Customer Support & RetentionPurpose
1.2. Automatedly track user activities, automate points allocation, automate segmentation, and automate targeted reward delivery.
1.3. Automate notifications for expiring rewards, automate tier upgrades, automate referral rewards, and automate performance analytics.
1.4. Automates personalized offers, member status updates, birthday rewards, and feedback-driven rewards to optimize repeat visits.
Trigger Conditions
2.2. Customer books a class, session, or swim slot (automated event-based triggers).
2.3. Points threshold reached or reward available (automated reward allocation).
2.4. Customer birthday, anniversary, or referral (automated special occasion automation).
2.5. Survey completed or feedback given (automated follow-up automation).
2.6. Reward redemption initiated or expiring reward detected (automate alerts/notifications).
2.7. Upgrade criteria or tier milestone achieved (automated status update).
Platform Variants
3.1. Salesforce
• Feature/Setting: Configure Loyalty Management API to automate member profile updates and reward assignment.
3.2. HubSpot
• Feature/Setting: Use Workflows to automate automated event triggers for point allocation and reward email automation.
3.3. Zoho CRM
• Feature/Setting: Create automated workflow rules for assigning loyalty status and sending automated notifications.
3.4. LoyaltyLion
• Feature/Setting: Webhooks for automating point allocation, custom rewards logic, and tier management.
3.5. Smile.io
• Feature/Setting: Use API to automate program enrolment, points updates, and personalized reward emails.
3.6. Yotpo Loyalty & Referrals
• Feature/Setting: Automate triggers through integrations and API to reward purchases, referrals, and engagement.
3.7. Klaviyo
• Feature/Setting: Segmentation and flow triggering for automated loyalty emails and reward reminders.
3.8. Mailchimp
• Feature/Setting: Automate loyalty campaign emails using automated tags synced from user activity.
3.9. Twilio
• Feature/Setting: SMS API for automating real-time reward notifications and reminders to members.
3.10. SendGrid
• Feature/Setting: Automated transactional reward emails using their automated email API endpoints.
3.11. Intercom
• Feature/Setting: In-app automated messages for reward thresholds and loyalty tier updates.
3.12. ActiveCampaign
• Feature/Setting: Automated loyalty segments and automator emails for point balance and offers.
3.13. Shopify Plus
• Feature/Setting: Automated Script Editor workflows or API to trigger loyalty points on purchase.
3.14. Stripe
• Feature/Setting: Use Stripe Webhooks for automating reward eligibility after payment events.
3.15. Segment
• Feature/Setting: Automatedly send user events to downstream loyalty systems for accurate tracking.
3.16. Google Sheets
• Feature/Setting: Automated logging of engagement, points, and reward status for internal tracking and triggers.
3.17. Zapier
• Feature/Setting: Automate loyalty workflows connecting CRM, email, and POS systems.
3.18. Typeform
• Feature/Setting: Automated survey completion triggers feedback-based rewards.
3.19. Oracle CX Loyalty
• Feature/Setting: Use Loyalty Service API to automate tier, segment, and reward triggers.
3.20. Lightspeed POS
• Feature/Setting: Automatedly assign points and update loyalty status after each transaction using loyalty plugin API.
3.21. Freshdesk
• Feature/Setting: Workflow automations to send loyalty reward notifications based on support interactions.
3.22. Monday.com
• Feature/Setting: Automate loyalty tasks and alerts for team follow-up using automation recipes.
Benefits
4.2. Reduces manual errors and friction by automating points, rewards, and status updates.
4.3. Automates feedback-loop to refine offers and drive program performance.
4.4. Ensures personalized loyalty experience with automated communication and segmentation.
4.5. Saves staff time with end-to-end process automation and real-time insights for management.