Reservation and Customer ManagementPurpose
1.2. Automates customer visit recognition, points calculation, and reward delivery.
1.3. Enables seamless, automated rewarding without manual intervention, encouraging repeat visits.
1.4. Consolidates visitation data with automated deduplication, escalation of reward tiers, and cross-channel notifications.
1.5. Ensures automatable processes for redemption validation and customer communication, integrating with reservation, POS, and CRM systems.
Trigger Conditions
2.2. Automated loyalty points threshold met after a visit.
2.3. Automated reward eligibility calculated post-visit.
2.4. Automated time-based triggers (e.g., birthday, special events).
Platform Variants
• Feature/Setting: Automate sending SMS reward notifications using programmable messaging API.
• Sample: Configure Message Service with automated triggers tied to customer phone numbers.
3.2. SendGrid
• Feature/Setting: Automate loyalty updates via transactional email API.
• Sample: Set up dynamic templates for automated loyalty milestone notifications.
3.3. Square POS
• Feature/Setting: Automating loyalty integration via Square Loyalty API; track customer purchases, visits, and reward status.
• Sample: Activate loyalty program automator in app settings, link customer profiles.
3.4. Salesforce CRM
• Feature/Setting: Automate tier movement, contact segmentation, and rewards via Process Builder.
• Sample: Initiate flow to update loyalty status on customer record after each visit.
3.5. HubSpot
• Feature/Setting: Automate loyalty workflow automation via marketing workflow tool.
• Sample: Automated triggers for points/badges assigning and mailer sequences.
3.6. Zapier
• Feature/Setting: Automator of cross-platform data sync, e.g., automate adding event to Google Sheets when loyalty event is logged.
• Sample: Set up "Zap" from loyalty database to rewards email campaign.
3.7. Mailchimp
• Feature/Setting: Automate audience segmentation and automated reward emails.
• Sample: “Tag” users hitting loyalty thresholds and enroll in automated campaigns.
3.8. Firebase
• Feature/Setting: Automate backend event tracking for user visits/points; automates remote config for active offers.
• Sample: Integrate with Firestore triggers for reward eligibility.
3.9. Shopify POS
• Feature/Setting: Automate loyalty points calculation at checkout using POS Loyalty API.
• Sample: Configure automated post-purchase actions linked to customer account.
3.10. Google Sheets
• Feature/Setting: Automate aggregation/storage of visit records using Apps Script triggers.
• Sample: Scheduled automation for point calculation and reward eligibility lookup.
3.11. Stripe
• Feature/Setting: Automate discount redemption, issue rewards via Promotion Codes API.
• Sample: Automator to trigger promo code distribution on loyalty events.
3.12. Typeform
• Feature/Setting: Automate survey enrollment and coupon code delivery post-loyalty milestone.
• Sample: Configure automated webhook to push submissions into rewards workflow.
3.13. Intercom
• Feature/Setting: Automate in-app messaging for loyalty rewards; set up auto-messages on event triggers.
• Sample: Deploy custom rules for automated loyalty engagement.
3.14. ActiveCampaign
• Feature/Setting: Automate email/SMS reward flows via automated pipelines and deals.
• Sample: Build automation to assign/contact loyalty levels.
3.15. Pipedrive
• Feature/Setting: Automate adding loyalty program step to customer journey pipeline.
• Sample: Pipeline automation moves customer to next loyalty tier.
3.16. Slack
• Feature/Setting: Automate notice to staff/management when customer earns a reward.
• Sample: Integrate via Incoming Webhook triggered by loyalty milestone.
3.17. Facebook Messenger
• Feature/Setting: Automate chat-based notifications and reward coupons delivery.
• Sample: Automated chatbot workflow for loyalty status updates.
3.18. WhatsApp Business API
• Feature/Setting: Automate sending loyalty notifications via templated messages.
• Sample: Automated trigger for reminders or reward claims.
3.19. LoyaltyLion
• Feature/Setting: Automate full loyalty program and rewards issuing; customer portal and API.
• Sample: Connect store data source, automate event triggers.
3.20. Oracle Hospitality (Opera Cloud)
• Feature/Setting: Automate loyalty data collection and guest recognition; use APIs to auto-trigger rewards.
• Sample: CRM-to-Opera loyalty sync with rewards automation on guest check-out.
3.21. Google Calendar
• Feature/Setting: Automate scheduling of personalized loyalty events and reminders.
• Sample: Trigger calendar event for customer milestone.
3.22. WooCommerce
• Feature/Setting: Automate points accrual and coupon issuance after purchase.
• Sample: Set loyalty rule with Points and Rewards extension automatedly.
Benefits
4.2. Automatedly delivers personalized offers, boosting customer retention and satisfaction.
4.3. Automator reduces administrative workloads, making the process fully automatable.
4.4. Ensures accurate, real-time tracking automating operational integrity.
4.5. Facilitates automated data-driven analysis of repeat visitor trends for continuous improvement.