Loyalty program points allocation and notification

Purpose

1.1. Automate the allocation of loyalty points to wholesale HVAC filter customers based on purchases or engagement.
1.2. Trigger real-time notifications (SMS, email, in-app, messaging) to inform customers of points earned.
1.3. Maintain accurate, transparent customer records to enhance retention, encourage repeat purchases, and incentivize large orders.
1.4. Integrate seamlessly with wholesale order management, CRM, and marketing communication systems.

Trigger Conditions

2.1. Completion of a qualifying purchase through e-commerce portal.
2.2. Reaching predefined order value thresholds.
2.3. Anniversary of business partnership or special promotional campaigns.
2.4. Completion of customer satisfaction surveys or referrals.

Platform variants

3.1. Salesforce
• Feature/Setting: Workflow Rule or Process Builder; configure to trigger on new Opportunity Closed-Won; update Loyalty Points Custom Object and send notification via Email Alert.
3.2. HubSpot
• Feature/Setting: Workflow Automation; trigger on deal close, use "Add property value" to increment points, "Send Email" for notification.
3.3. Mailchimp
• Feature/Setting: Transactional API (Mandrill); configure to trigger automated points notification emails.
3.4. Twilio
• Feature/Setting: Programmable SMS; set up REST API to send SMS when points are allocated.
3.5. SendGrid
• Feature/Setting: Marketing Campaigns; use API to trigger personalized points notification email.
3.6. Zoho CRM
• Feature/Setting: Workflow Rules; trigger Deluge script to update points and send notification.
3.7. Shopify Plus
• Feature/Setting: Shopify Flow app or Admin API; trigger on order completion to adjust loyalty tags and trigger notification flow.
3.8. WooCommerce
• Feature/Setting: Webhooks/REST API; trigger custom loyalty plugin, send notification via integrated email/SMS.
3.9. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow; trigger on sale/interaction, update contact record, send notification via Outlook API.
3.10. Pipedrive
• Feature/Setting: Webhooks; trigger automation platform to update loyalty score and notify via email.
3.11. Slack
• Feature/Setting: Incoming Webhooks; post channel or DM notifications to account managers when client points are credited.
3.12. Intercom
• Feature/Setting: Custom bots and message triggers; send in-app notifications when points are granted.
3.13. Freshdesk
• Feature/Setting: Automations; trigger customer emails when loyalty events occur.
3.14. ActiveCampaign
• Feature/Setting: Automation builder; "Add tag" for points, "Send Email" for notification.
3.15. Google Sheets
• Feature/Setting: Apps Script or API; log transaction, sum points, email notification with Gmail API.
3.16. Klaviyo
• Feature/Setting: Flows; trigger email/SMS when customer properties containing points are updated via API.
3.17. Zendesk
• Feature/Setting: Triggers & Targets; notify agents and send ticket updates when loyalty activity detected.
3.18. Magento
• Feature/Setting: Events & observers; trigger loyalty extension and notification triggers on order completion.
3.19. Oracle NetSuite
• Feature/Setting: SuiteScript; automate points assignment and trigger SuiteTalk API for emails.
3.20. Facebook Messenger Platform
• Feature/Setting: Send API; trigger message on points earned event post-purchase.
3.21. WhatsApp Business API
• Feature/Setting: Template Message API; send loyalty balance and updates immediately after allocation.

Benefits

4.1. Reduces manual entry and speeds up reward allocation.
4.2. Increases customer satisfaction via timely, personalized feedback.
4.3. Enhances marketer’s ability to analyze loyalty engagement and ROI.
4.4. Scalable to high-volume wholesale demands with reliable multi-channel delivery.
4.5. Supports integration with CRM, transactional, and analytics platforms for full loyalty program visibility.