Returning customer loyalty program management

Purpose

1.1. Automate the identification, enrollment, communication, and rewards management for returning digital printing customers to boost retention, repeat business, and customer lifetime value.
1.2. Automates loyalty program workflows, including tracking purchases, updating tiers, issuing rewards, and re-engaging lapsed customers without manual intervention.
1.3. Automatable segmentation of high-value customers for targeted promotions and streamlined integration with e-commerce, CRM, and marketing channels.

Trigger Conditions

2.1. Automated customer return detection via CRM or POS (e.g., repeat purchase within set timeframes).
2.2. Automatable web form or app submission by recurring clients.
2.3. Automated receipt of customer milestone (e.g., 5th order, total order value threshold).
2.4. Scheduled automation for loyalty tier review or point expiration notifications.

Platform Variants

3.1. Salesforce
• Feature/Setting: Workflow Rules for automated customer tracking and API endpoint /services/data/vXX.X/sobjects/Contact.
3.2. HubSpot
• Feature/Setting: Workflows for lifecycle stage automation; API: /contacts/v1/contact.
3.3. Zoho CRM
• Feature/Setting: Automation rules for loyalty tagging; API: /crm/v2/Contacts.
3.4. Mailchimp
• Feature/Setting: Automated Journeys for loyalty email sequences; API: /automations/{workflow_id}.
3.5. ActiveCampaign
• Feature/Setting: Automation builder for customer tagging and follow-up; API: /api/3/contacts.
3.6. Klaviyo
• Feature/Setting: Automated Flows for loyalty communications; API: /api/v2/list.
3.7. Shopify
• Feature/Setting: Flow app for automating loyalty triggers; API: /admin/api/2023-04/customers.
3.8. WooCommerce
• Feature/Setting: AutomateWoo for loyalty rules; API: /wp-json/wc/v3/customers.
3.9. Square
• Feature/Setting: Loyalty API for automated reward accrual and redemption; API: /v2/loyalty/accounts.
3.10. Stripe
• Feature/Setting: Webhooks for transaction-driven automation; API: /v1/customers.
3.11. Twilio SMS
• Feature/Setting: Programmable Messaging for automated loyalty updates; API: /2010-04-01/Accounts/{AccountSid}/Messages.json.
3.12. SendGrid
• Feature/Setting: Marketing Campaigns automation for loyalty emails; API: /v3/marketing/campaigns.
3.13. Brevo (ex. Sendinblue)
• Feature/Setting: Automation workflows for reward notifications; API: /v3/contacts.
3.14. Intercom
• Feature/Setting: Automated in-app loyalty messaging; API: /contacts.
3.15. Zendesk
• Feature/Setting: Triggers for automatic support-based loyalty notifications; API: /api/v2/users.
3.16. Pipedrive
• Feature/Setting: Deal automations for returning customers; API: /v1/persons.
3.17. Microsoft Dynamics 365
• Feature/Setting: Power Automate workflows for customer segmentation; API: /api/data/v9.0/contacts.
3.18. Marketo
• Feature/Setting: Smart Campaigns for loyalty engagement; API: /rest/v1/leads.json.
3.19. Eloqua
• Feature/Setting: Program Canvas for automated journeys; API: /api/REST/2.0/assets/contact.
3.20. LoyaltyLion
• Feature/Setting: Automated reward assignment; API: POST /v2/customers/{id}/points.
3.21. Yotpo
• Feature/Setting: Automated SMS/email loyalty notifications; API: /core/v3/customers.
3.22. Gist
• Feature/Setting: Automated campaigns for reward reminders; API: /contacts.
3.23. Customer.io
• Feature/Setting: Automated messages for loyalty program events; API: /v1/customers.
3.24. QuickBooks Online
• Feature/Setting: Automated reporting for repeat customer spend; API: /v3/company/{companyId}/customer.
3.25. Google Sheets
• Feature/Setting: Apps Script automation for customer data sync; API: /spreadsheets/{spreadsheetId}/values.

Benefits

4.1. Automates customer loyalty workflows, reducing manual errors and ensuring consistent customer experiences.
4.2. Automation enables faster, targeted engagement, personalized rewards, and timely follow-ups to maximize retention.
4.3. Automatable processes increase efficiency of marketing operations and facilitate data-driven loyalty decision-making.
4.4. Automator seamlessly links CRM, ecommerce, and communication stacks, unlocking a holistic customer experience via automation.
4.5. Scales loyalty program management effortlessly with automated tracking, segmentation, notifications, and feedback collection.