Automation; use Custom Bots or API to update tier field post-transaction.
3.17. LoyaltyLion
- Feature/Setting: Rule configuration; set tier thresholds and auto-assign upon qualifying activity uploads via CSV/API.
3.18. Yotpo
- Feature/Setting: Rewards Engine; adjust loyalty level based on event-driven API connection to order data.
3.19. Gorgias
- Feature/Setting: Automation Rule; tag customers in helpdesk based on loyalty status via Shopify or API input.
3.20. Smartsheet
- Feature/Setting: Workflow Automation; update sheet row (customer record) to reflect tier based on form or API push.
**Benefits**
4.2. Ensures program fairness and real-time recognition for loyal customers.
4.3. Enables targeted, tier-specific marketing campaigns, improving ROI.
4.4. Minimizes errors and discrepancies in tier eligibility tracking.
4.5. Enhances customer satisfaction with timely and consistent rewards experience.