Tag high-value customers for loyalty programs

Purpose

1. Automatically identify and tag high-value customers based on order history, frequency, and purchase amounts.

2. Add eligible customers to tailored loyalty programs in POS and CRM for personalized marketing and rewards.

3. Enhance retention and revenue through targeted incentives for premium Japanese cuisine clientele.

4. Sync tags and status across POS, email, SMS, and CRM platforms to enable consistent engagement and reporting.

Trigger Conditions

1. Customer completes order above a configurable spend threshold.

2. Cumulative orders exceed set frequency within a rolling time window (e.g., 10 visits/3 months).

3. Special menu items or omakase purchases detected in order data.

4. Customer is not currently tagged as high-value in the system.

Platform Variants

1. Toast POS

• API: POST /customers/tags
  
• Feature/Setting: Auto-tag high-spending customers on transaction completion.
  

2. Square POS

• API: /v2/customers/assign-group
  
• Feature/Setting: Assign "VIP" group via customer profiles on qualifying orders.
  

3. Shopify POS

• API: Admin API /customers/update
  
• Feature/Setting: Update customer metafields for loyalty status.
  

4. Lightspeed Restaurant

• API: /customers/{id}/tags
  
• Feature/Setting: Tag on high-value purchase using order webhook.
  

5. Upserve POS

• API: /api/customers/tags/add
  
• Feature/Setting: Add "loyalty eligible" tag post-payment.
  

6. Revel Systems

• API: /api/customers/update
  
• Feature/Setting: Append loyaltyGroupId to customer.
  

7. Salesforce

• API: /services/data/vXX.X/sobjects/Contact
  
• Feature/Setting: Update Contact 'Loyalty_Tier__c' field.
  

8. HubSpot

• API: /crm/v3/objects/contacts
  
• Feature/Setting: Set custom property for VIP status.
  

9. Mailchimp

• API: /lists/{list_id}/members/{subscriber_hash}/tags
  
• Feature/Setting: Add loyalty tag to segmented campaigns.
  

10. Twilio SMS

• Feature: Notify team when customer is tagged high-value
  
• Setting: Send SMS via Programmable Messaging API.
  

11. SendGrid

• Feature: Trigger loyalty onboarding email
  
• Setting: Use Marketing Campaigns–List Management API.
  

12. ActiveCampaign

• API: /api/3/contacts/tags
  
• Feature/Setting: Tag customer for automation-based workflows.
  

13. Zoho CRM

• API: /crm/v2/Contacts
  
• Feature/Setting: Update loyalty program field on contact.
  

14. Slack

• API: chat.postMessage
  
• Feature/Setting: Alert restaurant staff in #VIP channel.
  

15. Google Sheets

• API: Sheets API append
  
• Feature/Setting: Log all high-value tagged customers dynamically.
  

16. Airtable

• API: PATCH /v0/{base}/{table}
  
• Feature/Setting: Update "Loyalty Tier" field for analytics.
  

17. Pipedrive

• API: /v1/persons/{id}
  
• Feature/Setting: Change label to "High-Value Customer."
  

18. Microsoft Dynamics CRM

• API: PATCH /api/data/v9.0/contacts
  
• Feature/Setting: Set custom field loyaltyStatus.
  

19. Oracle NetSuite

• API: REST /record/v1/customer
  
• Feature/Setting: Assign loyalty tag to customer entity.
  

20. Klaviyo

• API: /api/profiles/{profile_id}/tags
  
• Feature/Setting: Add loyalty tag for segmented email flows.
  

21. Zendesk

• API: /api/v2/users/{id}/tags
  
• Feature/Setting: Apply high-value tag for tailored support.
  

Benefits

1. Automates loyalty identification, reducing manual entry errors and missed candidates.

2. Enables granular segmentation for marketing and exclusive offers to maximize LTV.

3. Improves front-of-house awareness, enhancing dining personalization for VIPs.

4. Centralizes loyalty management, keeping data synchronized across all customer touchpoints.