Sending loyalty offers to regular clients

Purpose

 1.1. Automatically deliver personalized loyalty offers to repeat clients, boosting retention and engagement.
 1.2. Reduce manual marketing tasks by programmatically distributing discounts or event invitations based on purchase behavior.
 1.3. Ensure timely, multichannel delivery of offers while tracking effectiveness per client and campaign.
 1.4. Centralize data-driven targeting of promotional material for regulatory-compliant alcohol marketing.

Trigger Conditions

 2.1. Client tagged as ‘regular’ in CRM or exceeds defined purchase threshold.
 2.2. Recurrent purchases within specific timeframes (e.g., monthly spend > $500 or 5 orders in 6 months).
 2.3. Anniversary of client’s first purchase or client’s birthday registered.
 2.4. Seasonal triggers (e.g., pre-holiday, product launches, exclusive tastings).
 2.5. Opens or clicks on prior marketing emails.

Platform Variants

 3.1. Salesforce
  • Feature/Setting: Marketing Cloud Journey Builder, trigger by Data Extension filter for loyalty tier.
  • Configure: Automated send flow to email/SMS channel based on client segment.
 3.2. HubSpot
  • Feature/Setting: Workflows → Deal or List-based triggers.
  • Configure: Action node to send offer email with personalization tokens.
 3.3. Twilio SMS
  • Feature/Setting: Programmable Messaging API, scheduled campaign.
  • Configure: HTTP POST with client phone, offer code, and opt-out compliance.
 3.4. SendGrid
  • Feature/Setting: Marketing Campaigns API, recipient segmentation.
  • Configure: API-triggered send with loyalty offer template linked to event.
 3.5. Mailchimp
  • Feature/Setting: Customer Journey builder, behavioral segment.
  • Configure: Event-based offer email with merge tags and coupon block.
 3.6. Klaviyo
  • Feature/Setting: Flow automation, triggered by repeat purchase metric.
  • Configure: Offer email or SMS with event/webhook trigger and dynamic content.
 3.7. ActiveCampaign
  • Feature/Setting: Automation builder, tagged contacts.
  • Configure: Email/SMS action tied to loyalty tag application.
 3.8. Braze
  • Feature/Setting: Canvas workflow, purchase event trigger.
  • Configure: Multichannel messaging step for offers after qualifying purchase.
 3.9. Marketo
  • Feature/Setting: Smart Campaigns, filters for frequency.
  • Configure: Scheduled batch email dispatch to loyalty group.
 3.10. Zoho CRM
  • Feature/Setting: Workflow Rules, Purchase count metric.
  • Configure: Workflow action sends offer email or adds to SMS campaign.
 3.11. Pipedrive
  • Feature/Setting: Automations, deal won stage.
  • Configure: Email with voucher on deal closure crossing a threshold.
 3.12. Intercom
  • Feature/Setting: Custom Bots trigger, customer tag set.
  • Configure: Automated message with loyalty reward in Messenger.
 3.13. Freshworks CRM
  • Feature/Setting: Workflow automations, client filter.
  • Configure: Email or WhatsApp send upon status update.
 3.14. Drift
  • Feature/Setting: Playbooks, segment by purchase behavior.
  • Configure: Automated offer pop-up or chat based on CRM import.
 3.15. WhatsApp Business API
  • Feature/Setting: Session message or template send.
  • Configure: HTTP API push with loyalty offer, defined contact list.
 3.16. Viber Business Messages
  • Feature/Setting: Transactional Message API, client event trigger.
  • Configure: Programmatic campaign send to mapped loyalty customers.
 3.17. Facebook Messenger API
  • Feature/Setting: Send API, triggered template message.
  • Configure: Personalized loyalty offer with quick reply to claim.
 3.18. Constant Contact
  • Feature/Setting: Contact List Segmentation, trigger campaign.
  • Configure: Automated email to regular clients with coupon code.
 3.19. MoEngage
  • Feature/Setting: Flows, event or segment trigger.
  • Configure: Multichannel push/email based on purchase segment.
 3.20. Airship
  • Feature/Setting: Automation engine, audience segment enter.
  • Configure: Push/email offer workflow when client enters loyalty group.
 3.21. Emarsys
  • Feature/Setting: Automation Center, behavioral triggers.
  • Configure: Email/SMS send for loyalty segment upon custom event.
 3.22. Iterable
  • Feature/Setting: Workflow Studio, user event or field trigger.
  • Configure: Personalized offer email or SMS upon recurrent buyer status.
 3.23. Gupshup
  • Feature/Setting: Messaging API, trigger by external webhook.
  • Configure: Send WhatsApp/Telegram message with promotional code.

Benefits

 4.1. Increases client retention by consistently rewarding repeat buyers.
 4.2. Streamlines multichannel marketing, reducing manual interventions.
 4.3. Enhances campaign analytics via automated tracking and feedback.
 4.4. Helps maintain compliance by embedding opt-out and regulatory requirements.
 4.5. Maximizes ROI by focusing promotions on high-value customer segments.