VIP and loyalty program automation

Purpose

1.1. Automate the enrollment, engagement, and rewards process for VIP and loyalty program members, streamlining personalized offers, point accumulation, redemptions, and tier upgrades for guests in a New American restaurant.
1.2. Automates segmentation of regulars vs. VIPs for targeted, automated messaging, ensuring premium customer retention and incentivized repeat visits.
1.3. Automating analysis of guest frequency, spend, and preferences for dynamic, automated reward adjustments and campaign automations.

Trigger Conditions

2.1. Automatedly triggered at reservation booking, check-in, or check-out event.
2.2. Automated when customer spend or visit threshold is met.
2.3. Automates on referral, account sign-up, or feedback submission.
2.4. Automator function initiates on receipt of manually tagged VIPs or loyalty members in CRM.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: "Programmable Messaging API" — Use to automate VIP point accrual alerts and reward notifications; e.g., configure messaging workflow to send SMS upon new point accumulation.

3.2. SendGrid
• Feature/Setting: "Marketing Campaigns API" — Automate tailored email campaigns for loyalty milestones or VIP offers; e.g., trigger personalized reward offers at set loyalty point thresholds.

3.3. Salesforce
• Feature/Setting: "Process Builder & Flows" — Automates the process of updating loyalty program tier and push reward data to contact records automatically.

3.4. HubSpot
• Feature/Setting: "Workflows" — Automate segmentation and lifecycle stage update for loyalty/VIP customers; trigger automated nurturing emails or sms.

3.5. Mailchimp
• Feature/Setting: "Customer Journeys" — Automatedly deploy targeted loyalty offers on signup or membership anniversary.

3.6. Square
• Feature/Setting: "Customers API & Loyalty API" — Automates tracking and issuing loyalty points, redeeming automatedly based on transaction patterns.

3.7. Toast POS
• Feature/Setting: "Loyalty Program Integration" — Automate offer deployment and reward redemptions through Toast’s API for in-restaurant engagements.

3.8. Shopify
• Feature/Setting: "Discounts API & Customer Tags" — Automate special offers for online orders from VIPs using automated tagging of loyalty status.

3.9. Zoho CRM
• Feature/Setting: "Workflow Rules" — Automatedly move contacts between VIP/regular pipelines and trigger thank-you or reward emails/SMS.

3.10. ActiveCampaign
• Feature/Setting: "Automations Builder" — Create automated multi-channel loyalty retention sequences based on customer actions.

3.11. Airship
• Feature/Setting: "Automation Composer" — Automated push notifications for reward reminders and VIP upgrades.

3.12. Slack
• Feature/Setting: "Incoming Webhooks" — Notify internal team channels automatedly when a guest reaches VIP status or is eligible for a surprise.

3.13. Zoho Campaigns
• Feature/Setting: "Autoresponders" — Automatically send registry confirmations and reward summary emails to new or upgraded VIP members.

3.14. Gusto
• Feature/Setting: "Custom Workflows" — Automate special employee notifications or incentives for converting regulars to VIPs.

3.15. Sprout Social
• Feature/Setting: "Automated Rule Actions" — Push social DM offers automatically to identified loyalty customers.

3.16. Intercom
• Feature/Setting: "Automated Messaging" — Automate real-time chat messages for loyalty offers during key website or app events.

3.17. Google Sheets
• Feature/Setting: "App Script Automation" — Auto-update lists of VIP members; automatedly add row on each new enrollment.

3.18. Zapier
• Feature/Setting: "Zaps" — Automate integration and data syncing across POS, CRM, or email marketing systems for loyalty updates.

3.19. Constant Contact
• Feature/Setting: "Email Automation" — Automate regular update emails for point status, redemptions, and exclusive VIP events.

3.20. Yotpo
• Feature/Setting: "Loyalty & Referrals API" — Automates administration of loyalty points for specific actions and tracks referrals for automatic bonus points.

Benefits

4.1. Automates time-consuming manual administrative loyalty tasks, maximizing staff efficiency.
4.2. Automatedly increases guest retention and visit frequency with personalized, timely VIP or loyalty rewards.
4.3. Enables automators to deploy dynamic marketing automations, saving costs on repeated manual campaigns.
4.4. Provides automated, data-driven insights into guest behaviors for continuous improvement of the loyalty experience.
4.5. Facilitates scalable, automatable operations as the loyalty program and customer base grows.