Loyalty points tracking and reward notification

Purpose

1. Automate the tracking of loyalty points for each customer based on gold purchase, sale, or trade transactions.

2. Automatedly assign, update, and store points securely for future rewards eligibility.

3. Automate the monitoring of customer thresholds and trigger reward notification workflows.

4. Automate multi-channel customer notifications (SMS, email, app, WhatsApp) when reward points are earned or redeemable.

5. Automate integrations with CRM and POS to centralize gold transaction data for loyalty computation.

Trigger Conditions

1. Completion of qualifying gold purchase or sale.

2. Customer profile update in CRM or POS system.

3. Customer crosses a pre-set loyalty points milestone.

4. Scheduled (monthly/quarterly) checks for points status.

5. Automated loyalty campaign activation window.

Platform Variants

1. Salesforce

• Feature/Setting: Configure "Process Builder" or "Flow" for automated points tracking on Opportunity Close; connect with Loyalty Management API.
  

2. HubSpot

• Feature/Setting: Automate loyalty calculations via Custom Workflows using contact triggers and Webhooks.
  

3. Shopify

• Feature/Setting: Automate points tracking via Shopify Scripts and Loyalty Apps (e.g., Smile.io API) integrated with order events.
  

4. Magento (Adobe Commerce)

• Feature/Setting: Automator triggers via Magento Reward Points extension webhook for order complete and customer reward update.
  

5. WooCommerce

• Feature/Setting: Use WooCommerce Points and Rewards with REST API triggers to automate awarding and notification.
  

6. Twilio SMS

• Feature/Setting: Automated notification flows by triggering Programmable SMS API with points updates.
  

7. WhatsApp Business API

• Feature/Setting: Automate reward notification with template messages through WhatsApp API using "messageSend" endpoint.
  

8. SendGrid

• Feature/Setting: Automate email notifications with Transactional Templates and API call for reward alerts.
  

9. Mailchimp

• Feature/Setting: Automate targeted reward emails via event-driven Journeys and Custom Event API.
  

10. Zapier

• Feature/Setting: Automator “Zaps” linked to webhook triggers for loyalty tracking and reward notification.
  

11. Google Sheets

• Feature/Setting: Automate data sync via Google Sheets API for logging and updating loyalty points in real time.
  

12. Airtable

• Feature/Setting: Automate loyalty database updates using Airtable Automations triggered by transaction record changes.
  

13. Pipedrive

• Feature/Setting: Automate points update using Pipedrive Webhooks combined with Deal stage changes.
  

14. ActiveCampaign

• Feature/Setting: Automate reward notification via automated email Sequence triggered on points milestone.
  

15. Klaviyo

• Feature/Setting: Automate segment-driven email alerts using Profile Property trigger for loyalty points balance.
  

16. Freshdesk

• Feature/Setting: Automate ticket creation when points are queried, using Workflow Automator tied to contact events.
  

17. Intercom

• Feature/Setting: Automate in-app and email push notifications via Intercom Messaging API, based on user tags for points.
  

18. Zendesk

• Feature/Setting: Automate reward notification tickets using Zendesk Triggers and API.
  

19. Segment

• Feature/Setting: Automate segmentation and reward updates using Track API event ingestion.
  

20. Microsoft Power Automate

• Feature/Setting: Automate multi-system flows with scheduled and event-based Triggers for loyalty program actions.
  

21. Slack

• Feature/Setting: Automate internal staff notifications via Incoming Webhooks for loyalty milestone achievements.
  

22. Facebook Messenger API

• Feature/Setting: Automate reward alerts to customers via Messenger Send API using milestone event triggers.
  

23. Stripe

• Feature/Setting: Automate loyalty assignment with Webhooks on successful transaction events for gold purchases.
  

Benefits

1. Automatedly reduces manual effort and error in points tracking for large gold dealer customer bases.

2. Drives engagement and sales by automated, timely customer reward notifications.

3. Automates integration with marketing strategy, ensuring targeted campaigns reach relevant gold buyers/sellers.

4. Improves loyalty data centralization and analysis through automation for actionable insights.

5. Elevates customer retention with consistent, automated, real-time recognition of loyalty activities.