Marketing & PromotionsPurpose
1. Automate loyalty program tier upgrade notifications to inform carvery restaurant customers when they move to a new reward level.
2. Automatedly recognize increased customer engagement and spend, and reinforce loyalty.
3. Automation ensures real-time, consistent, and personalized communication for improved retention and customer lifecycle value.
4. Automating this process frees up staff time and eliminates manual errors in identifying and messaging tier upgrades.
5. Automates multi-channel communication for maximum reach (email, SMS, app, social).
Trigger Conditions
1. Customer’s reward point tally reaches a threshold triggering a tier upgrade.
2. Automated validation that the purchased item category qualifies for loyalty points (e.g., only carvery items within the restaurant).
3. Automated daily/weekly review of loyalty member statuses.
4. Recalculation of tier post-refund or adjustment, triggering automated downgrade/upgrade as needed.
Platform Variants
1. Twilio SMS
- Feature/Setting: Use Programmable Messaging API; configure trigger on loyalty CRM webhook; set message body template for upgrade; map client’s mobile number.
2. SendGrid
- Feature/Setting: Use Transactional Mail API; trigger email when loyalty status changes; personalize subject and body with new tier details.
3. Mailchimp
- Feature/Setting: Automate journeys; set audience trigger for status tag update; automated email action per tier.
4. Salesforce Marketing Cloud
- Feature/Setting: Journey Builder with API event trigger; automation for SMS/email based on status field.
5. HubSpot
- Feature/Setting: Workflow automation; trigger email/SMS on property change for loyalty tier.
6. ActiveCampaign
- Feature/Setting: Automate using 'Deal Stage' update trigger tied to loyalty CRM; send campaign per tier.
7. Klaviyo
- Feature/Setting: Configure flow using profile property (tier) change; automated notification via email/SMS.
8. Slack
- Feature/Setting: Webhook automation to internal channel; auto-alerts when a tier upgrade occurs for team visibility.
9. Zapier
- Feature/Setting: Automate multi-step workflow; trigger on CRM, send via email/SMS as per customer preference.
10. Microsoft Power Automate
- Feature/Setting: Automated cloud flow monitoring data source (CRM/SQL); send notification action via email/SMS teams.
11. Google Workspace (Gmail)
- Feature/Setting: Script automation via Apps Script on Sheets data update; sends automated email to customer.
12. OneSignal
- Feature/Setting: Use REST API to automate in-app push notification on tier change.
13. Freshdesk
- Feature/Setting: Automated ticket creation for manual follow-up (if customer opts out of digital delivery).
14. Intercom
- Feature/Setting: Automation via customer attribute update; sends in-app message or email.
15. Zendesk
- Feature/Setting: Trigger automation for custom field (tier) change; notifies via email or SMS add-on.
16. Pipedrive
- Feature/Setting: Custom workflow automation for deal/lead linked to loyalty; auto email/SMS via integration.
17. Shopify
- Feature/Setting: Flow automation on customer tag update for loyalty tier; sends template notification.
18. Zoho CRM
- Feature/Setting: Workflow rule on field change (tier); automates email/SMS action.
19. Facebook Messenger
- Feature/Setting: Automation via Messenger API; sends direct chat message on upgrade event.
20. Viber
- Feature/Setting: Use Public Account API; sends automated chat notification on tier change trigger.
Benefits
1. Automates timely notification delivery improving customer satisfaction and engagement.
2. Automation reduces manual workload for restaurant teams.
3. Seamlessly automates multi-channel reach based on customer preferences.
4. Automatedly increases upselling opportunities by highlighting new tier benefits.
5. Enhances data accuracy and reporting with every automated event logged.