Purpose
1.2. Remove manual tracking of customer rewards, ensuring instant recognition and increasing retention.
1.3. Enable personalized messages or coupons based on transaction data, driving further engagement.
1.4. Provide real-time reports to marketing teams for ongoing loyalty program optimization.
1.5. Support multi-channel communication for reward notifications (SMS, email, app, etc.).
Trigger Conditions
2.2. Customer’s loyalty account identified or created during purchase.
2.3. Verification that purchase meets program logic (e.g., threshold spend, product category, frequency).
2.4. No duplicate triggers for same transaction/customer within set time frame.
2.5. Optional — customer opts in to marketing communications to receive reward notifications.
Platform Variants
• Feature/Setting: Send SMS via Programmable Messaging API; configure auto-text to loyalty member on qualifying purchase.
3.2. SendGrid
• Feature/Setting: SMTP/API integration; trigger reward email using transactional template.
3.3. Salesforce Marketing Cloud
• Feature/Setting: Create triggered email journey based on new “qualifying purchase” record.
3.4. Mailchimp
• Feature/Setting: Automated journey; trigger reward campaign with merge tags for customer details.
3.5. Shopify
• Feature/Setting: Webhooks for “Order Paid”; API to update customer’s loyalty status and email reward.
3.6. HubSpot
• Feature/Setting: Workflow automation to enroll contact and send loyalty notification via email/SMS.
3.7. Zapier
• Feature/Setting: Multi-step zap starts on POS transaction, checks qualifier, then notifies recipient.
3.8. Slack
• Feature/Setting: Incoming Webhooks; notify loyalty team when reward is triggered using Slack API.
3.9. Microsoft Power Automate
• Feature/Setting: Automated flow watches POS data, triggers Outlook mail or Teams alert.
3.10. Square POS
• Feature/Setting: Webhook for payment event; Loyalty API to issue points/rewards.
3.11. WooCommerce
• Feature/Setting: Hook on “order complete”, use Loyalty API plugin to dispatch reward.
3.12. Klaviyo
• Feature/Setting: Event-based flow for product purchase, personalized email/SMS for rewards.
3.13. ActiveCampaign
• Feature/Setting: Automation tied to purchase “tag”; trigger loyalty email/sms and update CRM field.
3.14. Pipedrive
• Feature/Setting: Workflow Automation to update customer record and send reward via connected app.
3.15. Intercom
• Feature/Setting: Triggers auto-message in chat/email when purchase is recorded, via API.
3.16. Gorgias
• Feature/Setting: Ticket auto-generation for support follow-up when reward is triggered, via API integration.
3.17. Notion
• Feature/Setting: API update for dashboard tracking of all triggered loyalty rewards.
3.18. Google Sheets
• Feature/Setting: Append event row via API for every reward, powering analytics/notifications.
3.19. Bitrix24
• Feature/Setting: CRM Automation to assign reward workflow, trigger customer message.
3.20. LoyaltyLion
• Feature/Setting: API to create reward on qualifying purchase event, optional notification module.
3.21. Oracle Responsys
• Feature/Setting: Program orchestration for cross-channel reward notifications after POS event.
3.22. Freshdesk
• Feature/Setting: Workflow triggers follow-up tickets for customer queries upon reward issuance.
Benefits
4.2. Real-time customer recognition, immediate positive feedback loop.
4.3. Consistent and error-free reward operations; prevents missed opportunities.
4.4. Strengthens brand loyalty and customer lifetime value.
4.5. Enables granular reporting and campaign analysis for ongoing improvement.
4.6. Multi-channel response to maximize reach and customer satisfaction.
4.7. Seamless scalability across multiple locations or franchise partners.