Loyalty program point updates

Purpose

1.1. Automate loyalty program point updates to track, adjust, and communicate points for customers purchasing outdoor furniture, ensuring up-to-date engagement, seamless reward management, fraud minimization, and personalized marketing actions.
1.2. Automating synchronizes multiple sales, support, and marketing channels, dynamically reflecting activities such as purchases, returns, referrals, reviews, and event participation for customer-facing and backend teams.

Trigger Conditions

2.1. Automator detects new sales transactions completed (POS, e-commerce, in-app).
2.2. Automation triggers on item returns or order cancellations.
2.3. Automated event—points earned for product reviews or social shares.
2.4. Automating manual staff adjustments (e.g., bonus allocation).
2.5. Automated scheduled batch reconciliation of point balances.
2.6. Automated low-balance threshold warnings.

Platform Variants

3.1. Salesforce
• Feature/Setting: Use REST API / Loyalty Management object triggers to automate updates upon new opportunity close events.
3.2. Shopify
• Feature/Setting: Enable webhook on order fulfillment/return, automating point recalculation via Admin API.
3.3. HubSpot
• Feature/Setting: Workflows with webhooks automate contact property updates (custom field: Loyalty Points).
3.4. Zendesk
• Feature/Setting: Automator sets Zendesk custom user field with incremental point values per solved ticket using triggers API.
3.5. Twilio SMS
• Feature/Setting: Automatedly sends SMS via Messaging API after point adjustment event.
3.6. Mailchimp
• Feature/Setting: Automatable audience tags or merge fields updated using Transactional API for personalized emails.
3.7. Microsoft Dynamics 365
• Feature/Setting: Automates loyalty points field via Power Automate flow upon invoice posting.
3.8. Square
• Feature/Setting: Automator uses Loyalty API to increment/decrement balances per POS sale or void.
3.9. WooCommerce
• Feature/Setting: Automates custom meta updates via webhook plugins when new order/return is detected.
3.10. SAP Commerce Cloud
• Feature/Setting: Automates point allocation rules engine and updates via OCC APIs.
3.11. Oracle NetSuite
• Feature/Setting: Automating SuiteScript RESTlet endpoint calls on sales transaction submission.
3.12. Klaviyo
• Feature/Setting: Automates profile property (Loyalty Points) updates using Track API event.
3.13. LoyaltyLion
• Feature/Setting: Automatedly calls Earn Points/Adjust Points API endpoint on e-commerce triggers.
3.14. Smile.io
• Feature/Setting: Automates Add/Remove Points API call upon checkout/return webhook events.
3.15. Gorgias
• Feature/Setting: Automator uses custom attributes update via REST API after customer support interaction.
3.16. Freshdesk
• Feature/Setting: Automates customer field update on ticket closure using Webhook Automations.
3.17. ActiveCampaign
• Feature/Setting: Automation changes custom field (Points Balance) after event/trigger via API.
3.18. Intercom
• Feature/Setting: Automated custom attribute increment by Webhook incoming event.
3.19. Zoho CRM
• Feature/Setting: Automates record update workflow for Loyalty Points module.
3.20. Google Sheets
• Feature/Setting: Automatedly updates row/cell via Sheets API as backend ledger for loyalty points balance per customer.

Benefits

4.1. Automation eliminates manual point adjustments, preventing errors and saving time.
4.2. Automating ensures customers see up-to-date point balances across all platforms.
4.3. Automator enables scalable, real-time engagement and reward-triggered communications.
4.4. Automated workflows lower operational overhead for loyalty programs as the customer base grows.
4.5. Automatedly structures omnichannel loyalty experiences, increasing customer satisfaction and retention.