Membership & Loyalty ProgramsPurpose
1.2. Automate the identification and segmentation of VIP members based on criteria like visit frequency, spend levels, or recent activities.
1.3. Trigger multi-channel marketing workflows for timely, personalized offer delivery via SMS, email, mobile push, or in-app notifications.
1.4. Integrate membership systems and marketing platforms to ensure seamless, trackable, and GDPR-compliant communications.
1.5. Optimize ROI by analyzing campaign results and refining audience segments automatically.
Trigger Conditions
2.2. Anniversary of membership sign-up or birthday.
2.3. Inactivity detected for 30+ days.
2.4. Major upcoming event, school holiday, or new attraction launch.
Platform Variants
3.1. Twilio
• Feature/Setting: SMS API — Send outbound SMS with offer code to recipient from contact list; sample config: Use sendMessage endpoint with dynamic personalized body based on CRM export.
3.2. SendGrid
• Feature/Setting: Marketing Campaigns API — Automated, personalized email delivery; configure dynamic templates with member attributes, schedule to top-tier segment.
3.3. Mailchimp
• Feature/Setting: Customer Journeys; setup automation triggered by segment entry (VIP status), deliver email or app notification.
3.4. Segment
• Feature/Setting: Identify and Track API — Segment high-value customers, trigger downstream offer workflows via integrations.
3.5. Slack
• Feature/Setting: Incoming Webhooks — Notify internal teams on high-value offer sends with member details.
3.6. HubSpot
• Feature/Setting: Active List & Workflow Automation — Create dynamic lists of VIPs, auto-send offers by email or SMS add-on.
3.7. Salesforce
• Feature/Setting: Process Builder/Flow — Automatically flag high-value contact, trigger special offer email with email alert action.
3.8. Microsoft Teams
• Feature/Setting: Adaptive Cards API — Push offer alerts to staff channels when special offer is triggered for follow-up.
3.9. Facebook Messenger
• Feature/Setting: Messenger Send API — Send direct message offer to loyal customers segmented by CRM.
3.10. WhatsApp Business
• Feature/Setting: Template Messaging API — Deliver template-based promotional offers to validated member contacts.
3.11. ActiveCampaign
• Feature/Setting: Automations — Use 'Score Above Value' trigger to send email/text with unique offer code.
3.12. Shopify
• Feature/Setting: Customer Segments API — Identify high-value online ticket buyers, auto-generate unique discount code, email via Shopify Email.
3.13. Google Sheets
• Feature/Setting: Script Automation — Track high-value members, trigger webhooks to other channels when criteria met.
3.14. Zapier
• Feature/Setting: Multi-Step Zap — Detect VIPs from CRM update, auto-send campaign via mail/SMS/Slack.
3.15. Klaviyo
• Feature/Setting: Predictive Analytics & Flows — Use ‘Segment’ trigger to send personalized offer email or SMS.
3.16. Pipedrive
• Feature/Setting: Workflow Automation — Move VIPs to special offer deal stage, auto-send message using email integration.
3.17. Intercom
• Feature/Setting: Custom Bots/Outbound Messages — Send offer to high-value users based on segment interaction score.
3.18. OneSignal
• Feature/Setting: Push Notification API — Auto-send mobile/app notification to VIP segment with unique offer.
3.19. Zoho CRM
• Feature/Setting: Workflow Rules — Fire on custom field ‘VIP’ updated, send offer via Zoho Campaigns.
3.20. Typeform
• Feature/Setting: Hidden Fields and Logic Jumps — Collect feedback after offer delivery, trigger follow-up offers for top responders.
Benefits
4.2. Reduces manual administrative effort in offer management.
4.3. Enhances conversion rates through personalization and timeliness.
4.4. Provides multi-channel flexibility for user preference.
4.5. Allows continuous optimization with detailed tracking and analytics.