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Automated loyalty points assignment to customer profiles

PURPOSE

1. Automate assignment of loyalty points to customers by linking points calculation directly to order placement, payment, or fulfillment events.

2. Automatically track and credit points to a customer's profile when orders are completed, ensuring real-time engagement and fostering repeat visits.

3. Automates integration with POS, online ordering, and third-party systems to unify loyalty program participation.

4. Eliminates manual errors, enables omnichannel loyalty, and provides personalized reward mechanics to incentivize higher spend or repeat purchases.


TRIGGER CONDITIONS

1. Automatedly triggered upon completion of a successful order in POS or delivery platform.

2. Automation fires for events such as payment processing, order fulfillment, or receipt issuance.

3. Optionally automates on milestone-based customer events, e.g., first order, birthday, or order amount threshold.


PLATFORM VARIANTS

1. Square POS

・Feature/Setting: Automate with "Orders API" — configure webhook on order.completed to assign loyalty points.

2. Shopify

・Feature/Setting: Use "Orders/Create" webhook — configure external loyalty API call automator upon new order finalization.

3. Toast POS

・Feature/Setting: Configure “Order webhook” to automate points assignment via custom function on fulfilled orders.

4. Lightspeed

・Feature/Setting: Set up "eCom orders" webhook — automate loyalty script when status is paid or shipped.

5. Clover

・Feature/Setting: Use "Orders API" event — automation trigger for customer linked order completion.

6. Mindbody

・Feature/Setting: Set “Sale Completed” webhook — automate integration script for loyalty point increment.

7. Revel Systems

・Feature/Setting: Configure webhook on transaction.completed — automate points workflow function.

8. Stripe

・Feature/Setting: Automates using “Checkout Session Completed” webhook — points calculation script on payment.

9. PayPal

・Feature/Setting: “Payment completed” webhook — automate API call to assign points to customer profile.

10. WooCommerce

・Feature/Setting: “Order completed” webhook — automate loyalty plugin or script to update points.

11. SquareSpace

・Feature/Setting: Automate using "Order Placed" trigger — assign points via external loyalty API.

12. DoorDash for Merchants

・Feature/Setting: Use “Order status update” webhook — automate custom integration with loyalty database.

13. Uber Eats

・Feature/Setting: “Order fulfilled” webhook — automate points assignment via in-house or third-party endpoint.

14. Salesforce

・Feature/Setting: Automation on “Order close” event — assign points using Apex or Flow builder.

15. HubSpot

・Feature/Setting: “Deal closed-won” workflow — automate webhook to loyalty point service for customer.

16. Mailchimp

・Feature/Setting: Automate points update using “eCommerce Order Completed” webhook sent to loyalty processor.

17. Oracle MICROS

・Feature/Setting: Use “Transaction post” API — automate custom logic for customer point adaptation.

18. Pipedrive

・Feature/Setting: “Deal completed” webhook — automate API call to loyalty management system.

19. Zapier

・Feature/Setting: Multi-step automation using built-in “Webhooks by Zapier” — connect order result to loyalty point API.

20. Google Sheets

・Feature/Setting: Automate using “New row in Orders sheet” trigger — script execution to update loyalty points.

BENEFITS

1. Automates accurate, timely points assignment to eligible customer profiles across platforms.

2. Eliminates delay and errors from human input by automatedly tracking order completion.

3. Automator allows changes and custom rules (e.g., higher points for specific noodles or combos).

4. Enhances guest experience by automating reward notifications and redemption possibilities.

5. Centralizes loyalty data, enabling automatable insights and future marketing automation.

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