Frequent diner loyalty program enrollment and rewards automation

Purpose

1. Automate frequent diner loyalty program enrollment, point accrual, and reward distribution for Piedmontese restaurant clientele.

2. Integrated automation of diner behavior capture (visits, spend), auto-enrollment of new guests, automated point tracking, and reward notifications.

3. Enable real-time rewards automation based on diner milestones, automate personalized reward delivery, and route data to marketing and CRM platforms for holistic automating of customer retention.

Trigger Conditions

1. Diner makes a reservation, checks in, or completes a meal transaction.

2. Diner achieves a new point threshold or reward milestone.

3. Opt-in via web, QR code, or email campaign for loyalty program enrollment.

Platform Variants

1. Salesforce

• Feature/Setting: Automate lead/contact creation through API, trigger loyalty workflow via Process Builder or Flow.
  
• Sample: POST /services/data/vXX.X/sobjects/Contact
  

2. Zapier

• Feature/Setting: Automator integration between reservation and loyalty database.
  
• Sample: Connect OpenTable “reservation completed” to Google Sheets point tracker.
  

3. OpenTable

• Feature/Setting: Reservation webhook endpoint, custom automatable loyalty API fields.
  
• Sample: Webhook automation triggers point allocation.
  

4. Twilio SMS

• Feature/Setting: SMS Notify diner of new rewards; API automation for campaign sends.
  
• Sample: Messages -> POST /v1/Messages
  

5. SendGrid

• Feature/Setting: Automatedly email loyalty statements/rewards; Dynamic Templates API.
  
• Sample: POST /v3/mail/send with dynamic_template_data
  

6. HubSpot

• Feature/Setting: Automate pipeline update on point accrual; Workflows trigger rewards assignment.
  
• Sample: PATCH /crm/v3/objects/contacts/{contactId}
  

7. Mailchimp

• Feature/Setting: Automate reward campaign emails; triggers from segment automation.
  
• Sample: POST /automations/{workflow_id}/emails
  

8. Square

• Feature/Setting: Automate payment event triggers; Loyalty API automates point accruals.
  
• Sample: POST /v2/loyalty/accounts
  

9. Shopify

• Feature/Setting: Automatedly reward for online gift card purchases; Scripted automation via Shopify Flow.
  
• Sample: webhook, Admin API loyalty script
  

10. Gusto

• Feature/Setting: Automated staff notification for loyalty milestones and special diner handling.
  
• Sample: POST /v1/notifications
  

11. Google Workspace (Sheets/Forms)

• Feature/Setting: Automate data entry of diner loyalty status; triggers via Apps Script.
  
• Sample: Sheets API batchUpdate
  

12. AirTable

• Feature/Setting: Automator links reservation app and loyalty table; automates reward logic via scripting.
  
• Sample: PATCH /v0/{baseId}/{tableName}/
  

13. Klaviyo

• Feature/Setting: Segment and automate reward campaigns via email/SMS; Flow Triggers API.
  
• Sample: POST /api/flows/{flow_id}/triggers
  

14. Typeform

• Feature/Setting: Automate loyalty enrollment forms; webhook to auto-enroll on submission.
  
• Sample: Webhook integration, Forms API
  

15. Stripe

• Feature/Setting: Payment succeeded webhook automates point allocation; Customer metadata API.
  
• Sample: Event webhook, POST /v1/customers/{id}
  

16. Pipedrive

• Feature/Setting: Automate deal stage progress with loyalty triggers; Workflow automates rewards.
  
• Sample: PUT /deals/{id}
  

17. Intercom

• Feature/Setting: Automated in-app messaging for points update; User metatag API.
  
• Sample: POST /messages, PUT /users/{id}/tags
  

18. ActiveCampaign

• Feature/Setting: Automate audience list for loyalty promotions; API to automate contact field update.
  
• Sample: POST /api/3/contactAutomations
  

19. Zoho CRM

• Feature/Setting: Automate loyalty program deal creation; Blueprint for rewards automation.
  
• Sample: POST /crm/v2/Deals
  

20. Slack

• Feature/Setting: Automated staff alerts for high-value diner check-ins; Incoming Webhook.
  
• Sample: POST /api/chat.postMessage
  

Benefits

1. Automates every loyalty and diner milestone, reducing manual tracking and errors.

2. Automated notifications maximize reward impact and diner engagement.

3. Omni-channel automation ensures data and reward actions across every diner touchpoint.

4. Frees staff from repetitive enroll/reward admin, focusing efforts on premium service.

5. Automated loyalty management enables continuous, data-driven guest retention strategies.