Loyalty program point calculation and notifications

Purpose

1.1. Automate the process of loyalty point calculation based on customer purchases, service bookings, referrals, and special events.
1.2. Automates immediate awarding and deduction of loyalty points by integrating with POS, CRM, and online booking systems.
1.3. Automate dynamic campaign-based bonus point allocation and automated expiry of points.
1.4. Automated notifications via multiple channels (SMS, email, push, WhatsApp) to inform customers about point updates, promotions, and redemption opportunities.
1.5. Centralize all loyalty interactions to provide a seamless customer reward experience and enhanced engagement.

Trigger Conditions

2.1. Customer completes a retail transaction (in-store or online).
2.2. Customer books or completes a service appointment.
2.3. Referral registration or successful purchase by a referred contact.
2.4. Special campaigns or automatable promotional triggers (e.g., customer birthday, festivals, first purchase).
2.5. Points expiry approaching or occurring.
2.6. Redemption action initiated via website, mobile app, or in-person.

Platform Variants

3.1. Salesforce
• Feature/Setting: Automate workflow rules or Flow Builder to trigger loyalty point adjustments and notifications.
• API: Automate invoking the REST API to update custom Loyalty object and email customers.

3.2. Zoho CRM
• Feature/Setting: Automation rules for post-purchase custom functions to update 'Loyalty Points'.
• API: Automate Zoho CRM API for point balance modification.

3.3. Shopify
• Feature/Setting: Configure Flow conditions to automate point allocation post-checkout.
• API: Automate Admin API for customer metafield update.

3.4. Lightspeed POS
• Feature/Setting: Automate webhooks for completed purchase events to reward points.
• API: Use Custom API integration for loyalty module.

3.5. Square
• Feature/Setting: Automated Loyalty API to accrue points and trigger notifications.
• API: Automate Points Accrual and Loyalty Promotions API endpoints.

3.6. Twilio SMS
• Feature/Setting: Automate programmable messaging to send loyalty updates and promotional alerts.
• API: Configure Messaging API with dynamic templates.

3.7. SendGrid
• Feature/Setting: Automate Transactional Email API to deliver point notifications.
• API: Use Mail Send endpoint with templated messages.

3.8. WhatsApp Business API
• Feature/Setting: Automate HSM template push for loyalty activities.
• API: Configure notifications via Business API sandbox.

3.9. Firebase Cloud Messaging
• Feature/Setting: Automate app push notifications for loyalty points status.
• API: Automate trigger via FCM Send API.

3.10. Mailchimp
• Feature/Setting: Automate conditional campaigns for point balance reminders and expiry alerts.
• API: Automate with Transactional API for instant emails.

3.11. HubSpot
• Feature/Setting: Automate workflow automator to update contact record with points and send automated notifications.
• API: Automate Engagements and Custom Properties APIs.

3.12. Microsoft Dynamics 365
• Feature/Setting: Power Automate to update loyalty records, automate SMS/email via connectors.
• API: Automate with Customer Insights API.

3.13. Infobip
• Feature/Setting: Automate SMS/WhatsApp automation for instant notifications.
• API: Programmatically manage Communication Flow with API.

3.14. LoyaltyLion
• Feature/Setting: Automate rewards assignment rules and notification triggers.
• API: Automate via Rewards API and Webhooks.

3.15. API Gateway + Lambda (AWS)
• Feature/Setting: Automate custom scripts to compute and distribute points, invoke APIs for notifications.
• API: Automate execution via REST Endpoint and configured trigger.

3.16. Google Sheets
• Feature/Setting: Automate point tracking; triggers with Apps Script on form submission or row append.
• API: Automate via Sheets API for read/write events.

3.17. Slack
• Feature/Setting: Automate automated bot notifications to internal teams on milestone rewards.
• API: Automate Incoming Webhooks with point award notifications.

3.18. Trello
• Feature/Setting: Automate card creation for special loyalty events.
• API: Automate Power-Ups to log customer engagement.

3.19. Pabbly Connect
• Feature/Setting: Automate multi-step point calculation and chained notifications.
• API: Automate scenario builder for loyalty flows.

3.20. Webex Teams
• Feature/Setting: Automate automated bot reminders for loyalty campaigns within team channels.
• API: Automate Messages API for group communication.

Benefits

4.1. Automates reduction of manual interventions, boosting accuracy in loyalty calculations.
4.2. Automated notifications lead to higher customer engagement and satisfaction.
4.3. Enables automating customized campaigns for repeat business and retention.
4.4. Scales efficiently as loyalty events or customer base grows through automation.
4.5. Enables actionable insights and reporting from automated logs and notifications.
4.6. Streamlines the end-to-end loyalty journey by automating all critical touchpoints.