Marketing & Customer RetentionPurpose
1.2. Automate tracking of points earned, redeemable balances, and point expiration to optimize marketing and retention strategies.
1.3. Automatedly notify customers about updated point status and available rewards, increasing engagement and repeat business.
1.4. Automate cross-platform reporting for management review and campaign analysis.
Trigger Conditions
2.2. Successful payment or service confirmation event detected.
2.3. Customer profile creation, modification, or name match in master database.
2.4. Points redemption request via web, app, or direct staff entry.
2.5. Periodic automated triggers (e.g., monthly or annually) for bonus point accruals or status tiers.
Platform Variants
• Feature/Setting: Process Builder/Flow automation — triggers on Opportunity Closed Won event to update Loyalty Points custom object.
3.2. HubSpot
• Feature/Setting: Workflow automator — triggers on Deal Stage change, updates properties, sends points email.
3.3. Zoho CRM
• Feature/Setting: Workflow Rules/API — updates Points field and triggers webhook to external rewards system.
3.4. Microsoft Dynamics 365
• Feature/Setting: Power Automate Flow — automates points update via field mapping on Completed Services.
3.5. Shopify
• Feature/Setting: Webhook & Flow automator — automates calculation after order paid event.
3.6. WooCommerce
• Feature/Setting: Loyalty extension API — automate point accrual on order status change.
3.7. Stripe
• Feature/Setting: Webhook triggers — automates on successful payment, updates backend via REST API call.
3.8. Square
• Feature/Setting: Loyalty Program API — automate via sale_completed webhook; update with customer_id.
3.9. Lightspeed
• Feature/Setting: Automator API — runs loyalty update script post-transaction.
3.10. QuickBooks Online
• Feature/Setting: Webhook/API integration — automate point allocation after invoice payment.
3.11. Mailchimp
• Feature/Setting: Campaign Trigger API — sends automated points summary via transactional email.
3.12. ActiveCampaign
• Feature/Setting: Automation builder — triggers after tag applied for point accrual/update.
3.13. Twilio SMS
• Feature/Setting: Message API — send automated SMS updates about points after job or redemption.
3.14. SendGrid
• Feature/Setting: Transactional Templates — automates points confirmation email after event via REST API.
3.15. Gorgias
• Feature/Setting: Macro + API — automate ticket updates with points earned per customer interaction.
3.16. Intercom
• Feature/Setting: Custom Bots/Workflows — automatedly inform users of points status in live chat.
3.17. Slack
• Feature/Setting: Incoming Webhook — post automated loyalty updates in internal team channels.
3.18. Google Sheets
• Feature/Setting: Apps Script — automate appending and calculation of points in customer records.
3.19. Airtable
• Feature/Setting: Automations — performs automated point record updates on form submission.
3.20. Zendesk
• Feature/Setting: Triggers/HTTP Target — automatedly update external loyalty system after support ticket closure.
3.21. Klaviyo
• Feature/Setting: Flow Automation — automates loyalty point notification in email/SMS campaigns.
3.22. Typeform
• Feature/Setting: Webhook — updated automatedly on survey submission for bonus points.
3.23. Freshdesk
• Feature/Setting: Automator/Scenario automation — applies points for resolved service cases.
Benefits
4.2. Empowers real-time, automated customer engagement and retention.
4.3. Scalable automated process adapts to increased transaction volumes without staff overhead.
4.4. Automation enables rapid promotional adjustments for targeted loyalty campaigns.
4.5. Comprehensive audit trail for automated compliance and performance tracking.
4.6. Automator enhances customer satisfaction by ensuring instant reward feedback.