Manage and update loyalty rewards automatically

Purpose

1.1. Automate the tracking, management, accrual, and redemption of customer loyalty points for Anago restaurant, ensuring real-time updates across POS, CRM, marketing, and analytics systems.
1.2. Increase customer retention, streamline staff workload, trigger personalized promotions, and provide accurate reporting by linking all digital touchpoints with the loyalty rewards database.

Trigger Conditions

2.1. Customer completes a dine-in, takeout, or delivery transaction.
2.2. Customer profile updated (signup, referral, birthday, feedback submission).
2.3. Redemption event (points used in transaction or online order).
2.4. Promotional campaign initiation or completion.
2.5. Milestone reached (e.g., 10th visit, $100 spent, seasonal event).

Platform Variants

3.1. Square POS
• Feature/Setting: Use ‘Transactions API’ to detect sales and update customer records.
• Sample: Configure webhook to POST sales data to the automation endpoint.
3.2. Toast POS
• Feature/Setting: ‘Loyalty API’ fetches and updates point balances in real-time.
• Sample: Schedule API sync after every closed check.
3.3. Lightspeed
• Feature/Setting: ‘Customers API’ triggers upon order closed for reward adjustment.
• Sample: Listen for completed order webhooks.
3.4. Shopify POS
• Feature/Setting: ‘Customer Update’ webhook triggers loyalty update.
• Sample: Enable Customer update and Order paid events.
3.5. Zendesk Sell
• Feature/Setting: ‘Leads API’ automatically sets reward status fields on ticket closed.
• Sample: Map custom fields to loyalty milestones.
3.6. Salesforce
• Feature/Setting: ‘Marketing Cloud Journey Builder’ adds/removes points on interactions.
• Sample: Integrate with POS feed for data-driven journeys.
3.7. HubSpot
• Feature/Setting: ‘Workflows’ add custom loyalty points properties for each customer.
• Sample: Use contact property triggers for points allocation.
3.8. Mailchimp
• Feature/Setting: ‘E-commerce API’ triggers reward emails for specific events.
• Sample: Use purchase completion as event for reward notifications.
3.9. Twilio SMS
• Feature/Setting: Send programmatic reward updates via ‘Programmable Messaging API’.
• Sample: Trigger SMS on loyalty update or milestone reward.
3.10. SendGrid
• Feature/Setting: Use ‘Transactional Templates API’ for loyalty email updates.
• Sample: Configure automated emails upon points accrual/redeem events.
3.11. Google Sheets
• Feature/Setting: ‘Sheets API’ appends new loyalty events and balances.
• Sample: Automation writes a new row with each transaction.
3.12. Slack
• Feature/Setting: ‘Incoming Webhooks’ posts instant notifications to staff channels.
• Sample: Alert team when customer redeems a large points value.
3.13. Zapier
• Feature/Setting: Triggers cross-platform actions for loyalty point updates.
• Sample: Connect POS to CRM and marketing tools for synchronized updates.
3.14. Klaviyo
• Feature/Setting: ‘Profile API’ automates segmentation by current loyalty balance.
• Sample: Tag customers exceeding loyalty threshold with special offers.
3.15. Eagle Eye
• Feature/Setting: ‘Loyalty Module API’ allocates and redeems digital rewards.
• Sample: Configure integration with POS sales API for auto-points issue.
3.16. Punchh
• Feature/Setting: ‘Loyalty Events API’ logs visits and redemptions for each customer.
• Sample: Set webhook for check-in or redemption actions.
3.17. Fivestars
• Feature/Setting: 'API endpoint' for customer check-ins/visit tracking.
• Sample: Auto-update loyalty balance after each qualifying action.
3.18. Paytronix
• Feature/Setting: ‘API Gateway’ for reward accruals on eligible purchases.
• Sample: Trigger automation after payment finalization.
3.19. Loyverse
• Feature/Setting: ‘API Webhooks’ push real-time loyalty transaction data.
• Sample: Push event to automation workflow on customer’s point activity.
3.20. Microsoft Dynamics 365
• Feature/Setting: ‘Customer Insights API’ syncs loyalty status across marketing and sales.
• Sample: Automated field updates or trigger workflows on score changes.
3.21. Oracle MICROS
• Feature/Setting: ‘Simphony API’ extracts completed transaction data for loyalty logic.
• Sample: API-triggered record update for loyalty status.
3.22. Zoho CRM
• Feature/Setting: ‘Workflow Rules/API’ applies changes to loyalty custom fields.
• Sample: Points increment rule after invoice closed.
3.23. Yotpo Loyalty & Referrals
• Feature/Setting: ‘Events API’ records point accruals, referrals, and redemptions.
• Sample: Automated referral bonus credit via API after successful referral.

Benefits

4.1. Eliminates manual tracking of loyalty points.
4.2. Enables omni-channel engagement with instant reward notifications.
4.3. Reduces errors and fraud by real-time sync.
4.4. Drives repeat visits through timely, personalized incentives.
4.5. Simplifies reporting and forecasting with centralized data.
4.6. Integrates transparently with existing restaurant and marketing systems.
4.7. Frees staff to focus on service, not admin.
4.8. Scales easily as customer base grows or as programs evolve.