Purpose
1.2. Distribute rewards such as discounts, free merchandise, or exclusive offers based on point balances.
1.3. Deliver customer engagement communications and track redemption status.
1.4. Reduce manual work, increase retention, and provide real-time customer updates.
Trigger Conditions
2.2. Customer account registration or sign-in.
2.3. Periodic campaign-based triggers (e.g., monthly reward cycles).
2.4. Redemption request or points threshold crossed.
Platform Variants
• Feature/Setting: Workflow Rule – Trigger on purchase record creation; use Apex for points calculation and outbound messaging.
3.2. Shopify
• Feature/Setting: Script Editor/Liquid API – Execute script on checkout; update customer metafields for point balance.
3.3. Stripe
• Feature/Setting: Webhooks – Listen for payment intent succeeded events; trigger loyalty script.
3.4. SendGrid
• Feature/Setting: Transactional Template API – Send points statement and offer emails post-purchase.
3.5. Twilio SMS
• Feature/Setting: Messaging API – Trigger SMS updates to customers for rewards earned.
3.6. Mailchimp
• Feature/Setting: Automation Journey – Enroll users after reward triggers, send loyalty program updates.
3.7. HubSpot
• Feature/Setting: Workflow Automation – Calculate and update contact properties; trigger milestone emails.
3.8. Zoho CRM
• Feature/Setting: Custom Functions – Invoke on purchase record, update loyalty field.
3.9. Microsoft Power Automate
• Feature/Setting: Scheduled/instant flow – Combine Sales data, calculate, and store points in database.
3.10. Google Sheets
• Feature/Setting: App Script Trigger – On form submission (purchase log), auto-update points in customer row.
3.11. Pipedrive
• Feature/Setting: Workflow Automation – Trigger on deal win, allocate loyalty points to contact.
3.12. WooCommerce
• Feature/Setting: Plugin API Hook (e.g., woocommerce_order_status_completed) – Update loyalty table and email notification.
3.13. Square POS
• Feature/Setting: Webhook – Listen for completed transaction, update customer notes or tags with points.
3.14. Freshdesk
• Feature/Setting: Automations – Trigger thank-you emails or reward vouchers after ticket marked as resolved with purchase.
3.15. Slack
• Feature/Setting: Incoming Webhooks – Notify internal staff channel of large rewards or milestones.
3.16. QuickBooks Online
• Feature/Setting: API Automations – Synchronize sales receipts; allocate and track loyalty payouts as credits.
3.17. Intercom
• Feature/Setting: Automated Messages – In-app/push notification to user when new reward available.
3.18. Klaviyo
• Feature/Setting: Flow Trigger – Post-purchase event generates reward or point balance campaign.
3.19. Airtable
• Feature/Setting: Automation Script – Purchase log triggers points calculation, reward column update.
3.20. Amazon SES
• Feature/Setting: SendEmail API – Automated high-volume reward notifications or reminders.
3.21. LoyaltyLion
• Feature/Setting: Event API – Connect to purchase events, manage all reward and point actions natively.
3.22. ActiveCampaign
• Feature/Setting: Automation Sequence – Set up for point threshold met; automated reward dispatch.
Benefits
4.2. Minimizes errors and manual calculation of points.
4.3. Enables rapid, multi-channel engagement and drives repeat purchases.
4.4. Delivers data-driven insights for personalized marketing.
4.5. Enhances customer satisfaction with instant rewards and status updates.