Reporting & AnalyticsPurpose
1.2. Automate tracking of member visits, purchases, redemptions, earned points, and reward redemptions.
1.3. Automate reporting on engagement trends, loyalty program growth, and segmentation (e.g., top spenders, frequent buyers).
1.4. Automate notifications and reporting to staff, managers, and stakeholders with real-time or scheduled dashboards.
1.5. Automate integration of statistics into marketing, campaign management, and inventory forecasting.
Trigger Conditions
2.2. Member transaction (purchase, redemption, or point earning).
2.3. Scheduled reporting intervals (e.g., daily, weekly, monthly, quarterly).
2.4. API webhook event for loyalty activity.
2.5. Custom thresholds reached (e.g., loyalty milestone, low engagement, high usage).
Platform Variants
• Feature/Setting: Configure webhook to trigger on customer tags/membership actions.
3.2. Square
• Feature/Setting: Use Square Loyalty API for automated retrieval of member and reward activity.
3.3. Lightspeed Retail
• Feature/Setting: LKoyalty module query automation via API for usage data extraction.
3.4. Klaviyo
• Feature/Setting: Automated fetch through API to segment loyalty program users and trigger stats report email flows.
3.5. Mailchimp
• Feature/Setting: Integrate with Mailchimp’s E-commerce API for automating loyalty-based campaign analytics.
3.6. Salesforce
• Feature/Setting: Automate report generation using Loyalty Management APIs and custom dashboard triggers.
3.7. Zoho CRM
• Feature/Setting: Automate loyalty usage reports through Zoho CRM Analytics integration and workflow automator triggers.
3.8. Power BI
• Feature/Setting: Schedule automated Power Query import on loyalty stats from web service endpoints.
3.9. Google Sheets
• Feature/Setting: Automate data sync via Google Apps Script from loyalty system API and daily update triggers.
3.10. Tableau
• Feature/Setting: Automation with Tableau Scheduled Extracts to update loyalty stats dashboards.
3.11. QuickBooks Commerce
• Feature/Setting: Automate loyalty-related purchase activity reports using Marketplace Dashboard API.
3.12. WooCommerce
• Feature/Setting: Triggered hooks and points plugins expose loyalty usage data for automation tools.
3.13. Stripe
• Feature/Setting: Automate usage statistics via event webhook for custom reward or points features.
3.14. Pipedrive
• Feature/Setting: Workflow automation to tag deals and contacts for loyalty usage insights via Pipedrive API.
3.15. HubSpot
• Feature/Setting: Use HubSpot’s workflows and custom properties to automate loyalty segmentation analytics.
3.16. Zendesk
• Feature/Setting: Automate loyalty support tickets and usage tracking via Zendesk API triggers.
3.17. Xero
• Feature/Setting: Schedule reporting on loyalty-related invoices using Xero’s Reports endpoint.
3.18. SAP
• Feature/Setting: Automate with SAP Loyalty Management APIs to extract and visualize detailed usage statistics.
3.19. Microsoft Dynamics 365
• Feature/Setting: Automate reporting through Loyalty extension workflow triggers and scheduled dashboards.
3.20. Intercom
• Feature/Setting: Use automated messages and event webhooks for loyalty event statistics and segmentation.
Benefits
4.2. Automatedly surfaces critical loyalty trends for fast business decisions.
4.3. Supports automatable segmentation and targeting of top members.
4.4. Enables automated, real-time performance dashboards for management.
4.5. Makes loyalty insights automatable and repeatable, improving marketing and retention.
4.6. Automating cross-system data flows maximizes accuracy and minimizes errors.
4.7. Streamlines scheduled and event-based analytics with automation.