Loyalty program tracking and engagement reminders

Purpose

1.1. Automates loyalty program tracking across all customer touchpoints, ensuring diners' rewards accrue and reminders are triggered for both engagement and retention.
1.2. Automates notifications for point balances, reward eligibility, unused offers, and personalized re-engagement, boosting revisit frequency at the Galician restaurant.
1.3. Automates synchronization of loyalty data with reservation systems, email, and SMS, consolidating customer loyalty metrics into a unified dashboard.
1.4. Enables automatable cross-channel engagement (email, SMS, push, WhatsApp), maximizing reward utilization and strengthening customer relationships.

Trigger Conditions

2.1. Automatable new customer sign-up to loyalty program via reservation or POS.
2.2. Automated update when a booking is completed or checked in.
2.3. Automated accrual or redemption of loyalty points on eligible spend/visit.
2.4. Automate when customer reaches a reward milestone or tier upgrade.
2.5. Automate scheduled reminders (e.g., after 30 days of inactivity, expiring reward, birthday, or Galician regional holiday).

Platform Variants

3.1. Twilio (Programmable Messaging API)
• Feature: Automates SMS/WhatsApp reminders.
• Sample: Configure Messaging API with customer number, set trigger for inactivity.
3.2. SendGrid (Marketing Campaigns API)
• Feature: Automate bulk loyalty emails and offer alerts.
• Sample: Create engagement flow with dynamic templates and scheduled sends.
3.3. Salesforce (Marketing Cloud, Journey Builder API)
• Feature: Automatedly orchestrate multi-channel loyalty journeys.
• Sample: Set triggers from reservation database, configure reward segmentations.
3.4. HubSpot CRM (Workflows & Marketing API)
• Feature: Automate loyalty lifecycle drip emails and point status notifications.
• Sample: Trigger workflow when loyalty stage changes, insert personalization tokens.
3.5. Mailchimp (Customer Journeys API)
• Feature: Automate personalized reward campaigns and nurture tracks.
• Sample: Trigger journey when reward earned, auto-send reward redemption prompt.
3.6. Constant Contact (Automation Email API)
• Feature: Send automated engagement reminders on loyalty inactivity.
• Sample: Configure event triggers from loyalty database, schedule email batch.
3.7. ActiveCampaign (Automations)
• Feature: Automates reward point update emails and milestone alerts.
• Sample: Connect to POS, map transaction to automation sequence.
3.8. Zendesk (Support Triggers/Automations)
• Feature: Automates support notifications when loyalty issues detected.
• Sample: Auto-create ticket if points not credited, send customer update.
3.9. Zoho CRM (Workflow Automation)
• Feature: Automates loyalty program follow-ups and reward reminders.
• Sample: Set condition on last reservation, trigger call/email task.
3.10. Square (Loyalty API)
• Feature: Automates tracking and reward issuance at POS.
• Sample: Connect to loyalty API, auto-update points, trigger webhooks.
3.11. Toast POS (Loyalty API/Integrations)
• Feature: Automatedly synchronize guest loyalty status at checkout.
• Sample: Enable loyalty integration, push updates to CRM.
3.12. Shopify (Loyalty Extensions, Webhooks)
• Feature: Automate loyalty data sync for online orders.
• Sample: Trigger webhook on qualifying orders, post to loyalty program.
3.13. Slack (Incoming Webhooks/API)
• Feature: Automate team alerts for VIP guest reward redemption.
• Sample: Push notification to “front-of-house” channel on milestone.
3.14. Microsoft Power Automate
• Feature: Automates multistep workflows for loyalty/engagement.
• Sample: Activate flow on POS receipt, email points breakdown.
3.15. Google Sheets (App Script/Automation)
• Feature: Automates tracking of loyalty data and engagement metrics.
• Sample: Script updates points, sends scheduled email from data.
3.16. Klaviyo (Flows API)
• Feature: Automates personalized reward reminders for diners.
• Sample: Connect trigger for reward expiry, send custom SMS/email.
3.17. Gupshup (Messaging API)
• Feature: Automates WhatsApp loyalty engagement.
• Sample: Send “points update” via WhatsApp automatically.
3.18. Intercom (Outbound Messages API)
• Feature: Automate in-app loyalty nudges and notifications.
• Sample: Trigger pop-up when points threshold reached.
3.19. LoyaltyLion (API Integration)
• Feature: Automates loyalty point updates and engagement triggers.
• Sample: Auto-sync POS data, trigger reward offer via API.
3.20. Pipedrive (Workflow Automation)
• Feature: Automates follow-ups for dormant loyalty members.
• Sample: Filter contacts by last engagement, auto-schedule reminder.
3.21. Typeform (Webhooks)
• Feature: Automate survey for feedback after reward redemption.
• Sample: Trigger webhook on loyalty event, auto-send survey.
3.22. Zapier (Loyalty Connections)
• Feature: Connects and automates workflows between loyalty and comms apps.
• Sample: Auto-pipe loyalty triggers from POS to email/SMS campaign.

Benefits

4.1. Automates guest retention by sending timely, relevant engagement prompts.
4.2. Automated aggregation and presentation of loyalty data for actionable insights.
4.3. Reduces manual errors and operational overhead in loyalty management.
4.4. Ensures all eligible rewards and offers are automatedly redeemed or reminded.
4.5. Automates cross-platform reach—guests receive reminders via chosen channel.
4.6. Improves customer satisfaction through seamless, automated engagement.
4.7. Maximizes ROI of the Galician restaurant’s loyalty investments with full automation coverage.