Purpose
1.2. Foster repeat visits and drive upsells by providing timely cues about eligible rewards via preferred customer communication channels.
1.3. Maintain accurate, real-time records and confirmations to minimize disputes and inform members about program milestones, bonus offers, or expiry reminders.
Trigger Conditions
2.2. Member redeems points for a reward at the counter, online portal, or mobile app.
2.3. Back-end loyalty program API or database posts an update to customer status.
2.4. System detects points nearing expiration or customer reaches a new tier.
Platform Variants
• Feature: Programmable Messaging API
• Configure webhook for accrual/redemption event; auto-send SMS using dynamic templates.
3.2. SendGrid
• Feature: Transactional Email API
• Trigger event-based email notification with dynamic substitution tags.
3.3. Firebase Cloud Messaging
• Feature: Notifications
• Push notification configured through FCM console from backend event trigger.
3.4. Mailchimp
• Feature: Transactional (Mandrill)
• Automate personalized emails via Integration/API trigger on loyalty event.
3.5. Slack
• Feature: Incoming Webhooks
• Send real-time update to member communication channels or staff notification group.
3.6. Microsoft Teams
• Feature: Connector/Card API
• Post points activity cards to customer or admin group.
3.7. HubSpot
• Feature: Workflow Automation
• Use workflow trigger “property changed” on point balance; initiate customer workflow/email.
3.8. Zendesk
• Feature: Triggers & Automations
• Notify both support and customer about activity via ticket auto-update.
3.9. ActiveCampaign
• Feature: Automation Triggers
• Create automation for points events; send personalized emails/SMS.
3.10. Shopify
• Feature: Flow App
• Automate email/SMS upon order eligibility for points accrual/redemption.
3.11. Salesforce Marketing Cloud
• Feature: Journey Builder
• Trigger customer journey step when points update detected via API event.
3.12. Intercom
• Feature: Custom Bots & Messages
• Send in-app or email notification tied to user event parameter.
3.13. Zoho CRM
• Feature: Workflow Rules
• Create rule for field update (points); use SMS/Email action blocks.
3.14. Pipedrive
• Feature: Automation
• Trigger custom notification/workflow on deal field "points" update.
3.15. Amazon SNS
• Feature: Push Notification Service
• Publish topic tied to loyalty event for SMS/email/mobile push.
3.16. OneSignal
• Feature: Push API
• Trigger push for app/web when loyalty threshold reached; configure channel.
3.17. Klaviyo
• Feature: Flows
• Event-based trigger on custom property (points); dynamic message personalization.
3.18. Discord
• Feature: Bot Messages/Webhooks
• Send DM or channel message for points events using HTTP webhook.
3.19. Facebook Messenger
• Feature: Messenger Platform Send API
• Send points notification to customer inbox using page access token.
3.20. Google Chat
• Feature: Webhook Bot
• Notify admin/team room on customer points action using webhook call.
3.21. WhatsApp Business
• Feature: Template Messages
• Send approval-based notification via WhatsApp Cloud API; pre-approved template used.
3.22. Viber
• Feature: Viber REST API
• Configure to send loyalty alerts/messages for event-driven alerts.
Benefits
4.2. Drives more frequent visits and higher spend through real-time nudges and reward reminders.
4.3. Reduces support cases and disputes with instant, auditable record of all points-related actions.
4.4. Multichannel delivery matches customer communication preferences for higher reach.
4.5. Streamlines staff workload by automating member communications.